Capital investments

In connection with consulting services and the design of investment funds or other capital investments, the consideration of tax issues is ultimately important to ensure that the investment is attractive. The capital investment team at Rödl & Partner with its interdisciplinary orientation has extensive tax expertise with national and cross-border arrangements and can draw on extensive experience in the field of tax consulting in more than 200 projects with an investment volume of more than 19 billion euros.

We provide consulting services for numerous investment companies, capital management companies, issuing houses, institutional and other investors, in particular owner-managed family companies and real estate companies with their investments in different domestic and foreign asset classes. Questions relating to investments and tax range from the investment idea to its implementation and subsequent exit.

• Tax feasibility studies 
• Tax conception 
• Tax transaction consulting (including tax due diligence, tax clauses in contracts)
• Profitability calculations and forecasts 
• Tax support for the preparation of the prospectus 
• Expert opinions on tax matters 
• Exit solutions designed to mitigate tax

Close cooperation with our tax experts outside Germany allows us to offer tax consulting regardless of whether an investment is to be made inside or outside of Germany. In the course of the tax consulting for the conception, the interdisciplinary consulting approach naturally also observes the legal supervisory requirements for the capital investment which are established in close consultation with an experienced team of lawyers in the area of capital investment law. In this respect clients benefit from a single contact person who coordinates the interdisciplinary teams required for the successfully implementation of the project.

• Capital investment law
• Tax returns
• Auditing and internal audit services
• Fiduciary services
• Depositary services