Leading Partners

Leading Associates

Corporate tax in South East

Shoosmiths LLP

Advising investors and investee companies on enterprise investment schemes (EIS) and venture capital trust-compliant investments is at the core of Shoosmiths LLP‘s tax offering in Reading, with the team’s client roster consisting of multi-national corporates, serial investors, owner-managed-businesses and commercial property investors. Daniel Kennedy has vast expertise in the tax aspects of acquisitions, disposals, lettings, and the development of commercial and residential property. Practice head Tom Wilde is particularly adept at advising on tax-efficient investments, reorganisations and exits, ensuring compliance with the enterprise investment scheme (EIS) and venture capital trust (VCT) regimes, often assisting companies and individuals with one-off business transactions and compliance issues.

Responsables de la pratique:

Tom Wilde


Autres avocats clés:

Daniel Kennedy; Kate Garcia


Les références

‘Clear, concise and straightforward advice, efficient work delivered promptly, and a friendly, responsive service.’

‘Very good availability of our lead partner, Tom Wilde, who deals with all matters swiftly even at the busiest times, and as efficiently for us as possible.’

‘Highly responsive with advice delivered with real commercial application. Daniel Kennedy is simply stand out. ’

Principaux clients

Octopus Investments Limited


Laverock Therapeutics Limited


Beringea LLP


Gresham House Asset Management Limited


StudentCrowd Limited


INGKA Centres Services AB


Leftfield Logistics III Limited


North Atlantic Value GP 5 LLP


EG Group Limited


Maven Capital Partners UK LLP


Puma Private Equity


Calculus Capital Limited


Principaux dossiers


  • Advised Octopus Investments Limited on the EIS and VCT eligibility of its lead role in the $13.9 million Series A funding investment into the green technology company Puraffinity.
  • Advised INGKA (the real estate arm of IKEA) on the real estate tax aspects of its £145 million acquisition of the Churchill Square shopping centre in Brighton.
  • Advised Leftfield Logistics III Limited on the corporate tax aspects of their £30 million acquisition of the entire share capital of the owner of a significant logistics facility.

Stevens & Bolton LLP

Noted for its strong expertise in the tech sector, Stevens & Bolton LLP is well regarded for providing tax support on a wide variety of transactions, including M&A with equity incentive structures, and exit planning. Practice head Kate Schmit has a strong track record of advising entrepreneurs on equity incentive design and implementation. Sarah Cardew focuses on real estate and construction-related mandates, assisting clients with VAT, stamp duty land tax, the Construction Industry Scheme (CIS) and capital allowances. Sarah Balchin regularly advises on the tax aspects of growth capital matters, as well as employee share schemes and shareholder issues. Melanie Shone left the firm in 2023.

Responsables de la pratique:

Kate Schmit


Autres avocats clés:

Sarah Cardew; Sarah Balchin


Les références

‘Our experience with this firm goes back many years, and we remain extremely pleased with the service received.’

‘Timely professional response in each of these areas is a key strength.’

‘A fabulous team. Responsive, client focused, and dynamic in their approach. Always willing and able to collaborate with other professionals to deliver a bespoke solution for clients.’

Principaux clients

Spiritmen Limited


Management shareholders of Future Biogas


Krystal Kleen Heritage Ltd


Shareholders of Africa Matters Limited


Aquability (UK) Ltd


Cloobees SP. Z O.O.


HFMC Wealth Holdings Ltd


Pearson Ham Consulting Ltd


PUIG UK Ltd


Principaux dossiers


  • Advised the management shareholders on Future Biogas’s sale to 3iInfrastructure plc.
  • Advised on the sale of Africa Matters Ltd to J.S. Held.
  • Advising the management team of a household name spirit brand in connection with exit planning and complex issues in connection with exercise of share options.