M&A and corporate deals completed for UK SMEs

Case studies from share purchases, share sales, asset purchases, investments and corporate restructurings that Malcolm Zoppi has advised on, with the deal structure, the legal issues that came up and how they were solved. Client names are withheld unless the client has agreed to be named.

Deal type
Sector

Showing 5 of 30 deals

Succession planning for a UK company: alphabet and growth shares to reduce inheritance tax

Succession planning for a UK company: alphabet and growth shares to reduce inheritance tax

Creating Alphabet & Growth Shares to Lower IHT

Corporate restructuringOther
Share capital reduction for a London property developer: extracting value tax-efficiently

Share capital reduction for a London property developer: extracting value tax-efficiently

Extracting winnings via share capital reduction

CorporateShare capital reduction
Share buyback for a company restructuring: Companies Act compliance done for you

Share buyback for a company restructuring: Companies Act compliance done for you

Zoppi & Co helps a limited company to simplify share buybacks for company restructuring.

Asset sale
Employing family members in a limited company: profit distribution and tax planning

Employing family members in a limited company: profit distribution and tax planning

Distributing Profits, Tax Planning & Employing Family.

Corporate restructuringOther
Family investment company: using share classes to pass wealth to the next generation

Family investment company: using share classes to pass wealth to the next generation

Used different classes of shares to pass on wealth to the next generation

Corporate restructuringFinancial services