Investment Funds - Tax

We advise on structuring private equity and real estate investment funds and retail bond and equity funds through the use of limited partnerships, open and closed-ended companies and other investment vehicles both onshore and offshore. We also advise on issues relating to investment trusts and REITS, the tax implications of subsequent fund raisings or restructurings, corporate reorganisations of funds and on the structuring of fund management arrangements and remuneration.

Key Contacts

All tax contacts

We work closely with our funds practice together with our property and financial services regulation teams to deliver an integrated service to our clients.

Recent experience:

  • Advising on the structuring of a Baltic real estate fund.
  • Advising Alliance Bernstein on the UK tax treatment of their Luxembourg funds (retail and institutional).
  • Advising MC Income Plus Fund on major restructuring.
  • Advising fund manager on establishment of a limited partnership private equity fund and portfolio purchase.
  • Advising Mayfair Capital Partners Special Opportunities Fund on the establishment of a Guernsey open ended property fund.
  • Advising several fund managers on fund restructurings including restructuring of Caymans fund and conversion of limited partnership real estate fund to unit trust.
  • Advising a fund manager on property investment fund structures and conversion of existing funds to limited partnerships.
  • Advising investment banks and fund managers on carried interest structures.
  • Structuring the CASS Business School entrepreneurial fund for City University.