Recent Assignments
London
- Assisted in recovering £4m for a UK client whose publicly listed joint venture partner became insolvent which risked our client's entire investment in the venture. Successfully quarantined claims against our client, extracted major assets for nil consideration, re-drafted the accounts of the joint venture to support our client's position and, in doing, so enabled our client to negotiate and retain its position of control of a £1b property fund in Germany.
- Assisted a London executive implement a succession plan in a manner minimising capital gains taxation.
- Assisted a Russian client in planning for a £15milion dividend payable by an international company to be received in the United Kingdom with minimal United Kingdom taxation.
- Assisted a Jersey domiciled investor to move her Estate to the United Kingdom without triggering Inheritance Tax problems.
- Assisted an Australian investor in purchasing London retail property in a manner reflecting financial resources available and tax structuring both in Australia and in the United Kingdom.
- Assisted a London client in structuring its Australian business in a manner which reduces dividend withholding tax issues.
- Assisted a North of England client with forensic accounting assistance through a long term litigation while simultaneously negotiating the client's tax liability with HMRC.
Sydney
- Assisted two families to jointly implement a business succession plan including a Buy/Sell agreement, wills, insurance and business valuation to allow for the successful growth of the business into the future for both families.
- Successfully supported our client through the process of transferring control and management over $20m family assets from one family member to another while protecting the estate planning goals of the family.
- Assisted a multi-million international business to renegotiate its contracts with its main customers to reposition the business as a market leader and maintain market share.
- Assisted a UK family to set up its business in Australia and provide cross border taxation advice for assets and income streams in both countries.
- Assisted a group of Australian based investors to structure an investment vehicle in the UK and provide taxation advice in both jurisdictions.
- Assisted our client in partnering with an overseas private equity group to expand its brand nationally and present financing proposal to local banks for further expansion plans. We were also responsible for the preparation of the financial statements in accordance with IFRS, for inclusion in the international financial statements of the consolidated group.
- Advised an Australian chartered accountant on the taxation issues facing a client where the client was seeking compensation from the accountant.
- Participated in structuring a business and its intellectual property during the preparation for a listing on the Australian Small Offerings Board.
- Advised a client on the taxation aspects a multi-million settlement received from the Government in connection with public misfeasance and related issues.
- Assisted in resolving for a client, a complex GST dispute with the ATO in connection with the valuation of real estate for GST purposes.
- Assisted a client in the preparation and completion of a complex application for an Export Market Development Grant from the Australian Government.
- Together with an Australian migration agent, working with individuals from the Russian Federation in preparing information on certain business for inclusion in an application for Permanent Residence in Australia.
