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.
Corporate tax in South East
Shoosmiths LLP
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.