Sedlo & Atoz

What fund and investment vehicles exist in Luxembourg and how to choose the right entity for a specific Alternative Investment? Further, what are the relevant tax aspects to be considered?

The workshop will provide an overview of the Luxembourg toolbox of vehicles that can be used for the structuring of Alternative Investments via Luxembourg. It will consider the main legal aspects to be taken into account when choosing an entity and will further focus on the key considerations regarding the structuring of Alternative Investments from a tax perspective (tax treatment in Luxembourg and in the investment jurisdictions, the implementation of EU Anti-Tax Avoidance Directive (ATAD) in Luxembourg and abroad, substance requirements, transfer pricing and related documentation). 

Experts: Adrian Sedlo (Sedlo Law Firm) & Oliver R. Hoor (Tax Partner, ATOZ Tax Advisers)

Level:  Intermediate

Objectives:

- Review of the main legal aspects of Luxembourg fund and investment vehicles

- Understand which aspects are relevant to all involved actors when choosing the right Luxembourg vehicle

- Provide an overview of relevant considerations from a tax perspective (structuring aspects, substance, transfer pricing)

- Understand the larger impact of the implementation of ATAD in Luxembourg and abroad

Important

Les participants à nos événements sont informés du fait qu’ils sont susceptibles de figurer sur des photographies prises lors de l’événement. Celles-ci sont destinées à être publiées dans les supports écrits ou numériques édités par Maison Moderne.