Investment funds
Advising in relation to tax structuring, launch and on-going tax aspects of management of a wide range of onshore and offshore investment funds across a wide range of asset classes.
Schroders Real Estate Investment Management
Structuring and implementation of the £132 million acquisition by three Schroders-managed property funds of City Tower, Manchester as well as numerous other mandates for Schroders-managed funds including the £150 million acquisition of the Kings Mall shopping centre in Hammersmith and the conversion of Schroder Real Estate Investment Trust into a UK REIT.
P2P Global Investments
Structuring and launch of P2P Global Investments, the first UK investment trust specialising in investments in the peer to peer market lending sector.
SQN Asset Finance Income Fund Limited
Structuring and launch of a Guernsey resident listed investment fund specialising in the equipment leasing sector, including advising on all direct and indirect tax aspects and on-going investment transactions.
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Tax
Expert UK tax advice covering the full range of domestic and international corporate and financing transactions, investment funds, tax advisory and contentious tax matters.
Schroder-managed property funds
Regularly act for Schroder-managed property funds in relation to both real estate and fund level tax matters. Acted for Schroder Real Estate Investment Trust on its conversion to a UK REIT, Schroder UK Real Estate Fund on its £153million acquisition of Hammersmith Kings Mall Shopping Centre and three Schroder-managed funds on the structuring of a joint venture acquisition of City Tower, Manchester for £132 million.
Major international shipping companies
Advising in relation to the efficient exit from and settlement of HMRC enquiries into a number of complex ship leasing structures involving significant amounts of tax.
P2P Global Investments
Structuring and launch of the first UK investment trust specialising in investments in the peer to peer lending sector. We have a market-leading funds practice and a deep knowledge of fund related tax matters.
A foreign private real estate group
Tax structuring advice in relation to innovative acquisition structures and fund vehicles for acquiring significant stakes in UK REITs.
SQN Asset Finance Income Fund Limited
Advised on the structuring and launch of this investment fund specialising in asset finance and leasing investments. Regularly advise on the direct and indirect tax aspects of new investments for the fund, drawing on the tax group's breadth of experience in relation to leasing and asset finance.
GDF Suez
Advising on the tax aspects of GDF Suez's £190 million acquisition of a UK facilities management business from Balfour Beatty and the acquisition of a further UK facilities management business from Lend Lease.
Macquarie Group
Advising in relation to the tax aspects of Macquarie Group's acquisition of a European rolling stock leasing business from Lloyds Banking Group Plc.
BTG plc
Advising in relation to a £150 million underwritten "cash box placing" through the equity capital markets in order to part-fund a corporate acquisition.
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Public and private M&A
All UK tax aspects of corporate transactions from tax structuring through to implementation and post-acquisition integration as well as general corporate tax planning and advisory services.
Engie
Advised on £330 million acquisition of the Keepmoat regeneration business from private equity sellers Sun Capital and TDR. We advised on all tax aspects of this major acquisition for long-standing client Engie.
HC-One
Advised on £300 million acquisition of 122 care homes from Bupa, drawing on our in-depth knowledge of the health care sector and expertise across all corporate taxes, VAT and stamp duties.
Lloyds and RBS
Advised on all tax aspects of the sale of a large portfolio of leased rolling stock to Beacon UK Rail Leasing. This was a significant transaction that allowed us to leverage our specialist knowledge in the transportation and leasing sectors, across both direct and indirect taxes.
Macquarie Group
Advising in relation to the tax aspects of Macquarie Group's acquisition of a European rolling stock leasing business from Lloyds Banking Group Plc.
GDF Suez
Advising on the tax aspects of GDF Suez's £190 million acquisition of a UK facilities management business from Balfour Beatty and the acquisition of a further UK facilities management business from Lend Lease.
A US pharmaceuticals group
Advising in relation to the UK tax aspects of the disposal of a US and UK based pharmaceuticals business.
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