An investment that works on paper can fail on structure: screening that delays closing, a merger filing missed, a holding company whose treaty benefits do not survive substance rules, or an exit that costs more tax than planned.
- Does the investment need foreign investment approval or security screening in the target's country?
- Do merger control thresholds apply, and can the deal close before clearance?
- Where should the holding company sit, and what substance will it need to keep treaty benefits?
- What withholding tax applies to dividends and capital gains on exit?
- What does succession look like for family holdings across several countries?
The deals and investment area of each market guide covers screening and merger thresholds, and changes to them are published as market notes.
Go further
