Claritas

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Guiding you through a successful transaction

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.

Our approach

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 complements 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.

Our key services

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

Transaction Taxes Brochure
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Key Contact

Ses Memhi

Partner

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I’m a tax specialist with over 17 years’ experience. I’ve had roles with Big Four and mid-tier firms. I’ve also worked within the in-house tax team of a magic circle law firm. I suppose I’m a slightly different tax advisor in that I studied law at university and went on to successfully pass the BAR (not the drinking type!), which is a qualification required to become a practising barrister. I also successfully qualified as a Chartered Tax Advisor.

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Our Track Records

Don’t just take our word for it, here’s a selection of the transactions we’ve advised on over the last 24 months…

Advisers to NorthEdge on their investment in Contollo Group

February 2024

Advisers to the senior management team at Stalis on its acquisition by Egress Group

February 2024

Advisers to Puma Private Equity on its £10m investment in Transreport

January 2024

Advisers to BGF on their investment in Metpro

January 2024

Advisers to FDC on the aquistion of SML Group

December 2023

Advisers to Forward Glass on the sale to Corwall Group

December 2023

Advisers to Mobeus on its investment in Ellis Recruitment

December 2023

Advisers to Eville & Jones on the sale to Phenna Group

December 2023

Advisers to YFM Equity Partners on the buyout of Antser Group

December 2023

Advisers to NorthEdge on a multi-million-pound investment into Antibody Analytics

November 2023

Advisers to management on sale to APEM

October 2023

Advisers to shareholders of Decipher Consulting on sale to DeSimone

October 2023

Advisers on bringing Binns Fencing Limited back into Binns family ownership

Setember 2023

Advisers to Pitalia Capital on £12m investment in Chemist4U

September 2023

Advisers to Coniston Capital on their investment in Finlayson Media Communications

September 2023

Advisers to Endless on their investment in Accrofab Group

August 2023

Advisers to Debrett's Private Finance on the investment of DOWTK

July 2023

Advisers on the Management Buyout of Ultimate Group

June 2023

Advisers to Star Live on their investment by private equity firm LDC

June 2023

Advisers to Pelican Capital on their investment in ECA International

May 2023

Advisers to STG Partners, LLC, on its portfolio investment in Tharstern Group

March 2023

Advisers to Twenty20 Capital on its carve-out of certain Impellam plc group entities

March 2023

Advisers to The Translation People on their acquisition of Sure Languages

March 2023

Advisers to Idwal's management team on its sale to LDC

March 2023

Advisers to Corstorphine & Wright On The Acquisition Of Lipton Plant Architects

February 2023

Advisers to DM Safety & Health Service Limited on its investment by Phenna Group

February 2023

Advisers to Therapy Equipment Limited on the sale to ESAB Corporation

January 2023

Advisers to Mobeus Private Equity on their investment in The Translation People

December 2022

Advisers to Rosetta Brands on investment from Rockpool Investments

December 2022

Advisers to management on investment by NVM Private Equity

November 2022

Advisers to the shareholders of J W Doubleday on the sale to Ben Burgess

November 2022

Advisers to shareholders of Talos 360 on investment by LDC

October 2022

Advisers to Kestrel Aluminium Systems Limited on the sale to Schueco UK Limited

October 2022

Advisers to Vivify on the acquisition of Community Hire Limited

October 2023

Advisers to shareholders of Xalient on the investment by Volpi Capital

October 2022

Advisers to AUCTUS Capital Partners on the sale of PharmaLex group

October 2022

Advisers to Rockpool on their investment in EC Electronics Ltd

September 2022

Advisers on a refinance and sale

September 2022

Advisers to Lyneal Group on the sale to Employee Ownership Trust

September 2022

Advisers to Regis Healthcare Limited shareholders on the sale of the company to Elysium Healthcare

