Tax for Funds & Investors
Tax advisory for investment funds, their managers and investors, spanning fund-level exemptions and investor-level treatment. We help structure vehicles and flows so returns reach investors efficiently and reporting obligations are met.
What this covers
- Fund vehicle selection and tax regime analysis (FIZ, ASI and foreign funds)
- Alternative investment company (ASI) exemption conditions and structuring
- Investor-level taxation of distributions, carried interest and gains
- Carried interest and management incentive structuring
- Withholding tax on cross-border investor flows
- Fund-of-funds and feeder structure tax analysis
- CFC and anti-avoidance considerations for fund holdings
- Portfolio-company exit tax planning at fund level
- VAT treatment of management and advisory fees
- Investor tax reporting packs and information statements
- Substance and management-location planning for the vehicle
- Coordination with fund administration and regulatory teams
- Treaty and directive relief on inbound and outbound investment
More in Tax
- Corporate Income Tax→
- International & Cross-border Tax→
- Transfer Pricing→
- VAT & Indirect Tax→
- Withholding Tax→
- Transaction Tax (M&A)→
- Tax Structuring & Planning→
- Estonian CIT (Lump-sum Tax)→
- Incentives & R&D Relief→
- Personal & Executive Tax→
- Employee Equity & Incentive Tax→
- Crypto & Digital Asset Taxation→
- Tax Compliance & Reporting→
- e-Invoicing & KSeF Readiness→
- Tax Disputes & Audits→
- Tax Rulings & Advance Agreements→
- Real Estate & Property Tax→