We specialise in the development, design and delivery of innovative, bespoke solutions in a simple and effective manner for selected corporate clients and family offices.

Our deliverables are tailored to ensure commercially viable structure alternatives are identified at the outset of the transaction process. The best option is selected with due consideration to the related risks and benefits.

The comprehensive range of unique Solute tax structuring advisory services include the design of transaction alternatives, detailed step-by-step transaction structure memoranda, project management and implementation support.

SOLUTIONS

Merger and acquisition transactions (M&A)

The structuring of third party merger, acquisition and divestment transactions, including leveraged and management buy-out transactions, share buy-backs, sale of shares and businesses plus all expected and related transaction creation and management.

Every M&A transaction presents a number of alternative courses of action, each of which may yield a different tax result. The optimal M&A transaction structure should ensure the commercial objectives of the parties are achieved in an optimal tax manner.  Due consideration should be given to the potential risks and opportunities, which may arise in relation to each transacting party. It is important to ensure the immediate and future implications of the transaction are taken into account.

M&A is a core Solute area of expertise.

Cross-border investments

A broad range of factors should be considered before selecting an appropriate cross-border investment structure. In this regard, the immediate and future South African and foreign tax attributes of the investment structure is of crucial importance. Given that the legal, capital, management and operational structure of the investment will have a significant impact on the total taxes to be suffered, each aspect should be planned and implemented with great care.

Our approach to cross-border investment structuring ensures the ultimate investment structure is suited to the practical and commercial realities of the investor and achieves an optimal multi-jurisdictional tax result in relation to immediate and future cashflows.

Cross-border investment structuring is a core Solute area of expertise.

Investment holding structures

The selection of an appropriate investment vehicle and holding structure may have a material impact on the after-tax returns realised by investors in relation to an underlying asset. The process can often be complicated by factors such as a requirement for open-ended investment structures, or co-investments with different classes of investors. Specialised considerations often apply, depending on the commercial objectives of the parties, the jurisdictions involved, the funding structure, the nature of the investment and the tax profile of the investors.

We advise on investment holding and co-investment structures, including private equity fund structures, joint ventures, partnerships, trusts and special purpose vehicles.

Ideal investment structuring is a core Solute area of expertise.

Family office services

As expert family office wealth management, we provide a range of appropriate services for the preservation and protection of family wealth, uncluding succession planning.