At every stage of its lifecycle funds must navigate and comply with a complex web of tax laws, rules, and regulations that differ across countries and regions, affecting both fund formation and fund reporting. This shift from a historically country-specific focus to a global or multi-jurisdictional approach underscores the evolving nature of the global tax reporting landscape.
Our Wealth and Asset Management Tax team possesses the expertise and experience necessary to grasp the practical aspects across the entire investment value chain. We understand the increasing demands from regulators, investors, and stakeholders, and the challenges of balancing compliance/reporting needs while achieving the optimal balance of tax and practical considerations. We provide a comprehensive suite of services to support you throughout your fund's life cycle, from fund formation, capital raising, and structuring, to closure and distributions to investors.
We provide the following fund formation and fund reporting offerings:
- Fund formation support
- Advice on tax issues relating to the fund manager vertical
- Advice on capital structure
- Fund transactions support
- Tax incentive planning and applications
- Support with TP planning and documentation
- Advice on fund governance protocols
- End-to-end technology driven tax compliance, reporting and dispute resolution services
- FATCA and CRS support
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ALVAREZ & MARSAL EXPANDS TAX & REGULATORY PRACTICE INTO INDIA
July 30, 2026
Alvarez & Marsal (A&M), a leading global professional services firm, is scaling its global Tax & Regulatory practice into India, reinforcing its position in one of the world's most complex and high-growth markets for international investors and financial institutions.
The EU Tax Omnibus: a major simplification of the EU direct tax framework
July 23, 2026
On 24 June 2026, the European Commission published its “Tax Omnibus” proposal (“Proposal”) — a single proposed Council Directive amending six EU direct tax directives, with an estimated EUR 6.6 billion in annual compliance cost savings.
EU DAC Recast Proposal: What the European Commission’s simplification agenda means for cross-border tax reporting
July 23, 2026
On June 24, 2026, the European Commission published a proposal to recast the Directive on Administrative Cooperation in the field of taxation (DAC) as part of an ambitious tax simplification package designed to simplify existing EU tax rules and reduce compliance for businesses.
Delhi High Court Rules that Reimbursement of Salary Cost for Seconded Employees Constitutes FTS Where Home Entity Retains Lien and Overarching Control
July 23, 2026
The Delhi High Court (HC), on June 18, 2026, in Ernst & Young U.S. LLP (EY US) has, inter alia, ruled that in the given facts, EY US retained ‘lien’ over seconded employees in India and cost-to-cost reimbursements of such seconded employees were taxable as Fees for Technical Services (FTS) under both Section 9(1)(vii) of the Income-tax Act, 1961 (Act), and Article 12 of the India–US Tax Treaty (Tax Treaty).
