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The 2025 Transactional risk global tax bulletin

Tax insurance is no longer a niche solution — it’s a powerful tool for managing uncertainty, protecting balance sheets, and enabling complex transactions.

The 2025 Transactional risk global tax bulletin serves as a vital resource for businesses, lawyers, tax advisers, and insurers seeking to navigate the complexities of tax risk management.

Tax insurance is no longer a niche solution — it’s a powerful tool for managing uncertainty, protecting balance sheets, and enabling complex transactions. Once used primarily in M&A deals, today it is increasingly applied to renewable energy financing, corporate reorganisations, cross-border tax planning, and tax credit monetisation.

Why Tax Insurance?

  • Increase certainty – Reduce exposure to tax authority challenges.
  • Enable transactions – Keep deals moving by removing potential tax roadblocks.
  • Unlock value – Monetise tax credits, protect capital, and support long-term planning.
Use this report to:
  • Identify emerging applications of tax liability insurance.
  • Understand how tax insurance supports deal certainty and value creation.
  • Explore strategies for using tax insurance in transactions and balance sheet protection.
  • Gain insights on how tax insurance helps increase certainty, enable transactions, and unlock value to create opportunities.

Report

Download the report

See how organisations like yours are using tax insurance to manage risk, capture opportunity, and accelerate growth.

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Our people

Craig Schioppo

Global Head of Transactional Risk

  • United States

Mark McTigue

Co-Head Tax Insurance, North America

  • United States

Antony Joyce

Co-Head Tax Insurance, North America

Leon Steenkamp

Head of Tax Insurance, UK

  • United Kingdom

Leon Mixios

Head of Specific Risks, Private Equity and M&A, UK

  • United Kingdom

Kane Sim

Chief Client Officer, PEMA, Pacific

  • Australia

Laura Grosscurt

Vice President Tax Insurance Benelux, Private Equity and M&A, Marsh Specialty

  • Netherlands

Francesco Junior Nobili

Tax Insurance Specialist, Italy

  • Italy

Eugene Lim

Head of Tax Risk, Asia

  • Singapore

Alexander Skuratowski

Head of Tax Insurance, Europe

  • Germany

Dr. Bogdan Hansen

Tax Risk Broker, PEMA Germany

  • Germany

Mara Sánchez-Ávila Ezquerra

Tax Broker, Iberia

  • Spain

Krzysztof Dyba

Head of Tax Risk, CEE & Eastern Mediterranean

  • Poland

This publication is not intended to be taken as advice regarding any individual situation and should not be relied upon as such. The information contained herein is based on sources we believe reliable, but we make no representation or warranty as to its accuracy. Marsh shall have no obligation to update this publication and shall have no liability to you or any other party arising out of this publication or any matter contained herein. Any statements concerning actuarial, tax, accounting, or legal matters are based solely on our experience as insurance brokers and risk consultants and are not to be relied upon as actuarial, accounting, tax, or legal advice, for which you should consult your own professional advisors. Any modelling, analytics, or projections are subject to inherent uncertainty, and any analysis could be materially affected if any underlying assumptions, conditions, information, or factors are inaccurate or incomplete or should change.

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