Transaction tax services
Specialist tax planning for M&A transactions
Every transaction brings tax planning opportunities as well as risk. Integrated tax advice can help make the most of the tax opportunities of an M&A situation, while avoiding any tax traps and pitfalls. Our specialist tax advisers draw on a breadth of situational experience and expertise to carefully navigate tax issues for our clients.
Our services cover every stage of a transaction, including:
- identifying pre-transaction planning opportunities;
- designing transaction structures to secure existing shareholder and corporate reliefs;
- flagging tax issues that might arise on due diligence;
- providing tax advice on warranties and indemnities; and,
- giving advice on post-transaction tax issues and opportunities.
We offer these services to retained SME and M&A clients, whilst also working closely with external specialist tax advisers across all our business streams.
Many transactions will need HMRC tax clearance, and our specialists can identify these situations and secure any clearances required. We can also help our clients plan around the amount and timing of any transaction tax liabilities.
Our specialist tax knowledge extends to the particular issues related to: trade disposals; private equity transactions; management buyouts; partial management buyouts; minority shareholder exits; company purchase of own shares and corporate reconstructions and demergers.
We also regularly advise our clients on the tax implications of Employee Ownership Trusts, tax efficient share schemes for employees and tax approved share option arrangements.
