Recent Case Studies.

1

NYSE listed client

Issue: Multi-billion-dollar tax exposure arising from complex cross-border transactions.
 
What we did: Led the authority engagement and negotiation strategy, preparing technical arguments grounded in UK and international jurisprudence.
 
Value: Successfully defended contested taxes.

2

Sovereign Investment Arm

Issue: Needed a scalable, compliant global holding structure for international acquisitions.
 
What we did: Designed an end-to-end cross-border investment platform, stress-tested across 40+ territories.
 
Value: Created a structure enabling multiple deals to be executed efficiently and consistently.

3

Global Fin-tech company

Issues: IP migration, excessive VAT/GST leakage, overly complex operating model.
 
What we did: Designed an elegant trading model, planned efficient IP migration, optimised global VAT/GST position.
 
Value: Secured substantial ongoing operational and tax savings for the group.

4

Employment tax dispute for a UK household name

Issue: Tax authority was treating an industry specific issue in an unfair/illegal way.

What we did: Re-framed tax authority negotiations in an unexpected way that transformed the discussion.

Value: Achieved settlement before litigation without adjustment when the issue is still live for other industry players.

5

Industry body

Issue: Multiple authorities’ approach to a standard industry trade was causing challenges.

What we did: Framed the issue and presented the advantages to lawmakers from a different approach.

Value: Achieved significant policy movement from key authorities.

6

Major PE infrastructure investment

Issue: Target systems were complex, risky and standing in the way of decision making.

What we did: Intensive on-site project to identify and implement step-by-step achievable change.

Value: Increased operational effectiveness led to us identifying savings that far exceeded the cost.

Recent projects.

We are:
  • Currently representing a number of different organisations in appeals relating to valuations, employment related securities, operation of group relief, transfer pricing and payroll related issues
  • Advising some of the largest inbound investors on matters relating to investments collectively worth billions
  • Supporting several companies on business transformations and related trading structures including the required transfer pricing support
  • Advising some of the best known financial institutions and industry bodies on numerous different financial transactions and policy approach
  • Continuing to advise extensively on innovation taxes, robustly maximising patent box and R&D Expenditure claims together with preparation of the accompanying reports
  • Supporting acquisitions and financing transactions including diligence, modelling support, support in negotiating and wording key parts of related agreements
  • Representing various clients to advocate policy/law change where there is a mutual interest between organisations and the relevant lawmaker

Want to know more?
Contact us directly.

ADE Tax is regulated by the Institute of Chartered Accountants in England and Wales.
Get in touch
ADE Tax
ADE Tax exists to provide the best strategic tax advice to the world’s top organisations.
Linkedin-in
Useful links
Company
Get in touch
© 2024 Do not copy any content (including images) without our consent.
Registered office | 4-6 Throgmorton Avenue, London, EC2N 2DL
ADE Tax is the business name used by ADE Consulting LLP, registration number OC451524.