Hedge funds & private equity
Who would find this service useful?
Hedge fund managers requiring a “one-stop shop” to deal with the manager’s financial affairs along with the requirements of the hedge fund vehicle and the fund’s investment advising structure.
What we can offer our clients
A full breadth of personal tax planning can be provided to the hedge fund managers ranging from income tax compliance for the manager to inheritance tax solutions for the manager’s family.
Specifically, this can include:
- completion of family tax returns
- one on one meetings
- production of family asset summaries detailing family wealth
- trust administration
- proactive tax advice
- project management to implement planning strategies
- international tax services
We can also provide initial and continuing tax structuring advice for the fund or investment adviser along with completion of the necessary tax compliance whether it be a corporate or LLP structure.
Who we work with
Private Client Tax Services works closely with other departments at Smith & Williamson in order to provide the full financial service for a hedge fund and its managers. This includes:
- financial planning for the managers including mortgage, life assurance and pension advice
- tax efficient remuneration planning for the employees
- VAT advice and compliance
- corporate pension advice
- company secretarial work
- corporate finance
- payroll administration
- audit of the fund and investment advisor
FAQs
To find the answers to a number of frequently asked questions about this subject visit the FAQs on the right hand side of this page.
Contact
Should you require assistance in this area or require further information on the services we can provide, please contact
email: Frank Akers-Douglas
tel: 202 7131 4232
email: James Hender
tel: 020 7131 4161
