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Private Equity and Investment Funds Tax Newsletter

In brief

Welcome to our April 2023 edition of the Funds Tax Bites, where we provide a “bite size” overview of the key recent and anticipated tax developments globally that we expect to be of interest to those operating in the investment funds industry.


Table of contents

1. What’s new

a. The United Kingdom

b. Spain

c. Italy

2. The practice corner: Proposed ATAD 3 Directive

3. Updates from Baker McKenzie

Click here to read the full newsletter.

Author

Alistair Craig is a partner in Baker McKenzie's London office where he leads the Transaction Tax team. Before joining the Firm in 2013, Alistair worked in the transaction tax and international tax services groups at Ernst & Young.

Author

Diogo Duarte de Oliveira is a partner in charge of the Tax Department of Baker McKenzie's Luxembourg office. He has over 16 years of experience. Prior to joining Baker McKenzie in 2019, Diogo was tax partner and head of tax at the top-ranked practice of a Benelux leading law firm. He was also an international corporate tax manager with a Big Four audit firm in Luxembourg (and in Mexico City as a secondee).

Author

Rodrigo Ogea is the managing partner of the Madrid office since October 2017. He joined the Firm in 2003 and became a partner in 2005. He heads the Tax Practice Group in Madrid since 2008. He also serves in the Steering Committee of the European Tax Planning and Transactions Group. Recognised as one of the most prestigious tax lawyers by Chambers, he is a trustee of the Foundation for Taxes and Competitiveness, member of the tax committees of CEOE (Spanish Trade Board), Círculo de Empresarios, the International Chamber of Commerce (ICC), the US Chamber of Commerce in Spain and the American Business Council. He has also been the Spanish representative to the European Commission Expert Group for the Removal of Tax Obstacles for cross-border European Private Equity Investments.

Author

Francesco Pisciotta serves as managing partner of the Firm’ s Italy offices and co-heads the tax practice of Baker McKenzie Italy. Francesco is a member of Baker McKenzie’s Europe and Global Tax Practice Group. He has been a member of the International Tax Commission of the Milan Association of Certified Accountants. Mr. Pisciotta is a certified auditor and a member of the Milan Tax Bar. He is regularly invited to speak on tax issues in various seminars and conferences.

Author

Vadim Romanoff is a senior associate in the London tax practice. Vadim joined Baker McKenzie in 2014 from a single family office in London where he worked as a legal counsel and advised on corporate tax and private client issues.