Fund managers
We have in-depth knowledge and first hand experience of the investment management sector. Our clients include long only, alternative & private equity managers as well as their funds. We can provide you with services ranging from audit, assurance and taxation to advisory and financial planning.
Audit & assurance
- annual statutory audits of companies and funds
- Reports on internal controls made available to third parties (FRAG 21)
- reporting accountant roles on listed managers and funds
- risk-management reviews
Taxation
- tax-efficient structuring management groups & funds
- taxation compliance for managers and funds
- employee-benefit structuring
- VAT and PAYE advice
- exit planning
More information about our tax services...
Advisory
- applications to the FSA
- regulatory advice and advice on dealing with FSA communications including regulatory issues such as:
- preparing for CRD
- project managing the preparation of ICAAPs
- assistance with regulatory reporting to the FSA
- due diligence
- option and share valuations
- compliance reviews
- skilled person reports
Management & fund accounting
- Authorised Corporate Director (ACD) function
- operator and administrator outsourcing
- payroll and company secretarial services
Financial planning
- employee benefit trusts and other share schemes
- pension and life assurance design for both companies and individuals
- tax and estate planning
- effective tax strategies for non-domiciles individuals
Contact us
If you would like to discuss any of the services in greater detail please contact Giles Murphy
