Embarking on the execution phase of a financial transaction requires precision, diligence, and strategic foresight.
Tax Planning & Restructuring
Tax planning is crucial yet complex, impossible to predict but essential to your long-term objectives. Considering the risks in restructuring or insolvency and preparing for changes as they occur will help drive commercial success and financial stability.
Passing family-owned businesses and investments to the next generation can create instability, family tensions and prohibitive tax costs. Our team will structure transactions to move businesses or assets to the next generation, without triggering unnecessary tax costs while protecting asset value and allowing founder family members to realise their value in a tax efficient way.
Splitting a group
Over time corporate groups can accumulate non-complementary trades and investment assets. Commercial drivers such as wishing to sell one trade without the other, needing to extract non-trade assets pre-sale, or sharing an inherited family business between adult siblings require the group to be divided. We can advise on splitting up a corporate group between the shareholders using a demerger process that removes the considerable tax costs that otherwise arise.
Exit Planning
The best time to structure for a tax-efficient business exit is before any sale is under negotiation. We advise on removing tax obstacles to a successful future disposal to give the widest range of sale opportunities in future.
Collective Investments
Raising external finance through a collective investment vehicle can accelerate the expansion of a successful investment strategy but is a step change in tax, regulatory and legal complexity. Working with a network of other specialists we can develop the best structure for you and your target investors to make sure the commercial and tax profile fits their needs.
Private Equity & Debt Financing Structures
The tax treatment of private equity vehicles and debt financing has become much more complex in recent years. We can provide expert advice on carried interest, maximising interest deductibility and managing withholding tax leakage in financing and acquisition structures.
