Biography:

Julian is a barrister at Exchequer Chambers, part of The Barrister Group (www.exchequerchambers.com). He was called to the Bar in 1995 and he has been a partner with major City and West End solicitors’ practices. Julian specialises in disputes that arise from any tax or tax-related matter. His practice covers all areas of tax, including corporate, international, employment, private client, VAT, SDLT, Stamp Taxes, and customs and excise duty; together with areas concerning professional negligence and judicial review. He acts as an advocate and in an advisory capacity and has appeared both on his own and as part of a team in a wide variety of cases in the First-tier Tribunal, Upper Tribunal, High Court and Court of Appeal (some of which have been live streamed). He represents taxpayers and HMRC. He has a Ph.D in tax (awarded by the University of London); and he has written and lectured extensively on tax issues. For further information please see taxbarrister.com. He also contributes to Tolley's "A Practical Guide to Tax Disputes".

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:

I am an accountant with expertise in various domains such as bookkeeping, tax compliance, and VAT. I have a strong background in financial accounting and reporting, as well as in auditing and assurance.

I am proficient in using various accounting software and tools to manage and analyze data. I am also familiar with the latest accounting standards and regulations, and I can help clients with their tax planning and filing needs.

I am a contributing author to the Bulgaria country guide in Tolley’s EU/Global VAT.

Biography:

Heleen Broer is specialising in Dutch and international tax law, Heleen focuses on mergers and acquisitions, private equity transactions, and corporate reorganisations. She advises a wide range of private clients, including listed, Dutch, international and multinational companies, on a broad range of complex cross-border tax matters, including value added tax and wage tax matters.

Biography:

Elizabeth is a corporate tax lawyer who enjoys advising on M&A and corporate reconstructions, with particular reference to demergers. To achieve an efficient tax result, Elizabeth takes a holistic approach, ensuring that all tax aspects (including CIS, VAT, SDLT, corporate tax and CGT) of any transaction are considered, as well as the potential use of entrepreneur’s relief and employee incentives.

She has particular expertise in commercial and residential property transactions, which include forward-funding transactions for large institutional clients, corporate reorganisations of high end mixed use property developments and advising on VAT and SDLT issues for landed estates. Her advice relates to the full-range of property-types, including hotels, bars, care homes and student accommodation, as well as offices and prime residential property.

Elizabeth enjoys working collaboratively with her clients and their other professional advisers. She prides herself on being insightful, seeing the key concerns and above all, on being pragmatic. Elizabeth provides clarity in what is a complex area, where different tax rules conflict with one another. She has a deep understanding of her subject, explaining issues and resolving problems calmly and comprehensively without losing sight of the commercial objectives.

She works with the whole spectrum of clients who are interested in property, including pension funds, international property developers and landed estates.

Biography:

Andrew Constable BA (Hons) FCA CTA is a tax partner at Moore Kingston Smith LLP. He joined the firm as a trainee accountant in 2004, and has specialised in tax since 2007. He became a partner in 2016. Andrew supports and advises businesses of all sizes and, in many cases, the owners of those businesses. He works with businesses in a variety of sectors, with professional firms and property being areas of particular focus. He sits on the CIOT’s Owner Managed Business Technical Committee and the ICAEW Tax Faculty’s SME Business Tax Committee.

Biography:

Robert Trill is a tax director at Interpath Advisory, an independent advisory practice created from KPMG UK's disposal of its Restructuring practice. Having worked at leading international legal and accounting firms and at a FTSE 100 group, Robert has over 20 years of corporate tax experience. Particular areas of tax specialism for Robert include solvent and insolvent restructurings, M&A, financing transactions and complex UK and international advisory. Robert works with businesses across most industry sectors, advising clients of all sizes, from SMEs to large multinationals.

Biography:

Steve specialises in UK and Ireland accounting standards, IFRS Accounting Standards , auditing and Solicitors Accounts Rules. Steve is the author of several books and articles on these subjects as well as a nationwide speaker.

Steve also works closely with various professional bodies in developing authoritative material on various technical accounting issues.

Steve has sat on the UK and Ireland GAAP Technical Advisory Group at the Financial Reporting Council for five years. In addition, Steve has been awarded 'Accounting Technician of the Year' at the British Accountancy Awards and 'Outstanding Contribution to the Accountancy Profession' by the Association of International Accountants.

Steve currently represents the ACCA Practitioners Network Panel for the North West of England.

Biography:

Karel Van Hootegem has more than 13 years of expatriate in cross-border income tax situations. He assist SMEs in structuring and optimising the individual tax situation of their mobile executives. The services they provide are tax compliance, split payrolls, compensation and benefits, group policies, advice with respect to social security and labour. Karel is the author of the Belgium country guide in Tolley’s Global Mobility / Employment Taxes source.

