We believe Private Equity is more than just a transaction. Based around a relationship with you, your portfolio and your funds and with a global understanding of your business and experience portfolio comprising deep local knowledge of tax jurisdictions, our tax professionals are keen to provide you with a full range of tax services to contribute to the success of your PE business throughout the Private Equity lifecycle.
We offer a wide range of high value services such as:
- Detailed tax due diligence for the exact determination of the tax exposure in relation to a potential target
- Choice of appropriate fund vehicle tailored to the specific needs of any particular investor
- Advise on fund-structuring options to help mitigate the fund’s exposure to tax on its investments
- Identification of a suitable and efficient holding and financing structure
- Assistance in identifying the most tax efficient route for return on investments on a recurrent basis as well as on final exit
- Provision of tax opinion
- Advice and assistance in implementing the most effective structure, including direct tax aspects, registration duties, VAT
- Assistance in obtaining confirmation from the Luxembourg tax authorities on the applicable tax treatment of the investment structure
- Provision of ongoing tax compliance services, incl. preparation of corporate income tax returns, net wealth tax returns, VAT returns
- Reviewing draft annual accounts to ensure compliance with tax advice
- Representing you in discussions with the Luxembourg tax authorities