The Wealth and Asset Management sector has well-established routines for all aspects of its business, from sourcing investors to managing individual investments. Unfortunately, these well-travelled roads are now being increasingly blocked or detoured by tax changes.
The new global tax environment will challenge the Wealth and Asset Management industry. Traditional access routes to investors and investments are being affected by changes to global taxt treaties, by ATAD and by other developments like US tax reform, Brexit and innumerable local tax developments. These will test traditional operating models and may result in unanticipated and unintended tax outcomes – for both asset managers and their investor base.
Our below selection of thought leadership can assist wealth and asset managers in dealing with such major, far reaching and unprecedented change, and in navigating the new tax climate.