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WEY HOUSE, FARNHAM ROAD, GUILDFORD, GU1 4YD, ENGLAND
Tel:
Work 01483 302264
Fax:
Fax 01483 302254
DX:
2423 GUILDFORD-1
Email:
Web:
www.stevens-bolton.com

Kate Schmit

Tel:
Work 01483 406954
Email:
Stevens & Bolton LLP

Work Department

Corporate tax.

Position

Partner specialising in corporate tax, exit tax planning for entrepreneurs and share schemes/equity incentives.

Career

Trained and worked at Hammonds LLP (Squire Patton Boggs) 1998-2008 (qualified 2000); joined Stevens & Bolton LLP 2008; partner 2010.

Member

Member of the Share Plan Lawyers Group

Education

University of Manchester (1997 BA hons, Accounting and Law); Manchester Metropolitan University (LPC).

Leisure

Travel, family, cooking, choral singing.


South East: Corporate and commercial

Corporate tax

Within: Corporate tax

Stevens & Bolton LLP has wide-ranging corporate tax expertise, with a particular focus on advising entrepreneurs, owner managers and SMEs on tax issues, including exit tax planning and equity incentive structures. The firm has continued to develop its capability in the latter category, with 2017 seeing it advise on a range of schemes, including EMI schemes, unapproved option schemes and employment-related incentive structuring for private equity transactions. In a highlight matter, practice head Kate Schmit advised the management team of Thesis Asset Management on the tax aspects of the wealth management company's £47m sale to a buyer funded by a consortium of private equity investors as well as the existing management team. The team was joined in 2017 by Jamie Crawford, who handled the tax aspects of Metropolis International's acquisition of 11 former Emap business-to-business magazine brands, as well as the amendment of the company's term and revolving loan facilities.

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