Simon is a tax specialist who advises businesses and entrepreneurs on a wide range of tax issues. These include corporate transactions, reorganisations, investments, finance arrangements, and real estate matters. He also focuses on management taxes and incentives, including all forms of equity and share option arrangements, and tax-efficient structuring of transactions involving management teams.
- Advising a private equity fund on the tax structuring of its investment backing a management buy-out, and the partial exit of the existing management team.
- Implementation of EMI share option arrangements and 'growth share' employee incentives for numerous clients.
- Tax structuring advice in connection with the demerger and sale of a part of a client's business.