maximising shareholder value

the challenge:

The shareholders of Sol Construction Limited, were disposing of their core business to Rok plc but wished to retain an interest in some of the assets.  This needed to be achieved in a structure that was effective commercially and from a tax perspective.

our approach:

We considered the advantages and disadvantages of a number of potential structures for the transaction, settling on a s110 demerger as the most appropriate reorganisation prior to a disposal.  This route achieved the objective of transferring the relevant assets to three separate companies under a members’ voluntary liquidation, with the core business then being disposed of to Rok plc.  Her Majesty's Revenue & Customs were approached for clearance that no tax liability would arise on the deemed distribution of assets where the beneficial owners remained the same.

the result:

The client was able to separate the various assets of the business into different companies, without incurring a tax liability on those that were being retained.  The purchaser was able to acquire the part of the business they were interested in and the existing shareholders now have greater flexibility to deal with the remaining assets.

 

 

 

 

 

 

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