Mark Stapleton


Mark Stapleton


London | 160 Queen Victoria Street, London EC4V 4QQ
+44 20 7184 7591 | +44 20 7184 7001

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Mark Stapleton advises on UK and international direct and indirect taxation issues. He has extensive experience in relation to advising offshore funds and the investment management sector, particularly global and international private credit/hybrid debt funds. He also has specialist tax experience of providing structuring and tax advice in relation to CLOs. In addition, he advises on acquisitions of public and private companies, real estate acquisitions, securitisations, structured finance and a variety of other banking, financial and corporate transactions.

Mr. Stapleton is experienced in advising on structuring and establishing international holding companies and financing companies used in connection with inward investment transactions, cross-border acquisitions and also corporate migrations.

Mr. Stapleton is a member and past chairman of the taxation committee of the Alternative Investment Management Association, a member the tax sub-committee of the Chartered Institute of Taxation (European Branch) and also a member of the International Fiscal Association.

Mr. Stapleton has written articles for a variety of publications and has co-authored a book on stamp duty land tax. He is also a regular speaker at conferences. He has been recommended as a leader in his field in the independent directories The Legal 500 UK and Chambers UK, in PLC Which Lawyer and in The International Who’s Who of Business Lawyers. He is ranked in Chambers UK, Chambers Europe and Chambers Global. In Chambers UK, 2018, he is praised for his "creative, thoughtful and helpful" approach. Clients say he "stands out for his commercial awareness, practical advice and nuanced understanding of the asset management sector" in Chambers UK, 2017. In the 2016 edition of Chambers UK, a client cites, "it amazes me how responsive he is, and his knowledge and expertise are also very impressive." He is described as "technically very good. He seems to keep an awful lot of stuff in his head, and I am impressed by the recall he has for complex technical matters." In Chambers UK, 2012 Mr. Stapleton is praised for being “very clear and direct” and recommended for his experience in dealing with the UK taxation of offshore funds and investment management, and complex cross-border tax matters. He is ranked in Chambers Global, 2017, which states “stands out for his commercial awareness, practical advice and nuanced understanding of the asset management sector.” A previous edition of Chambers Global states “flexible, straightforward and always aware of clients’ needs, Mark Stapleton is prized for his expertise in international direct and indirect taxation issues. He has considerable experience of advising on the structuring and establishing of international holding companies and financing companies in connection with cross-border acquisitions.”

  • The University of Nottingham, LL.B., 1985
  • England and Wales
  • Chartered Institute of Taxation
  • International Fiscal Association
  • Alternative Investment Management Association
Speaking Engagements
  • Cross-Border Investment Funds — 14th Annual Tax Planning Strategies U.S. and Europe, Geneva (April 11, 2014)

Mark Stapleton takes part in a panel session entitled "Cross-Border Investment Funds" on the second day of the conference. This session discusses the tax consequences to investors, both taxable, tax-exempt and sovereign, from making investments through such funds. In light of the new FATCA regime in the US, this session also discusses the information reporting requirements imposed on the funds which receive these investments.

  • European Branch Amsterdam Conference — Chartered Institute of Taxation, Amsterdam (June 15, 2012)

Mark Stapleton serves as co-ordinator of this conference on developments in tax law across Europe.

  • Citi Prime Finance Thought Leadership: The New FATCA Regulations and US Compliance Calendar for 2012 — American Club Town Club, U.S. (March 22, 2012)

This presentation provides fund advisers and investment managers with the guidance they need to comply with the new rules.

  • The Future of Funds — Lexis Nexis Conference, London (November 30, 2011)
  • Recent UK Tax Developments Affecting International Fund Structures — Chartered Institute of Taxation European Branch, Amsterdam (June 10, 2011)
  • Tax Perspective – A Key Component in the Search for HF Domicile of Choice — MGI SA's 3rd Annual Newcits Conference: Marketing UCITS Hedge Funds, London (May 20, 2011)
  • VAT and Property — Henry Stewart Conference Studies, London (November 30, 2001)