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.

Marco-van-Empel

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