Altorfer Duss & Beilstein has been offering its tax legal services for more than 60 years in Switzerland. Jürg Altorfer is a tax partner. He joined the firm in 1994 and was promoted to partner in 1997.
The team offers legal services in tax planning for groups and small-and-medium-sized enterprises, and individuals in the areas of incorporations, M&A, due diligence, international structuring, transfer pricing, reorganisations and restructuring, collective investment schemes, capital markets, real estate taxes, compliance, audits and appeals, estate planning and administration, secondments and expatriates. It has a strong focus in asset management, banks and family offices in tax legal support.
The firm recently advised LGT Capital Partners in a public share buyback programme with regard to the tax exempted distribution.
Baker McKenzie in Switzerland has 30 lawyers, of which nine are partners. The tax practice offers all tax legal services and is experienced in providing advice in international tax, TP, dispute resolution, and more for its Swiss clients and international clients. Partner Hans Koch is based in Zurich, he leads the tax team. Koch advises international clients on tax and M&A, private equity and capital markets.
Managing partner Jackie Hess is the head of tax at Deloitte. She has more than 20 years of experience in tax law, advising some of the firm’s most important clients. She is well experienced in providing tax legal advice for business model optimisation, audit defence, controversy, and cross-border planning including substance reviews and intellectual property structuring. Deloitte Switzerland has invested heavily in tax technology and people, expanding its talent pool to more than 19,000 employees in 2017, and 300 employees focusing in tax. It has offices in Geneva, Zurich, Bern, Basel and Lausanne. The tax practice serves a diverse client base, including major Swiss companies and multinational corporations. It specialises in the following sectors: financial services, pharmaceuticals, manufacturing, healthcare, consumer goods and technology and media and telecommunications.
The firm advised an international group in the life sciences sector in a complex global reorganisation in response to the US tax reforms. The team also advised on the tax aspects of the distribution of a Swedish participation held by a Swiss company to its parent company (a former Swiss company).
The EMEIA Tax Center at EY is organised as a supranational entity covering the entire Europe, Middle East, India and Africa (EMEIA) region, with its Intercompany Effectiveness and operational transfer pricing practice serving clients’ needs across all jurisdictions.
Led by Oslo-based partner Sveinung Baumann-Larsen, it brings together multi-disciplinary experience and resources focused on IT, accounting, and tax from the entire region in its work. This work covers some of the leading global companies in their respective fields and includes those involved in retail and consumer products, energy and pharmaceuticals, to name but a few.
The tax department at Lenz & Staehelin offers the full range of services, including M&A, restructuring, buyouts, tax planning, litigation, VAT and customs duties. Pascal Hinny oversees the Zurich office and specialises in tax planning for international corporate groups. Jean-Blaise Eckert, an expert in private client advisory, heads the offices in Geneva and Lausanne. Altogether, the tax team includes seven partners and 25 other professionals divided between the three main offices. Key practice areas include MAPs, derivatives, social security and pension plans. This remit includes inter-cantonal tax affairs and cross-border issues. The firm serves clients from major industries like real estate, healthcare, pharmaceuticals and life sciences, including companies such as Pfizer and Ritz-Carlton. It also maintains a strong relationship with the Swiss tax authorities.
The firm recently advised the Conforama Group on its €115 million debt financing with Tikehau Capital, a French investment group. It advised on complex tax questions for withholding tax, corporate tax and real estate tax.
Independent law firm Loyens & Loeff has a tax practice that provides clients with a full range of tax services and covers all tax areas of international tax law, transactions, restructuring and litigation. Beat Baumgartner and Ronald Wijs are two key partners at the firm. Baumgartner specialises in international tax, particularly investment structures, M&A deals and financial instruments. Wijs has strong expertise in cross-border planning. The Swiss group specialises in corporate restructuring and investment management. The firm's clients include multinational companies, private equity firms, family-owned businesses and high-net-worth individuals. It has offices in Belgium, the Netherlands, Luxembourg and Switzerland, as well as many more around the world.
