Investment tax considerations

Are your investments held in the most tax-efficient structures?

Do you have an international approach when considering the taxation implications of the investment you hold?

Have you considered trustee residence/management and control concerns in respect of investment advisors in the UK and impact on your overall structure?

Are your investment management agreements drafted in the most tax-efficient manner?

Have you considered the tax implications from making certain investments?

In addition, with the change in tax rates and the international reach of many tax authorities, it is necessary to understand both the tax and reporting obligations associated with making investments in different jurisdictions, considering both the tax implications in the home jurisdiction and double tax relief.

Because we do not give investment advice means we objectively consider how investments should be structured and taxed. When assisting clients to buy we take into account the needs of particular clients, cross-border issues, taxation efficiency, and regulatory requirements.

In addition to offering advice as to the effect of their direct investment, we advise our clients on structuring their investments through the use of a partnership or corporate vehicle or a trust so as to achieve a better tax position.

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