Biography:

With more than 14 years of experience, Kennya is currently a Senior Tax Consultant at Ecovis Mexico, since 2008. She specializes in local and international tax consulting, preparation of legal opinions, implementation of tax structures, business restructuring, representation of taxpayers in tax audits. In addition to having extensive experience in obtaining confirmations of criteria and negotiation of agreements with the Mexican Tax Authorities (SAT) and PRODECON (taxpayer defense prosecutor's office) and tax litigation, in accordance with the means of defense provided for in the Mexican Legislation.

Law graduate from the Universidad Tecnológica de México, she has specializations in Tax Law and International Tax Law from the same institution and from the Universidad Panamericana, respectively.

She has also taught tax litigation at the Facultad de Estudios Superiores Aragón of the Universidad Nacional Autónoma de México, in the field of tax litigation.

Languages: Spanish and English.

Email: kennya.ramirez@ecovis.mx

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:

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:

Former Payroll and Expenses manager for the Daily Telegraph. Former head of Payroll Alliance responsible for the delivery of payroll training courses, 7 BTEC payroll qualifications and subscribed membership. Representing members on government panels for over 20 years.

She was the first editor of Payroll World magazine (now Reward Strategy).

Member of the Reward 300 2020 and an associate member of the British Computer Society. Regular contributor to Taxation magazine on RTI and payroll issues.

Updating author of the Payroll Fact File for 30 years.

Winner of the Strathearn Award for Lifetime Achievement 2009.

Currently specialising in payroll training and consultancy.

Biography:

John Holland is a Stock Market expert with over 25 years’ experience advising companies about stock market flotation in the UK. His focus is steering companies through the flotation and fundraising process on AIM (The Alternative Investment Market), The London Stock Exchanges Main Market (Standard and Premium sectors), and other UK stock markets such as Aquis. He is a regular author on UK stock market flotation related subjects and has chaired or presented over 70 conferences and seminars about stock market topics in the UK and overseas.

John is Managing Director of Holland Bendelow, the UK’s longest established stock market flotation consultants. The firm specialises in taking companies from feasibility stage through to a successful flotation. Holland Bendelow’s clients range in size from early stage growth companies to large global brands valued at £1b plus. The firm advises on pre-IPO fundraisings, IPO fundraisings, Cash Shell transactions (reverse takeovers), enhancing company valuation, stock market regulation, effective investor relation strategies and other flotation related areas.

Prior to Holland Bendelow, John held senior roles at The London Stock Exchange, including Head of UK regional operations, with responsibility for the AIM Stock Market and The Main Market. He was heavily involved in the growth of AIM from its inception to becoming established as the world’s most successful growth market. John also led The London Stock Exchange’s Regional Advisory Groups, who play a key role in formulating future stock market strategies.

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:

David Dorgan has established himself as one of the leading lawyers in Jersey combining strengths in private client and trusts, corporate and finance work.

He has a significant specialism in private and commercial trusts and foundations, focusing on providing technical advice on their establishment and on-going administration which is tailored for the practical and commercial requirements of clients. He has extensive experience of drafting bespoke and complex trust instruments and foundation regulations for high and ultra-high net worth individuals and families, preparing bespoke will trusts and providing documentation for SPV, philanthropy, charitable and non-charitable purposes.

David also has considerable experience in corporate and finance matters, in particular transactions involving trustees refinancing or selling and/or purchasing trust fund property and/or high net worth individuals or families entering into entrepreneurial ventures. He has also provided opinions to foreign courts, foreign revenue authorities and institutional lenders on complex issues relating to trust and corporate issues.

David is ranked by Chambers and Partners and Legal500 saying that he “is particularly timely in the delivery of his services, and has a keen technical and business acumen, ensuring advice is appropriate and cost-effective.” and that “He has a pragmatic and commercial approach on difficult matters and is very good at understanding the issues and coming up with reasonable solutions…His drafting is excellent and he can also liaise with other advisers and third parties with a good commercial view for the client.”

David graduated with a Master of Laws degree and qualified as a Jersey Solicitor in 2006, as a Jersey Advocate in 2008 and as a Jersey Notary Public in 2011. He is a member of the Jersey Finance Working Groups for Trusts, Foundations and Charities, is a full member of STEP and holds the Islamic Finance Qualification from CISI.

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:

"With over 10 years of experience in the legal and audit field, Yuliia Yaniv specialises in providing expert consultations on tax and law matters, including commercial, civil, corporate, contractual, banking, labor, and other branches of Ukrainian law. Has advised both domestic and international clients, helping them navigate complex legal frameworks and mitigate risks in various sectors.

As a part of PKF team is committed to delivering high-quality legal support, combining extensive expertise with a practical, results-oriented approach.

A graduate with a Master's degree in Law, offers tailored legal solutions for businesses and individuals, ensuring compliance with Ukrainian regulations and helping clients achieve their strategic goals.

Also regularly contributes to professional publications and holds training sessions for legal and business professionals on key tax and legal updates and practices."

