Regulatory Tax Advisory

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.

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Key Areas

Global

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Other Areas We Can Help

Portfolio Valuation

Expert investment valuations, specifically securities and no "active market" quotations.

Portfolio Valuation

Insights

M&A Advisory

You're Invited to Take Our Survey: How Are UK Trade Negotiations Impacting the Deals Market?

M&A Advisory
Compliance

UK Regulatory Calendar 2020

Compliance
Compliance

HMRC Letters to Investors Regarding Money Received from Offshore Investment Funds

Compliance
Compliance

What’s Next – AML Compliance Following the EU’s Blacklist of Non-Cooperative Jurisdictions for Tax Purposes

Compliance

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