Every transaction has tax implications, whether it’s an acquisition, disposal, refinancing, restructuring or initial public offering.
Through our extensive transactional experience across multiple sectors, strong links with private equity and broad commercial focus, we can help you identify the critical strategic tax considerations and explain them clearly in the context of your transaction and future plans for your business.
Our experience also allows us to ensure that buyside bidders put forward the most tax efficient offer, whilst for sellers we ensure that a practical and clearly laid out plan towards a tax efficient exit puts them in the strongest possible position.
If you’re thinking about a transaction, you’ll naturally have commercial considerations at the front of your mind. By involving us early in discussions, you’ll receive practical and pragmatic tax advice that compliments your commercial objectives.
In many cases, considering the potential tax involved in different options can guide your decisions. There are many taxes to consider and the way these interact can create opportunities and risks. We work with you to grasp those opportunities and minimise the risks.
We work alongside the key stakeholders in your business as well as your lawyers and corporate finance advisers to devise deal structures, carry-out tax due diligence, recommend management incentivisation schemes and much more.
Additionally, we can manage interactions with HMRC by submitting and agreeing upfront clearance applications and reporting paperwork when the deal is complete.
Exit-readiness reviews to identify pre-sale tax issues and opportunities
Business and property demergers
Tax structuring for management buyouts (MBOs), partial or full disposal or refinancing
Tax due diligence
Fund investment / acquisition structuring
Shareholder and corporate restructuring
HMRC clearance applications
EIS and VCT Advance Assurance applications
Stamp duty and stamp duty land tax (SDLT)
I’m a Chartered Accountant and Chartered Tax Adviser with over 24 years’ experience in the tax profession. Having worked at Big Four and mid-tier firms in the past, I established Claritas in 2012 to provide big firm experience and expertise to mid-market privately owned and private equity backed businesses and their owners.
I’m a Chartered Tax Adviser with over 20 years’ experience in senior management positions in Big Four and Mid-Tier firms. I established Claritas’ Manchester office in May 2019.
The tax advice we receive from Claritas was invaluable. They fully understood our business, and consistently demonstrated an ability to rapidly provide relevant, practical and timely information and advice. We regard Claritas as a trusted adviser in all of our commercial transactions.
– Kathy Sampson, Solid Solutions
To find out more about what we do, please get in touch.