Private debt: tax and compliance

By the end of this training, participants will be able to:

• understand and get more familiar with a complex tax topic;
• dive into ATAD requirements and international tax matters.

Also participants will be able to understand the requirements of investor tax reporting depending on investors and fund profiles.

Main regulatory considerations
Fund reporting regimes, regulatory reporting regimes and products taxation
Investors tax reporting
Main tax considerations
Structuring example

An attendance certificate will be sent to the participants.

This training is sponsored by Nicolas Payet, Partner and coordinated by Pierre-Yves Thomas, Partner and Sosé Tadevosyan, Director at PwC Luxembourg.

With an almost 2 decades long career as an auditor within PwC in both our Luxembourg and New-York offices, Nicolas is an expert of alternative investments funds. He is an active member of our integrated alternative investments department and our private debt funds leader.

Pierre-Yves is a partner leading audit assignments on international clients operating in mutual funds, private equity and private debt sectors. He is experienced within sustainable finance in private markets with a particular focus on private equity and private debt industries.