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Portfolio Tax Scanner

An innovative and user-friendly Asset and Wealth Management tax solution, which, in a single view, highlights your portfolio’s tax exposure through a heatmap.

A PwC 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 on the market;
  • Identifies your tax risks and 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.

How it works

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"I want to identify and monitor my portfolio’s tax risk exposure; I want to optimise my portfolio’s return on investment; I want to demonstrate my tax diligence and policy vis-à-vis my investors, auditors, tax authorities, etc.”

Your benefits

You have access to an innovative and user-friendly AWM tax solution, which, in a single view, highlights your portfolio’s tax exposure (per country and per type of income) through a heatmap.

This platform is based on our experience with local and international clients in identifying, monitoring and optimising their portfolio’s tax exposure since many years and on market feedback.

Upon your request, we can assist you in creating a more in-depth and tailor-made tax analysis. With our support, you will get an accurate overview of your portfolio tax exposure and will be in a position to increase its tax efficiency.

Value

Our price offer is considered on a case-by-case basis, depending on the scope of assistance for our clients.

Sponsor

Sidonie Braud
Partner, PwC Luxembourg

Alexandre Hick
Senior Manager, PwC Luxembourg

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