Tax issues on stake sales and investment into managers: structuring, pitfalls and steps to take now

Investment manager structures are complex and tax can be the decisive factor in structuring an investment or a stake sale. In this session, we will:

• explain the most common structures, why they are used and how they interact with managers’ existing LLP or corporate arrangements;
• examine the tax implications for both the selling individuals and the house; and
• highlight some of the due diligence issues we often see and the practical steps managers can take to address them in advance, even before an investment is likely or imminent.