– Oracle Law Global

Service

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:

Private Equity Funds – Structuring tax-efficient private equity investments and ensuring compliance with global tax regulations.
Debt Funds – Advising on tax implications for credit and debt funds, including interest deductibility and cross-border tax considerations.
Real Estate Funds – Providing guidance on tax-efficient real estate investment structures, including REITs and fund-level taxation.
Infrastructure Funds – Addressing the unique tax challenges of infrastructure investments, including withholding taxes and tax treaty planning.
Funds of Funds – 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:

Investment Structuring – Designing tax-efficient acquisition and holding structures for portfolio investments.
Refinancing Strategies – Advising on tax-efficient refinancing solutions to optimise capital structure and interest deductibility.
Exit Strategies – 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:

Global Tax Compliance – Ensuring adherence to tax regulations such as FATCA, CRS, and BEPS initiatives.
Withholding Tax Optimisation – Identifying strategies to minimize withholding tax liabilities on cross-border investments.
Transfer Pricing Considerations – Advising on tax-efficient fund management and intercompany transactions to comply with transfer pricing regulations.