September 2022

Advisers to Rockpool on their investment in Finitor Wealth

September 2022

Advisers to Direct Heat Group on the acquisition of Fairway Fireplaces

July 2022

Advisers to Pelican Capital on the sale of YourParkingSpace

July 2022

Advisers to Solid Solutions on the sale to TriMech

July 2022

Advisers to Phoenix Management Group and its shareholders on the sale to CSM

July 2022

Advisers to Arete Capital Partners on its investment in Fireplace Warehouse

May 2022

Advisers to CMS on the sale to SambaSafety

May 2022

Advisers to the management and shareholders of Wheelhouse Advisers Ltd on the sale to Centralis Group

May 2022

Advisers to Caves & Sons on majority disposal to MHA MacIntyre Hudson

April 2022

Advisers to Stop Start Transport Ltd on the sale of the business to Storskogen UK

March 2022

Advisers to The Coaching Inn Group on the acquisition of Wynnstay Oswestry Limited

March 2022

Advisers to Pelican Capital on investment in Atech.cloud

Feb 2022

Advisers to Rockpool on investment into mmadigital

Feb 2022

Advisers on the sale of SafeGuard

Feb 2022

Advisers on moving to an Employee Ownership Trust

Feb 2022

Advisers on investment by IK Partners

Dec 21

Advisers on acquisition of Virgin Care

Nov 2021

Advisers on acquisition of Portland Business & Financial Solutions Limited

Sept 2021

Advisers on investment in Imtex Controls Limited

Sept 2021

Advisers to NFP UK Holdings Limited

Sept 2021

Advisers on investment in Anorella Limited (findagolfbreak.com)

Aug 2021

Advisers on structuring of MBO

July 2021

Advisers on restructure of Mr Pickford's Pharmacies

July 2021

Advisers to sellers on sale to ACT Genomics

July 2021

Advisers to the buyers on the acquisition of Quest

June 2021

Advisers on investment in Ten Kites Limited

May 2021

Advisers to company on investment by Maven Capital Partners

May 2021

Advisers to sellers on the sale of Rebound Returns to Reconomy

May 2021

Advisers to company on investment from Growth Capital Partners

Mar 2021

Advisers to company on refinancing and acquisition of ThirdSpace.

Mar 2021

Advisers on sale of majority holding

Mar 2021

Advisers to management on acquisition of London Architectural Glass

Mar 2021

Advisers to management on sale to Gamma Communications Plc

Mar 2021

Advisers to sellers on the sale to E.On AG.

Dec 2020

Advisers on the acquisition of Card Geotechnic Limited

Dec 2020

Advisers to minority shareholders on sale of share capital to Davies Group

Dec 2020

Advisers to sellers on sale of share capital to The Hut Group Plc

Dec 2020

Advisers to company on merger with Davies Odell Limited

Dec 2020

Advisers to management on MBO led by Apse Capital

Dec 2020

Advisers to company on acquisition of Clientbase Fulfilment Limited

Nov 2020

Advisers on growth capital investment in YourParkingSpace Limited

Aug 2020

Advisers to company on acquisition of Troop Creative Development Ltd

Jun 2020

Advisers on investment in Juriba Holdings Limited

Jun 2020

Advisers to sellers on MBO led by WestBridge Capital

Jun 2020

Advisers to company on MBO

Apr 2020

Advisers in relation to investment in Seneca Property 105 Limited

Apr 2020

Advisers to sellers on sale of company to Telus Agriculture Solutions, Inc.

Mar 2020

Advisers on MBO of Cordium Limited/ Wheelhouse Advisers Limited

Mar 2020

Advisers on MBO of Arden Fine Foods Limited

Mar 2020

Advisers on MBO of Innovative Safety Systems Limited

Mar 2020

Advisers on development capital investment in Peter Jones Investment Group

Mar 2020

Advisers to sellers on acquisition by LDC

Feb 2020

Advisers to sellers on acquisition by Goodyear Dunlop

Feb 2020

Advisers to company on MBO funded by Beechbrook Capital

Jan 2020

Advisers to company on acquisition of Architecture 519 Limited

Jan 2020

Advisers to management on sale of entire share capital to CityFleet Networks Ltd

Jan 2020

Advisers to sellers on sale to Bihr SAS

Jan 2020

Advisers to sellers on acquisition by Mackenzie Taylor

Dec 2019

Advisers to company on MBO from Maven VCT

Dec 2019

Advisers to management on MBO

Dec 2019

Advisers to sellers on acquisition by Lifco AB

Nov 2019

Advisers in relation to investment in Seneca Property 104 Limited

Noiv 2019

Due diligence on minority investment in Currentbody.com Limited

Oct 2019

Advisers to company on MBO

Oct 2019

Advisers on growth capital investment in Rooftop Cinema Group

Sept 2019

Advisers to sellers on acquisition by Hill & Smith Holdings Plc.

