Fund Formation and Fund Reporting
At every stage of its lifecycle funds must navigate and comply with a complex web of tax laws, rules, and regulations that differ across countries and regions, affecting both fund formation and fund reporting. This shift from a historically country-specific focus to a global or multi-jurisdictional approach underscores the evolving nature of the global tax reporting landscape.
Our Wealth and Asset Management Tax team possesses the expertise and experience necessary to grasp the practical aspects across the entire investment value chain. We understand the increasing demands from regulators, investors, and stakeholders, and the challenges of balancing compliance/reporting needs while achieving the optimal balance of tax and practical considerations. We provide a comprehensive suite of services to support you throughout your fund's life cycle, from fund formation, capital raising, and structuring, to closure and distributions to investors.
We provide the following fund formation and fund reporting offerings:
- Fund formation support
- Advice on tax issues relating to the fund manager vertical
- Advice on capital structure
- Fund transactions support
- Tax incentive planning and applications
- Support with TP planning and documentation
- Advice on fund governance protocols
- End-to-end technology driven tax compliance, reporting and dispute resolution services
- FATCA and CRS support
