Private Equity - Tax Structuring: Tax and Regulatory Aspects

Private equity professionals, tax advisors, fund structuring specialists, legal professionals, fund managers, AIFM professionals, and finance professionals involved in the structuring, management, or advisory of private equity investment structures in Luxembourg.

The increasing internationalisation of private markets has reinforced the importance of regulatory and tax frameworks in supporting cross-border investment and long-term capital deployment. As private equity continues to evolve within a complex global environment, these frameworks contribute to the stability, attractiveness and competitiveness of investment structures.

• Develop a practical understanding of the Luxembourg tax environment applicable to private equity structures.
• Explain the tax implications of common financing and exit mechanisms used in private equity transactions.
• Identify the main tax and regulatory considerations influencing private equity structuring decisions.
• Understand the key tax principles applicable to private equity investment structures.

Corporate taxes in Luxembourg

• Corporate income tax
• Municipal business tax
• Net wealth tax
• Withholding tax

Private Equity structuring in Luxembourg : Key tax aspects under general tax regime (vs regulated companies)

• Luxembourg participation exemption regime
• Financing and exit instruments
• Intra-group financing activities

At the end of the training, the participants can download a certificate of attendance from the client portal House of Training.