Transaction tax

Delivering specialised advice on transaction tax matters

A team working with you smoothly and efficiently to achieve your transaction tax goals

Our expert team will help guide you through the tax consequences of any transaction.

We understand that navigating the tax landscape can be as complex as the transactions themselves. By working closely with you to understand your commercial drivers, we can provide high quality tax advice tailored to your needs. We look at options available and provide our advice in an easy-to-understand manner. No matter the nature and complexity of the transaction.

Transactions come in many forms – buying assets, selling them, reorganising, restructuring, refinancing or even closing a business. We’re experienced in supporting a wide range of transactions.

We advise both individual and corporate clients across all stages of any transaction. This includes vendor shareholder advice, buy side due diligence and structuring and corporate reorganisations. We work with all parties and advisers to ensure a smooth process and the best possible result.

Our team of over 120 tax advisers ensures that we have the breadth and depth of expertise to support you at all stages of any transaction. This includes state planning, post-transaction structuring and management incentives.

Plus, our close collaboration with the PKF Global network ensures we can co-ordinate transactional advice across 150 countries.

Our breadth of expertise

Our team of over 120 tax advisers ensures that we have the breadth and depth of expertise to support you at all stages of any transaction. This includes pre-sale planning and post-transaction implementation and support.

We act for all kinds of clients from large corporates to PE houses and individual vendors. We have experience in many sectors including renewable energy, manufacturing and technology.

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It’s crucial to get advice early when preparing to sell a business. We can identify any tax risks which can be mitigated, or implement any tax efficient pre-sale restructuring, such as a business split or demerger. We provide support right through the transaction to post-completion support such as the implementation of 100 day plans and group simplification.

Our tax and corporate finance teams work together to provide a joined up service. They find creative solutions to meet all of the challenges a transaction may bring. They establish the right kind of transaction or succession planning for their needs, be it a trade sale, management buy-out, employee ownership trust or fundraising.

Our clients say

“When we approached PKF to become our company accountants we did this in mind that they have an expert team able to handle a range of specialist services including MBO’s. Rachel Addiss has been excellent in the entire process throughout which has led to the successful completion of the part Management Buy Out. I have no hesitation in recommending Sam, Rachel and all of the team at PKF Francis Clark. ” Broadview Shading Solutions

Meet the team

Your full service tax team

Our tax team includes experts who can provide a full service of transaction related advice. Contact us from everything from estate planning and post-transaction structuring to management incentives.