Fund Tax

Whether you are establishing a new fund, investing in an existing fund, or tightening up on compliance with rules and regulations, an expert eye can help you to structure your fund in the most tax efficient way to maximise your income and reduce your liabilities.

At Arnold Hill & Co, our dedicated and knowledgeable team can provide specialist advice to help you design a fund structure and support you with a variety of transactions, such as acquisitions and financial restructurings. We can help you to negotiate the many tax challenges you face, so that you can invest wisely for both investors and fund executives.

Understanding the transaction objectives that you wish to achieve is crucial, so we begin by considering these alongside any relevant tax, regulatory, and commercial issues. Compliance with HMRC regulations is a critical part of formulating the fund structure, so we will continue to work with you to ensure you meet your legal obligations and submit reports in a timely manner.

Our fund tax services include:

• Preparation of UK tax returns and associated workings, for fund partnerships, co-investment vehicles, carried interest partnerships, and other adviser entities
• Preparation and review of fund investment disposals and the related tax treatment
• Review of Schedule K-1s where necessary
• All related correspondence with HMRC regarding the set-up of non-domiciled Limited Partners
who do not have Unique Taxpayer References (UTRs).