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:
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.
We can help maximise tax efficiency and identify the best tax structure for every situation.Jon Dodge Corporate Finance
Learn more about how our team can support in preparation if a business sale or identify targets to buy.
Find out how we can help you understand a business’s value, whether that be for a transaction or during a contentious situation.
Our team reduce the pressure of cash injections and raising capital by overseeing the entire process.
We can manage the process of buying or selling a business in the most complex and fluid of circumstances.
Our experts have in-depth experience across a range of HMRC tax disputes and also advise on the tax implications of transactions in litigation.