Biography:

Peter G. Economides, Fellow Chartered Certified Accountant (FCCA), is the Founder and Honorary Chairman of Totalserve Management Ltd. With over 50 years of experience in international tax planning and trusts, he has practiced in both Cyprus and the UK, advising clients worldwide.

A respected thought leader in the field, he has authored numerous articles in international publications and has lectured extensively on international tax and trust matters.

His professional affiliations include amongst others:

• International Tax Planning Association (ITPA) – Member
• Society of Trust and Estate Practitioners (STEP) – International Committee Member & Founder/Chairman of STEP Cyprus
• Member of various international accounting, tax, and trust associations

His global engagement extends beyond the corporate world, as he also serves as the Honorary Consul of Cape Verde in Cyprus, further reflecting his commitment to international business and cross-border relations.

Biography:

John is a chartered accountant and independent training consultant, who lectures for the major trainers, professional bodies, accountancy practices and publishers. He speaks on auditing, financial reporting, ethics, company law and anti-money laundering. Previously, he has been the technical partner for a top thirty firm of accountants and Head of CharterGroup, the accountancy network.

He has spoken for ICAEW's, highly successful, Audit & Assurance Faculty and Financial Reporting Faculty roadshows, for many years.

As well as writing for Audit & Beyond and various other publications, John is author of Core Auditing Standards for Practitioners. John is also a member of the Audit & Assurance Faculty's Practitioner Services Panel.

John finds writing about himself in the third person unsettling.

Biography:

Jan Sanders is a distinguished VAT advisor specializing in European Union VAT compliance and international tax strategy. Renowned for his in-depth knowledge of complex cross-border regulations, Jan provides strategic insights that enable multinational businesses to navigate the intricacies of EU VAT with precision and confidence. His expertise in legislative developments and tailored solutions has established him as a trusted advisor to leading organizations seeking to optimize their VAT position in a dynamic global market.

Biography:

Richard Dew's practice is a barrister, whose practice is focused on Wills, Estates and Trusts and related professional negligence. His practice is predominantly litigation, and he is frequently involved in large and complex claims. He also advises and represents in Court of Protection matters and provides expert advice in respect of tax and tax planning (principally capital taxation). Chambers UK 2014 describe him as having "superb powers of analysis," and that he "instantly impresses with his intellect. He is excellent with clients and is just as capable on his feet as when handling the paperwork." Previous editions say he is  a "'superb junior,' who combines strong academic credentials … with a flair for litigation and ADR". He is a member of STEP and ACTAPS. He is an author of Parker's Will Precedents and of Tolley's IHT Planning as well as a contributor to numerous books and articles.

Biography:

Moore and Smalley's East Midlands office is headed up by Nick Stevenson who looks after a wide variety of clients. He has a strong background in medical service clients, including looking after over 100 individual GP's and over 25 practices, over 40 hospital consultants and GP locums, and a total client list of over 300. Nick is currently the head of the MHA healthcare sector group, an association of nine independent accountancy firms across the UK, and the ICAEW SIG committee. He has particular responsibility for liaising with NHS Employers, local LMC's and the Health & Social Care Information Centre. Nick is also involved in the Primary Care Development Centre for Nottingham and Derbyshire where he provides support and training to local primary care providers. He regularly presents at events on an array of topics including maximising practice profitability, strategic planning and tax considerations.

Biography:

John Lindsay is a Consultant with Linklaters LLP. He has extensive experience of advising on corporate tax matters and in particular on the tax treatment of loan relationships and derivative contracts and on financing transactions. He is a contributor to Simon's Taxes, Tolley’s Tax Planning, and Finance Act Handbook.

Biography:

Sophie is a very well known tax lecturer and writer and has been involved in ATT and CTA training for over 25 years with a reputation for giving clear, enthusiastic lectures.

Sophie is known for always having time to help students - whether in choosing which combination of CTA papers to sit and in which order or helping with technical queries.

