Duff & Phelps provides global tax services with a unique focus on investment firms in the asset management industry and their clients.
As specialists in the investment management sector, we have a broad range of experience tackling complex tax issues that span jurisdictions and tax codes. We offer a broad range of regulatory tax advisory services which evolve as client needs develop. We provide expert tax advice to our clients, working collaboratively with legal counsel and local specialists where required.
Our financial services expertise, global knowledge and industry connections combine with a strong team of tax professionals with a broad mix of experience, working in-house, within tax and regulatory authorities, and as technical advisors in the industry. Our regulatory tax consultants are solutions driven, providing bespoke answers for our clients that are both commercial and efficient. We provide a diverse service offering from start-up tax advice, structuring global asset managers, to guiding UK individuals on HMRC disclosure facilities.
Alternative investment valuation for private equity and hedge funds.Portfolio Valuation
Assistance in tax and regulatory litigation and investigations.Tax Disputes
Comprehensive compliance and regulatory support for FCA authorized firms.UK Regulation
Management Company Services
Infrastructure, staff and supervision for AIFM/UCITS ManCo duties.Management Company Services
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UK Regulatory Calendar 2020
HMRC Letters to Investors Regarding Money Received from Offshore Investment Funds
What’s Next – AML Compliance Following the EU’s Blacklist of Non-Cooperative Jurisdictions for Tax Purposes
Andy Murray Speaks to Bloomberg Tax About the Status of EU Directives Post-Brexit
Andy Murray Discusses DAC6 With Bloomberg Tax
Duff & Phelps’ Regulatory Tax Advisory Team Writes About Economic Substance for AIMA
Duff & Phelps Named “Best Financial Services Tax Practice” at Tolley's Taxation Awards 2019