Mr. Lewin has extensive experience in sponsor, investor and investment fund structuring for private equity, hedge, debt, infrastructure, real estate, UCITS and sovereign wealth funds. He is familiar with all standard offshore /onshore jurisdictions (U.S., Netherlands, Luxembourg, Ireland, Switzerland, Cayman Islands, Channel Islands etc.).
His structuring advice includes all aspects of investment management – tax efficient management group set-up, fund formation; GP and LP structuring; management incentivisation (carry, partnership, option and share arrangements); structuring fund investments – all UK and international, particularly U.S.
Mr. Lewin’s work involves instructing and coordinating multiple foreign counsel; accommodating management and investor preferences (institutional, private equity; development finance institutions, sovereign wealth, family offices) considering foreign tax aspects as well as UK and foreign regulatory requirements.
Private Equity/M&A/Corporate Transactions
He offers routine transaction support for UK and U.S. centric acquisitions, disposals and joint ventures, drafting and negotiating tax provisions in transaction documentation, coordinating with corporate and finance colleagues as well as foreign counsel throughout. He provides tax structural input for acquisition / disposal structures, often in conjunction with accounting firms.
Mr. Lewin advises on tax efficient financing structures including UK and international loans, real estate finance, securitisations, structured finance, treaty relief and subsidiary structures, and mitigation of withholding taxes.
Mr. Lewin advises family offices and HNWI clients on a range of personal and investment tax issues including UK tax residency; non-domiciliary (remittance basis) taxation; UK and offshore investments and co-investments; board composition and residence; offshore trust structures and compliance issues.