Simmons & Simmons in Luxembourg has expertise across direct and indirect tax matters, regularly working alongside the firm’s capital markets and investment management offering on the tax structuring associated with fund establishment and with transactions. ‘Outstanding’ team head Julie Carbiener has ’vast experience on cross-border M&A transactions in the real estate sector’, as well as representing property clients in VAT disputes. Former practice head Pierre-Régis Dukmedjian departed the firm.

Legal 500 Editorial commentary

Testimonials

Collated independently by Legal 500 research team.

  • ‘The outstanding Julie Carbiener has vast experience on cross-border M&A transactions in the real estate sector.'

Key clients

  • Morgan Stanley
  • Santander
  • Standard Chartered Bank
  • Antin
  • Legal and General Investment Management
  • Infranity
  • Quaero Capital
  • Banco Bilbao Vizcaya Argentaria
  • Leadcrest Capital Partners
  • Global Jet Capital

Work highlights

  • Assisting a pan-European service provider in the realisation of a tax due diligence in view of the acquisition of a third-party entity and the subsequent negotiation of the related share purchase agreement and shareholder’s agreement from a Luxembourg tax perspective.
  • Ongoing assistance to a leading US-headquartered global financial services business regarding the Luxembourg tax treatment of envisaged trades for some of its existing Luxembourg securitisation vehicles.
  • Providing a well-known Australian infrastructure fund with assistance on the negotiation of a financing arrangement concluded for the acquisition of pharmacy bonds through Luxembourg securitisation vehicles.

Lawyers

Next Generation Partners
Junior partners with significant recognition from clients and peers in the market and key roles on multiple matters.

Practice head

The lawyer(s) leading their teams.

Julie Carbiener

Other key lawyers

Camille Bénézet