Skip to main content

Charles Edward Case focuses on fund taxation and is an integral member of the firm’s investment funds practice, advising on all aspects of taxation (including VAT) with a wide experience of structuring and closing, private equity, infrastructure and real estate funds. He also has experience advising on executive incentivisation arrangements (particularly carried interest and co-investment arrangements), the structuring of investment management platforms and the structuring of investments for funds clients.



  • Advising a client spinning out of an existing fund manager on the establishment of a new investment management platform, and the raising of their first fund focussing on “core +” UK real estate assets, structured specifically for a tax exempt investor base (2016).°
  • Advising an established European focussed real estate fund manager on the raising of their fund targeting a €1b hard cap (2016).°
  • Advising on tax aspects of raising a Western-European focussed infrastructure fund with a target and hard cap of €3.5b (2016).°
  • Advising on the structuring and raising of a €430m mid-market UK and Western European focussed buyout fund (2016).°
  • Advising a supranational tax exempt institution on establishing an innovative structure whereby investors obtained indirect exposure to the client’s investment portfolio through a series of total return swaps (2016).°
  • Advising on a fund investing to obtain indirect exposure to trade finance assets held by banks seeking to improve their regulatory capital position (2016).°
  • Advising a large sovereign wealth fund on its investment into a range of funds including the latest Permira and Cinven funds (2014-2016).°

°The above representations were handled by Mr. Case prior to his joining Greenberg Traurig, LLP.

Recognition & Leadership

  • Listed, The Legal 500 UK, 2022
  • Team Member, PERE Global Awards, Law Firm of the Year: Fund Formation in Europe, 2018


  • Nottingham Law School, 2007
  • University of Nottingham, 2006
  • England and Wales