Portfolio Tax Scanner
Your investment fund holds securities all over the world. Your tax function requires you to ensure proper taxation of your portfolio or oversee the individual/entity in charge of it.
And you know that lack of compliance or lack of efficiency puts your reputation at risk! Nevertheless, you are not a tax expert, nor do you have access to local tax knowledge everywhere.
Portfolio Tax Scanner, PwC Luxembourg’s bespoke tax service is here to help.
Your challenges
Investment fund experts told us they want to…
- identify and monitor their portfolio’s tax risk exposure;
- optimise their portfolio’s return on investment;
- demonstrate their tax diligence and policy vis-à-vis their investors, auditors, tax authorities, etc.
Our innovative solution
Our Portfolio Tax Scanner is an easy-to-use solution for non-tax experts that:
- only requires transactions data input;
- compares the tax rates applied to your fund’s portfolio with the ones “generally” observed in the market;
- identifies your tax risks and your tax inefficiencies;
- gives you food for thought to freely take appropriate action (e.g. request further in-depth analysis, reclaim unduly paid taxes, etc.) and build up your tax strategy;
- generates user-friendly reports for your boards, auditors, etc.
