$400M Group Tax Restructuring
A $400M AUM European investment group was structured through +60 companies across multiple jurisdictions. The group faced significant tax inefficiencies, elevated compliance costs, and structural complexities that hindered operational efficiency and financial returns.
Neopolis led a comprehensive restructuring over 18-months to simplify group tax structure, implement estate planning and optimise governance. The result was a leaner, more transparent organisation that achieved substantial tax savings, reduced overheads, benefiting from access to cheaper debt and improved credit rating.
A $400M AUM European investment group was structured through +60 companies across multiple jurisdictions. The group faced significant tax inefficiencies, elevated compliance costs, and structural complexities that hindered operational efficiency and financial returns.
Neopolis led a comprehensive restructuring over 18-months to simplify group tax structure, implement estate planning and optimise governance. The result was a leaner, more transparent organisation that achieved substantial tax savings, reduced overheads, benefiting from access to cheaper debt and improved credit rating.