Fund Taxation Reporting
At DM, we provide specialist UK and US taxation compliance services for global funds and asset management clients. Our experts combine deep technical knowledge with practical experience to deliver accuracy, efficiency and confidence across complex regulatory environments.
Personal service, led by highly experienced DM experts, is how we achieve exceptional standards. From onboarding to filing, every DM engagement is led by a team that stays with you cycle after cycle. All backed by our deep bench of qualified specialists providing round-the-clock coverage and the capacity to absorb peak reporting workloads.
Amber Lynch, Manager, Taxation Compliance
Doing More
With increasingly interconnected tax environments, our taxation compliance experts ensure precise and efficient adherence to a wide range of local and international regulations. We specialise in UK and US taxation compliance for global funds and asset management clients. Whether you require tax preparation, filing, or reporting support, our experienced team delivers reliable and high-quality results across complex structures and jurisdictions.
Deep Technical
Knowledge
Our taxation compliance team combines specialist expertise and in-depth technical understanding to provide flexible and accurate services across multiple fund structures.
Proven Industry
Experience
Our qualified taxation professionals deliver best-in-class compliance solutions, underpinned by years of experience supporting cross-border funds and asset managers.
Commitment
to Quality
DM’s taxation compliance services are built on attention to detail, accuracy and consistency, ensuring every client receives timely, high-quality and compliant reporting outcomes.
US and UK Fund Taxation Compliance
UK Taxation Compliance
Registration of shares for UK Fund clients (CISC 1 Forms)
Deregistration of shares for UK Fund clients
Preparation and filing of annual reporting to HMRC for UK Fund clients
Preparation of letters to investors regarding annual reporting
US Taxation Compliance
Preparation of Schedule K-1s, K-2s and K-3s
Passive Foreign Investment Company (PFIC) statements
Forms 8838, 5471, 5472, 926, 3520, 3520-A, 8865, 8858, 475(f) election
Initial Registration forms to the IRS
Employer Identification Number (EIN) Applications (SS-4), W-9, W-8IMY, W-8BEN
Partnership Representative Service
Meet the Experts
Tom Quinn
James Scanlon
Jake Fehily
Amber Lynch




