Our Tax leaders are at the forefront of providing world-class, full-cycle solutions for the wide range of complex technological, regulatory, and multi-dimensional challenges. Our integrated approach to business challenges combines insight and innovation from multiple disciplines to help organizations around the world. We provide compliance and advisory services across a broad range of matters affecting businesses and our overarching framework of key market offerings help organizations become more agile.  

Deloitte delivers deep knowledge of tax and statutory requirements as well as a breadth of experience applying them in practice worldwide. Our practical tax advice combined with consistent tax compliance framework instils confidence in our clients that a consistent approach is followed across jurisdictions. 

Tax regulations surrounding the global investment fund industry can be daunting. Whether it is the UK, US, or European tax legislation, the implications for investment funds are substantial and companies need to ensure they have tax advisors that understand the issues and can adjust to these ever-changing regulations.

Our locally based team of tax professionals works closely with our global team of investment management professionals to deliver the services and industry insight our clients expect from their tax advisors. Additionally, our involvement with Deloitte’s global investment fund tax committee ensures we are up to date and can support our clients on issues affecting their structures. 

Our professionals are specialists in the full spectrum of investment fund tax issues, and we utilize our in-depth knowledge of the tax laws to address ongoing tax issues and calculations. We work closely with our global team of investment management professionals to deliver the services and industry insight our clients expect from their tax advisors.

Our services include:  

1. Assistance with US federal, state and local, and international tax implications for investment funds
2. Fund structuring and assistance with manager compensation arrangements 
3. Preparation of US partnership and corporate income tax returns 
4. Preparation of PFIC statements for offshore investment funds
5. Advising and assisting with the compliance for FATCA and CRSGap assessment of current progresses, procedures, and systems against Automatic Exchange of Information requirements 
6. Performing investor/account holder review on behalf of the entities 
7. Providing training/workshops to your organization on FATCA and CRS 
8. Annual assistance with required information reporting to the Cayman Tax Information Authority