Global Structuring: Financial Services

Our dynamic, diverse, and highly experienced team is dedicated to helping financial services organizations strategize their global business and tax issues for today’s diverse business environment.

Integrate your perspective. Create better solutions.

Our dedicated team of international tax, mergers & acquisitions (M&A), and transfer pricing specialists can help you navigate:

Complex international tax issues 

  • Ever-increasing reporting requirements
  • Tax implications of investing in different jurisdictions

Emerging and growing markets

  • Deals
  • Digital assets
  • Environmental, social, and governance (ESG)

We look forward to partnering with you.

Risk management considerations

  • Operational tax risks
  • Stringent capital requirements

Solutions tailored to your sector

Asset Management

Our asset management professionals understand how the sector landscape is being reshaped by forces such as deals, digital assets, ESG, and new workforce trends.

We can help you navigate complex tax issues by:

  • Utilizing our deep industry knowledge and integrated tax approach to deliver holistic and efficient solutions
  • Leveraging our cutting-edge tax technology to efficiently assess your current structures and develop tailored dynamic solutions.

Banking and Capital Markets

Our banking and capital markets team brings deep knowledge and practical understanding of our diverse group of clients — from large wholesale and retail banks to investment banks, broker-dealers, custodians, exchanges, and global rating agencies — meaning that you will be working with a team who understands the specific business issues you face.

Our core focus areas include:

  • Structural alignment
  • Tax-efficient financing
  • Attribute management in light of legislative change
  • Resilience in the face of uncertainty


Our insurance tax specialists assist multinational insurance companies in navigating today’s dynamic legislative, regulatory, and financial environment.

We can help you with:

  • Complex reinsurance transactions
  • Efficient use of capital
    • Cash deployment
    • Worldwide treasury management
  • Global structural and profit alignment
    • Cross-border mergers and acquisitions
    • Investing and financing and managing related investment tax costs
  • Risk management / Financial risk management
  • Tax considerations of:
    • Insurtech and fintech 
    • Cyber risks 
    • Crypto currencies 
    • Pension risk transfers 
    • Alternative investments.

Private Equity

Private equity transactions require unique deal structuring techniques. Brokering these deals — while maintaining strong investor returns — requires tax guidance that caters to your unique position in the market

We can help you:

  • Perform tax due diligence and develop techniques to reduce identified tax risks
  • Plan for tax-efficient debt servicing, refinancing, and repayment
  • Explore structuring techniques that reduce up-front transaction costs
  • Provide flexibility for subsequent disposals, reorganizations, and exit or initial public offering (IPO) planning
  • Advance private equity portfolio performance


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Puneet  Arora

Puneet Arora

Financial Services Tax Consulting Leader, PwC US

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