We advise on issues such as company acquisitions and disposals, corporate reconstructions, venture capital transactions and indirect tax planning. In addition, we have a leading reputation for advising on the tax challenges faced by serial entrepreneurs and privately owned companies – integrating the advice at shareholder, director, employee and company levels.
The Corporate Tax group has extensive experience advising on financial services and funds related taxation, particularly through Luxembourg - a major financial centre and the second largest investment fund centre in the world. Our Luxembourg-based team enables us to leverage the opportunities that the favourable tax regime in this jurisdiction can offer.
Our focus on the Private Wealth sector means we have particular expertise in advising family offices, navigating through the complexities and multi-jurisdictional challenges involved in providing inter-generational succession planning, tax efficient holding structuring and wealth protection through the use of international corporate, partnership, fund and trust structures.
Much of the group's work has an international angle:
advising overseas companies and executives (or their professional advisers) on UK tax issues such as UK double tax treaty interpretation, cross-border employee incentive schemes and offshore tax planning structures
using investment vehicles to preserve family wealth and legitimately minimise taxes and other claims, and
structuring the tax-efficient acquisition, retention and sale of real estate, portfolio investments and trading businesses for international clients.
We differentiate ourselves from other advisers by providing an integrated private wealth and business tax offering. Our approach is rounded – our lawyers understand business tax and personal tax, both domestic and international. We look to guide our clients through complex and often competing issues, and achieve the optimum tax outcome that meets the clients’ commercial needs.
Demergers and corporate restructuring
Advising on the taxation aspects of the demerger of a leading management consultancy's ventures business into a new private equity fund structure by way of Court approved scheme of arrangement and section 110 liquidation reconstruction.
Reorganisation of investment management group
Advising a leading UK investment manager on its conversion to an LLP, the increase of the management team's interest in the business and the roll-out of incentives to staff.
Privately owned property group - partition and restructuring
Advising the shareholders of a privately owned property investment and dealing group on the partition of the group under Section 110 Insolvency Act 1986, including securing tax clearances for the tax free partition at corporate and shareholder levels.
Onshoring of assets
Advising a Swiss family office on the tax efficient migration of its European investment portfolio to Luxembourg.