Stamp Duty

Tax

A UK tax payable on the transfer of shares (0.5%) and property, typically borne by the buyer.

Full Definition

Stamp duty is a UK tax payable on the transfer of certain assets, including shares in UK companies and UK property. It is an important cost consideration in M&A transactions.

Stamp duty on shares:

  • Rate: 0.5% of consideration
  • Paid by: Purchaser
  • Due: Within 30 days of execution
  • Applies to: UK incorporated company shares
  • Rounded up to nearest £5

Stamp Duty Land Tax (SDLT): Applies to UK property transfers in asset deals:

  • Residential: 0-12% sliding scale
  • Commercial: 0-5% sliding scale
  • Additional rates may apply

Planning considerations:

  • Share purchase vs asset purchase impact
  • Apportionment of consideration
  • Connected party rules
  • Relief for group transactions
  • Pension fund exemptions

Administration:

  • Online stamping available
  • Stock Transfer Form must be stamped
  • Unstamped transfers cannot be registered
  • Interest and penalties for late payment

Impact on deal structure: The stamp duty differential between share and asset purchases can influence transaction structure, though tax is rarely the primary driver of structure decisions.

Related Terms

Further Reading

External Resources

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