Contact our Investment Mangement expert
Evert-Jan Spoelder
Partner
Investment Management: optimizing tax returns
As a fund manager, private equity partner or institutional investor, you know that tax efficiency makes the difference between average and exceptional returns. Borgen Tax assists with complex tax aspects of investment structures, from fund formation to withholding tax compliance.
Our practical approach and direct contacts with tax authorities ensure that you can take advantage of tax opportunities within the framework of tax laws and regulations.
Optimize your after-tax returns with strategic tax consulting
What is Investment Management and why is it essential?
Investment Management focuses on tax advice to parties active in the financial services sector. It involves optimizing tax structures for investment funds, asset managers and their investors. For professional investors, strategic tax planning is crucial to:
- Optimize after-tax returns for investors
- Set up and manage tax-efficient fund structures
- Recover withholding taxes from international investments
- Ensure compliance with changing tax laws and regulations
- Manage tax risks, for example through Tax Insurance.
The tax frameworks surrounding investment funds are constantly evolving. Without up-to-date expertise and proactive planning, you may be missing out on returns and running compliance risks.
Sector-specific expertise that pays off
In-depth knowledge of fund structures and private equity for concrete solutions that maximize after-tax returns.
Short lines, prior assurance
Working directly with experienced partners for efficient communication and quick decisions without bureaucratic procedures.
International network, local expertise
Through Taxand Global direct access to specialists in 50+ countries for international structures and global withholding tax recoveries.
Tax-Efficient Fund Structuring
Discover how we helped a mid-sized asset manager design and launch a new institutional investment fund under tight timelines. Expert support on selecting the optimal fund structure, minimising withholding tax leakages, securing advance tax rulings, and meeting investor requirements.
