The tax team at Uría Menéndez is regularly involved in complex cross-border M&A, private equity and capital markets transactions, and also advises on tax disputes and wealth management structures. The practice is led by Filipe Romão, whose work focuses on tax aspects of M&A, financial products, capital markets, real estate and project finance transactions. He also assists with international tax planning. Marta Pontes, noted for her 'availability, dedication and professionalism', also focuses on transactional tax matters and international tax planning, while António Castro Caldas specialises in transactional tax and wealth structuring mandates.
Legal 500 Editorial commentary
Accolades
Client satisfaction: Lawyer & team quality
Client satisfaction: Sector knowledge
Testimonials
Collated independently by Legal 500 research team.
- 'The UM team is excellent, both in terms of legal advice and communication and structure. They are always up to date with the latest decisions of the Tax Authority and the courts, and are extremely proactive in communicating new information that may be relevant to our interests.'
- 'Uría has been our tax adviser for many years. Marta Pontes and the rest of the team know us so well that they can anticipate our difficulties and propose solutions that fit our profile.'
- 'António Castro Caldas handles tax matters with great assertiveness and competence. He provided a quick and successful solution to a VAT issue where other advisers had offered a different solution that ultimately proved unsuccessful.'
- 'I recommend António Castro Caldas for his good communication, excellent follow-up and strong knowledge of tax and banking legislation.'
- 'António Castro Caldas and Catarina Fernandes are both excellent professionals, demonstrating profound knowledge of tax law and offering precise and efficient guidance and solutions.'
- 'Marta Pontes is objective, practical and very clear in how she approaches topics and proposes solutions, even in complex cases. Her availability, dedication and professionalism stand out.'
Key clients
- Icon Group
- Explorer
- KKR
- Klepierre
- Slate Asset Management
- PRIO
- Grupo Pestana
- Banco Santander
- Grand Bay Residences – SIC Imobiliária Fechada, S.A.
- DWS Grundbesitz
- PGIM Real Estate
Work highlights
Advising on KKR’s acquisition of Greenvolt - Energias Renováveis, S.A.’s share capital from reference shareholders and a general voluntary tender offer over the company’s remaining shares.
Represented Grupo Pestana in tax litigation related to a RETT exemption and the impact of Covid-19 rules on the statute of limitation applicable to the assessment of taxes.
Advising DWS (an asset management company belonging to the Deutsche Bank group) on the sale of Forum Madeira, a renowned shopping centre located in Madeira, Portugal.
Lawyers
Leading partners
The strongest partners in their field, leading on market-leading deals and endorsed by peers and clients alike.
Next Generation Partners
Junior partners with significant recognition from clients and peers in the market and key roles on multiple matters.
António Castro Caldas
Practice head
Filipe Romão
Other key lawyers
Marta Pontes; António Castro Caldas; Catarina Fernandes