Our Team are experts in offering tax insurance solutions to the institutional investment industry both at fund and portfolio investment level, whether this be in the context of private equity, credit, hedge, or real estate. Our clients can expect a premium service that resolves their tax problem, with clear communication (in simple language), proactive problem-solving, a straightforward process, and rapid response times.
We can provide a quote for insurance within 48 hours for any jurisdiction and will work with you and your advisers to meet any deadlines. We are supported internationally by a network of top-tier tax counsel who regularly advise on M&A transactions and are familiar with our process, which enables us to provide a premium service no matter the jurisdiction(s) involved.
And afterwards our Claims process is capable of dealing with complex matters as efficiently as possible and supported by robust Risk Capital provided by major insurers.
For more information about Brockwell and our appetite see About Us and Risk Appetite.
If you are a private equity sponsor you may also find our M&A section helpful.
Get a quote here.
Tax insurance can be used at each stage of a fund’s lifecycle to protect value, create more certainty for investment modelling, and maximise returns to investors.
Knowledge of how to mitigate risk with insurance can attract investors by offering more comfort about returns, particularly given LPs are often concerned about tax impact.
Tax insurance can be used to facilitate M&A and protect the investment model from identified risks. See this page for further details.
We can offer protection for repatriation of cash to the fund (e.g. withholding tax), post-acquisition tax risks in a portfolio investment (including cover going forwards), or for risks relating to changes at investor level (this can be particularly helpful in respect of secondary liabilities).
Returns can be protected by suggesting insurance as an alternative to an indemnity or escrow (and so avoiding committed capital) or a price adjustment.
To allow the return of proceeds to investors any outstanding contractual or structural risks can be covered. (e.g. where an unregulated fund’s historic activity may have forfeited its special tax status).
We also regularly provide comfort to investment managers (e.g. regarding the capital treatment of carried interest or co-investments) and sponsored management teams. See Personal Tax for more information.