Investment management advisory

Our renowned investment management tax expertise means that we are uniquely placed to advise fund managers on the full range of tax and structuring matters beyond fund formation.

Our range of services includes:

  • advising investment management groups on their house tax matters including LLP tax issues, employment tax, VAT advice and transfer pricing;
  • advising on the structuring of cash flows from funds to investment managers, including management fee flows, carried interest and co-investment arrangements, taking account of DIMF and carried interest tax legislation; and
  • working with sponsors to design efficient incentive arrangements for investment professionals and the wider team.

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