Description

Luxembourg is the leading hub for alternative investments – private equity, private debt, real estate, infrastructure, and more. As Europe's largest fund center (and the world's second largest), it holds an impressive 56% of the global market for cross-border investment funds.

This seminar is the first in a series of seven on alternative investments, focusing on the so-called "Luxembourg toolbox". We'll answer the key questions:

• What tax regimes and legal forms does Luxembourg offer?
• What is the regulatory status of the different investment vehicles?
• How do you choose the optimal vehicle for a specific investment?
• What financial instruments can be used to finance investments?

Walk away with clear, actionable answers.

Agenda 

·       Overview of the Luxembourg toolbox

·        Luxembourg tax regimes and legal forms

        o   Luxembourg companies (SOPARFI)

        o   Partnerships (SCS, SCSp, …)

        o   Specialised Investments Fund (SIF)

        o   Investment company in risk capital (SICAR)

        o   Reserved Alternative Investment Fund (RAIF)

        o   Securitization vehicle (SV)

        o   Private wealth management company (SPF)

·        Considerations from a regulatory perspective

·        Financing investments   

        o   Holding activities

        o   Financing activities

        o   Investments in distressed debt

·        Case studies

 Dates    15 September 2026

 Time     1:30 pm – 2 pm          Registration

                          2 pm – 5 pm                     Presentation (15 min break)

                          Expected duration :      3h

About the Presenters

                  Oliver R. Hoor

Oliver R. Hoor is a Partner in the International and Corporate Tax department of ATOZ. He is the Head of Transfer Pricing.

A tax professional since 2003, Oliver has experience in Luxembourg and international taxation with a focus on Alternative Investments (private equity, real estate, infrastructure, private debt), mergers & acquisitions and multinational groups. Oliver advises clients on all direct tax aspects regarding deal structuring, maintenance, reorganisations and exit planning.

Oliver is a member of the tax working groups of the Luxembourg Private Equity Association (LPEA) and the Association of the Luxembourg Fund Industry (ALFI). He is further a founding member of the Luxembourg Transfer Pricing Association (LTPA), a member of the tax committee of the Luxembourg Alternative Administrators Association (L3A), and a member of the International Fiscal Association (IFA).

Oliver is the author of more than 300 articles and books on Luxembourg and international taxation including Transfer Pricing and related documentation requirements, the OECD Base Erosion and Profit Shifting (“BEPS”) Project and the EU Anti-Tax Avoidance Directives (ATAD 1 & 2), reporting obligations of tax intermediaries (DAC6), current initiatives of the EU Commission in the field of direct taxation (ATAD 3, BEFIT, DEBRA, SAFE, DAC8, …), the OECD Model Tax Convention and Tax Treaties, EU Law and the State Aid investigations of the EU Commission (see www.atoz.lu/media-room). He is a regular speaker at conferences and a lecturer with Legitech and the Luxembourg Institute of Governance (ILA).

Oliver is qualified as a Chartered Accountant in Luxembourg (“Expert-Comptable”) as well as a certified German tax adviser (“Steuerberater”). He holds a post-graduate degree in Luxembourg Tax and a degree in Business Administration with a major in Tax from the University of Applied Sciences of Trier (Germany).

                  Adrian Sedlo

Adrian Sedlo is the Founding Partner of Sedlo Law Firm. He is admitted to the Bar of Luxembourg as "Avocat à la Cour".

He has worked for many years at the Luxembourg offices of Clifford Chance and Linklaters and has been partner at leading Luxembourg firms.

Adrian Sedlo has been recommended regularly by Chambers & Partners and Legal 500 as a Leading Lawyer.

For 2019, he has been selected for Best Lawyers by his peers as one of the best lawyers in Luxembourg for his work in Banking & Finance.

Alternative Investments in Luxembourg

Module 1: The Luxembourg toolbox : Find out more here 

Module 2: Structuring Alternative Investments : Find out more here 

Module 3: Substance requirements : Find out more here 

Module 4: Transfer pricing and related documentation requirements : Find out more here 

Module 5: The mandatory disclosure regime (DAC 6) : Find out more here 

Module 6: Tax treaties : Find out more here 

Module 7: Hidden dividend distributions and hidden capital contributions : Find out more here 

Registration  :

Registration for a single module  : €335   incl. VAT

Registration for the full programme  : €1450   incl. VAT

• 15% discount for 2 participants from the same organisation (please contact the Training Department at [email protected])
• 20% discount for 3 or more participants from the same organisation (please contact the Training Department at [email protected])

Accréditation :

Legitech has obtained accreditation from the Luxembourg Bar.

Co-funding :

Our training courses are eligible for co-funding.

Legitech is authorised to operate as a continuing professional training provider.

Authorisation No. 10001428/4.

Conta​ct :

For any questions regarding this training programme, please contact Florence Guy at: [email protected]

Click here  for more information about our "Vouchers".

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