Investment management tax

Our renowned funds tax expertise means that we are uniquely well-placed to advise fund managers on the full range of tax and structuring matters.

Our range of services includes:

  • acting for sponsors on the structuring of the full range of investment funds;
  • advising investment management groups on their house tax matters including LLP tax issues, employment tax, VAT advice and transfer pricing;
  • advising on the efficient structuring of cash flows from funds to investment managers, including management fee flows, carried interest and co-investment arrangements, taking account of the recent DIMF and carried interest tax changes;
  • acting for investors investing in private funds; and
  • acting for funds on their investment activity, including private equity deal structuring, secondary direct and indirect portfolio deals, property transactions and credit investments.

What people are saying

"'Very responsive, very good knowledge both breadth and depth-wise, and very good understanding of what we're trying to achieve and helping to facilitate that'."

Chambers UK 2015