Withers Worldwide

The tax status of a collective investment is critical to the overall return it produces.  Investors need to be aware of the nature, timing and size of relevant tax liabilities, as well as the legal requirements regarding tax disclosure on their investments.

Our funds and financial services practice advises business and individual clients on the tax consequences of investing in the various different types of collective investment vehicles, including hedge funds, private equity structures, property and art funds.

Different investment structures can produce very different results, depending on the tax profile of the investor in question. A substantial part of our work, therefore, involves assessing the tax and disclosure sensitivities of each client, and advising them on the options available for putting in place tax-efficient investment strategies.