Next Generation Partners

Leading Associates

Corporate tax in South West

Burges Salmon LLP

The corporate tax team at Burges Salmon LLP combines strong transactional support, where the group works closely with the firm’s other departments including corporate and real estate, with a varied portfolio of standalone tax matters. Acting across sectors, it is regularly sought out for its expertise in inbound investments, corporate restructurings, and financing arrangements, amongst others. Ian Carnochan heads up the practice and sports in-depth knowledge in various areas of corporate tax, such as VAT and property development. Hilary Barclay is noted for her experience relating to group tax advice as well as with transactions and restructurings.

Responsables de la pratique:

Ian Carnochan


Autres avocats clés:

Hilary Barclay


Les références

‘Excellent team. Ian Carnochan is a first-class tax lawyer – very commercial and gets things done.’

‘Ian Carnochan is a pleasure to work with. Technically excellent, very commercial and pragmatic. Fantastic lawyer.’

‘Both corporate tax partners, Ian Carnochan and Hilary Barclay are exceptional. Technically excellent and human with it.’

Principaux clients

Atrato Onsite Energy plc


Drax Energy Solutions


Oxygen Conservation Limited


Bristol City Council


Virgin Group


FirstGroup plc


Octopus


Stevenage Borough Council


Principaux dossiers


  • Advised Oxygen Conservation on the tax aspects of the acquisition of estates in Scotland and England.
  • Provided tax advice to Atrato Onsite Energy plc on its acquisition programme.
  • Advised Drax Energy Solutions on its acquisition of a leading UK electric vehicle charge point installer.

Osborne Clarke LLP

Praised for its ‘depth of knowledge’, Osborne Clarke LLP's practice is active at both regional and national level, and leverages its tax expertise to advise clients on fund structuring, investments, as well as real estate and corporate transactions. The group is also particularly well-versed in matters arising in the financial services, built environment, and utilities sectors. Tracey Wright, who heads the firm’s corporate tax team, focuses on real estate and infrastructure-related tax issues, while Erika Jupe serves as head of the international tax group and is noted for her experience in fund structuring and cross-border matters. The ‘outstanding’ Elizabeth Shanahan handles a varied workload ranging from VAT and stamp duty issues to international tax structuring and cross-border property investments.

Responsables de la pratique:

Tracey Wright; Erika Jupe


Autres avocats clés:

Elizabeth Shanahan


Les références

‘Broad range of expertise across a number of disciplines and importantly for our business, across different locations. Always reliable and contactable with a real tenacity to get the job done. The teams collaborate well and appear to internally brief well.’

‘Quick responses to queries, good knowledge of the sector (e.g. around what is ‘market’ in terms of LPAs). Bring in appropriate resources when necessary to deal with more complex issues.’

‘Superb tax team, who deliver clear-cut advice.’

Principaux clients

Pension Protection Fund


Bridges Fund Management


Foresight


PGIM Limited


Equitix


BDW Trading Limited


Vodafone Group


M&G Residential Property Fund


GLP


Barwood Capital


Taylor Wimpey


Edmond de Rothschild Residential Property Fund


British Land


Vistry Group


Places for People


Newcore Capital


National Gird Electricity Distribution


Illuminate Financial Management


Kester Capital


Principaux dossiers


  • Advised the shareholders on the sale of an insurance group.
  • Advised on the structuring of Foresight’s new Foresight Scotland Fund.
  • Advised the client on tax structuring for its consumer arm.

Ashfords LLP

Ashfords LLP is known for its strength in reorganisation and the team is often sought out by real estate companies in relation to demergers. Employment taxes, stamp duty, and transactional tax support further form the group’s portfolio of work. The group is under the leadership of Exeter-based Angus Bauer, whose clients include both public and private sector entities. John Pindard in Plymouth is another key figure who covers EIS and SEIS, reorganisation, and venture capital relief cases, amongst others.

