Financial Services Businesses

Cadena Legal specialises in optimising tax outcomes for financial services businesses, from established institutions to emerging fintechs. Working seamlessly with your existing advisors and our network of international lawyers, we help establish and maintain tax-efficient business structures tailored to your unique needs.

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Structuring for Success

The tax implications of financial services operations can significantly impact business efficiency and profitability. Our team combines deep tax knowledge with a thorough understanding of financial markets and technology to deliver strategies that enhance your performance while navigating regulatory requirements.

Key Areas of Focus

Fund & Fintech Structuring

Expert guidance through the process of establishing tax-efficient structures, whether for traditional funds, payment services, or innovative fintech solutions. Our expertise covers managed investment trusts, venture capital funds, payment platforms, and digital financial services.

International Operations

For businesses with global reach, strategic advice on cross-border tax implications, helping navigate the complexities of multiple tax jurisdictions to optimise your global tax position.

Regulatory Compliance & Innovation

Collaboration with financial services lawyers and regulators, providing specialised tax input for business establishment, product development, and ongoing compliance matters.

Tax Strategy for Financial Services

Bespoke tax strategies for financial services businesses, addressing complex issues such as international payments, digital assets, and operational structures.

Our Approach to Funds Management Taxation

Tax Optimisation

We develop strategies that enhance your after-tax returns through sophisticated structuring.

Regulatory Navigation

Our team navigates complex tax regulations while supporting your innovative financial products.

Cross-Border Structuring

We create attractive structures for domestic and international operations, addressing transfer pricing, withholding taxes, and treaty benefits.

Future-Proofing

Our proactive approach keeps you ahead of developments in digital assets, fintech, and evolving compliance requirements.

Why Choose Cadena Legal for Funds Management Tax

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Specialised expertise in both traditional and emerging financial services

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Experience in handling complex structures and cross-border tax issues

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Up-to-date knowledge of tax regulations affecting financial services

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Tailored strategies that align with your business objectives

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Seamless integration with our broader tax and legal services

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Our Process

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Initial Consultation

Understanding your business objectives, operational model, and growth plans

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Tax Structure Design

Developing tax-efficient structures tailored to your specific requirements

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Implementation Support

Working closely with you and other advisors to establish and document structures

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Ongoing Advisory

Providing continuous tax support as your business evolves

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Ready to optimise your fintech's tax structure for success?

Contact Cadena Legal today to discuss how our expert Financial Services Business services can enhance your company's after-tax performance.

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