Biography:

I lead the delivery of international assignment and expatriate tax services to a wide range of clients from owner managed businesses through to large international not for profit organisations. I have presented at a number of industry seminars on expatriate tax and social security issues, such as the European Construction Industry Annual Conference, Payroll World Annual Conference, Expatriate Management and Global Mobility Conference and Tolley's Practical Employment Tax Conference. I am also a specialist contributer to the Tiley and Collison's UK 2013/14 UK Tax Guide.

I specialise in the full range of employer and employee issues associated with international mobility, including: international assignment policy and process development, international employer and employee compliance, international payroll, international share arrangements and pension issues, expatriate tax aspects of corporate inversions, tax equalisation, cost reduction, setting-up overseas operations, cross border moves for senior executives and international HR co-ordination across multiple countries.

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:

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:

Caroline is Head of Real Estate at Crowe UK LLP and a Tax Partner within the Corporate tax team. She has specialised in Property Tax matters for nearly two decades. Caroline has advised clients across the spectrum of real estate parties including HNWIs, property developers, international investors, family offices and institutions and also across various property classes including hotels, care homes, industrial units and residential properties. Caroline has significant experience in understanding the various interactions of all the taxes that can arise during a property investment cycle and specialises in tax structuring of real estate transactions. Caroline is a regular speaker on Property tax matters, for CIOT, STEP and ICAEW. She is also a member of CIOT Property committee, a member of the British Property Federation tax committee and a member of Stamp Taxes Practitioners Group.

Biography:

Sheridan joined Tolley in 2019 and teaches across the ATT, CTA and ADIT qualifications.

Sheridan started his career in tax in 2008 with Grant Thornton in the Large International Corporation Tax team.  He then became a tax tutor at BPP in 2012 teaching across the ATT, CTA, ICAEW, ACCA and AAT qualifications.

Sheridan is ACA and CTA qualified.

Biography:

Ms. F. S. N. Marikkar FCA is a Fellow member of the Institute of Chartered Accountants of Sri Lanka. She is the governor of the Institute of Internal Auditors (IIA), Sri Lanka Chapter and a member of the Student Training & Development Committee of the Institute of Chartered Accountants of Sri Lanka. She is experienced in conducting due diligence reviews, internal audits, statutory audits and BPO assignments. Her portfolio of clients includes companies involved in international transportation and multinational manufacturing, and service organizations. She is an author of the Sri Lanka country guide for Tolley’s Global Mobility/Employment Taxes.

Biography:

Ximena draws from prior experience in public law and has a successful tax advisory and litigation practice representing clients in Judicial Review, High Court claims and substantive tax appeals in the Tribunals and beyond.

In the span of her 18-year career, she has represented and appeared on behalf of taxpayers in complex Judicial Review proceedings and group appeal litigation for 350+ appellants with tax at stake of several £100m.  She is uniquely familiar with procedure, FTT rules, costs and alternative dispute resolution strategy.

Ximena has published numerous articles, case reports, commentaries and text books on tax legislation and caselaw.

Her clients include a variety of media personalities, HNW individuals, OMBs and multinational corporates.

Biography:

Philip is an experienced Transfer Pricing director. He is a subject matter expert with experience in both industry and advisory. Having worked in financial services and the technology sector, he prides himself on providing pragmatic advice which is both easy to implement and provides suitable substantiation. He has experience advising clients across multiple sectors and has recently worked with a government to formulate transfer pricing policy. He has worked with multiple tax jurisdictions worldwide.

Biography:

A corporate tax partner, Cathy is part of Mercer & Hole's team of business tax specialists providing assistance and support to clients across the firm.

All business clients are concerned about their tax burden and, with her team, Cathy offers guidance to business owners and directors across all relevant taxes. This not only involves guiding clients through the complexities of compliance but also looking at some of the more interesting aspects of corporate tax, for example, in relation to business transactions, the structuring of a business, incorporation, research and development (R&D) tax credits and employee share schemes. She therefore provides vital planning support and helps clients to minimise the tax burden for their business.

Cathy has a wealth of experience in the area of business transactions, particularly regarding company re-organisations, demergers, acquisitions, disposals, flotations and take-privates. However, Cathy also assists clients with the personal taxes that affect business owners, for example, regarding succession planning, IHT and capital gains tax planning.

Cathy has contributed chapters on: Selling a company, Buying a company and Franchising for Tolley's Tax Planning and is a regular writer for the firm's SME Plus blog and client newsletters.

An avid football fan, Cathy spends much of her spare time supporting Arsenal both at home and away fixtures.