Tax Compliance for PE/VC funds
and Private Clients

BLL impresses with its outstanding quality, precise expertise and leading market position – always at the cutting edge and with a focus on tax reliability.

Our tax advice covers the entire life cycle of national and international private equity and venture capital funds, as well as individual support for high-net-worth individuals, entrepreneurial families and family offices.

We provide ongoing tax advice for complex fund vehicles, including partnerships and corporations, asset management and commercial structures, direct funds, funds of funds, feeder structures, and primary and secondary funds, including private debt funds.

At the same time, we advise private clients on all tax-related issues – from tax returns to succession planning, inheritance matters and the transfer of tax residence abroad. 

Our advice is interdisciplinary, confidential and clearly focused on legal certainty, tax efficiency and sustainable asset structuring.

Key areas in tax compliance

Financial accounting & annual financial statements

We handle ongoing financial accounting for fund vehicles and investment companies, taking into account the respective structural particularities. Based on this, we prepare annual financial statements in accordance with German GAAP and on a NAV basis, and support the coordination process with auditors, custodians and other parties involved.

Tax returns

As one of the leading providers of tax declaration services for private equity and venture capital structures, we prepare all tax returns for fund vehicles and investment companies. Declarations are prepared with the utmost precision, taking into account complex corporate and tax law requirements.

Private Clients

We assist wealthy individuals, entrepreneurs and families with their tax returns and advise them in particular on anticipated succession, support with inheritance cases and tax planning for changes of residence and international matters.

Tax audits

We handle external tax audits at the level of funds, investment companies and private clients. Communication with the tax authorities is efficient, on an equal footing, factually sound and informed by our experienced view of the special features of alternative investment structures.

What makes BLL special?

BLL stands for the highest professional quality, precise working methods and in-depth specialisation. As the leading firm in our segment, we set standards in tax consulting for fund structures and private clients. We think ahead, help shape the future – and always keep our finger on the pulse of current developments.

Fund Administration

Administrative support for private equity and venture capital funds with a focus on accounting, capital calls, reporting, distributions and reporting for investors, reporting, mapping complex structures in clear and robust processes.

Fund Administration

Tax & Legal Advisory

Supporting high-net-worth individuals and their holding companies in specific legal and tax issues.