Various shipping companies, tax leasing enquiries
Advised in relation to tax enquiries into various complex leasing structures involving very significant amounts of tax.
Various shipping companies, shipping group structures
Advised on the optimum ownership and financing structure for their UK shipping operations and how to structure UK tonnage tax groups.
Various shipping companies, lease exits/restructures
Advising on the restructuring of and exits from different types of tax-based leasing structure.
Various private individuals, VAT and yachts
Advised on the VAT implications of importing their yachts into the EU and the conditions for temporary importation relief and leasing structures.
Banks and banking
UK bank, lease financing
Advising on the purchase of equipment and rights under an operating lease.
Macquarie Bank, receivables financing
Advising on the purchase of lease receivables in various European countries.
Canadian pension fund, lease receivables securitisation
Advising on the securitisation of lease receivables.
Giving tax advice and sign-off on various loan, lease and hire purchase financings.
Insurance company, Leaseco purchase
Advising on the interim financing and subsequent acquisition of a bank subsidiary with a portfolio of tax-based rail depot leases.
Various banks and aircraft owners, VAT and aircraft
Advising on the implications of importing aircraft into the EU, availability of temporary importation relief and leasing structures.
More: Banks and banking
Funds and financial services
Investor, social housing fund
Advised the main investor in a fund which focuses on providing social housing.
SQN Asset Finance Income Fund, initial capital raise
Advising on the launch of a new Guernsey-listed fund investing in US and UK equipment leasing and asset finance.
Shipowner client, launch of shipping fund
Advising on the structuring of a shipping fund.
Hedge fund manager, profit extraction
Advising on the creation of a "tax-free" offshore structure for a UK resident national and the subsequent exit-planning.
Non-domiciled UK resident manager, private equity
Advising on the structuring of a manager interest in a private equity fund using an offshore trust to maximise tax efficiency.
More: Funds and financial services
Real estate investors and developers
The Langham Estate, £540 million refinancing and group restructuring
Advising this long-standing client on the refinancing and more generally on group structuring matters.
Real estate client, REITs
Advised on various REIT-related matters including a tender offer on the London Stock Exchange.
Helios PLC, group structuring
Advising this property group on various restructurings.
Various clients, real estate holding structures
Advising on structures for the holding of residential property subject to the new annual tax on enveloped dwellings
Advising on structures for commercial property investment and development.
More: Real Estate investors and developers
High net worth client, succession and tax planning
Advising an ultra-high net worth client over a 10 year period on succession structures, residence and real estate tax planning.
Client family, establishing an English and Hong Kong charity and $100m+ charitable donation
Advising on the establishment of the charities, tax relief aspects and the donation agreement.
Various Belgian and French nationals, international succession planning
Advising on the implications of becoming UK tax resident on their "continental style" tax structures, including consideration of usufruct and quasi-usufruct structures.
Various Russian and other individuals, tax on migration to UK
Advising on pre-arrival and post-arrival tax planning, immigration aspects and optimisation of tax treaty benefits.
Nigerian family, succession planning
Advising a high net worth Nigerian family on an offshore structure providing tax and asset protection.
Numerous clients, tax enquiries and tax disclosures
Advising in relation to HMRC enquiries, involving technical points and allegations of fraud
Advising clients on the disclosure to the UK tax authorities of undisclosed assets and the relative merits of the Liechtenstein disclosure facility and other disclosure opportunities.
More: Private wealth