Tax Services
Whether your portfolio is active regionally or operates on a global scale, tax questions always influence decision-making. Consequently, PwC’s tax experts are focused on analysing all tax related issues and queries potentially arising in your portfolio companies and develop effective solutions based on their findings. The implementation of these solutions is handled by teams of experts chosen specifically to suit your requirements – PwC can access expertise and experience from its international network in 158 countries to deliver the best possible results.
Fund Services
Innovative structuring of private equity funds for tax purposes, observing regulatory law
German investors have a continually increasing interest in private equity and other alternative investments, as they still promise healthy returns despite the low interest rate environment. Investments in these types of assets raise various tax and regulatory issues that need to be considered.
What we do for you:
- Comprehensive advice on complying with regulatory requirements established by AIFMD and KAGB for investment companies new products
- Structuring of foreign and domestic funds, feeder funds, co-investment vehicles, carried interest structures and consulting firms in Germany, as well as the preparation and audit of PPMs
- Preparation of partnership tax returns for domestic and foreign private equity funds (single funds, funds of funds, multi-tier funds) including the classification of foreign companies and financial instruments for German tax purposes and the determination of taxable income per investor
Post Deal Integration
From successful transaction to successful investment
Whether a completed transaction translates into a successful investment is determined after closing. At that point, it is important to promptly implement the acquisition structure and minimise or eliminate tax risks, in order to make a profitable exit in the future possible. Additionally, this stage can be used as an opportunity to restructure the acquired company in a tax-efficient way.
What we do for you:
- We determine which companies should be part of a tax group
- Our transfer pricing experts establish whether it makes sense to modify the existing transfer pricing policy and assist you in dealing with the transfer pricing documentation. We pay particular attention to later tax-optimised cash repatriations as soon as we start drawing up the acquisition structure. We check whether an adjustment of the cash structure makes sense on a regular basis
Corporate Tax Services
Innovative tax structuring and declaration advisory services for portfolio companies
The integration of acquired portfolio companies requires tax-efficient structuring. Despite being a rather complex issue, it is certainly worth grappling with.
What we do for you:
- Preparation or review of tax returns for corporations and partnerships, including a management presentation outlining ongoing tax expenses and deferred taxes to be taken into account
- Identification of tax risks and advice on possibilities for tax optimisation
- Support for the analysis of transfer pricing risks and the integration and optimisation of existing transfer pricing systems
Executive Tax Services
Tax security and optimisation for management
In private equity transactions tax issues concerning a company’s management are not to be taken lightly. Underestimating their implications may have serious consequences.
What we do for you:
- Tax advice services throughout the entire transaction process including tax advice for management equity stakes, equity structure, debt structure, leaver agreements and rollover of shares
- Advice on the structuring of option plans and bonus agreements
- Tax advice on all aspects of postings abroad and relocations from or to Germany
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