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:

Ian is a Director of PKF and is part of our specialist Taxation team in Sydney.

With 35 years of combined accounting and financial industry experience, Ian has been a Director specialising in Indirect Taxes at a big four firm, Asia Pacific Regional Indirect Tax Manager for a US multinational and the Chief Financial Officer at a funds management firm.

Ian specialises in Indirect Taxes including, GST, customs duty, payroll tax and employment taxes generally.

Ian works closely with his clients to assist in complying with Indirect Tax obligations in Australia and across the Asia Pacific.

Ian is a contributing author to the Australia country guide in Tolley’s Global VAT.

Biography:

Rory Mullan KC is a barrister specialising in revenue law. He advises individuals, trustees and companies on a wide range of taxation matters. He also represents taxpayers in disputes before the Tax Tribunals and Courts.

Rory contributes to Tolley's Property Taxation.

Biography:

My background is in UK corporate tax, but I particularly specialise in the following areas;

EIS and Venture Capital tax schemes

Advising companies on using the Enterprise Investment Scheme (EIS) to raise equity, including advice on structuring, HMRC Advance Assurance applications and compliance issues. I also advise on Venture Capital Trusts and Seed EIS (SEIS).

Creative Industries Tax credits

I advise on tax credits claimed by Film Production companies, and similar production companies claiming credits for high-end television, animation, and children's programmes as well as for video game development.

Public Private Partnerships

I advise on direct tax issues to public sector bodies and private sector bidders for PPP projects and similar projects, including in respect of the Private Finance Initiative (PFI).

Biography:

Rochmat has a wide range of experience of tax and business advisory services, including setting-up a company,  tax compliance, tax advisory, tax litigation, tax due diligence, global mobility tax services and accounting services, and also acting as both an independent director and liquidator. He is the author of the Indonesia country guide in Tolley's Global Mobility/Employment Taxes source.

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:

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:

Claire is a partner specialising in incentives. She advises clients on all forms of management and employee incentive arrangements, including option plans and other share-based incentives, cash plans and UK tax-favoured plans. She works with clients from start-ups to listed multinationals in a variety of sectors, in particular technology, energy and infrastructure and life sciences.

During her career, as well as law Claire has worked in executive remuneration consulting and in-house reward which gives her a 360 view of incentives, enabling her to partner with her clients to find the right solutions for their businesses.

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:

Craig Simpson is a Tax Partner and owner of Bates Weston Tax LLP and Bates Weston Tax Advisory Limited. He specialises in providing tax advice to privately owned companies and high net worth families.

Craig set up his own advisory practice back in 2016 having held a number of senior positions in the national accountancy firms, seeing a gap in the market for a high quality, service focused advisory business. Advising across the range of tax matters relevant to the owner managed business. Craig particularly enjoys advising on complex reorganisations and reconstructions and developed a specialism in this area.

Craig regularly writes in the tax press and presents to fellow professionals and clients. Craig is also the author of Tolley’s Tax Planning for OMBs and consultant editor for the OMB module on TolleyGuidance.

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:

Claire started tutoring students whilst at University studying for a Maths degree.

She joined Deloitte in 2003 where she worked in the Expatriate Tax team dealing with secondments to and from the UK. Whilst working at Deloitte, Claire studied both ATT and CTA and also continued to tutor GCSE/A Level maths students in her spare time.

Given her love of tax and teaching, after qualifying for CTA Claire joined BPP where she trained students in ATT, CTA, ICAEW,ACCA and AAT qualifications. She was also involved in producing materials for the ATT and CTA courses.

Claire is known for bringing her wacky methods into classrooms and in June 2009 she had her maths notes published into a GCSE textbook 'Maths the Wacky Way'. Claire also has popular videos on YouTube to assist maths students.

In early 2011, she joined the Tolley Exam Training team and teaches across the CTA and ATT qualifications in our London venue. Claire is also head of our online courses, looking after the OTL courses and the Tolley Academy.

Biography:

Hemma specializes in supporting U.S. citizens with their U.S. and UK tax reporting obligations, also offering comprehensive advisory services to help clients remain compliant across both jurisdictions. Hemma is known for her practical, client-focused approach and her ability to navigate the complexities of cross-border taxation.

Biography:

Zoe Andrews is PSL Counsel and Head of Tax Knowledge at Slaughter and May. She has extensive experience of UK corporate tax and takes a special interest in international tax policy and developments. With her team, she supports all aspects of the firm’s tax practice.

Email: zoe.andrews@slaughterandmay.com; tel: 020 7090 5017

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:

Helen Cuthbert is a Senior Tax Manager in the Private Client Team.

Helen specialises in International Private Client Tax matters. Helen assists international individuals moving to the UK; advising on residence, the remittance basis of taxation and remittance planning. In addition, Helen advises UK resident and domiciled individuals leaving to spend time outside the UK.

Helen joined James Cowper Kreston in 2013 and advises a varied portfolio of International and UK based clients. Helen gained extensive experience in Big 4 and Top 10 firms, together with a number of years spent as a tax tutor preparing candidates for the Institute professional exams. Helen is experienced in a wide range of taxation issues including; income tax, capital gains tax, inheritance tax, enveloped property and pre-arrival remittance planning. Helen has a particular interest in the UK taxation of offshore trusts including inheritance tax issues, capital gains tax deferral and the transfer of assets abroad.

Biography:

Rebecca has dedicated her legal career to estate planning and succession law. She is an Accredited Specialist in Wills & Estate Law and holds a Masters in Laws (Wills & Estates).

As a partner at Tetlow Legal in Canberra, Rebecca regularly advises private clients on complex estate planning, including business owners, high net worth clients, blended families, trusts and superannuation.

Rebecca has extensive experience with probate and the administration of estates, as well as estate disputes including family provision claims and contested probate matters.

Rebecca has been actively involved in law reform through the Elder Law & Succession Law Committee of her local Law Society as well as the national Law Council. She has regularly been asked to present to professional bodies and appear in the media on topics of estates and elder abuse.

Biography:

Katy is a qualified tax adviser and chartered accountant. Beginning her career with a Big Four firm and gaining experience across a range of auditing and tax roles, Katy has specialised in R&D tax relief since joining ForrestBrown in 2019.

During a time of unprecedented change, Katy has led ForrestBrown’s approach to key developments including restrictions on overseas R&D expenditure and HMRC’s introduction of the Additional Information Form. This has included liaising with HMRC, delivering internal training and providing insights to clients.

Clients working with Katy benefit from her commercial mindset and clear communication, helping to optimise their R&D tax relief claims. She works with a range of large and complex clients in sectors including software, manufacturing and sustainability. Katy co-authored the Tolley’s Tax Digest on R&D tax relief and has contributed articles to publications including Taxation and The CFO. Katy also contributes to TolleyGuidance Corporate module.