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  • Operational Taxes

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Operational Taxes

The Operational Tax world

Operational tax risk arises in relation to withholding taxes, transactional taxes (stamp duties and other transfer taxes) and compliance obligations (identification, documentation and tax reporting) resulting from holding or receiving payments on financial assets.

Operational tax was traditionally considered as secondary and was not sufficiently appreciated. However, as net tax transparency and compliance requirements  have evolved and increased globally, financial organizations are facing numerous operational tax challenges.

Furthermore, the FATCA and CRS rules impact not only financial service providers but everyone from investor, to life insurance policyholder or beneficiary, all the way to basic  account holder.

The BDO Operational Tax team

In order to help you with these complex rules, BDO Luxembourg has put together a dedicated team specialized in operational taxes. The team is composed of experts with an international background and extensive financial services experience.



> U.S. Qualified Intermediary (“QI”)
> Foreign Account Tax Compliance Act (“FATCA”)
> OECD Common Reporting Standard (“CRS”)
> Certification of German tax figures for funds
> Tax reporting for private bank clients
> Other tax issues related to securities