Bringing & Defending Post-Acquisition Tax-Related Claims

Introduction

Reflecting the general increase in M&A activity over the last few years, many advisors are observing a proportionate increase in post-acquisition claims being brought by purchasers, be that against sellers or W&I insurers.

The rise in tax warranty and tax indemnity claims (‘tax claims’) corresponds equally with many tax authorities taking a more aggressive approach to tax audits.

For private practice and in-house tax advisors and legal teams, an understanding of the process for bringing or responding to a post-acquisition tax-related claim is of vital importance.

Presented by expert speaker Jivaan Bennett, this seminar will explore a number of case studies from practice to consider not only the legal requirements and best practice relating to tax claims but also to bring to the fore key tactical considerations which ought to be factored into a business’ strategy.

This seminar will be particularly useful for junior to mid-level tax advisors and lawyers who wish to further their skills in relation to dealing with the potentially contentious issues arising out of business acquisitions.

What You Will Learn

This course will cover the following:

• Examine standard best practices and preparatory work necessary prior to making a tax claim against a seller or W&I insurer
• Recent UK case law examining the validity and possible defects when notices are issued by a party to make a claim under an SPA
• Pitfalls to avoid when drafting and responding to tax claims
• Next steps after a tax claim has been made, especially in a cross-border context