Tax advice for funds
Your fund experts in Munich
Investment assets are subject to far-reaching tax regulations in Germany. We therefore recommend that our clients analyze all fund structures from a tax perspective at an early stage.
Our fund experts have many years of experience with complex fund structures: alternative investment funds (AIFs), UCITS, Chapter 2 funds (InvStG), master-feeder funds and other multi-layered structures.
Because the fund business is globally networked, we are happy to advise you from formation to liquidation in a national and international context.
Our Services:
- Preparation of annual financial statements
- Separate and uniform tax declarations (also for domestic participants in foreign partnerships)
- Corporation tax and trade tax returns
- Capital gains tax returns
- 138 AO notifications
- DAC 6 notifications
- CRS notifications
- CFC declarations
- Support during tax audits
- Transmission of specific tax characteristics and support with their implementation and evaluation
- Tax advice for investors and fund managers
- Compliance (financial accounting, monthly VAT filings)
- Determination of the advance lump sum
Quality of advice in all asset classes
RISE PARTNERS is your tax expert for fund structures. Whether renewable energies, private equity, private debt, infrastructure, real estate, aircraft, crypto or other investment orientations. Our fund experts will provide you with detailed and targeted advice.
We also offer comprehensive services for Alternative Investment Fund Management companies, including the outsourcing of various services such as accounting, regulatory reporting, payroll accounting, annual financial statements, support for statutory auditors and tax advisory services.
Our regulatory law experts also offer you the option of outsourcing the function of anti money laundering officer or, if compatible with our other services in the specific case, internal auditing.
Your tax advisory team
for funds
Get in touch
We look forward to getting to know you and your business challenges, because we love challenges! Feel free to send us a message for a non-binding initial consultation.
Laura Ziegler and Peter Neufeld
Tax consultants for funds
