Tax specialist solicitor
I specialise in helping directors, shareholders and private individuals on a wide range of corporate and individual tax matters - usually revolving on how shares are controlled and value is extracted tax efficiently.
The challenges presented are never the same, but my approach remains consistent: identify the simplest and most effective route to achieve the best outcome. If I can help a client avoid a costly mistake or steer them around a difficult situation using the benefit of years of experience, that is particularly rewarding.
My practice includes a wide range of matters with an emphasis on:
- new start up business structures including investment agreements, securing tax relief under SEIS and EIS and shareholder agreements;
- EMI management incentive arrangements including share options, equity participations, growth shares and ratchets with guidance on what to offer and how to implement;
- the purchase and sale of shares in UK private companies and groups;
- management buy-outs;
- tax-efficient share buy-backs including approval from HMRC on the tax treatment;
- corporate restructurings, mergers and reorganisations; and
- the establishment of family investment companies.
I set the three basic requirements:
- Be honest;
- Quote realistically;
- Communicate.
Sounds easy but never straightforward.
Professional memberships
- Solicitor
- Chartered Tax Advisor (CIOT)
- Catherine is a regular speaker for the Chartered Institute of Taxation on latest tax and company law developments.
