Transaction tax advisory

Identify risks early and protect deal value

We provide buy-side and vendor due diligence to uncover tax risks and opportunities before transaction negotiations begin.

Our service includes:

• Identifying historic or potential tax liabilities;
• Reviewing tax compliance and governance;
• Advising on mitigating risks or negotiating protections;
• Highlighting areas for potential tax efficiencies.

By addressing issues early, vendors can improve sale value and buyers can avoid costly surprises, ensuring confidence in decision-making.

Maximise proceeds by structuring the sale tax-efficiently

Pre-sale advice is critical to achieving the best outcome. We work with shareholders and business owners to:

• Assess the tax impact of different sale structures;
• Restructure ownership, or corporate groups, if required to optimise value;
• Ensure future availability of reliefs and allowances;
• Prepare documentation and governance ahead of negotiations.

Engaging us early allows you to plan ahead, reduce exposure and secure the maximum post-tax return.

Align deal structure with your strategic and financial objectives

We advise on the tax implications of different acquisition approaches to support both compliance and long-term integration.

This includes:

• Choosing between asset or share purchases;
• Planning debt and equity financing;
• Managing reliefs, losses and allowances;
• Ensuring compatibility with your group’s tax profile.

Our guidance ensures transactions are structured to protect value and support your wider growth strategy.

Optimise tax position and ensure smooth business integration

Following a successful acquisition, we support you in aligning tax governance and compliance across the enlarged group.

Our support covers:

• Corporation tax filings and registrations;
• Employment tax and VAT compliance;
• Harmonising financial reporting processes;
• Identifying ongoing tax efficiencies.

We help you manage risks, reduce administrative burden and ensure a seamless integration post-deal.

Reduce tax leakage from financing arrangements

Debt financing is often central to deals, but without expert input can create significant tax inefficiencies. We help you:

• Assess the tax treatment of existing or proposed funding;
• Structure debt to optimise interest deductibility;
• Navigate complex anti-avoidance and restriction rules.

Our advice ensures funding is structured efficiently and compliantly, reducing long-term tax costs.

Simplify group structures while avoiding unnecessary tax charges

We support groups with restructuring projects that align business and financial objectives.

Our service includes:

• Designing efficient group structures;
• Managing tax on disposals and liquidations;
• Removing historic or redundant entities;
• Navigating anti-avoidance legislation to avoid unexpected charges.

We help you reorganise confidently, ensuring tax traps are avoided and long-term objectives achieved.