Lumentis Partners is a specialist boutique tax advisory firm, co-founded by James Pilbeam and Rob Goodley, two industry-leading professionals with extensive backgrounds working at some of the world’s largest professional services firms. Lumentis Partners offers a trusted, independent and highly personalised service to founders, management teams, executives, private businesses, angel investors and high net worth families, offering expert UK tax advice in the following areas:
Management Tax Advice - Private Equity Transactions
- Minority and majority institutional investor deals
- Primary and secondary deals
- Continuation deals
- Public-to-private deals
- Management equity resets
- Management joiners and leavers
- Refinancing events
Vendor Tax Advice - Other Transactions
- Individual and corporate sellers
- Pre-sale tax review and due-diligence readiness checks
- Sales to a trade purchaser/corporate group
- Initial Public Offerings
- Management Buy-Outs
- Sales to an Employee Ownership Trust
Business Funding and Reorganisations
- Debt/equity funding arrangements
- Tax efficient equity investment (EIS/SEIS)
- Convertible debt
- Corporate group formation
- Holding company insertion
- Hive-down/hive-out separations
- Demergers and reconstructions
Incentivisation and Retention
- Tax-advantaged share options plans (EMI/CSOP)
- Growth and hurdle shares
- Restricted securities
- Shadow/phantom plans
- Joint share ownership plans
- Debt upside/recovery carve-outs
Personal and Family Tax
- Family wealth and succession planning
- Gifts and asset ownership between family members
- Personal/family investment holding structures
- Residence and legacy non-domicile matters
Strategic Tax Reporting and Compliance Support
- Tax return completion guidance and disclosures
- Personal Self-Assessment tax return preparation
- Employment-related securities reporting/notifications
- HMRC enquiry support
Get in touch via our website (link below)
Company Details
- Employees
- 2
- Founded
- -
- Address
- 71-75 Shelton Street, Covent Garden,united Kingdom
- Industry
- Professional Services
- NAICS
-
Professional, Scientific, and Technical ServicesArchitectural, Engineering, and Related ServicesOther Professional, Scientific, and Technical ServicesLandscape Architectural ServicesEngineering ServicesDrafting ServicesBuilding Inspection ServicesGeophysical Surveying and Mapping ServicesSurveying and Mapping (except Geophysical) ServicesTesting LaboratoriesAll Other Professional, Scientific, and Technical Services
- Website
- http://www.lumentis.co.uk
- Keywords
- Specialist tax advisory services.
- HQ
- London, England
Lumentis Partners Llp Questions
Lumentis Partners Llp's website is http://www.lumentis.co.uk
Lumentis Partners Llp's LinkedIn profile is https://uk.linkedin.com/company/lumentis-partners-llp
Lumentis Partners Llp has
2 employees.
View email and phone details for 2
employees at Lumentis Partners Llp.
Lumentis Partners Llp's industry is
Professional Services
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Lumentis Partners Llp's categories are Professional Services
Lumentis Partners Llp's founding year is 2025
