Tax legal advice for all aspects of a fund's lifecycle

Investors, investees and fund managers must comply with tax and regulatory requirements to achieve their commercial aims and avoid any fines or penalties. Around the world, tax reforms mean that the rules can evolve quickly and it is vital to seek specialist legal advice.

The best fund structures need to take account of the nature of assets held, the requirements of investors and compliance burdens. When providing structuring advice, we draw on our deep sector knowledge and understanding of the tax implications of holding assets. Our work will make sure that your structures are fit for investor, investee and/or fund requirements and can be run effectively in practice.

The team are very technically able, friendly and commercial.

Tax client, Legal 500

How we can help you

Our lawyers provide pragmatic, results-focused tax advice on all aspects of a fund's lifecycle, including:

  • fund structuring and formation 
  • investing in existing fund structures
  • transactional mandates 
  • tax efficient structuring of managers' interests in funds
  • the tax implications of holding assets
  • making sure that funds are fit for investment and will run efficiently
  • navigating compliance burdens

Our investment funds tax lawyers

Our tax lawyers work closely with our Investment Funds team to provide advice on all legal and tax aspects of your transaction under one roof. This seamless service ensures that no aspect of the transaction will be overlooked your transaction will be as cost and time-efficient as possible.

Funds are often international and we have investment fund tax specialists in all of our European offices. We act for a wide range of clients including investment funds, pension funds, managers and investment advisers. Our lawyers have a wealth of experience advising on the tax structuring of real estate, infrastructure, private equity and venture funds.
 

Experience

Synova

Advised longstanding client and leading private equity investor Synova on its investment in Mecsia, a national provider of compliance-led, technical inspection and maintenance services.

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Illuminate Financial

We advised Illuminate Financial on £100m round with backing from Barclays and JP Morgan Chase.

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Barwood Capital

Advised Barwood Capital on its fifth Regional Property Fund.

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InfraRed Capital Partners

Advised InfraRed Capital Partners on UK corporate and tax law aspects of a £250m sale of a portfolio of logistics assets.

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CBRE

Advised CBRE Global Investors on the sale of its multi-let industrial portfolio.

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