Biography:

Lisa-Jane joined Tolley in 2010 to write and lecture on corporate and international tax matters, with a particular focus on the papers for the Advanced Diploma in International Tax (ADIT) offered by the UK Chartered Institute of Taxation.

A graduate from the University of St Andrews, Lisa-Jane completed her Masters Degree in Law at City University and went into private practice as a barrister (Lincoln's Inn) before training in tax with KPMG at their Tax Business School. Once qualfied as a Chartered Tax Adviser (CTA) Lisa-Jane worked as a tax lawyer in the City, undertaking predominantly cross-border transaction work and banking, before joining EY in 2004 to work offshore in the Channel Islands. Whilst working there she sat the ADIT exams and gained her international tax diploma.

When Lisa-Jane moved back to London she decided to use her overseas experience by teaching the Principles of International Tax, Transfer Pricing, UK and European Union options for the ADIT qualification, as well as the AT TOMC and APS TOLC papers for the CTA exams. Lisa-Jane also writes for the Tolley Corporation Tax Annual.

Biography:

Ronnie is regarded as one of the UKs leading tax dispute specialists. Over the last 25 years Ronnie has specialised in the field of HMRC investigations and tax dispute resolution working alongside a broad range of clients, both corporate and personal. He has successfully assisted his clients to resolve a wide range of investigations, enquiries, disputes and disclosures and has built up an enviable reputation of obtaining some great results.

More recently Ronnie has worked extensively in the sports industry where he has represented a number of leading sports clubs and professionals to resolve their outstanding issues with HMRC. He is regarded as a specialist in the area of the taxation of image right payments and has recently authored the relevant chapter in the latest edition of Sport: Law and Practice (Lewis Taylor).

Ronnie is a regular lecturer at national tax investigations conferences and is one of a handful of Centre for Effective Dispute Resolution (CEDR) accredited mediators operating in the UK tax market.

Prior to joining PwC Ronnie spent several years as a tax inspector with HMRC. He was seconded back to HMRC in 2011 where he worked with a team of senior HMRC policy officials on the Review of Tax Disputes. The outcome of this review led to, amongst other things, the publication of updated guidance on HMRCs Litigation and Settlement Strategy and the commencement of HMRC pilots on the use of Alternative Dispute Resolution (ADR) methods to resolve outstanding tax disputes.

Biography:

Tim is a Chartered Accountant and Fellow of ICAEW. After training with Coopers & Lybrand he spent 17 years in the FTSE100, including 12 years at Anglo American plc where he was responsible for tax transparency globally.

Tim became an independent consultant in 2014, founding Engaged Consulting Ltd, and advises large businesses on tax and economic impact transparency, reputation and communication.

Tim is an expert in implementation of international standards including those from the Extractive Industries Transparency Initiative (EITI), EU and OECD. He is an expert to the Council of Europe Economic Crime and Cooperation Division and the EU AML/CFT Global Facility, and has been a member of the B20 Integrity and Compliance Taskforce.

He is a recognised expert in beneficial ownership disclosure, and provides technical assistance to governments and government agencies introducing measures to tackle corruption, money laundering and other financial crimes, and has worked with jurisdictions across four continents. In collaboration with Michael Barron, he co-developed the BO6 framework for the design and implementation of beneficial ownership reporting regimes.

Tim has developed and run training and capacity building for private sector, government, and civil society audiences in different countries, including in anglophone and non-anglophone countries. He has written content for publication and advised on communication strategy around ethical business behaviour and good governance.

Engaged Consulting was the winner of the Tolley’s Taxation Award 2017 for Best Independent Consulting Firm and a Finalist in the same category in 2020 and 2022.

Biography:

I have several roles within Tolley Exam Training.

I am a senior tutor teaching on all Association of Taxation Technicians (ATT) qualification exam papers, and lecturing on Awareness, Advisory Individuals, Advisory Owner Managed Businesses (OMB) and Application OMB for the Chartered Taxation Adviser (CTA) qualification.

