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I'm a director in the UK transaction tax team, specialising in providing pragmatic and commercial transaction tax advice to private equity funds and large corporate groups.

I focus on buy-side and sell-side tax due diligence services, tax structuring support (on both platform investments and bolt-ons), sale and purchase agreement tax advisory, and advice on other tax matters, which arise on or as a result of a transaction.

I also deliver our portfolio value creation service, which supports private equity-backed businesses with transactions, from buy-in through to exit. I work closely with new management teams to help them navigate the nuances of a PE-investment, capture value-add opportunities (including bolt-on strategy support) and ensure they're ready for future diligence.

A key experience in my career was a secondment to cover the Head of Tax function at a leading mid-market private equity fund, where my responsibilities included providing tax advice, transactional support, and tax sign-off to the fund’s investment, finance, and legal teams.

The experience and insight I gained from this is reflected in every aspect of advice I provide to my clients.

Outside of work, I'm a keen spin and gym addict, enjoy spending my weekends exploring the best pubs South West London has to offer and (for better or worse!) I'm an avid England rugby fan.

Qualifications
  • CTA (Chartered Tax Adviser)
  • ACA (Association of Chartered Accountants)
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Sofie Morgan
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Sofie Morgan
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