Offshore Structures

Setting up an offshore structure is an effective tax planning tool employed by a range of companies particularly within the property or private equity sectors. The objective is to maximise tax relief in respect of interest deductions incurred on acquisition indebtedness, minimise withholding tax on returns to investors and determine the most appropriate strategy to minimise tax leakage on exit. Once the structure has been decided it is critically important that it is managed in accordance with the Central Management and Control provisions to avoid the offshore company being deemed a UK tax resident by HMRC. Setting up an offshore structure can be a complicated process and I would be happy to assist with the following:

• Appointment of specialised tax and legal advisers to determine the most appropriate financial instruments and loan agreements needed to optimise your tax planning requirements;
• Instructing offshore trustees and advisers in terms of your set-up requirements and ongoing financial and legal obligations;
• Work with the UK management team to ensure appropriate procedures are in place to efficiently manage the offshore structures.

Please refer to our case study.