Biography:

Sarah specialises in all aspects of real estate fund taxation including fundraising and advising on equity investments into real estate.

Her experience includes:

• complex high-value real estate transactions;
• structuring a variety of different investment platforms domiciled in a diverse range of jurisdictions; and
• acting for institutional investors and private equity real estate funds.

Sarah is a member of the Investment Association's Tax Committee and the Stamp Taxes Practitioners Group.

Biography:

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.

Biography:

Sean is an independent specialist with 25 years of experience in stamp duty, including 20 years at two Big Four firms. He served as the head of UK stamp taxes at a Big Four firm for five years. Currently, he is the chair of the professional body of stamp duty practitioners, The Stamp Taxes Practitioners Group, which has over 220 members. In addition to his professional roles, Sean is the editor and author of the leading textbook Sergeant and Sims on Stamp Taxes, a position he has held since 2008. He also authored the Law Society’s SDLT Handbook: A Guide for Residential Conveyancers. Sean is a Fellow of the Chartered Institute of Taxation and a non-practising barrister. He also contributes to TolleyGuidance.

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:

Erika Jupe is a partner in the corporate tax team at Osborne Clarke LLP where she heads the International Tax Group. She advises on a wide range of cross-border corporate tax issues, with a particular emphasis on investment funds, mergers and acquisitions, joint ventures and corporate finance and has a particular interest in the tax issues flowing from digital business.

Erika qualified as a solicitor in 1990 and joined Osborne Clarke in 1997. She became a partner in 1998.

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:

Claire Cairns is a Chartered Accountant and Chartered Tax Adviser, and is currently a corporation tax manager at Grant Thornton UK LLP.

She advises entrepreneurial owner-managed businesses and large international groups on a wide range of tax issues.

Claire has a keen interest in sustainability, and supports the tax lead for ESG at Grant Thornton. As part of this role, she became well versed in the Plastic Packaging Tax legislation and is helping clients nationally navigate the new tax.

Biography:

Abdullah Kılınç is the founding partner of Kılınç Advisory, a boutique law firm with presence both in Europe and in Turkey. He specialises in International Tax Structuring, Mergers and Acquisitions transactions and tax litigation works. Abdullah started his career by working at different levels in PwC Istanbul tax advisory department for nine years. In 2014, Abdullah joined a multinational group as a tax manager with the task of building a tax team. Over the years, as a tax director, he established and managed a global tax team responsible for more than 15 countries across 5 industries with presence in 5 countries. In 2021, he founded Kılınç Advisory, and continues to share his professional experience and expertise in tax and legal consultancy with his clients. Abdullah is a member of the Istanbul Bar Association and Istanbul Chamber of Certified Public Accountants.

Biography:

More than 18 years of experience in the analysis and preparation of financial information, providing advice and consulting on accounting, tax and financial matters; compliance with tax obligations, payroll preparation, tax recovery and representation before tax authorities. More than 10 years of experience in auditing and preparing federal, local and social security tax reports.

She has a degree in Accounting from the Universidad Nacional Autónoma de México and a specialty in Senior Management from the same institution.

Biography:

Ros is a HR and payroll industry professional with over 30 years’ experience. Having fellow status of the CIPP, HEA and the CMI, as well as gaining individual chartered status with the CMI, she has proven experience within the strategic HR and payroll community, and from 2014 was elected to, and served as, a non-executive director on the CIPP board for almost 6 years, helping shape the future of the institute. Ros is also a member of the Reward 300 2021 as a ‘Knowledge and Professional Services Leader’.

Industry experience includes 12 years working in the HR and Payroll outsourcing industry, having previously worked for Ceridian, LogicaCMG, and NorthgateArinso in implementation, quality, consultancy, and strategic management roles. Additionally, Ros has extensive experience working as a consultant for her own organisation, assisting in-house payroll departments in improving processes and performance, implementing new HR, payroll, and expense systems, and merging payroll services into HR shared service centres. Ros also provides regular editing support and topical articles for some well-known industry publications.

Working with the CIPP for the last 19 years, Ros also tutors the Foundation Degree in Payroll Management, and the MSc in Payroll Management, and is a registered Payroll Assurance Scheme (PAS) assessor. An additional part of Ros’ role with the CIPP has included writing and developing material for the institute’s qualifications. Ros holds a high profile within the HR and payroll industry, becoming a finalist in the Payroll World Awards 2004, being awarded the IPP Payroll Employee of the Year award in 2007, and named in the Reward Strategy Reward 300 for the last 3 years, including being shortlisted for an individual award in 2020.

Biography:

Lynne is an expert in personal taxation with over 15 years' experience. Lynne joined Tolley from BDO, where she worked in the private client team and the national tax training department, having previously worked for Grant Thornton and Arthur Andersen.

Whilst in practice, Lynne handled compliance and planning matters including entrepreneurs' relief planning, capital gains tax deferral, non-domicile planning, estate planning and corporate restructuring for inheritance tax.

As well as being the in-house writer for the Personal Tax module of TolleyGuidance, Lynne has written for Taxation, Tax Adviser and Taxwise I and is a tutor for Tolley Exam Training. She is also a former Chairman of the ATT/CIOT London branch.

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:

Helen Wood is the founder of HLN WD TX, a share schemes and employee incentives advisory business.

She qualified as a CA with ICAS in 2009 and has worked as a specialist reward and incentives advisor for 17 years, spending 13 of those at KPMG followed by 3 ½ years as an Associate Director at RSM. Helen has worked with businesses ranging from start-ups to fully listed companies, spanning owner-managed businesses, private equity portfolio companies, and AIM listed businesses.

She advises on a wide range of employee share schemes and employment related securities matters including the design and implementation of effective management and employee incentives; tax valuation of employment related securities, buy and sell side transaction support, HMRC compliance, tax due diligence and employee ownership trust transactions.

Biography:

Candela is a Spanish tax manager with Gesdocument, a multi-service tax advisory practice based across Spain. She is a law graduate, with Masters in company law and tax consultancy. She has over eight years of experience in tax advice to both individuals and legal entities. She also manages tax inspection procedures and advises in national and international tax planning.

Candela is a contributor to the ‘Selling a Property Abroad’ chapter in Tolley’s Property Taxation.

Biography:

Alex specialises in VAT and has over 25 years of experience working in tax, which includes over 10 years writing about VAT. He started to write about VAT on a freelance basis while working in practice.

In 2021 Alex joined Tolley from an accountancy practice in Yorkshire where he was a VAT consultant in an award-winning tax team that provided consultancy services to charities and owner managed businesses. He now creates new VAT content and updates existing VAT content in Tolley Library and Tolley Guidance.

Biography:

Gavin Little is Head of Tax Services at Interpath Advisory (an independent advisory practice created from KPMG UK's disposal of its Restructuring practice). Prior to joining Interpath Advisory Gavin spent 17 years at KPMG leading its Restructuring Tax team from 2014 to 2021. Since 2006, Gavin has provided tax services in the restructuring market specialising in insolvent and solvent restructurings, ranging from small family owned companies with external debt of c. £10 million to large multinational groups with external debt in excess of £1 billion. As a result of his practical experience Gavin is a market leading specialist in insolvency related tax matters, loan relationships and distressed M&A.

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.