Skip to main content

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 advisors, 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 reorganizations, cross-border tax planning, and tax credit monetization.

Why Tax Insurance?

  • Increase certainty – Reduce exposure to tax authority challenges.
  • Enable transactions – Keep deals moving by removing potential tax roadblocks.
  • Unlock value – Monetize 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 organizations like yours are using tax insurance to manage risk, capture opportunity, and accelerate growth.

selected option

Our people

Craig Schioppo

Global Head of Transactional Risk

Mark McTigue

Co-Head Tax Insurance, North America

Antony Joyce

Co-Head Tax Insurance, North America

Kirsty Balkwill

Senior Vice President- Tax Specialist, Marsh US & CA

Leon Steenkamp

Head of Tax Insurance, UK

Leon Mixios

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

Kane Sim

Chief Client Officer, PEMA, Pacific

Laura Grosscurt

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

Francesco Junior Nobili

Tax Insurance Specialist, Italy

Eugene Lim

Head of Tax Risk, Asia

Alexander Skuratowski

Head of Tax Insurance, Europe

Dr. Bogdan Hansen

Tax Risk Broker, PEMA Germany

Mara Sánchez-Ávila Ezquerra

Tax Broker, Iberia

Krzysztof Dyba

Head of Tax Risk, CEE & Eastern Mediterranean