PE Portfolio Tax

PE Portfolio Tax is one of PwC Sweden's service offerings within tax, where we offer strategic value creating activities for Private Equity owned portfolio companies. By building long-term relationships with our clients, we understand our clients’ actual needs and can provide structured and coordinated holistic tax advice.

With our broad expertise within tax and long practical experience, we offer tailored services in the field of Swedish and international income tax, VAT and transfer pricing. We also have a wíde international network with carefully chosen colleagues who, like us, have extensive experience with tax in a private equity environment.

Our ambition

Our ambition is to create a long-term relationship and offer value creating advice throughout the entire ownership period, i.e. from when the portfolio company is acquired until the company is ready for divestment. For each client, a tailored assessment of the company’s current standing is made based on geographical footprint, operating strategy and historical tax management to identify challenges and opportunities from a tax perspective.

We are present during all stages of ownership 

In our work we have chosen to divide the ownership of a portfolio company into three separate phases with different needs for tax advice in each phase:

1. Post Deal;

2. Holding; and

3. Exit Readiness.

PE Portfolio Tax offers tailored tax services during all phases. When giving advice, we always apply a holistic approach to ensure that all relevant tax areas are considered and that our advice can be implemented in a practical and effective way. 

You can read more about each phase and how we can assist depending on where in the journey you currently are by clicking on the above links for each phase.

Read more about PE Portfolio Tax in Swedish