Representative experience
A European real estate investment manager on the German RETT consequences of an intended reorganization of the company's group structure and on potential structuring options.
Henderson Global Investors on the transfer tax consequences in Germany and several other EU countries of the intended restructuring of a pan-European real estate fund and on potential structuring options.
Portigon on the pre-sale tax (RETT) structuring - a transformation of the property companies with change of legal form - and the subsequent sale of its approx. EUR 350m office portfolio (three assets) by way of share deal.
Representing Prologis in an appeal and Federal Tax Court procedure relating to the denial of a real estate tax fund, following transition from asset to share deal
A German asset manager on the restructuring of real estate funds and their investments (RETT neutral re-allocation of real estate portfolios between various real estate funds).
Tax adviser to major UK retail bank on Italian registration tax implications in connection with a series of asset disposals in Italy.
Tax adviser to General Electric (GE) on UK, Spanish, French, Italian and Czech transfer tax issues on disposal of US$23bn global real estate, equity and debt portfolio business.
UK tax adviser to The Depository Trust and Clearing Corporation on UK stamp duty and stamp duty reserve tax issues arising on the deposit of UK plc shares into The Depository Trust Company clearance system, including in the context of numerous inversions.