Tina Robertson is a director in the London office where she works within the Regulatory Tax Advisory team of Duff & Phelps’ Compliance and Regulatory Consulting practice. Tina has over 20 years’ experience assisting clients with their tax affairs, ten of which relate directly to the asset management industry. She is currently responsible for overseeing the annual tax compliance process for a large number of partnerships and corporate entities and helps overseas funds with the UK reporting fund regime requirements. Tina has advised clients on their tax strategy and can help clients navigate the complexities of the Investment Manager Exemption, the Salaried Members rules and transfer pricing.

Prior to Duff & Phelps, Tina was a senior manager at EY where she assisted UK open and closed ended funds comply with their UK tax obligations. She also undertook reviews of the withholding tax suffered by the funds to ensure that the most beneficial rates were obtained and all available reclaims were made. Tina also advised offshore funds on the UK Reporting fund regime and, if appropriate, helped them obtain UK Reporting Fund status and assisted them comply with their annual reporting requirements.

Tina trained as a Chartered Tax Advisor with KPMG and has a BA (Hons) degree in Accounting and Finance from Middlesex University. She regularly attends asset management industry events and conferences.

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