Tax Services for Private Banking Clients Resident in Germany

With extensive links to Germany over many years, Bank Vontobel can count a substantial number of individuals resident in Germany among its clients. It soon recognised the significance of German tax law for its investments, and for years has been a pioneer among the Swiss banks in German tax reporting and the provision of personal tax advice to clients who have unlimited tax liability in Germany. The impact of German tax law on the investments of Bank Vontobel clients resident in Germany forms a key part of our professional asset management services, which is why we

• It offers personalised tax advice tailored to the specific needs of its German clients.
• It aims to achieve the highest-possible after-tax return on assets.
• It provides its German clients with comprehensive tax data, allowing them or their tax advisors to complete their tax declarations as easily as possible.

• You benefit from optimum investment recommendations for your private assets, taking account of German tax law.
• You find out how you can optimise your tax burden when transferring your assets to younger generations.
• We highlight solutions in the field of foreign and international tax law.
• You receive a statement of income and the KAP and SO (capital gains and other income) investments with all relevant tax data in order to help you prepare your tax declaration.
• Upon request, you receive the tax certificates for the German tax on investment income that has been paid and we will submit an application to reclaim foreign withholding tax on your behalf.