Leading Individuals

Rising Stars

Corporate tax in South East

Shoosmiths LLP

Considered ‘go-to specialists for any venture capital trust or enterprise investment scheme advice’, Shoosmiths LLP’s tax team in Thames Valley offers ‘unparalleled market knowledge‘. The ‘excellentTom Wilde heads up the department, and is also well versed in one-off business transactions, as well as ongoing compliance issues. The department’s dedicated real estate tax practice is led by Daniel Kennedy and is equipped to handle tax advisory work in relation to real estate acquisitions and disposals, as well as work relating to the development of commercial and residential properties. Kennedy is also experienced in providing transactional corporate tax advice.

Practice head(s):

Tom Wilde

Other key lawyers:

Daniel Kennedy


‘The Shoosmiths tax team is our go to specialists for any venture capital trust or enterprise investment scheme advice. Their market knowledge is unparalleled, they are commercial with their views and suggested structuring, and always fast to respond.’

‘Tom Wilde leads the team and gives clear and fast advice.’

‘High attention to detail, responsive, pragmatic and commercially reasonable.’

‘Tom Wilde has been excellent, balancing a firm attention to details with a focus on what really matters commercially. He has ‘next level’ responsiveness.’

Key clients

Equites Newlands (Basingstoke) Limited

Octopus Investments Limited

Nationwide Specialist Services Limited

UK Outlet Mall No 3 LP

Octopus Investments Limited

Triple Point Investment Management LLP

Aviva Investors and Packaged Living

Beringea LLP

Linnaeus Veterinary Limited

Gresham House Asset Management Limited

Work highlights

  • Advised Equites Newlands on the agreement to “forward fund” two phases of a major logistics development in Basingstoke.
  • Advised Octopus Investments Limited on its investment into Swedish business, Adway, as part of Adway’s €10m Series A funding round.
  • Advised the shareholders of Nationwide Specialist Services on the £50m disposal of the company to Premier Technical Services Group.

Stevens & Bolton LLP

Praised by clients for its ‘can-do attitude’ and ‘deep knowledge’, Stevens & Bolton LLP’s corporate tax team works closely with the firm’s wider corporate department, and specialises in tax advice in relation to complex and high-value transactions, including corporate tax issues, share schemes, and incentives. Kate Schmit heads up the team and is well versed in acting for a range of corporate clients, with her practice extending to equity incentive design and implementation mandates. The firm’s reach was bolstered with the arrival of Sarah Cardew, former head of the corporate tax team at Irwin Mitchell, in October 2022. Sarah Balchin’s broad practice includes growth capital and real estate matters, while Melanie Shone offers specialist expertise in off-payroll working rules.

Practice head(s):

Kate Schmit

Other key lawyers:

Sarah Cardew; Sarah Balchin; Melanie Shone


‘The knowledge of the Stevens & Bolton was both broad in variety and deep in its detail. We were able to access all the expert knowledge we needed for the sale of our business; both our businesses legal requirements and additionally our personal needs.’

‘They are experts in their field, with a-can do attitude and capable of finding solutions to tricky issues during a deal.’

‘Katie Schmit is knowledgeable , efficient and a super clear communicator.’

Key clients

Shareholders of Six Physio

UST Global Private Limited

Azerion Tech Holding B.V.

Vermeer Manufacturing Company

Diploma Holdings Plc

Work highlights

  • Advising the selling shareholders of Wixroyd Holdings Limited on its sale to Essentra plc for an initial consideration of £29.5m.
  • Advised on the sale of Carbon Credentials Limited (trading as Carbon Intelligence) to Accenture.
  • Advised on the sale of Worksmart Limited to Davies group.