Biography:

Ian Maston is a Partner at Gabelle LLP. He is a non-practising Solicitor and a member of the Society of Trust and Estate Practitioners. He has spent almost 20 years advising on all aspects of inheritance tax, trust taxation and estate planning. He is the author of Tolley's UK Taxation of Trusts and Hutton on Estate Planning, and provides specialist monthly tax updates to tax practitioners and lawyers through the Monthly Tax Review.

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:

Emma advises on all aspects of employment law including unlawful discrimination, whistleblowing, equal pay, unfair dismissal, breach of contract, restrictive covenants, protecting confidential information, boardroom disputes and claims under TUPE. She has experience in obtaining and executing interim injunctions for breach of confidentiality and/or restrictive covenant provisions. She also leads diversity issues for Charles Russell Speechlys employment team.

With a strong record in negotiating and resolving complex employment disputes, Emma is considered a skilled deal broker. She is a specialist in contentious discrimination matters and has significant experience in handling high value contentious claims for employers and senior individuals. Emma acts for employers, employees and trade unions. Her client base is broad, both in terms of the range of work and the sectors in which they operate. Amongst these clients are a number of growing, dynamic businesses (including UK start-ups), as well as long established financial institutions, and senior executives.

Emma speaks regularly on diversity issues, edits the diversity sections of Lawtel Employment Precedents and Company Policy Documents and certain diversity sections of Tolley Guidance Employment Tax online, and regularly contributes to article in HR and legal publications as well as comments in the national press on diversity issues.

Experience

• Successfully defended a tribunal claim of race and religious discrimination against a household name private members club. Added complications arose as the matter was reported in the press before judgment was given. An appeal to the Employment Appeals Tribunal was rejected.
• Advised and represented a large London retailer in relation to a multi-discrimination employment tribunal complaint (direct, indirect, victimisation and harassment based on race and religion). The claim was complicated by the variety of allegations and the worker's status; there were three preliminary hearings before a full merits hearing was listed. There were also four named Respondents to the claim. Successfully settled the action for a nominal sum, with agreement that all allegations were retracted and not repeated despite the action continuing against the other Respondents.
• Advised and negotiated service agreements for the senior management team of the seller on a multimillion pound share sale of a UK business.
• A major legal victory for a pilot employed by a household name airline, in a landmark case against the airline for indirect age discrimination. The decision has industry-wide ramifications for airlines and other organisations which provide a combination of long-term permanent health insurance or similar income protection payments via third party and self-insurance.

Biography:

Scott is a US Tax Partner at Tax Advisory Partnership. He has over 25 years of US/UK tax experience where his clients are mostly Americans living outside of the US and predominantly in the UK. He and his team provide US/UK income tax advice and US and UK tax return compliance services. Scott is a Certified Acceptance Agent which means he can also assist non-US individuals in obtaining an “ITIN” should they need to file non-resident US tax returns.

Biography:

Nicole is a Tax Manager within BDO London's Global Employer Services tax team. She has specialised in expatriate tax for 10 years, working in a Big 4 and a much smaller professional services firm before joining BDO in 2021.

She has worked with a variety of clients, ranging from individuals and start up companies to global corporations with large global mobility programmes.

She has experience in assisting clients with their global mobility programmes as well as regular consulting around assignment planning, remote working arrangements, employment taxes, social security and expatriate payroll operation.

Nicole has contributed to TolleyGuidance in Employment taxes.

Biography:

Phil is the Senior Tax Director for Molson Coors' European operations. He has responsibility for both direct and indirect taxes across both EU and non-EU states. Prior to this, Phil was responsible for Molson Coors UK tax affairs covering all major taxes and duties.

Phil trained at KPMG LLP, where he worked for 8 years, specialising in tax investigations across both direct and indirect tax.

Biography:

Petra is an Indirect Tax Manager at Protokorp d.o.o who principally advices on all aspects of VAT. She has MSc in law and BSc in economics. She has worked with various tax consultancy firms covering different types of taxes including corporate income tax and private individual taxation.

