Corporate and partnership tax returns and bespoke structuring support to help you attract global investment
To remain competitive and attractive to US investors, overseas funds need to be structured to help investors navigate disadvantageous US tax rules whilst at the same time enable the investors to timely satisfy their US tax reporting obligations.
Our fund advisory and reporting practice works closely with funds and fund management companies, covering both corporate and partnership tax returns for fund and advisor entities, as well as bespoke structuring support to help management implement efficient investment vehicles to attract both US and non-US investment.
Areas we cover
US tax return preparation for funds and management companies
US tax investor reporting for US and non-US investors
Passive foreign investment company (PFIC) analysis and reporting
US withholding reporting and reclaims
Schedules K-1 and K-3 preparation
Tax analysis of fund and investments structuring
Review of private placement memorandum or LPA tax section
Tax analysis of transaction at portfolio company level
Calculation of unrelated business taxable income (UBTI)
Entity classification elections (Check-the-box elections)
Our approach
We aim to bring commercial insight to every engagement, delivering practical and efficient solutions tailored to each fund’s structure, strategy, and operations. Whether establishing a new vehicle or managing an established portfolio, we help clients navigate US tax challenges with clarity and pragmatism.
Who we help
We support fund managers and administrators with tailored US tax reporting services that span the entire fund lifecycle. Our services help funds meet compliance obligations efficiently, manage risk, and meet the expectations of their US investors.
- Margaret Mitchell, Gone with the Wind"...but in this world nothing can be said to be certain, except death and taxes"
Ready to turn complexity into clarity?
We’re here to help you make informed decisions, with confidence.