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Catalogue

Structuring Alternative Investments (Private Equity, Real Estate,…) in the Post-BEPS Era via Luxembourg

Fiscalité

Description

Objectives

Upon successful completion of this course, the student will:

  • have an understanding of how crossborder private equity and real estate investments are structured via Luxembourg
  • have an overview of the BEPS recommandations, the European Anti-Avoidance Directive and the Multilateral instrument regarding tax treaties impacting Alternative Investment structures
  • understand the importance of substance and arm’s length conditions when structuring investments
  • have a clear view on how the changes of the international tax landscape will impact Alternative Investments
Programme
  • Overview of Alternative Investments structures via Luxembourg
  • The OECD BEPS Project and related actions at EU level
  • BEPS measures and their impact on Alternative Investment structures
  • Determining and organizing the right level of substance
  • Optimizing set-ups in the new international tax environment
  • Structuring aspects
  • The importance of arm’s length conditions and transfer pricing documentation 
Lecturer

The lecturer is a Principal in the International and Corporate Tax department with a large tax advisory firm in Luxembourg.

A tax professional since 2011, the lecturer worked in the accounting sector for 2 years in France before focusing on international tax in Luxembourg. The lecturer has experience in relation to the structuring of Alternative Investments via Luxembourg (private equity, real estate, hedge funds, debt funds, etc.) as well as mergers & acquisitions (multinational groups). The lecturer advises clients on all direct tax aspects regarding deal structuring, maintenance, reorganisations and exit planning. The lecturer is a member of the Core Transfer Pricing Team of an independent advisory firm.


Modalités

Support de cours

Pour des raisons de respect de l'environnement veuillez noter qu'aucun support papier ne vous sera fourni lors de votre formation. Votre support de cours peut être téléchargé gratuitement avant le début du cours via notre portail client (télécharger ici le guide du portail client). Vous pourrez ainsi le consulter sur l’écran de votre appareil mobile ou l'imprimer en cas de besoin. Si votre inscription a été effectuée par un responsable formation de votre entreprise veuillez le contacter pour qu'il puisse vous y donner accès ou vous l'envoyer.

Certificate

At the end of the training, the participants will receive a certificate of participation delivered by the House of Training.

Lieu
Chambre de Commerce Luxembourg
7, rue Alcide de Gasperi
L-1615 Luxembourg
Luxembourg
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