Biography:

Matthew has over 21 years’ experience gained in big4 practice, he joined BDO UK LLP as a Partner in May 2022 to lead the Customs, Excise and International Trade team.

Matthew focuses on providing advisory and compliance services to drive operational and duty efficiencies for businesses which import, manufacture, pack, distribute and export goods both within the UK and globally.

He has a particular interest in businesses within the Alcohol industry working with micro producers to global brands alike, gaining practical experience (even driven a forklift) on secondment to a UK production and distribution warehouse of a major brand.

Biography:

Susanna Vickers is a licensed Lawyer in Portugal, and a member of the Portuguese Bar Association, holding a LLB (Bachelors degree) in Law from the Nova University of Lisbon, as well as an LLM (Masters degree) in Litigation and Arbitration from the same University, As a bilingual dual national of Portugal and the UK, she has specialised in assisting foreign companies and individuals with relocation to Portugal for several years, using the experience gained from her work at law firms, including Alves Botelho Varela & Associados - Sociedade de Advogados, SP, R.L., commonly known as ABV Advogados.

Susanna was one of the authors of the Portugal country guide in Tolley’s Global Mobility/Employment Taxes.

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:

John is a Chartered Accountant and Chartered Tax Advisor, who trained with one of EY’s predecessor firms. That training contract was followed by a long career at EY, specialising in integrated US/UK income, capital, and estate tax planning.

Part of that practice at EY involved advising international professional partnerships conducting business in the UK. Expertise in this specialist area led to John being recruited to go ‘in-house’ with one of the leading US law firms and spending eight years as Regional Tax Director (EMEA) for White & Case. This was followed by a return to public practice, first with Frank Hirth and latterly with Blick Rothenberg.

John is a member of both HMRC’s Expat Tax Forum and HMRC’s Expat/NIC Strategy Group. He has lectured extensively on US tax topics. His publishing credits include being a member of the writing team on “A Guide to the UK/US Tax Treaty” (LexisNexis 2003), and a past contributor to the ‘Working in the UK’ and ‘Working Overseas’ sections of Tolley’s Tax Planning.  John has also had articles published in “Tax Planning International Review”, “Tax Management International Journal” and “The BNA Daily Tax Report”.

Outside work, John’s interests include photography, fly fishing, playing tournament bridge and learning to play the piano.

Biography:

Stephen has practiced in the area of Personal Tax, Trusts, Wills and Estates (both in the UK and offshore) since 2002. He specialises in providing effective advocacy and clear advice on the taxation of individuals, and their trusts and businesses, to Solicitors, Accountants and Foreign Lawyers.

Stephen originally qualified as a Solicitor in 2002, and as a Chartered Tax Advisor (CTA) in 2005. Stephen maintains his status as a Chartered Tax Advisor (CTA). He previously worked at Withers LLP and at Payne Hicks Beach where he was a partner in the Private Client Department.

Stephen’s move to the Bar was prompted by a strong desire to specialise in providing high quality advice on a broad range of Private Client Tax and Trust issues. Whilst the subject matter of advice is often complex, he is guided by the principle that what clients need is clear practical advice on their options.

Stephen advises on:

• Income Tax, Capital Gains Tax, Inheritance Tax and Stamp Duty Land Tax (SDLT);
• Residence, domicile and the remittance basis of taxation;
• The taxation of UK and offshore trusts;
• The trust law position of England & Wales trusts;
• Wills and Estates, including cross-border Estates;
• The taxation of UK real estate;
• The taxation of privately-owned UK businesses, including agricultural businesses;
• The tax efficient structuring of international privately-owned businesses, including the use of Private Trust Company structures; and
• Tax and trust advice to Matrimonial lawyers, both in the context of divorce and pre/post-nuptial agreements."

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:

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:

Biography:

Barbara is Founder and Managing Partner of PKF Studio TCL - Tax Consulting Legal based in Italy, in Genoa Milan and Rome, www.studiotcl.com.

Barbara qualified as a Chartered Accountant, at Genoa’s Order of Chartered Accountants, in 2003. Since then, she has gained more than twenty years of professional experience in corporate tax and corporate consulting during the professional career as Director at Deloitte’s Corporate Tax Office; as partner in Primary Tax and Corporate Consultancy Firm in Genoa and Milan; registered for over 15 years in the Register of Auditors, now Statutory Auditors.

During her professional activity, she has gained experience in the field of tax and corporate accounting consulting, M&A, Due diligence, even in international environments, during the experience gained at Deloitte and within PKF international network, business evaluations, valuations, fairness opinion, pre-litigation and tax litigation management, insolvency proceedings, separate and consolidated financial statements, application of IAS-IFRS.

Barbara is also a member of Tax&Legal Commission in AIFI (Italian Private Equity, Venture Capital and Private Debt Association), which the PKF Studio TCL is associated with.

She has performed as speaker and publicist in topics of Permanent Establishment, Tax Inversion, Responsibility of the Statutory Auditor of the Portfolio Company (Private Debt Sector) and Family Office.