Transaction Tax
Helping you to minimise risk and maximise value.
Transactions are an important part of a business’s growth. From tax due diligence to structuring, our team of experts take the time to get to know your objectives, finding the right solutions for you. We’ll align our advice to your commercial goals, ensuring a strategic and tailored outcome – no matter where you are in your transaction journey.
Whether you’re buying or selling, getting the tax component right is key.
Our approach to transactions is grounded in collaboration and transparency. We work alongside our Transaction Services and M&A specialists, and your legal and financial advisors, to understand your goals and ambitions and provide you with tailored support. But we bring more than just technical expertise. We connect the dots between your business and the wider tax landscape, ensuring your transaction tax strategy is commercially sound.
We draw on our expertise and apply sector-specific insights to deliver the best possible outcomes for you. Our key sectors are financial services, real estate and construction, technology and media, professional practices and healthcare.
Our services
We will ensure the continuity of your business post-sale maximises value, with key employees incentivised to deliver that continuity. Your current structure may also put value at risk, and we will work with you to identify possible value leakage and provide commercially appropriate structural solutions, addressing due diligence questions before they arise.
Tax due diligence is a crucial step in any transaction: it can uncover hidden tax risks and allow you to avoid costly future consequences. We can help you identify these risks early on, so you can plan for the future.
Structuring a deal in a tax-efficient manner can result in significant savings and reduce financial risk. We can advise you on the most appropriate tax structure to facilitate the transaction and maximise value, coordinating with legal advisors to avoid costly concessions.
Incorporating the target into your corporate structure will require the amendment or creation of a range of policies, from interest deductibility to transfer pricing and employee incentives. We will work with you to optimise your tax structure while achieving post-transaction success.
You have built and sold your business, but what’s next? Ensuring that you have the right structures in place to protect the proceeds and allow you to manage your wealth as you choose is critical. We will help you navigate trust and corporate structures, gifts, and charitable foundations to ensure that you have the outcomes you hope for.
Selling a controlling interest to an EOT can unlock substantial tax reliefs, provided key conditions are met. The most successful transitions are those where valuation, structure, and governance are not only expertly designed but clearly articulated. Our specialists bring proven expertise in guiding these transactions to success.
Why work with us?
Long-term partnerships
Whether you’re making your first transaction, or you’re an established investor, we’re here to help over the long-term. We’ll help you implement strategies and adapt to legislative changes to ensure you get the best value out of your investment.
Commitment to commercial excellence
We’ll always align our advice with your commercial objectives, delivering precision and efficiency in every interaction.
Senior-led team
Our team of over 40 tax advisers have decades of combined experience. We’ll be on-hand to ensure any complexities that arise are dealt with quickly and smoothly, giving you the confidence that you’re in safe hands.
Access to a connected network
We’ve built a trusted network of lawyers, investors, banks, and other professionals over our careers. Working with us will give you access to this network and a joined-up approach to your deals.