There is a new normal in asset management – increased transaction volumes, more demanding investors and customers, expansion into new products and geographies, the introduction of game-changing technologies and platforms, escalating pressures on governance, transparency and fees, a more challenging regulatory environment across multiple jurisdictions, and a greater focus on cost-efficiency.

Our asset management tax professionals at KPMG in the Crown Dependencies act as strategic advisors and allies to asset managers, offering business, tax, and technology expertise across all aspects of the business. Marrying global reach with local enablement, we ensure you have the right experience and skill sets wherever you want to operate.

We work closely with leaders across the asset management industry, including investment and wealth managers, family offices, fund administrators and service providers who focus on mutual funds, hedge and private equity funds, infrastructure and real estate funds, venture capital funds and institutional investors for pension and sovereign wealth funds.

How we can support your organisation

Services for funds
International tax structuring
US Investor reporting
BEPS

Services for funds

Our approach

KPMG in the Islands Group tax professionals can help you navigate the complex tax environment by providing advice that is tailored to your specific business, strategic objectives and the nature of the opportunities at hand.

How we can support you

Our team of tax professionals formulate effective strategies for optimising taxes, implementing innovative tax planning and effectively maintaining compliance. We guide clients through the full spectrum of tax considerations pertaining to funds and the tax effects of trading strategies. Our locally based team of tax professionals work closely with our global connections to deliver the services and industry insight our clients expect from their tax advisors. We offer a plethora of tax services for funds, including but not limited to:

Fund structuring and transaction analysis.
Preparation and submission of corporate tax returns.
Tax due diligence services examining and ensuring the correct implementation of the relevant laws.
Reports that address and aim to detect and correct issues that may be ultra vires to the tax laws, while offering alternative solutions to management to help keep them informed about possible tax implications and prevent future omissions.
International tax planning and implementation of cross-border investments and transactions with the best possible tax management.
VAT and GST compliance and advisory services in relation to fund providers.

International tax structuring

Our approach

KPMG in the Crown Dependencies’ International Tax practice is part of a network of professionals who can provide meaningful advice on cross-border tax matters. We help organisations manage the complexities of multiple tax systems and supranational regulation around the world.

By drawing not only on our network of tax professionals around the world, but specialists in other areas of taxation, our teams are able to provide a complete and multi-disciplined perspective to any tax challenge.

How we can support you

Our team of tax professionals provide advice on cross-border tax matters and help you manage the complexities of multiple tax systems and supranational regulation. KPMG can help a business manage complex events, including: