Collective Investment Schemes
Recover VAT inside pooled structures, often without registering at fund level.
Our Services
Our Approach
CIS and pooled vehicles carry VAT in their fees and, often, inside the structure itself. Standard treatment leaves most of it unrecovered. We unlock it in collaboration with managers, in many cases without registering each portfolio for VAT.
The insight most schemes miss — A platform transition or ManCo change is not, by itself, a VAT recovery event. Acting while the historic records are still intact preserves the value.
Where the value sits — Apportionment aligned to the real economic substance, zero-rating where foreign exposure applies and structural or invoice corrections, often without fund-level registration.
A gated, low-lift process — Rapid eligibility screen, evidence-led diagnostic, decision-ready value case then execution only on your approval.
Why it’s valuable — No win, no fee. Fund-by-fund scope, documented assumptions, and no implementation without your approval.