Funds, investments, tax & trusts

A critical, but continually overlooked aspect of structuring a fund is to combine commercial expertise with cutting edge tax advice for fund managers, investors and principals.  This is where our funds, investments, tax & trust team can help - offering tax and legal structuring on both sides of the Atlantic.

We have broad experience in the funds industry and international investment community, working with individuals, fund managers and institutions alike. We combine this knowledge with our international tax structuring capability to provide a unique and comprehensive legal service for our clients, who are principals, managers and investors across the spectrum of funds and investment structures.

We advise on the most appropriate vehicle and jurisdiction and create funds for individual investors, or investor groups, as well as devise structures for funds aimed at international distribution to both private and institutional investors.

Recent work

  • Advising UK resident hedge fund start ups on the establishment of managed account arrangements and offshore hedge funds including master feeder hedge fund structures.
  • Advising a private equity start-up in the Far East on the establishment of a private equity funds of funds.
  • Advising a US fund of funds on the establishment and offering of interests in a new commodity pool.
  • Assisting a Swiss bank on the regulatory aspects of offering different investment products to UK-resident individuals.
  • Advising an investment manager and PIPES transaction arranger on general fund management, regulatory and corporate issues.
  • Acting for a major financial institution in the process of putting in place structures to enable North Americans and Europeans to invest into a global investment fund.
  • Advising hedge fund manager, Winton Capital Management Limited, on the sale of a trading advisory business to an AIM-listed purchaser.
  • Advising a leading multi family office in relation to the tax efficiency of investment products offered to their client families.
  • Advising a major family office on the restructuring of investment holding and management arrangements into offshore investment funds with hedge, long only and private equity strategies.
  • Advised the sponsor of a new fund investing synthetically in funds of hedge funds through a tax-efficient derivative strategy. We assisted with product design, offering materials and negotiated with consultants and derivative counterparties.