James Stewart
Partner, Asset and Wealth Management Tax, PwC United Kingdom
James is a Partner at PwC in the Asset and Wealth Management team providing tax advice to mainstream and alternative asset managers.
James’ clients are a mix of fund managers of regulated and private capital funds, spanning across all investment classes, from listed securities to real estate, private equity, private credit and infrastructure. James’ clients range in size from boutique startups through to some of the world’s largest asset managers across all asset classes.
His experience includes group structuring for clients inbound to the UK, outbound and new start ups; tax compliance for corporate, partnerships, UK funds and Non-resident landlords; EU withholding tax reclaims; overseas tax exposures for the funds (including withholding taxes, non-resident capital gains and more recently EU FTT), and investor reporting (primarily UK Reporting Fund Status but with a high level knowledge of the German, Swiss and Austrian equivalents).
