This event has now passed. See upcoming events
24 October 2019

Latest Developments in Economic Substance for Investment Funds and Managers

Date Thursday 24 October 2019 Time 8:00am - 10:30am Key Contacts
Location Home House,

Tax Seminar & Networking Breakfast

A panel of five experts will discuss the latest economic substance developments affecting key onshore and offshore investment fund and fund manager jurisdictions, and the impact on fee models.


Discussion topics will include:

• EU Economic Substance Rules – current Impact on Cayman and Channel Islands Operations

• Update on Substance Requirements for Luxembourg Fund and Treaty Structures

• The Role of Economic Substance and value-based Transfer Pricing Principles in evaluating Income/Profit Allocation in Fund Structures

• Implications for UK based Fund Management Operations


Camille Bourke, Partner, Private Equity & Real Estate, Arendt & Medernach

Anton Hume, Partner, Transfer Pricing and International Tax, BDO

Sean Scott, Partner, MJ Hudson (London and Cayman perspective)

Rabie Abas, Group Partner, MJ Hudson (Guernsey)



Daniel Lewin, Partner & Head of Tax, MJ Hudson