We establish, administer and manage partnerships, companies and unit trusts on behalf of a wide range of property professionals, authorised advisers and private syndicates. We can help throughout the life of a fund, from the initial structuring, approval of promotional material and processing investor applications, to ongoing management such as providing directors, keeping financial records, managing bank accounts and undertaking investor reporting.
Currently, our largest fund holds over £400m of real estate and our smallest under £1m.
The funds we manage are UK, closed ended, onshore structures. The majority of investors in our funds are from the UK, and we believe that the transparency and certainty of working within the UK tax and regulatory system outweigh the perceived tax benefits of offshore investment vehicles.
If you are looking at setting up some form of collective investment arrangement, or if you require an Exempt Property Unit Trust (EPUT) to undertake a specific transaction, then you may need a suitably FCA authorised and regulated manager or operator.
If you would like to discuss any of our services then please contact us.
Specialists in Alternative Investment Funds and Collective Investment Schemes
We provide EPUTs for investors wishing to undertake specific transactions
Safeguarding of EPUT’s assets and the monitoring of the EPUT’s investment
Expert assistance for member-managed syndicates