Tax issues on stake sales and investment into managers: structuring, pitfalls and steps to take now
About
James is Head of the Tax team, advising on a broad range of tax matters, including fund establishment, investment structuring, management incentive plans, and partnership tax.
He specialises in private capital taxation, supporting clients across asset classes such as private equity, credit and real estate.
James has extensive experience helping fund managers navigate evolving tax regulations, including carried interest reforms. He also advises funds and financial services firms on tax aspects of acquisitions, disposals, investment platforms, and secondary transactions.
A specialist in partnership taxation, James works with asset managers and professional services firms on structuring and compliance as well as stake sale transactions which have been a major market feature in recent years.
Experience
- Advising Patron Capital on the tax aspects of the acquisition of a majority stake in Patron by Mitsubishi Estate.
- Advising Partners Capital Investment Group (Partners Capital), a global outsourced investment office, on a minority investment from General Atlantic, a leading global growth equity investor.
- Advising Signal Capital Partners on its strategic partnership with Armen, the European GP-stakes investor.
- Advising Alchemy on the raising of its €1bn Alchemy Special Opportunities Fund V.
- Advising Patron Capital on its seventh fund, which closed in excess of €860m.
- Advising Charterhouse Capital Partners on the tax aspects of its investment in Two Circles, a leading international data-driven sports marketing company.
- Advising a number of clients on the recent changes to carried interest taxation.
- Advising on a number of significant primary and secondary transactions for our LP and secondary fund client base, including a number of high profile stapled secondary transactions and continuation funds.