Sophie started her career as a Chartered Accountant in the tax department of the London office of Andersen, qualifying in 1994 and winning prizes at every sitting of her ACA examinations.

She discovered her passion for lecturing through her involvement with internal tax training courses at Andersen and thereafter decided to pursue a full time training role, joining BPP Taxation Courses in 1996. Whilst at BPP Sophie passed her CTA examinations with distinction and was awarded the prize for the Personal Tax paper.

Sophie was CTA Course Director at BPP for some years before moving to Tolley in 2003. Sophie is one of the original members of the team who started the tax exam training business within Tolley. She is in charge of the updating of the material for both the distance learning and revision courses and the audio-visual lectures which Tolley provide to ATT and CTA students. Her knowledge of the way in which tax is examined across CTA is unrivalled.

Biography:

He is a former senior HM Inspector of Taxes having also worked at EY prior to joining Mazars LLP in 2008

Jon specialises in supporting clients through all types of disputes with HMRC ranging from ad hoc technical queries through to allegations of fraud and criminal investigations. He acts for corporates, entrepreneurs and high net worth individuals.  Jon also provides support for clients to identify and address their tax risks including their obligations under the Senior Accounting Officer and Corporate Criminal Offence regimes.

Latterly Jon has supported clients to address the challenges of HMRC’s approach to participation in tax avoidance schemes to include acting as an expert witness in claims of professional negligence.

Jon qualified as a Chartered Tax Advisor in November 2003.

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:

Cassandra has spent her career specialising in providing tax advisory services to private companies, owner managers and their businesses, advising on all aspects of taxation and their interaction. Cassandra enjoys analysing the ever-changing tax legislation in detail to provide tax efficient solutions that that are commercial and understandable. Cassandra is also a member of the CIOT Owner Managed Business Committee. Cassandra has co-authored Tolley’s Tax Planning For Owner Managed Businesses 2020-21, with her colleagues Craig Simpson and Richard Coombs at Bates Weston Tax Advisory Ltd.

Biography:

Andrew Clarke is a Director in Deloitte’s UK Indirect Tax practice working in the firm’s Cambridge and London offices.

Having previously worked for HM Revenue & Customs as a VAT inspector, Andrew has 27 years of experience in indirect tax, the last 25 years of which have been spent in practice advising clients in a wide range of industries and market sectors.

Andrew leads Deloitte’s Indirect Tax Policy & Trade Group and also assists with the indirect tax training curriculum. This work includes the analysis of case law developments and HMRC guidance, working with HMRC on policy development, the production of technical material and identification of opportunities for the wider indirect tax practice, and the delivery of both internal technical courses and a wide range of external client events, including Deloitte’s VAT Club and VAT School.

Andrew has a wealth of experience across a broad range of VAT matters and in facilitating/delivering training. This enables him to articulate technical issues in a way such that both other members of the indirect tax practice and non-specialist indirect tax attendees at external events can understand, both in respect of the technical intricacies, as well as the practical implications that these have in respect of day-to-day operations.

Biography:

Adam is a partner and head of the Tax Disputes Resolution team at RPC LLP. He is an accredited mediator who advises on a wide range of contentious tax issues (direct and indirect), including HMRC enquiries and tax litigation. He also provides advice and assistance in cases of alleged tax fraud.

Adam has over thirty years’ experience in the contentious tax field, 16 years of which was spent at the Solicitor’s Office of HMRC. He has provided legal assistance in a large number of high-profile cases and has conducted litigation before the Tax Tribunals through to the Supreme Court and the Court of Justice of the European Union. He also has extensive experience of conducting group litigation and public law challenges by way of judicial review proceedings.

Adam writes and lectures widely on tax matters and is the author of a number of guidance notes written for Tolley's Online Guidance and PLC. He also contributes to Tolley's Practical Guide to Tax Disputes, and regularly writes for Tax Journal and Taxation.

