Tax Managed Services: Asset Management

Asset Managers face an increasingly broad and complex range of tax obligations spanning the countries in which they operate and invest into. To support this need, EY provides highly integrated, technology enabled, fund tax services across the globe.

Related topics Wealth and asset management Financial Services Tax

The team

Alex Birkin

Alex Birkin

EY EMEIA Financial Services Consulting Leader and Managing Partner

What EY can do for you

EY has developed an integrated package of tax services to help asset managers and funds to support their tax obligations, risks and costs. EY asset management tax professionals are ready to work with you and provide EY services through our EY Funds Tax Platform. This platform has been configured and built to grow so that it can meet both today’s needs and the needs of the future.

Our modular, flexible service package has been developed to address the challenges that the asset management tax function face, which include:

  • Margin pressures

    Demonstrating value-for-money for investors and shareholders is driving cost cutting, with tax functions being asked to do more with less investment.

  • War for talent

    There is a shortage of experienced tax professionals in the market, impeding functions’ ability to scale to meet increased workload.

  • Board-level scrutiny

    Tax has become a major reputational issue for financial institutions, with the wider organization looking to the tax function to steer, support and provide strategic guidance.

  • Focus on investor tax transparency

    Authorities are continuing to drive this agenda through the introduction of the various automated exchange of information agreements and the recent Mandatory Disclosure Regime.

  • Oversight of risks

    The expanding tax obligation landscape demands greater visibility and effective management of risks that taxes pose to businesses.

  • Emerging investment market tax regimes

    Gaining familiarity with evolving regulations that may present portfolio-level taxes on income or gains.

  • Investor reporting

    Funds may need to assess and report their tax obligations or provide information to investors to help enable them to meet their own tax responsibilities.

EY’s flexible package of services provided by the global EY network of dedicated asset management tax professionals means we can provide you with confidence in navigating these global challenges.

Tax Managed Services: Asset Management

An integrated and modular suite of services to help asset managers and funds navigate global complexity.

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How EY can help

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