Cross-border structuring and investor reporting
An international property fund entering the UK market needed to establish a joint venture while managing investors across Israel, Spain, Italy and Switzerland. Different jurisdictions brought different requirements around tax, remuneration and profit distributions.
With decision-makers operating remotely, the fund also needed clear, timely investor reporting to support investment decisions. Having previously worked with a Top 10 firm, they were looking for a more personal and collaborative approach, with specialist expertise in complex cross-border structuring.
BKL provided joined-up support across tax, structuring, bookkeeping, outsourcing and payroll, while developing bespoke investor reporting for the fund’s international requirements.
The relationship has since expanded, with the client looking to transfer further business operations to BKL.
The Challenge
An international property fund was looking to enter the UK market and acquire commercial office assets. It faced significant complexity in managing investors from multiple jurisdictions including Israel, Spain, Italy and Switzerland.
Each jurisdiction presented different requirements for remuneration and profit distribution structures. The fund’s decision-makers operated remotely, requiring sophisticated reporting to enable timely investment decisions from abroad.
Having previously engaged with a Top 10 UK firm, they were looking for a more personal and collaborative engagement. They needed specialist expertise in cross-border structuring.
As first-time UK entrants establishing a joint venture, they required comprehensive advice on structuring implications while maintaining flexibility for diverse international investor needs.
What we did
- Introduced by legal counsel and property consultants, we provided full-service support spanning tax advisory, structuring, bookkeeping, outsourcing, payroll, and back office functions
- We developed comprehensive investor materials, including information memoranda and jurisdiction-specific reports detailing tax implications across multiple countries. Working collaboratively, we refined bespoke reporting frameworks that precisely met investor requirements
- Our approach balanced rigorous technical expertise with commercial flexibility, addressing ad hoc investor queries about different treatments. We brought in experienced tax specialists who understood the nuanced commercial reality of complex cross-border arrangements
The result
We successfully structured their UK joint venture and established reporting systems, enabling remote decision-makers to operate effectively
Our bespoke reporting framework provides exactly what international investors require on time, giving fund managers confidence in decision-making.
The client’s satisfaction has led to us quoting for broader business operations. We have become their trusted advisers, with the client actively seeking to transfer all remaining work to our firm.
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