Biography:

I am responsible for the delivery of Stamp Taxes advice across the UK firm to all types of client from private individuals to large corporate groups I also provide advice to large corporate, not for profit and public sector clients on a wide range of tax matters, particularly in relation to Real Estate matters and business reconstructions. I have been with Grant Thornton for over 13 years, an have over 17 years experience in Stamp Taxes. I also have significant experience in both urban regeneration and in Public / Private transactions involving property, having advised housing associations, house builders and local and central government.

Sector experience

• Property taxation
• Housing
• SDLT
• Public/private transactions
• Business reconstructions

Professional qualifications and memberships

• PhD
• ACA
• CTA
• Stamp Taxes Practitioner's Group

Biography:

Beth Noy is a Tax Manager at Bates Weston Tax Advisory Limited. She specialises in providing tax advice to owner-managed businesses and high net worth families. Beth enjoys working with individuals to understand their big picture and prides herself on ensuring the tax advice delivered fits with their goals and is explained without the jargon.

Biography:

Since 2006, Jordi is Director of GD Global Mobility, the division of Gesdocument (www.gesdocument.com/en), specialized in advising and managing international mobility and assist international businesses and individuals to get established in Spain.

Jordi has a degree in Labor Relations at Universitat de Barcelona. Throughout his 19 years of experience advising major international corporations on global mobility issues, corporate and personal immigration laws and procedures in the European Union, Asia and America, he has been able to develop his professional skills in highly relevant companies such as PwC and E&Y.

During his professional activity, he has gained experience in the field of expatriate taxation, payroll, and international social security. Due to his international activity, he’s member of the most important international associations in this field such as EURA, ERC Worldwide and he’s also Chairman of Expat SIG at Leading Edge Alliance (LEA), one of the world’s largest professional law firm associations.

He was also an associate professor at both ESADE and ISDE, main business schools in Spain, and directs international conferences on expatriation issues related to Spain.

He is also co-author of the Immigration Guide for Investors of the Ministry of Industry and Commerce.

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:

After being called to the Bar of England and Wales (Lincoln’s Inn, 2011), Jivaan began his career in the Tax and Legal Services team of a Big4 accounting firm in the Caribbean, where he managed the tax and commercial disputes portfolio.

He retrained and qualified as a solicitor into the corporate tax team of Linklaters LLP (London). His tax practice primarily entails advising on potentially contentious legal issues (tax and commercial) in the context of cross-border M&A, corporate reorganisations and finance transactions, as well as assisting clients in resolving tax disputes with tax authorities, including representation before the relevant tribunals and courts.

Jivaan regularly advises clients in a range of sectors, spanning private equity and financial sponsors, financial institutions, fintech, consumer goods, energy and sports. Jivaan has a fervent interest in legislative policy development in developing countries, especially as it relates to international taxation and commercial law.

Current and past projects in this respect include:

(i) advising the Caribbean Community (CARICOM) on the drafting of three model Bills relating to company, insolvency and partnership laws;

(ii) advising a state on its tax reforms to comply with OECD requirements to facilitate removal from the grey list; and

(iii) developing and delivery tax training to the tax authority of a state’s tax authority on international tax law issues, including double tax treaties and transfer pricing. Jivaan is a member of Linklaters’ Latin America Group and is Head of the Linklaters Caribbean Desk. Outside of practice, Jivaan is a visiting lecturer at King’s College London on the International Tax Law LLM, where he lectures on the International Tax Law and the EU Tax Law modules and supervises dissertations related to these topics.

Biography:

Dominic Lawrance is a partner in Charles Russell Speechlys LLP's private client division, specialising in individual taxation, trusts, and tax-efficient philanthropy. With Catrin Harrison, he is an author of Clarke’s Offshore Tax Planning: Foreign Domiciliaries. He is a recognised expert on the UK tax regime applicable to foreign domiciliaries and structures created by them.