Withers Worldwide

The choices made in the composition of a fund’s investment portfolio can have a significant bearing on its tax and regulatory treatment.

Those choices also impact on the tax treatment of those who invest in that fund. Thus, by deciding to invest in certain asset classes, a fund may significantly influence its marketability to particular groups of investors, depending on their tax residency and profile.

As a global funds practice, we advise funds (of all strategies) on investment decisions. In addition, our leading wealth planning practice provides guidance to funds on the tax treatment of their target investors and the appeal of the proposed investment portfolio to those investors.

We act for a wide range of funds - both listed and private, and with various strategies - based in Europe, North America and Asia. We also advise high net worth individual investors, corporate structures and charities looking to invest in funds across the world.