Webinar: Financial transactions transfer pricing in Luxembourg: a global perspective

Join ITR and Deloitte Luxembourg at 4pm CET (3pm GMT, 10am EST) on November 9 2023 to hear about strategies to effectively manage transfer pricing controversy, and the latest market developments in the area of financial transactions transfer pricing.

Financial transactions transfer pricing (FTTP) has become a critical aspect of multinational enterprises' success in today's globalised business landscape. Join this free webinar to understand how to address the issue, based on expert analysis of the latest developments from the perspective of the international business hub of Luxembourg.

The webinar will cover the following key themes:

How to effectively manage transfer pricing (TP) controversy – hear about the strategies that could help to navigate TP controversies and understand the common pitfalls and best practices;
The latest TP controversy developments in Luxembourg – gain insights into intra-group financing, the evolution of requests from the Luxembourg tax authorities, and recent case law;
Managing the FTTP life cycle – how to address the complexities of FTTP governance, including TP policies, terms and conditions of financing arrangements, interaction with IT systems, the impact of interest rate hikes, connection with debt restructurings; and
Controversy-ready TP documentation – understand how proper substance, governance, and monitoring, along with comprehensive documentation, can make controversy management easier.

Understanding the latest trends and challenges in Luxembourg’s TP landscape could help your organisation to maintain compliance with a myriad of regulations and requirements, while the strategies discussed are designed to help with the effective management of FTTP. From debt pricing to dispute resolution, these techniques are intended to enhance your organisation’s financial efficiency.

The webinar will feature insights from the following experts at Deloitte Luxembourg, ITR’s Transfer Pricing Firm of the year in Luxembourg: Xavier Sotillos Jaime, partner and ITR World TP – Highly Regarded Practitioner; Iva Gyurova, transfer pricing director; and Karolina Ibranyi-Matkovits, transfer pricing manager. Throughout the session, there will be the opportunity to submit questions for a Q&A to be held at the end.

Sign up now and help to empower your organisation with the knowledge needed to navigate the intricacies of FTTP in Luxembourg and beyond, ensuring your business thrives in the international market.

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Topics

Xavier Sotillos Jaime

Partner, head of transfer pricing Deloitte Luxembourg

Xavier has been the head of Deloitte’s transfer pricing (TP) team in Luxembourg since 2018. With over 20 years of experience in large outbound markets such as France, Germany and Spain, he has assisted numerous multinational companies at their headquarter level. Xavier has provided strategic advice and multi-country project coordination to some of the largest groups from the markets where he has been located.

Xavier covers the full scope of TP services that may be required in Luxembourg or abroad in coordination with Deloitte TP teams around the world. He provides practical and actionable solutions to respond to clients’ needs in the most effective way that is aligned with international tax regulations. Global planning and documentation, international tax audits, and advance pricing agreement/mutual agreement procedure negotiations are some of the types of TP projects that Xavier and his team execute on a daily basis.

He regularly participates in client conferences focused on TP, and has facilitated value chain alignment networks in the Europe, Middle East, and Africa region.

Iva Gyurova

Transfer pricing partner Deloitte Luxembourg

Iva is a director in the transfer pricing (TP) practice of Deloitte Luxembourg. She has more than 10 years of experience assisting multinational clients on TP matters, including TP policy design and implementation, business restructurings, controversy management, intercompany transaction assessments, value chain alignment, and global TP documentation preparation.

Iva has extensive expertise in financial transactions and has advised many key multinational players in various industries, ensuring the structuring and pricing of their intercompany financing arrangements is done in an effective way and in compliance with international TP regulations. Her most recent experience includes the redesign of global TP policy for leading asset managers, including economic analyses, implementation and documentation; assisting a large multinational company on a tax controversy case on financial transactions; and providing support with the business reorganisation of a multinational company.

Iva regularly presents at tax seminars organised by Deloitte and covers different TP-related matters. Additionally, she regularly contributes to Deloitte publications.

Karolina Ibranyi-Matkovits

Manager – transfer pricing Deloitte Luxembourg

Karolina joined Deloitte Luxembourg in 2018 from the London practice and provides transfer pricing (TP) advisory services for MNEs mainly based in the EU.

She focuses on TP planning, documentation, and policy implementation projects, predominantly in relation to the fund industry, private equity, and real estate, as well as consumer services. Karolina’s main areas of expertise are global TP documentation; intra-group financing, including cash pooling and guarantees; and intra-group service arrangements.

She has additional experience in relation to the analysis and application of the revised OECD TP requirements, including the preparation of documentation in line with the new master file and local file guidelines, and reviewing and managing country-by-country reporting requirements globally. Karolina has extensive experience in project management, based on managing global teams on wider projects in a project management office role.