Tax: Investment Funds | UK

Damien Crossley is head of tax at Macfarlanes. He has extensive experience handling complex tax matters for clients in the investment funds space. Fund structuring is a key area of work for him, although he also assists clients with other matters including investments and remuneration.

Jonathan Kandel has extensive experience advising investment funds and private equity houses on complex tax issues. He provides counsel on fund formation, as well as advising on private equity transactions.

Laura Charkin's practice is centred on the taxation of investment funds. She provides guidance on structuring, raising and managing investment funds, across a range of asset classes.

Alexander Cox has a well-respected practice and assists private equity clients with investment fund structuring.

"She is the smartest person I have ever met. She never misses anything, especially in a PE tax context, and she assesses every single potential risk that comes up. It's reassuring from a client perspective."

"Cecile is excellent. She can dissect and articulate legal issues and legal options clearly and concisely. She is very responsive, practical and has the unique ability to understand business intricacies."

Ceinwen Rees provides extensive support to investment fund managers on a broad range of tax concerns. She regularly works on fund structures and investments, as well as assisting with management-related issues such as co-investment and carried interest.

Emily Clark is head of asset management at Travers Smith. She advises asset managers on the tax aspects of fund formation and structuring. She also works with those clients on their investments and acquisitions.

Mark Stapleton guides fund manager clients through tax planning and structuring for all types of private funds. He has notable experience in the establishment of credit fund platforms.

Mary Kuusisto is head of Proskauer Rose's London office. She provides extensive support to US funds on the tax aspects of fund formation. She also regularly works with those clients on structuring investments.

"James is very impressive, very pragmatic, and he understands what we need in terms of possible outcomes. He's very good at being straightforward and helps us develop strategy."

Jennifer Wheater advises clients on the tax-related elements of investment fund formations in a variety of asset classes as well as private equity-related transactions including secondaries.

"He has very good technical knowledge and has been able to highlight key operational issues that a client should be aware of."

"Ian is very smart and very commercial; he explains difficult concepts very simply and gets the goal of the transaction. He is exceptionally pragmatic and commercial."