Lee Jefferson

I am a Tax Partner and member of our Tax Executive, with responsibility for driving the adoption of technology and innovation across the tax business. I also lead our London Financial Services and Transaction Tax practice. You can come to me for advice on complex transactions, particularly where tax considerations need to align with commercial objectives across the UK and internationally.

I work with private equity funds, financial institutions and corporates on acquisitions, disposals, refinancings and capital markets activity. My experience spans transaction tax, tax due diligence, vendor due diligence, acquisition and disposal structuring, refinancing transactions and international tax issues. Many of the transactions I support have a cross-border dimension, drawing on our international network to deliver coordinated solutions that help minimise tax leakage and support successful outcomes.

A significant part of my work focuses on private equity funds and portfolio companies. This gives me a practical understanding of the challenges faced by investors and management teams throughout the investment cycle, from acquisition through value creation to exit. I also advise on IPOs, listed debt offerings, private equity fund structuring and complex financing arrangements, including bridge debt refinancings and whole business securitisations. Alongside my client work, I’m passionate about how technology, data and AI can improve the way we deliver services and create better outcomes for you.

Ask me about Transaction Tax, Private Equity, Tax Due Diligence, Acquisition and Disposal Structuring, International Tax Aspects of Transactions, Technology Data and AI in Tax.