Simon is a highly experienced, innovative and commercial tax lawyer and chartered tax adviser and advises a diverse mix of corporate and private clients (both in the UK and internationally).
Simon deals with a range of tax matters, including Corporate Transactional matters, Real Estate tax (both commercial and residential), Employment Tax, Profit Extraction techniques and advising Private Clients on minimising a range of personal taxes including Inheritance Tax and Capital Gains.
Simon advises corporate boutiques, family offices, financial institutions, general trading businesses, professional practices, ultra-high net worth individuals (including professional sportsmen and women) and media stars in relation to structuring and documenting a range of domestic and international transactions and minimising the associated tax costs.
Simon trained at one of the Big 4 accountancy firms in London (where he qualified as a chartered tax adviser in 1998) and subsequently qualified as a solicitor in 2000 at a leading City law firm. He has held Head of Tax roles at a leading US law firm, tax partner roles in a London law firm and regional accountancy firm and founded his own boutique London tax law firm.
Areas of Specialism
- Family Business
- Tax Disputes
- Property
- Intellectual Property
- Corporate
Areas of Tax Practice include
Corporate and Finance:
- Mergers, demergers, acquisitions and disposals
- Corporate reorganisations and restructuring
- Tax efficient profit extraction
- R&D tax credits
- Pre-sale tax planning for selling shareholders
- SEIS and EIS fundraising
Employment:
- Share options and stock option plans
- IR35 structuring and compliance
- Employee incentive arrangements
- Reward structures
- International relocations
Property:
- Property holding and acquisition structures
- Advising BTL landlords on tax efficient structures
- Capital gains tax minimisation structures
- SDLT advice
Private Client:
- Internationally mobile employees
- Private client wealth planning across jurisdictions
- Inheritance tax planning
- Trust planning
- Tax investigations
International:
- Cross-border M&A
- Setting up international holding companies
- Setting up IP structures
- Personal tax planning across multiple jurisdictions
- Non-dom planning
Recent Transactions
- Tax structuring and implementation of a demerger and capital reduction for a £100 million cosmetics and beauty company in separating out its trading and commercial property businesses.
- Advising on the tax aspects relating to a £120 million disposal of a medical equipment supplier and setting up a property holding company.
- Advising a private equity buyer on the tax structuring and documentation relating to the acquisition of a Formula 1 engineering business.
- Advising on the tax structuring for the acquisition of a central London hotel for overseas investors.
- Advising an ultra-high net worth European family with the tax aspects of relocating to the UK and assisting with setting up a new business venture and various financial interests in London.
- Documenting and implementing share incentive option arrangements for a Swedish climate change company.
- Advising and implementing various inheritance tax and capital gains tax mitigation structures for a range of private clients.
Are you looking for Simon to represent you?
Nexa Law, Suite 2, Salop House, 13 Salop Road, Oswestry, Shropshire, SY11 2NR.
Nexa Insights
Read expert insights from legal experts who are leaders in their field.
