Holly Bedford
Managing Director
Holly specialises in transactional tax and advising on corporate transactions, with a focus on private equity backed corporate finance investments.
Contact Information
Professional Background
Specialist expertise
Holly advises family companies, small to medium sized groups, and private equity backed companies, across a wide range of commercial trading sectors. She focuses on transactional tax, tax due diligence and group restructuring such as demergers and shareholder successions. She is also a share incentive schemes and employment related shares tax specialist.
She has more than 30 years of experience, and for the last 15 years has been specialising in all aspects of owner-managed and medium-sized company transactions. Holly has a depth of experience in the many tax issues that arise in deals and creates solutions to fit the exact deal profile. She works closely and pro-actively with shareholders, lawyers, and investors to deal with the practicalities of transactions and to find the right solution.
Holly has worked on numerous tax due diligence projects either as part of a wider due diligence or as stand-alone tax due diligence where the investor is undertaking their own financial diligence. Examples of work include structuring a tax-free demerger of a large family property investment group between the adult siblings; vendor tax advice on disposal of a trading company to private equity investors, involving pre-sale restructuring and rollover advice; and advising private equity investors on structuring the acquisition vehicle and management share investment.
About Holly
Holly trained and qualified within the Big Four accountancy firms, working in London, Reading, Edinburgh and Chicago. She then worked in a corporate finance boutique for 11 years providing transaction tax advice, before spending four years as a tax advisory partner in a top 20 firm. Holly co-founded K3 Tax Advisory in 2021 and leads the corporate and transactional tax offering.
In her spare time, Holly enjoys dog walking and sea swimming in Devon.
Memberships
Institute of Chartered Accountants in England and Wales – Member (ICAEW)
Chartered Tax Adviser – Member (CTA)
Qualifications
Chartered Accountant
Chartered Tax Adviser