The firm recently assisted a large pharmaceutical group for tax-neutral step up in basis. It developed a model for a tax neutral step-up basis for the client’s Swiss licensing operation and engaged in negotiations with the tax authority.
Ludwig + Partner’s tax practice includes three partners. Hubertus Ludwig heads the team. It offers a wide range of advice and support for small-and-medium-sized companies. Based in Basel, Ludwig focuses on German-Swiss business relations and oversees negotiations with the Swiss tax authorities. The tax team advisory service focuses on corporate tax, restructurings, investments and transactions, financing and business law issues.
Ludwig + Partners advised the Barnes Group Switzerland in its restructuring of four active domestic companies in the group into one entity in three different locations in Switzerland.
The tax team at MME Legal | Tax | Compliance includes partners Samuel Bussmann, Walter Frei, Thomas Linder, Mónika Molnár, Andreas Müller and Christoph Rechsteiner. The practice assists clients in the corporate tax areas of tax planning, function management transactions and transfer pricing. It also provides individual tax assistance, such as to business owners, high-net-worth individuals and expatriates. The tax practice’s partners are experienced advisors in tax matters related to digital finance and blockchain, private client, IT-outsourcing, cross-border trade, transport and logistics, VAT, customs and more.
The firm has assisted in more than 40 initial coin offering structures for crypto, blockchain, and fintech companies.
Thomas Graf is the head of international tax at Niederer Kraft Frey. He advises businesses and high-net-worth individuals on an array of tax issues including M&A, cross-border arrangements, reorganisations and structuring. Based in Zurich, the team includes three partners and nine other fee earners. Its focuses are on corporate tax, international tax structuring, financial structures, individual taxes and social planning, compliance and structuring. Some of its key clients are UBS, Credit Suisse, EFG and Chopard, among others. The firm draws international clients from such countries as the US, the UK, Russia and Japan.
Recently, the team has advised Actelion, a large pharmaceutical firm, on a $30 million all cash tender offer by Johnson & Johnson. The firm, as the lead advisor, advised Actelion on all the legal tax aspects for structuring, agreements, negotiations, tax rulings, etc.
Partners Pietro Sansonetti and Michael Nordin are the co-heads of tax at Schellenberg Wittmer. Sansonetti oversees the Geneva office and Nordin leads the team in Zurich. Nordin specialises in transactional tax, M&A, and reorganisation and restructuring. The tax practice is comprised of 18 professionals, including four partners and two counsels. It has expertise in corporate and financial tax, VAT and customs, litigation and real estate. Its client base includes major industrial groups, high net worth individuals and NGOs. Two other key members of the Geneva team are counsel Danielle Hostettler and partner Jean-Frédéric Maraia. Hostettler advises clients on executive compensation, national and international tax planning, stock options and share valuation, while Maraia focuses on M&A and real estate transactions.
The firm is advising UNHW in a $3 billion international wealth planning, and a $5 billion international wealth planning and representation tax proceedings.
Tax Partner is an independent tax boutique with more than 10 partners and counsels, and around 40 professionals in total. The practice offers the full range of tax services, including accounting, compliance, dispute resolution and litigation. A key contact for the firm is partner Stephan Pfenninger, who specialises in real estate tax, corporate tax and banking law tax. It is a part of the global Taxand network, which has more than 2,000 tax advisers and 400 partners operating in more than 40 countries.
The firm recently advised on the acquisition of a Switzerland-based real estate financing company for approximately €700 million. The tax team advised in choosing an efficient tax structure, which could save more than €200 million on capital gains. This involved complex negotiations with the tax authority.
Wenger & Vieli, a member of the WTS Global network, is based in Zurich, offering a wide range of tax services for a variety of clients. Bruno Bächli heads the team of six tax specialists. He focuses on national and international tax law, particularly for high-net-worth individuals and medium-sized companies. These clients are drawn from key sectors like real estate, finance, manufacturing, high-tech and healthcare. The firm offers personal tax services in areas such as tax disclosures and succession planning.