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.
- Business Services
- Inline eXtensible Business Reporting Language (iXBRL)
- Investment Management Exemption
- Tax Compliance for Asset Managers
- Tax Efficient Structuring
- Tax Investigations of Investment Management Companies
- Tax Risk for Investment Managers
- Reporting Fund Status Tax Compliance
- Limited Company or Partnership
- Reporting Fund Status Compliance
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