Financial services

To be able to advise business in the financial services industry it is really important to understand the landscape, the transactions and the lingo! That’s why we have a specialist financial services tax team with experience in:

• Banking
• Insurance, and
• Funds management

The team, led by Mark Russell, David Lamb and Darryl Eady includes senior financial services specialists that have each spent time working in major financial centres such as London and Dublin. We have global industry experience, both as advisors and as industry participants.

The wider financial services industry has undergone significant tax and regulatory change in recent years, and this is unlikely to change any time soon. We take a real interest in how this impacts the industry and our clients. For example we were heavily involved in:

• the introduction of the life tax rules
• the formation of the rules for PIEs and FDR, and
• the securitisation of mortgage backed securities by the major banks.

We understand the importance of working closely together, that’s why we consider ourselves part of one financial services team with our colleagues in assurance, actuarial, technical accounting, financial risk, and consulting. We work together daily, and this allows us to really understand your business.

For further information on our services please contact us.