Asset Managers
Turn VAT from a cost leakage into net-of-fee performance.
Our Services
Our Approach
For asset managers, recovered VAT flows straight into member value and net-of-fee performance. We unlock it across fund-level costs and pooled structures, on a no win, no fee basis, with no disruption to your processes.
Where value is won or lost — Management and transaction fees, and pooled or life-wrapped structures, each need different VAT treatment that is seldom optimised in practice.
How we work with you — We recover the inefficiencies inside pooled structures in collaboration with your team, in many cases without requiring VAT registration at fund level.
Why it matters to you — Member value, ASISA cost-disclosure and trustee scrutiny, no disruption, and both a once-off retrospective recovery and ongoing annual savings.
A specialist overlay — We enhance your existing tax and finance functions. We do not replace internal teams or external advisors.
This is not a tax exercise. It is a financial performance enhancement initiative, delivering direct value back to the fund and its members.