Our TAXATION team speaks in plain English, providing practical solutions that work for you

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Investment Taxation

For many individuals, getting to grips with the types of investments available is tricky enough (especially given the proliferation in the range and sophistication of investments), but this is only half the story. 

The tax treatment of a particular investment can have a significant bearing on the net return.  Tax liabilities do not always arise at the same time as cash is returned on an investment and the rules around when investment losses can be set against gains can be complicated.

The advice provided by the team is both “impeccable and wise”

The Legal 500 UK

We help individuals and trustees identify the likely tax treatment of investments so that they can make an informed decision about whether to invest.

We have particular expertise in the taxation of investment funds (acting for both investors and fund managers) and can advise on the complexities of the offshore fund rules.  We also act for fund managers, giving advice on the tax treatment of their carried interest and co-investment.


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