About Alex
Alex advises on corporate and personal tax matters, with a particular specialism in corporate restructuring, exit planning, demergers, property taxes (including SDLT and VAT), venture capital (including EIS and SEIS) and employee share incentive plans. His focus is on structuring transactions to achieve their commercial goals in a tax efficient manner.
Alex is also experienced in employment taxes, advising on PAYE related matters, including the tax treatment of termination payments, the employment status of workers for tax purposes and the application of IR35.
Alex advises a wide variety of clients ranging from individuals and start-ups to large corporates and listed companies. His clients include technology companies, property investment partnerships, manufacturing companies, investment funds, financial services providers and accountancy firms.
Contact Alex
Call: 0345 128 7982
Notable work & expertise
- Advised on the demerger of a £20M farming business, including the transfer of investment properties to new companies. Provided comprehensive tax advice to ensure tax neutrality
- Advised a district council on its £90M investment into the development of a hotel and car park through the use of an “income strip” funding structure. Conducted an in-depth analysis of the SDLT, VAT and chargeable gains issues that would affect the various stakeholders and proposed solutions to mitigate the risks
- Advised on the incorporation of a property holding partnership into a private limited company, including the transfer of a £5M property portfolio in a tax neutral way
- Advised an EV charging technology company on the raising of £2.4M through the Enterprise Investment Scheme (EIS), drafted the documentation and facilitated the investments
- Advised on the set-up of an investment fund that invests in SME growth companies and smaller EIS companies
- Advised a regional transport company on the employment status of its drivers for tax purposes and consequential changes to its engagement arrangements
- Advised a listed company on the application of the intermediaries legislation (IR35) and amended the relevant contracts
- Advised a real estate company on the implementation of an enterprise management incentives (EMI) share scheme and a nil-paid share scheme.
- Advised a financial services provider in relation to an HMRC enquiry into the company’s VAT returns and its use of the partial exemption ratio. Reached a favourable settlement with HMRC
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