M&A tax

Expert M&A tax advice from dedicated transaction specialists

Our M&A tax team provides deal advisory support across all areas of UK and international tax to individual and corporate buyers, sellers and other professional advisers. Our team of full-time transaction tax specialists understand how to get the best results for our clients. We work with a variety of sectors and clients, from owner manager/founders to international listed businesses. Deal size typically ranges from £5 million to £100 million+.

Sellers

When acting for clients who are making a disposal, we provide complete tax support right from the start of a process. We assist clients with designing a tax-efficient structure for the deal, provide support through negotiations/due diligence and ensure that transactional documents achieve intended tax outcomes. We often work closely with our own corporate finance and corporate legal teams as well as on standalone mandates with other advisers where our tax expertise is required. Post-deal, we continue to provide support to our clients through our private client team in terms of tax reporting, legal matters and wealth management.

Buyers

When it comes to tax transaction support, we help clients with comprehensive tax due diligence services for corporate acquisitions, bolt-ons and reporting accountant work. We design a tailored approach for each deal to quickly identify key tax risks. Working with other teams within Moore Kingston Smith, we deliver a comprehensive suite of due diligence or on standalone tax projects. Tax due diligence only has value if the findings can be presented and used in a commercial way, so we give our considered view and provide recommendations. Working with buyers and their advisers, we make sure they are protected and able to get real commercial value from our consultancy. In addition to due diligence, we provide tax structuring advice to ensure transaction and funding structures are optimised from a tax perspective.

Professional advisers

As well as advising transacting parties, we also regularly support other advisers on deals. We work with a trusted network of lawyers, funders, insurers and corporate finance houses to enhance their offering to clients.

Our services and specialisms

  • International deals – we leverage the expertise of transaction tax specialists in the Moore Global network.
  • Private equity – we have a deep understanding of the tax issues in private equity, both on the buy and sell side.
  • Employee ownership trusts (EOTs) – we have extensive knowledge of EOTs and have implemented over 30 in conjunction with our corporate legal team.
  • Valuation – many deals require tax valuation expertise. Our dedicated valuations team can provide expert guidance on business valuations and deal-related equity incentivisation.
  • Sector knowledge – we work across many sectors and have particular experience in media/marketing services, support services, renewables, real estate and fintech.
  • Debt structuring – working with our debt advisory team, we help capital providers and clients implement tax-efficient funding arrangements.
  • W&I and tax risk insurance – we have developed a deep specialism in supporting insurers in underwriting tax risk.
  • We are active members of the BVCA and regularly provide training and thought leadership on M&A tax issues.

To see how our M&A tax team can help you, get in touch with our expert advisers.

Melanie Reed is a tax partner and focuses on M&A with a particular specialism in advising media business. Melanie advises on tax matters relating to corporate transactions, from start-ups through to exit and sale. She has significant experience in advising venture capital-backed and AIM-listed businesses, with a particular focus on media businesses, marcomms, PR, Film… Read more

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