England - South East • Corporate and commercial

Stevens & Bolton LLP

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Praised by clients for its ‘can-do attitude’ and ’deep knowledge’, Stevens & Bolton LLP’s corporate tax team works closely with the firm’s wider corporate department, and specialises in tax advice in relation to complex and high-value transactions, including corporate tax issues, share schemes, and incentives. Kate Schmit heads up the team and is well versed in acting for a range of corporate clients, with her practice extending to equity incentive design and implementation mandates. The firm’s reach was bolstered with the arrival of Sarah Cardew, former head of the corporate tax team at Irwin Mitchell, in October 2022. Sarah Balchin’s broad practice includes growth capital and real estate matters, while Melanie Shone offers specialist expertise in off-payroll working rules.

Legal 500 Editorial commentary

Testimonials

Collated independently by Legal 500 research team.

  • ‘The knowledge of the Stevens & Bolton was both broad in variety and deep in its detail. We were able to access all the expert knowledge we needed for the sale of our business; both our businesses legal requirements and additionally our personal needs.’

  • ‘They are experts in their field, with a-can do attitude and capable of finding solutions to tricky issues during a deal.’

  • 'Katie Schmit is knowledgeable , efficient and a super clear communicator.'

Key clients

  • Shareholders of Six Physio
  • UST Global Private Limited
  • Azerion Tech Holding B.V.
  • Vermeer Manufacturing Company
  • Diploma Holdings Plc

Work highlights

  • Advising the selling shareholders of Wixroyd Holdings Limited on its sale to Essentra plc for an initial consideration of £29.5m.
  • Advised on the sale of Carbon Credentials Limited (trading as Carbon Intelligence) to Accenture.
  • Advised on the sale of Worksmart Limited to Davies group.

Lawyers

Rising stars

Sarah Balchin

Sarah Balchin

Stevens & Bolton LLP

Managing Associate advising on a broad spectrum of corporate tax, real estate tax and incentives matters, both domestic and international, for corporates (ranging from start-ups to listed multinationals), entrepreneurs, managers, and investors.

Leading individuals

Kate Schmit

Kate Schmit

Stevens & Bolton LLP

Partner and Head of Corporate Tax specialising in corporate tax, exit tax planning for entrepreneurs and share schemes/equity incentives.

Practice head

The lawyer(s) leading their teams.

Kate Schmit

Other key lawyers

Sarah Cardew, Sarah Balchin, Melanie Shone