This is specialist territory, and we bring both technical firepower and commercial perspective – because structuring is only useful if it survives in the real world.
We advise on fund vehicle selection across the UK, UAE and offshore jurisdictions – from Segregated Portfolio Companies in the Cayman Islands and Jersey Private Funds, to traditional GP/LP structures with multi-jurisdictional management and investor profiles. We assist with carried interest planning, co-investment structuring, and the tax treatment of management fees and performance allocations. We also help teams align employee incentives and tax treatment across borders.
Family offices investing into funds rely on us to assess potential tax leakage, evaluate treaty positions, and structure exits. We also review fund flows to ensure UK non-domicile planning (and now ‘long-term resident’ structuring) or favourable tax regimes in countries such as Portugal, Italy and Malta are not inadvertently undermined by distributions or management arrangements.
Award-winning Wildlife Photographer
Partner, Farrer & Co.
Head of Family Law, Howard Kennedy LLP
We aim to become part of the engine room which helps you achieve your objectives.
We can work whenever, wherever suits your lifestyle.
Your office in London, your favourite coffee shop in Dubai, virtually from anywhere, or even a terminal at LAX.
We begin by ensuring the right foundations: share classes, founders’ agreements, and tax-efficient equity incentives such as EMI or CSOP options. As the business scales, we advise on tax planning for owner-managers, cross-border expansion, and safeguarding personal wealth from commercial risk.
When it comes to exits and other liquidity events, we provide strategic support well in advance of the deal, whether it’s a trade sale, MBO or secondary buyout.
We optimise structuring, timing and tax efficiency, and assist with pre-exit reorganisation and shareholder alignment. Post-exit, we help founders manage liquidity, establish tax-efficient investment vehicles and plan their own succession.
Importantly, we understand that your business is personal. We work with founders to protect their vision and values – not just their valuation. Our role is to keep the future as front-of-mind as the present.
We aim to become part of the engine room which helps you achieve your objectives.
We can work whenever, wherever suits your lifestyle.
Your office in London, your favourite coffee shop in Dubai, virtually from anywhere, or even a terminal at LAX.
To make an enquiry please leave your details below: