Transaction tax advisory

With any transaction, there are key tax matters to consider. Buying or selling a business, restructuring an existing business, or raising capital or finance can all raise complex tax considerations to address, particularly if there are multiple jurisdictions involved. We have assisted many companies and their shareholders – in what is potentially a once in a lifetime event – to understand the tax risks involved and take sensible actions in good time to make the process go as smoothly as possible from a tax perspective, staying true to the commercial intentions.

Our Transaction Advisory services team has a wealth of experience in guiding clients through transactions. We understand the challenges that you face and can provide the advice you need to allow for effective tax management and provide you with a clear strategy throughout a transaction.

Tax structuring

Whether it is buying or selling a business, or restructuring or reorganising your business, we can advise you on the most tax efficient way to carry out the transaction, whilst helping you to achieve your commercial goals.

We can assist in structuring a business in preparation for a sale, simplify your corporate structure, develop an acquisition structure to align with your future business plans and assist in debt or capital raises and restructures.

It is important that the tax position for all stakeholders is considered. We will help you understand the impact of transactions on all relevant parties.

Employee incentivisation

Providing share incentives to employees is a great way to encourage them to stay with you and to develop your business, particularly when cashflow may inhibit the ability to pay top rate salaries or bonuses to retain people.

However, any transaction in shares that involves a director or employee has the potential to create tax risk for the individual or the employer. So, it is crucial to get this right first time to protect against unexpected costs. Our specialists take the time to understand the plans and desires of both the company and the selected employees, to ensure that our proposed solution meets your common goals.

Our services include:

• Share scheme planning and compliance
• Global share structures
• Valuations
• Tax relief
• Added support.

Entrepreneur tax advisory

Our Private Client team specialise in advising entrepreneurs and business owners on the full lifecycle of their business, and how this impacts them personally. In addition to working with key business owners and boards we can also advise employees and smaller shareholders who may be impacted by the transaction, allowing the comfort that all involved will be tax compliant.

With assistance from our wealth management partnership, Credo, we can provide a complete wealth management and joined up tax solution for our clients. This can include planning for the tax liabilities from the transaction and the investment strategy, to ensure availability and timing of funds.