Stevens & Bolton LLP is a noteworthy choice for clients seeking corporate tax advice, regularly advising on high-value transactions, including those involving complex equity incentive structures. Kate Schmit heads up the team, advising on an array of tax issues surrounding M&A, private equity issues, reorganisations, as well as the design and implementation of share incentive arrangements. Sarah Cardew has a particular focus on VAT, real estate and construction tax matters, while Sarah Balchin specialises in growth capital and employee incentives, especially within the life sciences sector.
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Profile

Profile

Work Department

Corporate tax

Position

Managing Associate advising on a broad spectrum of corporate tax, real estate tax and incentives matters, both domestic and international, for corporates (ranging from start-ups to listed multinationals), entrepreneurs, managers, and investors.

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Testimonials

Collated independently by Legal 500 research team.

  • ‘Authenticity and a wide range of knowledge boxed in a client-friendly package.’

  • ‘ Availability, transparency and keeping up to deadlines set.’

  • ‘The team at Stevens & Bolton are experts in what they do and, importantly, they are very responsive. They are also very pleasant to work with. We always felt we were in good hands.’

  • ‘Every individual we have worked with at Stevens & Bolton has been professional and courteous in their approach and has provided expert advice that we trust. We enjoy working with them. Our primary contact is Kate Schmit, who has guided us skillfully through the sale of our business. Her support was invaluable in this process.’

  • ‘They have a broad service offering, connecting the key services a fast growing corporate would need.’

  • ‘The partners are highly responsive and knowledgeable.’

Key clients

  • The Ardonagh Group
  • Bright Path Sports Partners, LLC and Bright Path Ipswich, LLC
  • Clínica Baviera S.A.
  • Selling shareholders of Landmark Accountants Ltd
  • Diploma Holdings Plc
  • Selling shareholders of Cloobees sp z.o.o.
  • Selling shareholders of FWD View Limited
  • Selling shareholders of Grove Solutions Limited
  • Saturn Jersey Topco Limited
  • Selling shareholders of Red Fox I.D. Limited

Work highlights

Advised Bright Path Sports Partners in connection with the taking of a 44% stake in Ipswich Town Football Club.
Advising Clínica Baviera S.A. on the acquisition of Optimax, providing entry into the UK market.
Advised Diploma Holdings Plc on the £38m acquisition by its subsidiary R&G Fluid Power Group Limited of Plastic and Rubber Group Holdings Limited.