Accountants For
Venture Capital &
Private Equity
Expert Tax for Venture Capital & Private Equity
Venture capital and private equity funds operate across borders, tax regimes, and investor structures that demand specialist expertise. At Jungle Tax, we are accountants who understand the mechanics of fund finance — from LP/GP structures to waterfall calculations, carry economics, and dual US-UK tax obligations.
Whether you are a fund manager raising your first vehicle, a seasoned GP managing multiple funds, or a portfolio company preparing for exit, our team provides the strategic tax advisory and compliance support you need to operate with confidence.
LP/GP & Carry Structures
Tax-efficient fund vehicles for US and UK investors, including limited partnerships, blocker entities, and carry arrangements.
Investor Incentive Compliance
Full SEIS and EIS advance assurance and compliance for VC funds backing early-stage UK companies.
US-UK Dual Compliance
FATCA, FBAR, PFIC, and treaty planning for funds with cross-border investor bases and portfolio companies.
M&A & Exit Tax Strategy
Strategic pre-exit planning for portfolio companies to maximise after-tax returns for fund and management team.
One Team Powering Your Venture Capital Tax Strategy
Our Expertise
SERVICESFund Structure & Tax Efficiency
We design optimised fund structures for VC and PE vehicles — limited partnerships, carry arrangements, and blocker entities — to ensure maximum tax efficiency for both fund managers and investors across US and UK jurisdictions.
Carried Interest Planning
Expert structuring of carried interest arrangements to qualify for capital gains treatment. We navigate the complex rules in both the US and UK to protect fund managers' economic interests and minimise tax exposure.
Cross-Border Investor Reporting
Comprehensive FATCA, FBAR, and PFIC reporting for VC and PE funds with US investors or US-connected assets. We manage the complex disclosure requirements so you stay compliant and investor-ready.
Portfolio Company Tax Advisory
Strategic tax guidance for portfolio companies at every stage — from SEIS/EIS compliance at seed stage through to exit planning, M&A tax structuring, and management incentive schemes.
Our Process
Fund Assessment
Structuring & Planning
Compliance & Reporting
Ongoing Strategic Support
As your fund evolves — raising new vehicles, making portfolio investments, or planning exits — we remain your dedicated tax partner at every stage.
The VC & PE Tax Partner
Built for Fund Managers
Most accounting firms treat private equity and venture capital as a subset of general corporate tax. At Jungle Tax, it's a specialism. Our team understands the economics of fund structures, carry mechanics, and the nuances of investor reporting in both the US and UK.
We work with fund managers from seed-stage micro-VCs through to established PE houses managing multi-billion pound portfolios. Whether your fund is UK-domiciled, Delaware-based, or a hybrid structure, we provide the dual-qualified expertise to keep you compliant and competitive.
With offices in London, New York, and San Francisco, we are uniquely positioned to serve cross-border funds — providing seamless advice across the Atlantic without the need to coordinate multiple firms.
Dual US-UK Qualified
CPA and ACCA qualified specialists covering both IRS and HMRC obligations for your fund.
Fund Structural Expertise
Deep knowledge of LP/GP structures, carry economics, and blocker entity arrangements.
Cross-Border Investor Base
Experienced in managing FATCA, PFIC, and treaty obligations for mixed US/UK investor pools.
Portfolio to Exit
We support your fund from first investment through to portfolio company exits and fund wind-down.
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View →Questions & Answers
Carried interest can qualify for capital gains treatment at 28% rather than income tax rates up to 45%. The rules are complex and require careful structuring. We ensure your arrangements meet HMRC requirements.
Funds with US investors or investments face extensive FATCA reporting requirements. We handle fund classification, investor due diligence documentation, and annual IRS filings to maintain compliance.
Optimal fund structuring considers GP and LP tax positions, investment jurisdictions, and exit strategies. We advise on UK LP structures, offshore feeders, blockers, and hybrid arrangements.
LPs need detailed tax information including K-1 equivalents, capital account statements, and carried interest allocations. We prepare comprehensive investor tax packs that satisfy both UK and international investors.
Cross-border investments involve withholding taxes, treaty benefits, and transfer pricing considerations. We structure investments to minimise tax leakage while ensuring compliance across all jurisdictions.
Exit tax planning includes earn-out structuring, rollover reliefs, warranty and indemnity considerations, and timing optimisation. We work with your deal team to maximise after-tax returns.
Still have questions? We're here to help.
›Get in TouchReach Out
Ready to discuss your US-UK tax situation? Contact Jungle Tax today to explore how we can help with your cross-border tax compliance and planning needs.