Holly Bedford

Holly is a transaction tax specialist advising on corporate sales and acquisitions, MBOs, group reconstructions. private equity backed corporate finance investments and sales to EOTs. She also specialises in advising on share incentive schemes and employee share related tax issues.

Holly advises shareholders in small- medium sized corporate groups and family companies, in relation to their corporate, personal and employee tax issues. She also advises investors on the structuring and implementing corporate acquisitions. Her experience covers a wide range of commercial trading sectors.

Recent projects have included advising the Quantuma partners on the sale of their business to the K3 Capital group, a number of sales to EOTs, a complex reorganisation and demerger of a £50m family property owning group between three siblings, successfully assisting a private-equity backed distressed trading company to exit their investor, tax efficiently restructure their debt and put in place management share incentives going forward.

Holly has 30 years of tax experience with an in-depth knowledge of the tax issues facing her clients during transactions and reorganisations, this together with her deep understanding of the wider commercial and personal aspects of such transactions makes her one of the most-respected tax advisors in this field. She understands the importance of these events in her client’s lives and works closely with other advisors to ensure they achieve the best possible tax outcome for their unique circumstances. She is passionate about delivering an outstanding, highly responsive service with a focus on pragmatism and clear actionable advice.

She originally qualified in 1993 as a Chartered Accountant and Chartered Tax Advisor in a Big 4 firm and worked in the Corporate and International Tax groups in London and the USA. On returning to the UK, she joined a specialist corporate finance firm where she spent 10 years providing tax advice, due diligence and deal support. She then spent 4 years as a Tax Advisory Partner in a medium-sized accountancy firm, leading the Transactional Tax and Employer Solutions services before forming K3 Tax Advisory to provide specialist tax advice to SME businesses and private-equity backed companies.

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