Fund reviews for investors

Different types of investor may have different concerns as regards the tax and regulatory suitability for them of their proposed fund investments.  These concerns have come into greater prominence in recent years, with increasing focus on legal and tax due diligence in the aftermath of the financial crisis and the Madoff affair. 

We act for a range of charitable, trustee and family office clients in reviewing their fund investments. 

Recent work 

  • Advising several major charities on their investments into a variety of 'alternative' investment funds.
  • Advising several major investment houses and family offices in relation to the tax efficiency of the investment products offered and the optimal way of structuring investment participation in tax terms.

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