Tax
Navigating complexity from structuring to operational
We have extensive experience in helping you structure your fund operations tax-efficiently. Whether it is a UCITS, a non UCITS, a CCF or, indeed, an unregulated fund, our Tax specialists have the knowledge to guide you through the tax pitfalls.
The initial set up of the fund is the most important step and we can ensure all your fund documentation reflects best practice, is in line with tax authority requirements and achieves the required tax outcome. Minimising any tax leakage is a priority, so our team can work with you on issues such as VAT and withholding tax matters.
Recognising that many funds need to file for tax purposes in countries in which they are distributing, Deloitte can assist in such foreign tax filings (including UK distributor status and German reporting, for example).
In addition to working with fund promoters on product creation, Deloitte also works extensively with fund service providers on the tax issues that affect them. Investors' needs are fully catered for by our specialists, who can advise on a range of matters, including the tax implications of any fund investment.
Our range of tax services includes:
- Fund setup and structuring
- Double tax treaty reclaims
- Foreign tax filings and requirements
- Tax reporting
- Operational tax advice
- Corporate tax
- PAYE
Contact us
Deirdre Power
Partner, Tax and Investment Management Advisory
T: +353 1 417 2448
Or any member of our team