Recent Examples of Work (all from 2016)

 

  • Advising on the availability of SEIS/EIS on a number of start-up businesses and acquisitions of existing businesses;
  • Advising numerous private companies on a variety of EMI option and ESS arrangements;
  • Advising on tax treatment of sellers on sale of medical research company for consideration of up to £42.5m involving many different categories of sellers including EIS sellers, EMI optionholders, sellers with entrepreneurs’ relief and unapproved option sellers;
  • Advising on growth share incentive arrangement put in place before sale of company included advising on the interaction with the earn out payments;
  • Advising on the best way to structure the acquisition of a residential property to be developed and sold.  We advised on the SDLT, VAT and direct tax issues of the structure;
  • Providing big four accountancy firms with tax support on tax deed and tax warranties on many M&A transactions; 
  • Advising on group reorganisation and equity incentive arrangements for record company;
  • Advising management shareholders on sale of large procurement business to a quoted group and assisting with the design of their new share incentive arrangement in the buyer;
  • Advising a law firm partnership on a reorganisation of the structure with a view to incorporation in readiness for expansion and potential outside investment;
  • Advising a number of management teams in the sale of their shares and roll over into the private equity backed buyers;
  • Advising a large private company and its shareholders on a demerger of part of the business prior to sale and a reorganisation of the family’s shareholders to maximum entrepreneurs’ relief;
  • Advising a large private  company with around 20 family shareholders on the tax issues for the shareholders connected with the proposed sale;
  • Assisting London office of a US law firm on the tax covenant and tax warranties on a large cross border transaction acting for the Greek selling company;
  • Advising Council on acquisition of shopping centre including advice on the TOGC treatment, the SDLT and capital allowances;
  • Advising a number of high net worth individuals on tax residence issues.