Structuring Alternative Investments (Private Equity, Real Estate,…) in the post-BEPS era via Luxembourg
Upon successful completion of this course, the student will:
- have an understanding of how crossborder private equity and real estate investments are structured via Luxembourg
- have an overview of the BEPS recommandations, the European Anti-Avoidance Directive and the Multilateral instrument regarding tax treaties impacting Alternative Investment structures
- understand the importance of substance and arm’s length conditions when structuring investments
- have a clear view on how the changes of the international tax landscape will impact Alternative Investments
- Overview of Alternative Investments structures via Luxembourg
- The OECD BEPS Project and related actions at EU level
- BEPS measures and their impact on Alternative Investment structures
- Determining and organizing the right level of substance
- Optimizing set-ups in the new international tax environment
- Structuring aspects
- The importance of arm’s length conditions and transfer pricing documentation
At the end of the training, the participants will receive a certificate of participation delivered by the House of Training.
The lecturer is an International Tax Partner with a large tax advisory firm in Luxembourg where he is also heading the Transfer Pricing practice. A tax professional since 2003, he has experience in Luxembourg and international taxation with a focus on alternative Investments (private equity, real estate, sovereign wealth funds, hedge funds), mergers & acquisitions and multinational groups. He advises clients on all direct tax aspects regarding deal structuring, maintenance, reorganisations and exit planning.
The printed course
material will be delivered at the beginning of the course.