I am the subject manager for Advisory OMB and Application OMB so I deal with syllabus updates, Finance Act updating, selection of material, exam feedback etc for these two exam papers.

I am also responsible for the VAT Compliance Diploma as lead tutor / writer / examiner.

I run the Manchester centre. Manchester is now in its eleventh year and proving very successful. I also have responsibility for several major clients.

I have been lecturing and writing in the field of taxation qualifications for over 25 years having previously qualified as a Chartered Accountant in the taxation division of Arthur Andersen.

I am a Chartered Tax Adviser and a member of the ATT.

In addition to my Tolley work I lecture on the student conferences run by the ATT and CIOT (Chartered Institute of Taxation).

My specialist areas are Personal Taxation (all aspects including IHT and Trust plus overseas aspects), Taxation of Owner Managed Businesses and VAT.

Biography:

I'm an international tax and transfer pricing specialist, working with a wide range of clients across all aspects of international corporate taxes.

I joined Smith & Williamson as a graduate, and have experience ranging from fast growth FinTech companies, through to well established, global groups. I'm an active member within the Nexia International network, assisting multinationals with cross-border structuring, transactions, financing and transfer pricing.

Biography:

Tracey is a Partner in the Tax team at Osborne Clarke.

Part of Tracey's practice is advising on employment tax matters, especially in the recruitment sector, having advised in this area for many years. She often writes on the subject.

Tracey is also a chartered tax advisor.

Biography:

After studying accountancy at the LSE, Roderick changed to the law and became a solicitor, and, until 1996, headed pension and employment law in the corporate/commercial firm KJD in Stoke-on-Trent, as the only pension law solicitor between Birmingham and Manchester. In that year he started his sole practice from home, specialising in pensions, largely helping other solicitors when they have pension law problems and need a specialist on their team or to whom to refer their clients. Roderick also contributes to New Law Journal and other LexisNexis publications. His leisure time is split between gardening, old cars and reading and writing.

Biography:

Victoria joined Tolley Exam Training in 2007 from PwC where she was a Tax Manager concentrating mainly on multinational corporates before joining the firm's National Tax Training team where she guided students through their professional examinations including ATT, CTA and ICAEW.

Victoria also wrote and delivered in-house technical training programmes. These programmes were designed to fit the needs of both students and the business, complementing the professional examinations studies and providing real on-the-job insights to equip students with the right skills to succeed back in the office.

Victoria qualified with PwC, previously having experience with KPMG and industry in both corporate compliance and advisory roles. Victoria likes to use this breadth of experience to bring practical illustration to the training room to help students not only understand the tax legislation, but to see how and why the rules are used in practice.

Biography:

Karen is a solicitor, as well as being a CTA, with 30 years' experience in defending claims against accountants. In that time she saw where claims commonly arose and developed a good understanding of risk, and that led her to writing a well-regarded book on risk management for accountants and tax advisers, and to ultimately passing the Institute of Risk Management exams.

Karen then set up her own business advising professionals on how to manage risk in their own businesses, giving advice in a practical and pragmatic way, to help people avoid the traps that so many unwary have fallen into over the years.

She is a popular and regular speaker at industry events on risk issues, and has set up a 'RiskBites(c) club' to help people with a risk helpline and monthly risk training and discussions.

Biography:

Amanda Collinson is head of International Tax at Johnston Carmichael, where she specialises in advising companies on cross-border tax matters.

In particular, Amanda can provide advice on the interpretation of double tax treaties and the process of applying for reduced rates of withholding tax. Having spent two years working in New York earlier in her career, she has a focus on the interaction of US-UK tax rules. Her clients ranges from small owner-managed businesses through to large multinational groups. She is a Fellow of the ICAEW and an ADIT Affiliate.

She is an active member of the International Fiscal Association (IFA) UK branch.

