Whether you are looking to establish a new fund, raise new investment for an existing fund or ensure compliance and regulatory requirements are met we have all the expertise you need to structure your fund in a tax efficient manner.
In addition, our dedicated experts advise on designing the optimal deal structure and how to effect transactions. The team provide solutions to support a broad range of transactions, including acquisitions, financial restructurings, bolt on acquisitions and exit planning.
Our experts can help you navigate the maze of tax issues which inevitably arise when it comes to considering the way in which the fund will make investments in terms of both the tax position of your investors as well as the impact on your carried interest/co-investment schemes for executives and the complex reporting requirements this drives.
The team starts by looking closely at the specific transaction objectives to be achieved. These are balanced with the relevant accounting, tax, regulatory and commercial considerations to provide you with the optimal deal structure. The team will also continue to provide ongoing support in relation to reporting and compliance for both the house and executives.