In addition to core fund and asset
management expertise, Internos has a full range of vertically
integrated services to improve the performance of funds and assets
under management, to simplify outcomes and responsibilities for
investors and lead to 'sale-optimisation'. Tax and structuring is
an important element of what we term professional services and
includes:
Structuring advice
Ensuring tax-efficient holding structures provide maximum
flexibility while balancing commercial considerations of cost and
ongoing management of fund entities, while co-ordinating external
advise where appropriate.
Ongoing advice
On tax implications in the course of acquisitions, dispositions,
refinancings etc.
Compliance
With statutory tax reporting and filing.
Integrity of holding structures and residency
Demonstrating management and control in line with substance and
residency requirements by experienced professionals in Internos
offices in the Luxembourg and Netherlands.
Special projects
To include structuring for potential new funds, refinancing,
acquisitions and disposals.
Sale optimised
Internos tax and structuring expertise is important to ensure
that assets and entities are maintained in a 'sale-optimised'
state, ensuring that compliance requirements are up to date,
achieving efficiency in time and cost through the disposition
process, mitigating delay in meeting commercial time tables and
optimising the bargaining strength of clients to eliminate
avoidable 'price chips'.
Victoria Ferris
is Internos' Head of Operations and Professional Services