After successful editions in 2020 and 2021, LPEA presents their 4th edition of the LPEA Academy this year. This programme offers specialised PE/VC training, with course levels ranging from basic to expert.
Trainers of the online Tax sessions will be our Tax Partner, Petya Dimitrova, and Tax Principals, Andreas Medler and Samantha Hauw.
Session 1 - PE Investment - key Luxembourg tax structuring aspects: Overview of interest deduction limitations rules in Luxembourg
28 March, 12:30pm - 105 minutes
Presented by Petya Dimitrova, this session will focus on:
- Typical private equity investment structures and key Luxembourg tax considerations
- Interest deduction limitation rules in typical investment structures (focus on ATAD I, thin capitalization rules, transfer pricing requirements, clawback rule, etc)
Session 2 - PE Investment structuring - key Luxembourg tax aspects: ATAD II measures
29 March, 12:30pm - 105 minutes
Presented by Petya Dimitrova, this session will analyse the impact of ATAD II anti-hybrid measures on EP investments (in Luxembourg and in the investment jurisdiction).
Session 3 - Luxembourg legal and regulatory considerations relating to debt funds
30 March, 12:30pm - 105 minutes
Presented by Petya Dimitrova and Andreas Medler, this session will focus on PE Investment structuring, highlighting the key Luxembourg tax aspects, and giving an overview of general and specific anti-abuse provisions, substance and beneficial ownership requirements in PE structuring.
Session 4 - PE Investment structuring - key Luxembourg tax aspects: Mandatory Disclosure Regime (DAC6) and country-by-country reporting obligations (CBCR)
31 March, 12:30pm - 105 minutes
Presented by Petya Dimitrova and Samantha Hauw, this last session will be about PE Investment structuring, highlightinh the key Luxembourg tax aspects, and giving an overview of general and specific anti-abuse provisions, substance and beneficial ownership requirements in PE structuring.
More information and registration here.
More details on the full the programme here.