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)

Lumentis Partners LLP

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Lumentis Partners LLP

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