THE ONLY UNDERWRITING AGENCY FOCUSSED ... - Certa Insurance · Tax Insurance Director Co-founder of...
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THE ONLY UNDERWRITING AGENCY FOCUSSED EXCLUSIVELY ON TAX INSURANCE
Transcript of THE ONLY UNDERWRITING AGENCY FOCUSSED ... - Certa Insurance · Tax Insurance Director Co-founder of...
THE ONLY UNDERWRITING AGENCY FOCUSSED EXCLUSIVELY ON TAX INSURANCE
Tax law is often unclear.
Certa provides tax certainty to taxpayers through the security of a tax insurance policy.
WHAT IS TAX INSURANCE? Insurance to cover the risk
of an unexpected specifi c tax liability arising
Typically used in a M&A transaction to manage parties’ exposure
Covers lower probability risks where potential downside is material
HOW TAX INSURANCE CAN HELP YOU
Tax insurance has been used to:
Take issues off the negotiating table
Replace the need for a tax ruling
Release funds from escrow
Protect a liquidator
Cover uncertainties on group restructurings
Allow investment funds to wind up
HOW MUCH DOES IT COST?
Depending on the nature of the risk, the premium is a one-off payment typically in the range of 2% to 7% of the limit purchased.
We can cover single specifi c tax risks of up to
£75M
Policy periodsof up to
10 YEARS
Team has combined tax and insurance
experience of
75 YEARS
WHY SELECT CERTA?
UNIQUE MARKET POSITIONCerta is an independent specialist underwriting agency. We are the only underwriting agency focussed solely on tax insurance policies.
THE TAX EXPERTSOur underwriters are all experienced tax experts so you can rely on us to grasp the complexities of your potential tax liability.
EXECUTION IS EVERYTHINGWe carefully analyse all risks before providing a non-binding indication, to reduce the risk that a policy cannot ultimately be provided, which could derail a deal.
GLOBAL REACHCerta’s team has underwritten, or quoted terms, for tax risks in nearly 30 jurisdictions.
USA
CanadaIreland UK
France
Belgium Germany
Sweden
Finland
Poland
Taiwan
South Korea
Mexico
Peru
ChilePortugal
Spain
Luxembourg
Netherlands
Switzerland
Italy
India
SingaporeNew Zealand
Australia
Denmark
Austria
Japan
To fi nd out more or to discuss how we can help you and your business visit certainsurance.com
To discuss how we can help you, or contact one of the team call +44 (0)207 183 0047 email [email protected] visit certainsurance.com
Certa Insurance Partners, Room 831, Lloyd’s, 1986 Building, One Lime Street, London EC3M 7DQ
Certa Insurance Partners is a trading name of Svalinn 1319 Limited which is authorised and regulated by the Financial Conduct Authority. Registered offi ce: 71 Fenchurch Street, London EC3M 4BS. Registered Company in England: 04518666.
EDWARD BECKWITHCEO and co-founderCerta’s fi rst line is extremely exciting. We have the best tax team in the market, fully equipped with a material line size and well-placed with our expertise and high service levels.
We are looking to grow Certa from a specialist tax MGA into other lines that complement our model of profi table, specialist underwriting in growing niche product areas.
Call: +44 (0)7976 982 511 Email: [email protected]
ABOUT CERTA
TOM CARTWRIGHTHead of Tax InsuranceCo-founder of Certa and head of the tax underwriting team, Tom has been writing tax insurance policies since 2015 as head of Tax Liability Insurance at Pembroke Managing Agency. Prior to that Tom spent 15 years as a tax lawyer, most recently as a tax partner at Pinsent Masons.
Call: +44 (0)7776 186 634 Email: [email protected]
ADAM SINGERTax Insurance DirectorCo-founder of Certa with over 12 years’ experience of analysing tax issues, Adam has underwritten tax risks since September 2015 when he joined Pembroke Managing Agency. Having qualifi ed in 2006, Adam spent 9 years as a tax lawyer at Bird & Bird, Nabarro and Allen & Overy.
Call: +44 (0)7813 204 607 Email: [email protected]
RACHEL HINETax Insurance DirectorCo-founder of Certa, Rachel formerly underwrote tax liability insurance at Pembroke Managing Agency. Rachel qualifi ed as a tax lawyer at Nabarro in January 2008. In 2012 she moved to the EMEA Corporate Tax Front Offi ce Advisory team at Bank of America Merrill Lynch before joining the insurance industry in early 2017.
Call: +44 (0)7950 188 766 Email: [email protected]
BEN FURTICKSenior Tax Underwriter – USBen joined Certa in April 2020 to spearhead Certa’s growth in the US market.Ben has 8 years’ experience as a US tax accountant spanning US corporate and partnership taxation, international provisions of US tax and global operational taxes. Ben joined Certa from Deloitte having previously been part of the front offi ce tax advisory team at Bank of America Merrill Lynch.
Call: +44 (0)7887 245 805 Email: [email protected]
MEET THE TAX UNDERWRITING TEAM
