Overview

This Unit 4 of The Private Equity Learning Pathway (PELP) is part of a 12-unit series designed to provide a comprehensive understanding of how a Private Equity fund operates. In this unit, Tobias Lindvelt, former tax partner and current adviser to the EY tax practice, covers the subject of tax in private equity at both fund and portfolio level that focuses on fund management activities and their tax implications. The course also addresses specific tax concerns for the house, the fund, and investments, including their interactions.

Check out the other units in the Learning Pathway:

• Unit 1 - What is Private Equity
• Unit 2 - Fund Finances
• Unit 3 - Legal Considerations
• Unit 5 - Capital Raising & Investor Relations
• Unit 6 - The Investment Process
• Unit 7 - Deal Valuation & Performance Measurement
• Unit 8 - Portfolio Management
• Unit 9 - Financial Risk Management
• Unit 10 - Business Management and Fund Administration
• Unit 11 - Governance & Compliance
• Unit 12 - Responsible Investing

Objective

On completion of this eCourse, you will be able to:
- Understand big picture tax issues in private equity.
- Identify tax implications for fund management companies.
- Analyse tax issues for the house, fund, and investments.
- Explore tax planning strategies for fund transactions.
- Examine interactions of tax issues within the fund lifecycle

Content

- Introduction
- PE fund lifecycle steps
- Tax issues in the lifecycle – the House side
- Tax issues in the lifecycle – the fund side
- Tax planning for fund transactions
- Tax issues within the fund’s portfolio entities
- How the lifecycle steps interact
- Final Quiz

Who should attend

This course is for private equity professionals, career starters, those transitioning to private banking, and service providers like bankers, accountants, IT professionals, lawyers, and trust administrators.