Investment Funds Tax

Our investment funds team works across various types of collective investment vehicles set up to manage a wide range of investors' money. We advise leading players in the financial services market, particularly with regard to new fund products and services.

Why choose our Investment Funds Tax Lawyers?

Our range of expertise means we can approach a variety of client challenges with confidence. We regularly advise a range of investment management businesses on various tax issues to consider when structuring investment funds, both at fund and investor level, offering clients innovative, pragmatic and tax-efficient solutions.

In addition, because tax is also an important consideration when implementing various schemes of reconstruction involving investment funds, our team provides strategic advice in this area, including advising on stamp duty and stamp duty reserve tax issues arising from the merger of investment funds.

Investors looking for bespoke, quality tax advice and dedicated client service can rely on our tax advisers to protect their investments.

Notable Deals

We advised on the merger of two offshore funds

We advised on the merger of two offshore funds and arranged new legislation to permit the merger of a non-reporting fund with a reporting fund without crystallization of offshore income gains.

We advise on methods of mitigating income tax

We advise on methods of mitigating income tax on individual limited partners in property limited partnerships.

Property funds into PAIF

The team has advised on the conversion of property funds into PAIF

We worked with HM Revenue & Customs

We worked with HM Revenue & Customs on an industry practitioners' sub-committee considering the implementation of FATCA in the UK.

Key contacts

Andrew Prowse

Partner, Tax and Structuring
London, England +44 330 460 7028 Email Andrew

Corporate Tax

Media Industry Tax

Tax and Structuring

Tax Law
Maria Luisa de Alarcón

Partner
Barcelona, Spain +34 93 415 00 88 Email Maria Luisa

Corporate

Mergers and Acquisitions

Real Estate

Tax
François De Senneville

Partner, Tax & Structuring, Africa Group
Paris, France +33 1703 78188 Email François

Corporate

Mining and Metals

Restructuring and Insolvency Procedures
Stefanie Hardy

Senior Associate, Tax
Brussels, Belgium +32 2 742 71 08 Email Stefanie

Contentious Tax

Corporate Tax

Tax Law

Value Added Tax
Matthias Jungeblut, LL.M. (Potsdam)

Senior Associate, Tax
Frankfurt am Main, Germany +49 (0)69 204 342 192 Email Matthias

Corporate

Tax
Alain Thilmany

Senior Associate, Tax
Brussels, Belgium +32 2 742 70 52 Email Alain

Corporate Tax

Mergers and Acquisitions

Tax
Marta Trejo

Senior Associate
+34 91 575 70 53 Email Marta

Tax and Structuring
Margaux Cauchie

Associate, Tax
Brussels, Belgium +32 2 742 70 49 Email Margaux

Corporate Tax

Media Industry Tax

Property Tax

Tax
Ladislau Gomes

Associate, Tax
Lisboa, Portugal Email Ladislau

Tax
Cassandre Guéry

Associate, Tax
Brussels, Belgium +32 2 742 71 21 Email Cassandre

Corporate Tax

Property Tax

Tax and Structuring

Transfer Pricing