Operational tax

Our operational tax team works alongside and within the wider Macfarlanes corporate tax and reward team to provide comprehensive advice in relation to the operation of fund structures.

The team comprises both tax specialists and tax lawyers, whose aim is to ensure that fund, house and holdco structures of our key clients operate as planned. The team includes individuals with in-house investment management tax experience and US tax qualifications. We can assist with a number of functions, as well as being available as an outsourced in-house tax manager function to assist with UK, US or other overseas tax issues.

Our range of services includes:

  • fund and investor reporting for US and non-US funds;
  • individual tax queries (for example withholding, carry/co-invest information etc.);
  • various tax elections; and
  • tax returns and reconciliation with accounts and intended outcome.