Biography:

Shashi Satyal serves as the Managing Partner of PKF T R Upadhya & Co. in Nepal (PKF Nepal), boasting an impressive track record of over 33 years in serving clients in the realm of taxation. Throughout his tenure at PKF Nepal, Shashi has played a pivotal role within the team, specializing in assurance and tax advisory services.

His extensive experience extends to handling international clients, engaging with officials from the Inland Revenue Department (IRD), as well as government organizations. Additionally, Shashi has held the esteemed position of Head of Tax and Advisory Department at PKF T R Upadhya & Co., representing clients during tax assessments, appeals for administrative review, and obtaining Advance Rulings on cross-border transactions, often serving as an expert before the Revenue Tribunal.

Shashi's professional expertise spans a wide spectrum, encompassing audit services, assurance, business advisory, taxation, investigation, and financial restructuring. His clientele includes public and private enterprises, subsidiaries of multinational corporations, manufacturing companies, banks, financial services institutions, hospitality businesses, infrastructure projects funded and multilateral agencies, and not-for-profit organizations. He possesses the knowledge and proficiency to guide clients in achieving their business objectives while offering a comprehensive array of services to foster their growth and protect their investments in Nepal.

Furthermore, Shashi Satyal has contributed significantly to the financial landscape of Nepal. He served as a member of the Accounting Standards Board in Nepal, playing a pivotal role in the development and implementation of Nepal Financial Reporting Standards (equivalent to IFRS) within the country. As a team leader and engagement partner, he has led various NFRS/IFRS convergence services and NFRS/IFRS financial statement audits across diverse sectors, including banking, government and regulatory bodies, manufacturing, insurance, hydropower, tourism, credit rating agencies, and the service industry.

Shashi Satyal holds a bachelor's degree in commerce with honors from Delhi University and is a qualified chartered accountant certified by the Institute of Chartered Accountants of India. He is also a fellow member of the Institute of Chartered Accountants of Nepal, cementing his status as a respected and highly capable professional in the field.

Biography:

Ian has been in the payroll profession for over 30 years, processing payrolls from all sectors, large and small. He moved from hands-on exposure in 2011 to become involved in educating the profession. His wide-ranging experience and up-to-date knowledge ensures he can impart this information to UK professionals through course material, social media, newsletters and face-to-face presentations.

However, educating the profession cannot be achieved without knowing how the profession works on a day-to-day basis and involvement with hands-on administration is essential. So, today, Ian operates as a consultant and advisor and is involved with a vital aspect of the payroll and reward environment, that of working with the software that does a lot of the hard work for the profession.

The return to being involved in a hands-on environment has not stopped his desire to inform, educate and train the UK payroll profession. Indeed, this is now better-achieved, as he can draw on real processing situations.

Ian approaches education and communication very much from the perspective of how this will impact the software, the employer and the worker. So, whilst the legislation is vital, compliance and effective communication are paramount.

Ian is Companion of the Institute for Certified Bookkeepers (ICB), committee member of the British Computer Society (BCS), a committee members of the ICAEW’s Tax Faculty and a Fellow member of the Chartered Institute of Payroll Professionals (CIPP).

Biography:

Matthew has over 21 years’ experience gained in big4 practice, he joined BDO UK LLP as a Partner in May 2022 to lead the Customs, Excise and International Trade team.

Matthew focuses on providing advisory and compliance services to drive operational and duty efficiencies for businesses which import, manufacture, pack, distribute and export goods both within the UK and globally.

He has a particular interest in businesses within the Alcohol industry working with micro producers to global brands alike, gaining practical experience (even driven a forklift) on secondment to a UK production and distribution warehouse of a major brand.

Biography:

ROBERT JAMIESON MA FCA CTA (Fellow) TEP

Educated at Fettes and Pembroke College, Cambridge where he studied Moral Sciences, Robert joined what was then Cooper Brothers & Co and qualified as a chartered accountant in 1972. He subsequently moved to Financial Training where he ran their specialist tax course and tax consultancy divisions. He passed the ATII examination in 1979 and received his FTII (now CTA (Fellow)) in 1984 for a thesis on family companies. 

