Next Generation Partners

Leading Associates

Corporate tax in South West

Burges Salmon LLP

The corporate tax team at Burges Salmon LLP offers a broad range of transactional capabilities, including M&A, private equity and group tax matters. Supporting the firm’s wide range of transactional teams, the practice assists clients across a wide range of industry sectors including energy, infrastructure and transport, as well as providing standalone advice on direct and indirect taxes. Ian Carnochan leads the practice with longstanding experience in handling tax matters relating to corporates, private equity, and real estate clients. Known for her renewable energy focus, Hilary Barclay has expertise in corporate and financing transactions, reorganisations and group tax advice. Gillian Griffiths is another name to note, with deep knowledge in relation to investment funds and real estate matters.

Responsables de la pratique:

Ian Carnochan


Autres avocats clés:

Hilary Barclay; Gillian Griffiths


Les références

‘Good team, available and knowledgeable on the facts.’

‘Very attentive.’

Principaux clients

Fasadgruppen Group AB


Gooch & Housego PLC


Virgin Hotels


FirstGroup plc


The Crown Estate


Rock Road


Border to Coast Pensions Partnership


SA Wear Ltd and Mia Walters


Atlantic Green UK Limited


AOTI, Inc


Oxygen Conservation (Skyfall Conservation Limited)


A wholly-owned subsidiary of Abu Dhabi Investment Authority (ADIA)


Principaux dossiers


  • Advised a wholly owned subsidiary of the Abu Dhabi Investment Authority on the sale of 33 Marriott International Hotels.
  • Advised Border to Coast Pensions Partnership on the launch of its £1.2bn UK real estate fund.
  • Advised US medical technology group, AOTI, Inc. on its £140m London float.

Osborne Clarke LLP

Capable of applying its ‘technical tax knowledge’ to commercial situations, Osborne Clarke LLP is particularly adept regarding fund structuring, investments, as well as real estate and corporate transactions. Bringing far-reaching expertise, the practice advises on matters across a vast range of industry sectors including technology, media and financial services. Tracey Wright heads the firm’s corporate tax team and acts on corporate mergers and acquisitions, restructurings and shareholder advisory mandates, while Erika Jupe leads the international tax arm of the group, handling cross-border transactions alongside bringing a strong fund structuring and advisory focus. Elizabeth Shanahan is a further key contact.

Responsables de la pratique:

Tracey Wright; Erika Jupe


Autres avocats clés:

Elizabeth Shanahan


Les références

‘Reliable and responsive. Advice is well researched and well presented. Personable and interested in the business.’

‘The Osborne Clarke team is rare mix of being a genuinely partner-led, full service which creates a depth of partnership with its clients to transcend the traditional lawyer / client relationship and create a commercial relationship in helping you succeed.’

‘They have particular strength in horizon scanning, shaping knowledge and contacts you need and putting the right team around delivery of projects whether in established markets or emerging market sectors.’

‘Tracey Wright is our go to tax lawyer and an asset to any transaction. Tracey’s calm, practical and no-nonsense style can make you forget that she is often navigating though complex, first of their kind solutions to the demands of complex projects. Quite simply deals go more smoothly because Tracey is on them and her expertise is second to none.’

‘Elizabeth Shanahan is excellent and provided pragmatic and efficient advice.’

‘All of the team members combine great expertise with great customer care and understanding of particular situations. They can apply technical tax knowledge with a commercial situation to ensure that advice is practicable and suitable.’

‘Elizabeth Shanahan is particularly excellent, leading from the front with clear and commercial advice.’

‘Elizabeth Shanahan was all over the technical tax impacts of our case and what it meant for our management team as individuals, so did a top job.’

