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 and hedge 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 of the tax committee of the Alternative Credit Council, a Chartered Tax Adviser and also a member of the International Fiscal Association.
Mr. Stapleton has been recommended as a leader in his field in the independent legal directories The Legal 500 UK and Chambers UK, in PLC Which Lawyer and in Who's Who Legal. He has been ranked continuously in Chambers for 23 years. Mark Stapleton is ranked in Chambers UK and Chambers Global for tax investment funds. Chambers UK 2023 edition states: “He is technically impressive and patient in both understanding his clients' objectives and making sure that we fully understand and are comfortable with the highly intricate tax advice he provides us with.” Clients praised Mark Stapleton for his “encyclopaedic knowledge of the asset management industry.” He has also been described as “thoughtful, diligent, timely and very proactive” and “a good communicator” and noted for his “creative, thoughtful and helpful” approach.
Mr. Stapleton is listed by the The Legal 500, UK for corporate tax. In the 2023 edition clients state: “Mark Stapleton is a stand-out tax partner in the private funds space.” Clients also praised his “stellar responsiveness and quality of thinking, while adding that they “highly recommend him.” He is also noted for his “very personable approach and fast response which is very important in high value time sensitive matters.” Clients also stated that “Mark Stapleton understands all the nuances whether the matter relates to the taxation of the investment manager, its staff and partner remuneration schemes or the tax position of its investment funds both onshore and offshore.”