Session 3 - Tax and Legal Considerations
In this webinar, Mathieu Scodellaro, Marc Meurant and Özgür Altiparmak will provide a high-level overview of the semi liquid funds market in Luxembourg and Europe, outline key tax considerations specific to these structures, and deep dive into a critical success factor for distribution to high-end retail investors: investor tax reporting.
Webinar Series on Semi Liquid Alternative Funds
Our specialists share practical, market‑driven insights to help you navigate the broader financial and operational challenges associated with semi liquid alternative funds. The sessions will address topics such as liquidity management, valuation considerations, and real‑life implementation challenges; while offering concrete takeaways you can apply in practice. It also provides an opportunity to exchange views with peers and stay connected to evolving market practices.
This series cover the following topics:
- Tax and Legal Considerations - 18 June 2026
- Valuation and finding appropriate service providers- 7 July 2026
Registration for upcoming seminars will open closer to each event date.
Interested in joining the Tax and Legal Considerations webinar?
Date & Schedule
- 18 June 2026
- 4:30pm to 5:30pm (CET)
Agenda
Tax and Legal Considerations
Presented by Mathieu Scodellaro, Marc Meurant and Özgür Altiparmak
- Investor reporting complexity in semi liquid funds:
- High-level overview of the ELTIF market in Europe
- Investor tax reporting as a critical layer
- Jurisdiction-specific reporting requirements on key markets
- Investor-driven regulatory reporting
- From reporting to distribution capability
Interested in joining the Tax and Legal Considerations webinar?
Contact us
Marc Meurant
Partner, Semi Liquid Alternatives Core Team Co-Leader, PwC Luxembourg
Tel: +352 621 333 348
Stefan Schindler
Partner, Semi Liquid Alternatives Core Team Co-Leader, PwC Luxembourg
Tel: +352 621 332 889
Mathieu Scodellaro
Partner, Semi Liquid Alternatives Core Team Co-Leader, PwC Luxembourg
Tel: +352 621 333 292
