Investment Management
Navigating complexity from structuring to operational
We have extensive experience in helping you structure your fund 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 the UK reporting fund regime 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 including advice on setting up operations in Ireland and on-going tax compliance services. Investors' needs are also 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, structuring, restructuring and re-domiciling, industry rulings and opinions in various jurisdictions
- EU and Double tax treaty reclaims
- CCFs – local and international tax aspects
- Foreign tax filings
- Operational tax advice, including EU Savings Directive and FATCA
- Corporate tax: compliance and consulting services
- Transfer pricing advice
- VAT advice, including documentation reviews, advice on registration and recovery
- Payroll services, operation of PAYE, workforce transformation services
- Advice on transfer taxes affecting the fund and investors
- Research and Development tax advice, and
- Capital gains tax advice across multi-jurisdictions
Contact us
Deirdre Power
Partner
T + 353 1 417 2448
Conor Hynes
Partner
T + 353 1 417 2205
Paul Reck
Partner
T + 353 1 417 2470
