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Private Equity & Funds Tax

The private equity and funds sector operates in a complex regulatory and tax environment, requiring expert guidance to optimise fund structures and transactions. Our Private Equity & Funds Tax services provide tailored tax solutions for a variety of private investment structures, ensuring compliance and maximising returns.

Expertise in Fund Structures & Tax Planning

We offer specialised tax advisory services for a wide range of private investment funds, including:

Structuring tax-efficient private equity investments and ensuring compliance with global tax regulations.

Advising on tax implications for credit and debt funds, including interest deductibility and cross-border tax considerations.

Providing guidance on tax-efficient real estate investment structures, including REITs and fund-level taxation.

Addressing the unique tax challenges of infrastructure investments, including withholding taxes and tax treaty planning.

Navigating multi-layered investment structures to optimise tax efficiency and compliance.

Tax Planning for Private Equity Transactions

Private equity transactions require strategic tax planning to ensure efficiency at every stage. Our services include:

Designing tax-efficient acquisition and holding structures for portfolio investments.

Advising on tax-efficient refinancing solutions to optimise capital structure and interest deductibility.

Structuring tax-efficient exits, including IPOs, secondary sales, and management buyouts, to maximise investor returns.

Managing Cross-Border Tax Compliance & Regulatory Challenges

The global nature of private equity and investment funds demands careful management of tax risks and compliance obligations. We assist with:

Ensuring adherence to tax regulations such as FATCA, CRS, and BEPS initiatives.

Identifying strategies to minimize withholding tax liabilities on cross-border investments.

Advising on tax-efficient fund management and intercompany transactions to comply with transfer pricing regulations.

REHANA FINAL
Rehana Hussain
RICCARDO FINAL 2
Riccardo Cozzolino
FLORIAN FINAL 1
Florian Hoffmann

Services

  • Banking & Finance Tax
  • Capital Markets & Structured Debt Tax
  • Corporate, M&A, and Joint Ventures Tax
  • Private Equity & Funds Tax
  • Real Estate Tax
  • Restructuring Tax
  • Stamp Duty & Transfer Taxes
  • Transfer Pricing
  • Value-Added Tax (VAT)

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