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Our tax expertise for banks, insurance companies and funds

LeitnerLeitner has been providing tax advice in connection with capital market products and financial services providers for many years. As an investor or issuer, you benefit from the significant expertise of your contact persons, the close connection between science and practice, and our interdisciplinary approach.

The spectrum of capital market products is unlimited and ranges from traditional investments (funds and certificates) to crypto assets. Each case involves finding the right tax package for a capital market product. These challenges apply equally to the portfolios of private investors and the range of products offered by banks, insurance companies and investment companies. Therefore our services range from tax-related suitability checks for financial products destined for the Slovenian market to automated tax reporting, on-going tax compliance for banks and tax compliance for classic and alternative investment funds. Our experts assist you using an efficient and pragmatic approach. Working quickly and efficiently, we provide you with tailored solutions.

Our services

  • Tax assessment and structuring of classic and derivative capital market products
  • Advice, structuring and compliance for classic and alternative investment and real estate funds and their initiators
  • Development and use of innovative financial technologies
  • Advice for crypto assets
  • Support for banks and insurance companies regarding special tax issues (corporate tax, financial services, VAT)
  • Training and workshops for private banking
  • Advice for questions related to the automated exchange of information, FATCA and DAC6
  • On-going tax advice and tax compliance for banks
  • Support with complex company audits and appeal and court proceedings
  • Jure Mercina
    Tax Advisor | Partner
  • Blaž Pate
    Tax Advisor | Partner | Shareholder
  • Katja Pate
    Head of Accounting | Director
Let's get in touch!