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Financial accounting advisory services (FAAS)
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Financial accounting advisory services (FAAS)
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Transaction advisory services
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Help to understand or support the valuation of a business or asset.

Environmental, social and governance (ESG)

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The ESG agenda
Shape your ESG agenda by identifying the right metrics, sustainable development and potential business value impact.
ESG driven business transition
Whatever your ESG strategy, we can support your organisation as it evolves while maximising efficiency and profitability.
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Financial services advisory

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Actuarial and insurance consulting
We consult extensively to the life insurance, general insurance, health insurance and pensions sectors.
Business risk services
Our market-driven expertise helps firms keep growing and manage risk in an evolving regulatory landscape.
Financial crime
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Financial services business consulting
Leverage our diverse capabilities to manage challenges and take opportunities: from assurance to transformation
Financial services tax
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Insolvency and global asset recovery

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Restructuring

Our restructuring team help lenders, investors and management navigate contingency plans, restructuring and insolvency.

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Asset based lending advisory
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Contingency planning and administrations
In times of financial difficulty, it is vital that directors explore all the options that are available to them, including having a robust ‘Plan B’.
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Creditor and lender advisory
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Our debt advisory team can find the right lender to help you in restructuring. Find out how our experts can support you.
Financial services restructuring and insolvency
Financial services restructuring and insolvency is a competitive marketplace. Our team can help you navigate this space.
Pensions advisory services
DB pension-schemes need a balanced approach that manages risk for trustees and sponsors in an uncertain economy.
Restructuring and insolvency tax
Tax will often be crucial in a plan to restructure a distressed business. Our team can guide you through the process.
Restructuring Plans
Market leading experience in advising companies and creditors in Restructuring Plan processes.

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Risk

Meet risks with confidence and transform your business – we support you to manage risk and deliver on your goals.

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Artificial intelligence
Our approach to the design, development, and deployment of AI systems can assist with your compliance and regulation.
Controls advisory
Build a robust internal control environment in a changing world.
Data assurance and analytics
Enhancing your data processes, tools and internal capabilities to help you make decisions on managing risk and controls.
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Understand and embrace enterprise risk management – we help you develop and connect risk thinking to your objectives.
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Managing risk and realising ESG opportunities
Assess and assure risk and opportunities across ESG with an expert, commercial and pragmatic approach.
Project, programme, and portfolio assurance
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Service organisation controls report
Independent assurance provides confidence to your customers in relation to your services and control environment.
Supplier and contract assurance
Clarity around key supplier relationships: focusing on risk, cost, and operational performance.
Technology risk services
IT internal audits and technology risk assurance projects that help you manage your technology risks effectively.

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Tax

Tax has always been complicated, but it's more important than ever to understand how the evolving tax landscape impacts you and your business.

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Capital allowances (tax depreciation)
Advisory and tools to help you realise opportunities in capital allowances.
Corporate tax
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Employer solutions
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Helping financial services firms navigate the global financial services and funds tax landscape.
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Energy, utilities and natural resources

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Financial services

Regulatory change, pressure on cost management and growth, and increased investment in technology and data are dominating the financial services industry.

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Banking
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Capital markets
2020 is a demanding year for capital markets. Working with you, we're architecting the future of the sector.
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Pensions
Pension provision is an essential issue for employers, and the role of the trustee is becoming increasingly challenging.
Payments advisory and assurance
Payment service providers need to respond to rapidly evolving technical innovations and increased regulatory scrutiny.

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Education and skills
The education sector has rarely faced more risk or more opportunity to transform. You need to plan for the future.
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We are committed to helping change social housing for the better, and can help you make the most of every opportunity.

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Private sector healthcare

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Real estate and construction

The expertise you need in real estate advisory, audit, and tax to get the right strategy for your business.

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Technology, media and telecommunications (TMT)

Are you ready to deliver on your growth ambitions? We work with TMT leaders to navigate the risks and opportunities.

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Technology
We work with dynamic technology companies of all sizes to help them succeed and grow internationally.
Telecommunications
Take all opportunities to realise your goals in telecommunications: from business refresh to international expansion.
Media
Media companies must stay agile to thrive in today’s highly competitive market – we’re here to support your ambitions.

Financial services firms face multiple tax issues and an increasing administrative burden. But with effective tax planning and compliance management, you can still drive real value and growth.

The global tax landscape is ever-changing and continues to shape and define the financial services sector.

Global initiatives, such as the Foreign Account Tax Compliance Act (FATCA), Common Reporting Standard (CRS), and Base Erosion and Profit Shifting (BEPS), are having significant impact on both operational requirements and decision-making processes in financial service firms.

We'll support you with the tax impacts through our UK team and international network of tax advisers.

Deep industry understanding

Our industry experience combined with our deep technical knowledge brings a more commercial approach to your tax management.

Tailored, pragmatic advice

Optimise your tax position, manage tax risk, and meet tax compliance obligations; from tax structuring considerations to operational tax issues.

International capabilities

Local knowledge combined with our global network ensures you're at the forefront of tax changes wherever your people are.

Get in touch

Terry Heatley

Partner, Head of Financial Services Tax

Contact Terry Heatley Learn more about Terry Heatley

Why Grant Thornton

Our multidisciplinary financial services and funds tax team will guide and support you to stay ahead of the changing regulatory and tax landscape.

We work with you to provide tailored, pragmatic solutions that meet your financial and business needs.

Our deep expertise spans insurance, banking, investment management and capital markets, and is supported by a global network of tax professionals.

You'll have senior people assigned to your case and access to a full range of services.

Our financial services and funds tax services include:

Fund structuring and carried interest
Investor reporting
Tax services for banks
Tax services for insurers
Operational tax advice
International tax
R&D and innovation taxes
Indirect tax
Transfer pricing advice
Employer solutions
M&A related tax services

Financial services tax