UBS settles Credit Suisse tax probe with $511 million payment

Published 06/05/2025, 08:32
UBS settles Credit Suisse tax probe with $511 million payment

Investing.com -- UBS Group has agreed to a $511 million settlement to resolve a longstanding U.S. investigation into Credit Suisse’s breach of a previous agreement with the Justice Department. The agreement was related to U.S. clients who had evaded taxes. UBS had acquired Credit Suisse in 2023.

The announcement of the settlement came on Monday, with both UBS and the Justice Department confirming that Credit Suisse Services AG pleaded guilty to tax crimes. Additionally, they entered a separate non-prosecution agreement concerning actions in Singapore on behalf of U.S. taxpayers.

It was reported earlier this year that UBS was likely to pay at least hundreds of millions of dollars to settle the tax case associated with Credit Suisse. The Swiss bank has been working to resolve the legacy issues it inherited from the acquisition of its former competitor.

At the time of the acquisition, UBS had set aside billions of dollars to cover potential investigations and legal disputes involving Credit Suisse. The bank has now stated it anticipates a partial release of these provisions in its group second-quarter results due to the settlement. However, its operating parent bank, UBS AG, plans to record a charge in relation to the settlement.

In 2014, Credit Suisse pleaded guilty to conspiring to assist thousands of Americans in evading taxes. The bank paid $2.6 billion to U.S. authorities and agreed to eliminate any remaining undeclared American-held accounts.

The Justice Department stated that between January 2010 and July 2021, Credit Suisse assisted U.S. customers in hiding their ownership and control of assets and funds held at the bank. This action enabled these customers to evade their U.S. tax obligations, thereby violating its 2014 plea agreement with the U.S.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

Latest comments

Risk Disclosure: Trading in financial instruments and/or cryptocurrencies involves high risks including the risk of losing some, or all, of your investment amount, and may not be suitable for all investors. Prices of cryptocurrencies are extremely volatile and may be affected by external factors such as financial, regulatory or political events. Trading on margin increases the financial risks.
Before deciding to trade in financial instrument or cryptocurrencies you should be fully informed of the risks and costs associated with trading the financial markets, carefully consider your investment objectives, level of experience, and risk appetite, and seek professional advice where needed.
Fusion Media would like to remind you that the data contained in this website is not necessarily real-time nor accurate. The data and prices on the website are not necessarily provided by any market or exchange, but may be provided by market makers, and so prices may not be accurate and may differ from the actual price at any given market, meaning prices are indicative and not appropriate for trading purposes. Fusion Media and any provider of the data contained in this website will not accept liability for any loss or damage as a result of your trading, or your reliance on the information contained within this website.
It is prohibited to use, store, reproduce, display, modify, transmit or distribute the data contained in this website without the explicit prior written permission of Fusion Media and/or the data provider. All intellectual property rights are reserved by the providers and/or the exchange providing the data contained in this website.
Fusion Media may be compensated by the advertisers that appear on the website, based on your interaction with the advertisements or advertisers
© 2007-2025 - Fusion Media Limited. All Rights Reserved.