After 20 years with Financial Training, Robert decided to return to full-time practice and became a partner in Adam Broke & Co in 1992. This firm merged with Mercer & Hole in October 2001 where he was a partner for 12 years.

Outside his work, Robert joined the Council of the Chartered Institute of Taxation in 1993 and became their President in May 1999. He was on the Editorial Board of the weekly magazine "Taxation" for 21 years until 2011 and, in 2007, he joined the Editorial Board of "Simon's Taxes". In 2013, he became the Capital Gains Tax correspondent for "Private Client Business".

Robert is an occasional commentator on private client tax matters for Legal Network Television. In May 2008, he chaired and co-presented one of LexisNexis' inaugural webinars entitled "Topical Capital Gains Tax Issues". He is now a regular webinar presenter for a variety of organisations.

He joined STEP in 2009.

Biography:

Giovanni is an attorney at a top-tier law firm, specializing in tax litigation and consultancy. With extensive experience in both personal and corporate taxation, he has been a key member of the tax department at Andersen Ballão since 2019, where he has continuously expanded his portfolio by assisting multinational enterprises.

Giovanni's expertise encompasses tax compliance for corporations and family offices, with a strong focus on resolving complex tax litigation cases before the Brazilian Tax Authorities. His experience spans a wide range of areas, including income tax assessments, the collection of state and municipal taxes on services and property, as well as international tax planning.

An emerging author in tax law, Giovanni has crafted numerous legal opinions for individuals and corporations around the world, always employing innovative thinking and a problem-solving approach. He also serves as a guest lecturer in tax law at a university in Brazil.

As a partner at Andersen Ballão, Giovanni is dedicated to fostering networking opportunities and supporting the technical growth and development of young professionals in the legal field.

Biography:

With over 20 years’ experience of indirect taxation, working both in professional practice and industry, Luigi advises UK and international businesses and not for profit organisations on a broad range of issues to ensure they are compliant, take advantage of VAT reliefs and maximise VAT recovery.  He has particular expertise in VAT recovery and attribution methods, partial exemption and business/non-business apportionments, and regularly undertakes VAT health checks for national and international businesses to identify risks and opportunities.

His sector expertise includes financial services, charities and real estate, having spent three years in the in-house tax team of a privately owned group specialising in property investment and fund management, principal investments and financial services.

Luigi is a graduate in Economics, a Chartered Tax Adviser, a UK Taxation Technician (Fellow) and an Associate of the Federation of Tax Advisers.  He is the leader of the PKF Global Indirect Tax Group, the chairman of the PKF European VAT Group, a member of the PKF Global Tax Committee and a member of the Chartered Institute of Taxation (CIOT) indirect tax committee.

An in-demand public speaker on VAT, Luigi provides indirect tax updates and presentations to national and international audiences. He writes regularly on indirect tax, and is the editor of VAT in the EU, a country by country guide to all 27 EU member states and the UK to the post Brexit implications for international trade published by LexisNexis.

Biography:

Ibrahim is a senior associate within the International Tax and Transfer Pricing practice at Forvis Mazars LLP UK where he is specialised in providing international tax and transfer pricing services to clients across multiple industries. He is a Nigerian qualified attorney with extensive experience of African tax regimes having practiced with both Big 4 and Chambers ranked law firms in Nigeria and South Africa.

Biography:

Prior to joining Chungrui Tax Group, Eva worked with one of the Big 4 CPA firms, Grant Thornton and foreign enterprises.

During her seventeen-year career in taxation areas, Eva has rich experiences in providing PRC tax advisory, compliance services and tax plannings for multinational companies including tax risk controls, transfer pricing, due diligences, cross-border taxation, tax planning for high-net worth individuals and etc. She served both multinational companies and Chinese medium and small-sized companies in China including trading, banking, manufacturing industries and etc.