Sept 2019

Advisers to sellers on MBO led by FPE Capital

Spet 2019

Advisers to company on MBO

Sept 2019

Advisers to management on MBO

Aug 2019

Advisers on sale of Natgraph Limited to Indutrade UK Limited

Jul 2019

Advisers to company on MBO

Jul 2019

Advisers to company on acquisition of Beautiful Minds Limited and Blue Peg Limited

July 2019

Advisers to company on acquisition of Star Events Limited

July 2019

Advisers to sellers on sale to Fisher German LLP

June 2019

Advisers to company on MBO

May 2019

Advisers to vendors on sale of entire share capital to ICON Plc 

May 2019

Advisers on sale of DRC Vegetation Management Limited to management team

May 2019

Advisers to vendors on sale of entire share capital to Navex Inc​

May 2019

Advisers to management on MBO

May 2019

Advisers to company on MBO

Apr 2019

Advisers to company on sale of entire share capital to Integrate Inc​

Apr 2019

Advisers on MBO of MRDB Holdings Limited/ Miriad Products​

Mar 2019

Advisers to sellers on sale of entire share capital to The AA

Feb 2019

Advisers to management on MBO supported by WestBridge Capital

Feb 2019

Advisers on development capital investment in Biocity Group​

Jan 2019

Advisers to vendors on sale of Brady Bags Ltd to Boy’s Co​

Dec 2018

Advisers to company on acquisition of NetConsult Limited

Dec 2018

Advisers to vendors on sale of entire share capital to Citation Limited

Dec 2018

Advisers to vendors on sale of entire share capital to William Jackson Food Group Limited

Nov 2018

Advisers to vendors on sale of entire share capital to Tilney Group Limited

Nov 2018

Advisers to sellers and company on MBO led by Palatine Private Equity

Nov 2018

Advisers to company on acquisition of Broadcare Software Limited

Oct 2018

Advisers on MBO of Trusted Housesitters Limited

Sept 2018

Advisers to company on sale of Pandora business

Sept 2018

Advisers to company on investment by Business Growth Fund

Sept 2018

Advisers on investment in Click Travel Limited

Aug 2018

Advisers on MBO of Primrose Group Limited

Aug 2018

Advisers on MBO of DSP Limited

Aug 2018

Advisers on growth capital investment in Torquay Leisure Hotels

July 2018

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Our clients say

Claritas were extremely helpful and professional with their advice, looking at alternative ways to structure my individual businesses tax efficiently whilst also taking into account my commercial aims. All advice was provided efficiently and in a friendly manner, nothing was too much trouble and I felt in very safe hands.

–   Matt Woollam, MD, QICTrims Limited

Claritas have advised on another acquisition for United Glass Group. The team at Claritas and the advice they provide are invaluable. They fully understand our business and can apply that knowledge to focus their work on the key tax issues that are relevant to us. They have always demonstrated an ability to provide practical and timely information and advice. We regard Claritas as a key trusted adviser.

–   Mark Harrison, CEO, United Glass Group Limited

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

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Our Solutions

Which area can we help you with?

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Corporate and International Tax

Customs Duty

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Employment Taxes

Grant Funding

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Innovation Reliefs

Intellectual Property

Intellectual Property

Land and Property

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Private Client

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Share Schemes and Valuations

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TaxAware

Tax Dispute Resolution

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VAT

Venture Capital Tax Reliefs

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Get in touch

To find out more about what we do, please get in touch.

    I am happy for Claritas Tax to get in touch with me regarding my enquiry