Tax | Experience

We advise on all aspects of UK tax from entreprenurial reliefs to corporate structuring, including estate planning, VAT, stamp duties and employee tax solutions.

Group contact

Philippa Roles

Philippa Roles

Recent work undertaken by the group includes:

  • regularly drafting and negotiating tax indemnities and warranties for deals covering a broad range of industry areas and turnover size
  • advising collaborating landowners on asset pooling as a way to mitigate capital gains tax issues on disposals to developers
  • advising a Cypriot company, held by an offshore trust structure, on the impact of the transfer of assets abroad legislation
  • providing expert opinions for use in a professional negligence claim against a network of advisers who recommended and established tax mitigation structures using sideways loss relief and remuneration trusts
  • advising a property rental partnership on the SDLT implications of incorporation
  • reviewing a high net worth individual's portfolio of business holdings and advising on restructuring to maximise availability of claims to Investor's Relief, Entrepreneur's Relief and Business Property Relief
  • advising a US parent company on unwinding an offshore employee benefit trust arrangement in a recently acquired UK subsidiary
  • co-ordinating a complex tax efficient restructuring of a high net worth individual's £130 million portfolio of UK assets
  • advising and assisting a UK holding company on the tax efficient restructuring of its Australian sub-group
  • advising on the classification of distributions by trustees
  • advising and assisting clients on the use of Enterprise Management Incentive (EMI) share option schemes and growth share schemes in a wide range of business models 
  • advising a UK AIM listed company on establishing an employee benefit trust to provide a market for shares to be used in an employee share scheme
  • advising and assisting a US limited liability company on extending its US stock option plan to UK employees
  • advising an international charity on claiming relief from stamp duty land tax
  • advising on the tax efficient demerger of a UK engineering group and separately advising a property group on the demerger of its £24 million portfolio of UK property
  • advising on and co-ordinating a section 110 Insolvency Act (members voluntary insolvency) demerger to seperate out trading and property investment businesses and on a seperate matter, demerging to split two differing trade types
  • advising a start-up on using the Enterprise Investment Scheme and SEIS to attract investors with the offer of tax reliefs and preparing advance assurance
  • advising application charities on VAT issues and how to attract donations benefitting from tax reliefs 
  • providing an expert's opinion on the application of capital gains tax and principle private residence relief for use in matrimonial court proceedings
  • advising on the interplay between business property relief and agricultural property relief in relation to farm holdings within estates
  • advising an offshore company on establishing a UK trading presence and the consequences of that presence