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Funds lawyers

Whether you are establishing, managing, investing in or lending to a fund, you need experienced advisers who have done it before.

Our specialist funds group has expertise in all fund types: open or closed-ended, institutional or retail, private or listed, partnership or corporate, authorised or unauthorised. The UK-based team is part of CMS’ global funds group. We advise clients wherever they are operating and can efficiently assist in co-ordinating your international distribution strategy.

As well as deep regulatory and taxation expertise, we bring practical advice based on long experience. We are recognised experts in fund formation and also advise on debt finance; fund mergers and restructuring; carry restructuring; secondary transfers; and regulatory affairs.

As well as technical expertise, your advisers should add practical value. We consciously cultivate relationships with regulators, depositaries, administrators and placing agents, which facilitates smooth transactions.

Knowledge of the asset class can be essential to a successful fund launch. CMS’ sector-driven approach allows us to offer asset-class expertise, particularly for real estate, private equity, infrastructure, energy and clean energy, transport, life sciences & healthcare and pharmaceuticals, and TMC.

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Picture of Jan Burgess
Jan Burgess
Part­ner
Head of Health & Safety
United Kingdom, Aberdeen
United Kingdom, London
Jan Burgess heads the Health and Safety team covering the whole of the UK, is a solicitor-advocate, and has practised as a litigator for over 20 years – the vast majority of that has been dedicated...
Picture of Bill Carr
Bill Carr
Part­ner
Head of India Desk
United Kingdom, London
Bill Carr is a partner in our Corporate team. His main focus is on infrastructure and energy projects and corporate real estate transactions. Bill is an active member of the CMS Corporate group and regularly...
James Madden
James Madden
Part­ner
United Kingdom, London
James is a Partner in our Real Estate team with over 30 years’ experience. He specialises in investment and development work. He is well known in national investment markets and led the development...
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Chris Luck
Christopher Luck
Part­ner
United Kingdom, London
Chris Luck is a Partner in the Funds and Indirect Real Estate team. His main focus is in the real estate and financial sectors for UK and International clients. Transactional activity includes M&A, joint...
Picture of Colin Lawrie
Colin Lawrie
Part­ner
United Kingdom, Edinburgh
Colin Lawrie advises on the establishment, investment in and debt finance of unregulated funds, primarily in private equity and real estate asset classes, helping clients harness the benefits of collective...
Darren Stolzenberg
Darren Stolzenberg
Part­ner
United Kingdom, London
Darren is a Partner in our Funds and Indirect Real Assets team. He is qualified in Australia and England, and has been practising law in London since 1999.Darren has acted on a large and varied number...
Victoria Henry
Victoria Henry
Part­ner
United Kingdom, London
Victoria is a Partner in our FIRA team and has extensive experience in advising managers and investors on the structuring, establishment, acquisition and governance of investment funds through a wide...
Nick Burt
Nick Burt
Part­ner
United Kingdom, London
Nick is a Partner in our Tax team with experience in advising on all aspects of tax planning and structuring for corporate clients in relation to mergers and acquisitions, reorganisations and joint ventures.Nick...
Pippa Tasker
Pippa Tasker
Part­ner
United Kingdom, London
Pippa is a partner in the Financial Services Team. She advises on a wide range of regulatory and commercial issues affecting financial service providers and institutional investors, such as establishment...
Picture of Gilliatt Karagh
Karagh Gilliatt
Part­ner
United Kingdom, Edinburgh
Karagh Gilliatt is a partner in the firm’s Financial Services & Products Team and has over 10 years' experience in financial services law. Karagh specialises in regulated funds, asset and transitions...