Insurance

The insurance sector is one of the pillars of the modern financial market that deserves comprehensive tax and legal care.

Our team supports leading insurance companies on a daily basis. We also provide services to entities involved in insurance intermediation – including agents and brokers.

ALTO also cooperates with insurance companies both in everyday, current tax issues, as well as conducting unusual, often very complex projects. We help to successfully solve tax challenges related to insurance products and cooperation with intermediaries or reinsurers. Our experts implement tax changes and analyze the impact of regulatory changes on taxation on an ongoing basis. 

We conduct broadly understood tax proceedings, prepare tax strategies and develop MDR or WHT procedures.

Our extensive knowledge and familiarity with matters of the insurance sector allows us to carry out the most complex projects: ALTO was the main tax advisor on the merger of the UNIQA and AXA groups in Poland. It was an extensive, comprehensive and demanding project implemented in 2020-2021.

Clients from the insurance sector appreciate our knowledge and comprehensive operation. We provide comprehensive support in all tax issues, including the following areas: CIT, transfer pricing, VAT, PIT, tax on assets, tax on civil transactions (PCC). Our team is distinguished by knowledge of insurance products and transactions as well as insurance company accounting. We understand the financial market and know how to function within it so that clients can achieve their business goals step by step. 

What we feel is important is that we value a proactive approach and strive to identify important areas that need to be addressed in advance. ALTO experts know how to effectively work under time pressure. As part of the service, we can also take over project coordination and take care of project management. We do everything to ensure that cooperation with us is not only effective for our clients, but also – convenient and comfortable. Such consulting allows companies from the insurance sector to effectively build a competitive advantage.
Check the full list of our services for the insurance industry.