Recognised leaders in QI, FATCA, and CRS compliance

We combine deep technical expertise with practical insight to help you navigate the complex world of cross-border tax compliance

Regulatory areas we support

We specialise in global tax compliance frameworks, including the U.S. Qualified Intermediary (QI) and FATCA regimes. Our experts provide end-to-end support with QI applications, compliance, reviews, and certification, as well as practical FATCA guidance on classification, registration, due diligence, reporting, and certification — helping institutions meet their IRS obligations efficiently and confidently.

Through our global affiliate network, we also support institutions with CRS compliance and preparation for the EU FASTER Directive. We offer local insight to ensure accurate, consistent CRS implementation across jurisdictions and help clients assess the operational impact of the upcoming FASTER reforms, providing clear, proactive guidance for future compliance.

Qualified Intermediary

We are recognised specialists in the U.S. Qualified Intermediary framework, supporting institutions worldwide with applications, compliance, reviews, and certification. Our end-to-end expertise helps financial institutions understand and meet their IRS obligations efficiently, ensuring robust governance, accurate reporting, and lasting regulatory confidence.

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FATCA

Our consultants help financial institutions navigate the complex requirements of the U.S. FATCA regime with confidence. We provide practical, independent support across classification, registration, due diligence, reporting, and certification — helping clients build strong, sustainable compliance frameworks that balance operational efficiency with regulatory integrity.

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CRS

We provide expert CRS compliance support through a global network of affiliates with local regulatory insight. Our consultants help institutions classify entities, design due diligence processes, validate reporting data, and strengthen governance — ensuring accurate, consistent, and locally compliant CRS implementation across multiple jurisdictions.

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FASTER Directive

We help financial institutions understand and prepare for the EU FASTER Directive, a major reform to cross-border withholding tax relief due by 2030. Our experts deliver clear guidance, assess operational impacts, and support proactive engagement in the EU’s consultation process to shape future implementation.

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How we
can help

Whether you’re preparing to apply for QI status, preparing your annual tax information reporting or planning a periodic review, our consultants provide the clarity and practical support you need.

We work collaboratively with your team to deliver efficient compliance solutions so you can you meet your obligations with confidence.
Contact us to discuss how our expert support can help you achieve your compliance goals.

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