Principaux clients

M&G Residential Property Fund


Foresight


Equitix Infrastructure


PGIM Limited


BDW Trading Limited


Bridges Fund Management


Vodafone Group


GLP


Barwood Capital


Taylor Wimpey plc


Edmond de Rothschild Residential Property Fund


The British Land plc


Vistry Group


Newcore Capital


Kester Capital


Illuminate Financial Management


Hochtief PPP


Wilmington plc


M&G Residential Property Fund


Foresight


Equitix Infrastructure


PGIM Limited


BDW Trading Limited


Bridges Fund Management


Vodafone Group


GLP


Barwood Capital


Taylor Wimpey plc


Edmond de Rothschild Residential Property Fund


The British Land plc


Vistry Group


Newcore Capital


Kester Capital


Illuminate Financial Management


Hochtief PPP


Wilmington plc


Principaux dossiers


  • Acted for long standing client on the sale of M&G on the sale of The Astley, Manchester.
  • Provided full tax structuring advice to infrastructure investor, developer and manager Equitix and construction company Graham, on their successful bid to serve as delivery partners for the University of Manchester’s Fallowfield Campus redevelopment.
  • Provided tax structuring advice and transactional support to Staffordshire Campus Living, a consortium formed of Hochtief PPP Solutions and Plenary Group, on the student accommodation project to design, build, finance and operate a student village for Staffordshire University.

Ashfords LLP

Advising on the full spectrum of business-related taxation, the corporate tax practice at Ashfords LLP is well-known for its reorganisation work assisting property investment businesses with the tax consequences of demerging. The team is led by Angus Bauer, who specialises in advising on reorganisations and complicated tax structuring, while John Pindard  remains a notable name in corporate and commercial tax, handling M&A deals, venture capital reliefs and cross border issues.

Responsables de la pratique:

Angus Bauer


Autres avocats clés:

John Pindard


Les références

‘John Pindard is an asset to the team.’

‘John Pindard is an excellent communicator, clear and fair and his knowledge of the area is elite. He is comfortable in front of non-legal/tax clients and is able to explain complex situations and provide pragmatic solutions. He is fun to work with, clear on all aspects of the engagement. You want him on your team if you have a tax matter. We wouldn’t go anywhere else for a tax matter.’

‘I find they really understand what I am trying to achieve, not just by what I say, but by listening sometimes by what I don’t say. Invariably once the clear objective is fully understood the outcomes tend to meet my needs significantly better.’

Principaux clients

Learnd Limited


Learnd SE


Craven Street Wealth Limited


Mike Burton Group


Ardonagh Advisory Holdings Limited


Watford Borough Council


Zahid Group


Allianz Management Services Limited


Turas Nadarra Limited


British Solar Renewables


Principaux dossiers


  • Advising Learnd on and establishing a new share option plan for UK resident employees who are granted options over the Luxembourg parent company’s shares which are listed on, and are currently trading on the Frankfurt Stock Exchange.
  • Advising Craven Street Wealth Limited on the purchase of a business and the later sale of the shares in the combined group.
  • Advising Ardonagh Advisory Broking Holdings Limited on acquiring 3 target companies. Advising on and reporting to the board of directors on tax issues that arose during the process and negotiating share acquisition documents.

TLT

With dedicated real estate tax, corporate tax, incentives tax and tax disputes practices, TLT provides both a contentious and non-contentious tax offering, handling matters across a vast array of industry sectors such as financial services and future energy. Practice head Ben Watson has longstanding experience advising on issues relating to employment-related securities and employee share schemes. Mark Braude's wide ranging practice notably incorporates advising shareholders on the capital gains tax and income tax implications of the acquisition, disposal or reorganisation of shares or securities, while Emma Bradley specialises in advising on direct and indirect tax arising on corporate transactions.

Responsables de la pratique:

Ben Watson


Autres avocats clés:

Mark Braude; Emma Bradley


Les références

‘Practical, results oriented and efficient. Clear explanations of complex issues, with advice delivered swiftly and understandably. Very nice people to work with, too.’

‘Mark Braude was excellent at simplifying issues to make them easily understandable and therefore resolvable. His advice was straightforward and practical.’

Principaux dossiers


  • Providing administrators from global restructuring advisory firm Kroll with VAT advice and general tax support on the sale of the Typhoo Tea business.
  • Advised Sovereign Network Group on the tax aspects of its purchase of affordable homes as part of a regeneration project in London, Brent Cross Town.
  • Advised the management team of Inside Travel Group and the company’s outgoing investor, Blandford Capital, on the tax aspects of the documentation of the sale of their shares to Piper and Cool Japan Fund and on due diligence issues.