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Private equity argues case for consistent tax treatment, as Government warns of changes in upcoming PBR


Saturday 6 October 2007

As the Government indicates its intention to close private equity tax 'loopholes' in the upcoming Pre-Budget Report, UK private equity houses have forcefully argued the case for retaining the current tax system in a new survey released today by Grant Thornton Corporate Finance.

According to the Grant Thornton Private Equity Barometer*, a quarterly survey of senior private equity executives, changes to the tax system could damage the level of investment raised by private equity, and have negative implications on the recruitment and retention of talent in the industry.

In terms of taper relief, the 10% tax rate on carried interest recently in the media spotlight, 65% of executives interviewed argued the tax status should be retained, with another 22% saying the system should be altered, but only for the largest deals. When assessing the tax deductibility of interest on shareholder debt, 80% argued for the status quo, with only 8% arguing that the largest deals should be effected.

Taper relief was identified as a key talent magnet for private equity, with 50% of executives surveyed claiming recruitment would be more difficult, and 49% saying the retention would be more of a challenge if taper relief was reduced. Meanwhile 61% of executives predicted that restricting the tax deductibility of interest on shareholder debt would lead to some downturn in investment, with a further 18% predicting a major downturn in investment should Chancellor Alistair Darling reduce tax deductibility on interest.

In verbatim responses, executives labelled the singling out of private equity as "ridiculous".  However, despite the industry's opposition to change, the survey found only 16% of private equity executives believed there would be none. More than half (57%) predicted "tweaks" and 15% expected major changes.

Grant Thornton Corporate Tax Partner, Stephen Quest, said private equity currently balanced the favourable tax system with the risks inherent in most deals, often taken on personally by executives themselves, and therefore a major change could create a far more risk adverse private equity industry, in which certain UK businesses that may in the past have been turned around by private equity investment could no longer secure backing.

"And when you compare tax rates for private equity in the UK with those in Europe and the US, there is also the danger of very quickly becoming uncompetitive should the tax environment become more hostile," Quest continued.

A less publicised aspect of the private equity tax debate was the raft of unfavourable tax implications for SMEs owned by private equity. Under current European legislation, small companies do not qualify for a raft of tax benefits if they are more than 50 percent owned by private equity houses, which survey respondents believed was effecting their ability to recruit quality management, foster research and development, and attract investment in these smaller companies.

One example is the Enterprise Management Incentive (EMI), which offers small businesses tax benefits for senior management, so that the UK management talent pool is not so concentrated in larger firms, but does not apply to private equity owned businesses. Another is R&D tax credits, which are very generous for smaller companies, while PE owned companies only qualify for the lesser tax benefits offered to large companies.

More than half (52%) of the PE executives surveyed said the lack of access to the EMI affected their ability to recruit quality management for smaller companies, while 70% said the lack of tax credits had a detrimental effect on R&D.

Quest said it was these smaller private equity owned businesses that would feel a tightening of the general tax environment the hardest, creating a disincentive to invest in growth businesses, and possibly creating a more short term view of investing within the private equity community as long term benefits, including taper relief, were reduced.

"Darling has indicated he does not want to throw the baby out with the bathwater, something we feel is worth reminding him of in the run up to this year's Pre-Budget Report, as a great number of private equity deals are still happening in the mid-market, and for these companies in particular it would be a double blow to change the present tax structure."

Quest said above all, the firm's private equity clients sought finalisation on the issue, as the climate of uncertainty was already impacting long term decision making, and there was growing frustration with the shifting goal posts.

"In many respects, private equity has become a victim of its own success, but the present tax conditions were put in place initially to increase entrepreneurial investment, something that is still being achieved. Therefore the Government must think extremely hard before jeopardising the entrepreneurial environment it has worked so hard to create."

Notes to editors:

*Grant Thornton Corporate Finance's Private Equity Barometer surveyed 79 leading private equity fund directors and managers. In this particular survey 11% were involved in deals under £5million, 54% were involved in deals £5 - £49, million, 23% in deals of £50 - £99 million, 5% in deals of £100 - £20 million, and 8% making deals worth more than £200 million.

Grant Thornton Corporate Finance is a leading provider of lead advisory, transaction services, capital markets and operations and post-deal services. During 2006 it advised on 166 deals with a value in excess of £3.4bn.