Kate Schmit

Partner
Kate helps clients navigate the complex tax landscape with clarity and confidence.
Kate helps clients navigate the complex tax landscape with clarity and confidence.

About

Kate is Head of Corporate Tax. Kate is a highly experienced tax lawyer, specialising in corporate tax, exit tax planning for entrepreneurs, employee share schemes, and employment-related taxation. Her practice includes advising on M&A, private equity, reorganisations, and the design and implementation of share incentive arrangements.

She works with a wide variety of clients, from household names to start ups and is a popular choice as tax counsel for entrepreneurs and management teams. Kate provides advice on complex matters in a clear, understandable way and clients praise her pragmatic problem solving, helping to get deals done and projects delivered.

Since joining Stevens & Bolton in 2008, Kate has been dedicated to helping clients overcome legal obstacles and accelerate the progress of their businesses. Kate has been a partner since 2010 and the firm’s Strategy Partner since 2022.

Expertise
Corporate exits Share schemes Tax advisory

Experience

  • Recent work
    • Provided advice to the selling shareholders of Mediatonic to Epic Games;
    • Equity incentive advice to Bright Path Sports Partners in connection with the acquisition of a 44% stake in Ipswich Town Football Club;
    • Design and implementation of a Sharesave scheme for a household name insurer;
    • Advice to the selling shareholders of Cloobees sp Zoo to Synechron Inc;
    • Advice to numerous clients on the design and implementation of the full range of equity incentives;
    • Multiple exit tax planning and management advisory tax mandates in both trade and private equity based transactions.
  • Qualifications and recognition

    Kate is recognised as a Leading Partner for Corporate Tax in the Legal 500 for the South East and is ranked by Chambers and Partners for the Regions.

  • Provided advice to the selling shareholders of Mediatonic to Epic Games;
  • Equity incentive advice to Bright Path Sports Partners in connection with the acquisition of a 44% stake in Ipswich Town Football Club;
  • Design and implementation of a Sharesave scheme for a household name insurer;
  • Advice to the selling shareholders of Cloobees sp Zoo to Synechron Inc;
  • Advice to numerous clients on the design and implementation of the full range of equity incentives;
  • Multiple exit tax planning and management advisory tax mandates in both trade and private equity based transactions.

Kate is recognised as a Leading Partner for Corporate Tax in the Legal 500 for the South East and is ranked by Chambers and Partners for the Regions.

Kate is excellent. She is experienced, unflappable and spot-on technically, but delivers with a down-to-earth commerciality.

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