Lumentis Partners LLP

Description

Lumentis Partners is a specialist boutique tax advisory firm, co-founded by James Pilbeam and Rob Goodley, two industry-leading professionals with extensive backgrounds working at some of the world’s largest professional services firms. Lumentis Partners offers a trusted, independent and highly personalised service to founders, management teams, executives, private businesses, angel investors and high net worth families, offering expert UK tax advice in the following areas: Management Tax Advice - Private Equity Transactions - Minority and majority institutional investor deals - Primary and secondary deals - Continuation deals - Public-to-private deals - Management equity resets - Management joiners and leavers - Refinancing events Vendor Tax Advice - Other Transactions - Individual and corporate sellers - Pre-sale tax review and due-diligence readiness checks - Sales to a trade purchaser/corporate group - Initial Public Offerings - Management Buy-Outs - Sales to an Employee Ownership Trust Business Funding and Reorganisations - Debt/equity funding arrangements - Tax efficient equity investment (EIS/SEIS) - Convertible debt - Corporate group formation - Holding company insertion - Hive-down/hive-out separations - Demergers and reconstructions Incentivisation and Retention - Tax-advantaged share options plans (EMI/CSOP) - Growth and hurdle shares - Restricted securities - Shadow/phantom plans - Joint share ownership plans - Debt upside/recovery carve-outs Personal and Family Tax - Family wealth and succession planning - Gifts and asset ownership between family members - Personal/family investment holding structures - Residence and legacy non-domicile matters Strategic Tax Reporting and Compliance Support - Tax return completion guidance and disclosures - Personal Self-Assessment tax return preparation - Employment-related securities reporting/notifications - HMRC enquiry support Get in touch via our website (link below)

Financials