Petra advises businesses of all sizes as well as private individuals. She has experience in tax advising for many international companies from various industries.

Biography:

Charlotte is a member of Ten Old Square Chambers. She has a general Chancery practice, with a focus on non-contentious private client matters.

She has particular experience in advising on trusts and associated taxation, wills, probate and the administration of estates. She is adept at drafting deeds and other trust documents.

Charlotte recently spent six months seconded to the private client department of a major City law firm. Whilst there, she advised on the full spectrum of private client practice. She gained particular expertise in international private client taxation, trust administration and probate matters.

Charlotte was awarded a first class degree in History from the Queen's College at the University of Oxford. She went on to gain a Distinction in the Graduate Diploma in Law and an Outstanding in the Bar Professional Training Course. She was awarded the Benefactors' Prize by the Queen's College and a Major Scholarship from the Inner Temple.

She is a member of the Chancery Bar Association, a committee member of the Junior Chancery Bar Association and an associate member of STEP.

Biography:

Rebecca is a Chartered Accountant in practice, but is best known as a lecturer and author on a variety of tax matters.

She was named Best Tax Lecturer at the Taxation awards in 2007, and is widely recognised for her down to earth, practical approach to tax issues.

She lectures for a wide range of training providers and professional firms and has delivered lectures for HMRC and HM Treasury on the impact of tax changes for smaller businesses.

She serves on the Administrative Burdens Advisory Board which challenges HMRC on the subject of business burdens, and is currently Chair of the Digital Advisory Group which is supporting HMRC in understanding the needs of small businesses and their professional advisers in the move to digital.

She has won a number of awards, including HMRC's External engagement award in 2011 and was awarded an MBE in the Queen's birthday honours list in 2012 for public service and services to the tax profession.

Biography:

Nicole started her career working in the tax division at Ernst & Young, where she passed her ACA and CTA (ATII) examinations.

Nicole enjoyed studying so much she thought it might be ‘fun’ to experience a career at the front of the classroom and joined BPP as a tax tutor in 2000. She loves the challenge of breaking down a complex concept and explaining it in understandable terms.

At BPP Nicole taught tax papers for all accountancy qualifications as well as for ATT and CTA. She also produced teaching material for tax courses.

Nicole was responsible for managing relationships with key tax courses’ clients and in particular designing, managing and teaching on bespoke client courses.

As well as having extensive experience delivering face to face courses, Nicole has much experience of teaching online live courses, pioneering the use of interactive tools to engage students in remote study.

Nicole joined Tolley Exam Training in 2017 and teaches mainly in our London centre. She is also subject manager for ATT Paper 1 and CTA APS Individuals and as such is involved in the updating of material for these papers and giving exam feedback. Nicole has also written a number of articles for Taxation magazine.

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:

Robert qualified as a Chartered Accountant in 1979 with Peat, Marwick, Mitchell & Co and decided to specialise in tax. Late in 1980 he left to join Financial Training in Newcastle teaching tax at all levels plus a few other topics for good measure.

After a few years he decided to go back into the profession firstly as a Senior Tax Manager with EY and later as a Group Tax Manager with Pannell Kerr Forster. Both firms made good use of Robert’s outstanding lecturing ability involving him in both local and national in-house training and client seminars.

In 1992 Robert set up on his own; providing accounting services and tax advice to local professionals, individuals and companies. It was not long before his lecturing skills were called upon again for both exam based training and CPD lectures. By 2000 Robert was in such demand as a freelancer he had to fully focus on lecturing and could take with him the invaluable experience of being in practice.

Until it was discontinued in 2006 Robert ran the entire CTA residential course at Reed College enjoying much success and several prizewinners: made more rewarding because most students were from small regional firms. Robert continues to teach students at various levels for different tax examination bodies both in the UK and in Europe as well as writing and delivering CPD lectures in the UK.

Biography:

Andrea is a Professional Support Lawyer in the Tax team at Herbert Smith Freehills. Andrea is responsible for keeping clients and those within the firm up to date with the latest legal developments, including new case law and changes to legislation and practice in tax law, principally through the provision of training and drafting publications. Andrea's practice area covers all aspects of tax law, including corporate, real estate, finance and disputes tax. Andrea also contributes to Tolley's Tax Planning.