Responsables de la pratique:

Angus Bauer


Autres avocats clés:

John Pindard


Les références

‘Always happy to discuss complex tax issues and offer practical advice. Some areas can be very technical and we find that other professionals do not have such a good grasp of the fundamentals and therefore can offer solutions that don’t work in practice or carry higher risk.’

‘I insist on seeing John Pindard because of clarity of thought and advice. Can also translate into layman’s terms for the uninitiated.’

‘John Pindard is forward-thinking, innovative, approachable and honest. He is also friendly, pro-active, and a practical thinker who offers pragmatic advice. He simplifies a complex area and gives advice that can go to the board without any internal translation. Fun to work with.’

Principaux clients

Learnd Limited


Learnd SE


Gent Family


Mike Burton Group


Ardonagh Advisory Holdings Limited


NCQ16 Limited


Zahid Group


Adelie Advisers


Turas Nadarra Limited


British Solar Renewals


Principaux dossiers


  • Advising Learnd Ltd on the most tax efficient way to place a Luxembourg holding company whose shares are currently trading on the Frankfurt Stock Exchange.
  • Advising Learnd SE on and establishing a HMRC approved all employee save-as-you-earn scheme, including liaising with HMRC and drafting scheme documentation.
  • Advising Gent Family on the sale of Recresco Limited to Portuguese BA Glass and advising on pre-sale demerger of aluminium business.

TLT

With an offering that is split into dedicated tax practices, such as real estate, corporate, incentives, and disputes, TLT is regularly sought out by national and regional clients to advise on a broad range of tax matters, including providing support on high-profile transactions. Based in Bristol, the team is headed by Ben Watson, who focuses on employee incentives and employee ownership. Mark Braude‘s advisory work includes stamp duties and value added tax, while Emma Bradley regularly handles incentive schemes and tax issues arising out of transactions.

Responsables de la pratique:

Ben Watson


Autres avocats clés:

Mark Braude; Emma Bradley


Les références

‘The team is strong and adds significant value in relation to complex tax matters on any transaction.’

‘Mark Braude is excellent, a top performer in his field with an wonderful ability to communicate complex tax matters simply.’

‘Good team depth and interchangeability without any issues.’

Principaux clients

Intelligent Land Investments Group


Innova Energy


Happy Days Nurseries


Zeus Packaging


McGills Bus Service Limited


The Briars Group


Morgan Lloyd Trustees Limited


OCR Alpha Limited


XPS Pensions Group


Mike Burton Group


Foresight Data Machines Limited


Principaux dossiers


  • Advised a private equity investor in technology businesses, on the carve-out of CA Design Services (CADS) from Netherlands-based Boskalis.
  • Advised Morgan Lloyd Trustees Limited in relation to the taxation of SIPPs and SSASs.
  • Advised XPS Pensions Group on its hive down and sale of the National Pensions Trust.

Womble Bond Dickinson (UK) LLP

The private equity and energy sectors form particular areas of focus for Womble Bond Dickinson (UK) LLP‘s tax practice, which often advises on cross-border tax structuring. Property taxes, employee incentives and shareholding-related issues are also parts of the group’s portfolio. Jeremy Smith leads overall from Newcastle, while the group's South West offering is spearheaded by Ronan Lowney, who was promoted to partnership in July 2023.

Responsables de la pratique:

Jeremy Smith


Autres avocats clés:

Ronan Lowney


Principaux clients

FiscalNote Inc.


LDC


Sterling Pharma Solutions


Patrizia Property Developments Limited


Niedax Galvanik


RES UK & Ireland


Immediate Media


Unicard


Principaux dossiers


  • Advised FiscalNote on the cross-border acquisition of Dragonfly, involving tax issues concerning employee incentives, target reorganisation and cross-border finance.
  • Acted for LDC on the investment into Clerksroom Chambers, advising on issues relating to the negotiation of the tax aspects of the transaction as well as issues on incentivisation and finance of the transaction.
  • Advised Sterling Pharma Solutions on the acquisition of NewChem Technologies, including advising on issues relating to R&D tax credits and a more complex consideration structure.