Biography:

Tom Shaw is an Associate Director at Deloitte. He leads Deloitte’s response to Environmental Tax budget measures, and acts as a tax lead in Deloitte‘s Road to Net Zero/Climate group. He has over ten years' experience advising businesses in every sector on the effect of environmental taxes, in addition to VAT/GST systems, customs duties and other taxes, on their operations.

Tom specialises in global trends concerning carbon pricing instruments, associated taxation policy change and business transformation. He is a Chartered Tax Adviser and holds a first class degree in Mathematics.

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:

Debra Moses has more than 28 years of experience in expatriate taxation. She assists multinational companies with their globally mobile workforce, including Canadian and US income tax compliance, international payroll, social security, compensation, global equity compensation and tax policy consulting.

Biography:

Omar is working at the Accounting and Auditing Organization for Islamic Financial Institutions (AAOIFI) – a global Islamic finance standard setter, as its Secretary General. Previously he was Partner – Assurance & Head of Islamic Finance (Pakistan & Afghanistan) at Ernst & Young Ford Rhodes Sidat Hyder - A member firm of Ernst & Young. He is a Fellow member of the Institute of Chartered Accountants of Pakistan (ICAP).

At AAOIFI, he is responsible primarily for leading the process of development of accounting, auditing, governance and ethics standards for the global Islamic finance industry, besides managing the overall affairs of the institution as the organization’s head.

Omar’s key areas of expertise include assurance and advisory services to Islamic financial institutions, including Islamic accounting advisory, audits, Shari’ah Audits, corporate finance advisory, structuring of Shari’ah compliant transactions, accountancy and financial reporting, Islamic finance training, financial modelling, risk management & development and review of manuals and systems.

His published books include:

1. Managing Finances - A Shariah Compliant Way;
2. Islamic Microfinance Bank: Working Model (in Urdu);
3. IFRS and Shari'ah based reporting: a conceptual study;
4. Textbook on Islamic finance and capital markets (for the Institute of Capital Markets, SECP – Pakistan);
5. AAOIFI’s *** program study texts (in the capacity of chief editor and reviewer) comprising 4 volumes on (i) Accounting and Financial Reporting; (ii) Shari'ah Standards and Shari'ah Governance; (iii) Audit, Assurance and Ethics; and (iv) Business and regulatory environment.

Omar is a member (ex-chairman) of ICAP's committee responsible for the development of Islamic financial accounting standards for Pakistan and also a member of the Insurance Committee leading the accounting regulations development for Takaful. He was a member of Securities & Exchange Commission of Pakistan (SECP) Shari’ah Board and part of the committee for revision of Takaful Rules, besides being part of several committees and task forces of the State Bank of Pakistan. He was also an advisor to Saudi Organization for Certified Public Accountants (SOCPA) on Shari’ah issues concerning IFRS adoption.

He has contributed several articles in various newspapers and journals, and papers in conferences and is also a regular trainer and speaker on various forums on topics related to Islamic finance including forums like the State Bank of Pakistan, universities and professional bodies.

Biography:

Rob - CTA (Fellow) - is a cross-tax advisor with a particular focus on property tax planning, and business structure planning for OMB’s. He provides tax advice to other accounting firms, balancing commerciality, ethics, and understanding complexity.

His 32+ years of experience start at the Inland Revenue in Hull. After completing his ATT and CTA with PKF, he subsequently worked at KPMG and UHY prior to managing the business tax team as a director at Garbutt + Elliott. Rob is now Tax Director at the independent tax consultancy, Crane Dale Tax.

He is a regular author for Tolley publications, including Taxation magazine, and Tolley annuals covering Capital Allowances, Property Tax, Tax Planning , and Taxwise annuals. He is also consultant editor of the online Tolley Guidance OMB module. He contributes as a virtual member to the CIOT Property Tax and OMB technical committees.

Rob works remotely from Vancouver in Canada.