Biography:

Tracey is a Partner in the Tax team at Osborne Clarke.

Part of Tracey's practice is advising on employment tax matters, especially in the recruitment sector, having advised in this area for many years. She often writes on the subject.

Tracey is also a chartered tax advisor.

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:

Dean Wootten has been involved in tax training for many years and lectures on a wide variety of tax matters. Dean started his career as a Chartered Accountant, qualifying with Grant Thornton in 1988. Dean then spent two years overseas with KPMG before returning to a medium sized provincial firm in Sussex. Shortly after returning to the UK Dean qualified as an Associate of the Institute of Taxation in 1991.

Whilst in practice Dean gained valuable experience including five years at partner level. The experience gained enables Dean to focus his lecturing on the practical aspects of the issues presented.

Together with Chris Jones, Dean was a founder director of Online Tutors Limited, a company specialising in providing online CPD training. The company is responsible for the tax and accounting CPD update service at www.tolleyseminars.com, the tax learning product Tolley's Tax Tutor and the quarterly Tolley's VAT Update.

Dean is also the senior lecturer on the CTA VAT route at Tolley's and the EU VAT paper on the ADIT international tax exams.

Dean is a regular contributor to Taxation magazine where his articles have got a reputation for providing clear practical advice.

In 2014 Dean worked with the Bahamian Government in preparation for the introduction of VAT in the Bahamas from 1 January 2015

Trading as Wootten Consultants, Dean and Mike Thexton provide VAT consultancy advice to practitioners throughout the UK. Dean and Mike are uniquely placed to provide practical VAT advice to practitioners and clients in a very clear manner.

Biography:

Mira Rajanti is a VAT Tax Manager dedicated to helping businesses master the complexities of value-added taxation. With working experience from the Finnish Tax Administration and the private sector, Mira possesses a broad understanding of Finnish VAT legislation and tax practices. Mira is happy to assist businesses with various applications, tax audits, appeals, as well as VAT registrations and reporting. She contributes to Tolley and PKFs Global and EU VAT title.

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:

Radek is a team leader of APOGEO Indirect Tax team.

Radek specializes in VAT with five years’ experience of advising small and medium size companies on various VAT matters. His sector expertise includes cross-border VAT issues, real estate development, Healthcare Sector and nonprofit organizations.

Radek and his team are ensuring that APOGEO clients are always VAT compliant providing a wide range of related services such as tax memorandums, due diligence and internal audits, VAT registrations etc.

Biography:

I'm an international tax and transfer pricing specialist, working with a wide range of clients across all aspects of international corporate taxes.

I joined Smith & Williamson as a graduate, and have experience ranging from fast growth FinTech companies, through to well established, global groups. I'm an active member within the Nexia International network, assisting multinationals with cross-border structuring, transactions, financing and transfer pricing.

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:

Lilian Leong is a Senior Manager in William Buck New South Wales’ Tax team. With almost a decade of experience, Lilian specialises in both Corporate and International Tax and works closely with high net wealth individuals and multinational companies. As well as obtaining a Bachelor of Law and a Bachelor of Applied Finance, Lilian has a Graduate Diploma of Legal Practice and has been admitted as a lawyer in NSW.

Biography:

Managing Director of a group of organisational development companies, we support clients with creating underlying processes and systems, and ensuring their people are capable and motivated to perform.

Laura contributes to Tolley's Practice Management Tools.

Biography:

I trained in Private Client Services at Andersens and qualified as a CTA in 2000. In 2002 I joined BPP in Manchester as a CTA tutor before leaving in 2010 to set up iCount Training.

Biography:

Prior to joining Chungrui Tax Group, Eva worked with one of the Big 4 CPA firms, Grant Thornton and foreign enterprises.

During her seventeen-year career in taxation areas, Eva has rich experiences in providing PRC tax advisory, compliance services and tax plannings for multinational companies including tax risk controls, transfer pricing, due diligences, cross-border taxation, tax planning for high-net worth individuals and etc. She served both multinational companies and Chinese medium and small-sized companies in China including trading, banking, manufacturing industries and etc.

Biography:

Barbara trained as a lawyer with top-tier firms in Brazil, gaining over 15 years of experience in tax law, with deep expertise in both national and international taxation. As the Head of the Tax Department at Andersen Ballão Advocacia, she leads a team of professionals advising on a wide range of tax matters, including corporate taxes, national and cross-border transactions, VAT, and tax disputes.

Barbara specialises in tax planning, M&A transactions, consultancy, and resolving complex tax litigation, with extensive experience advising multinational companies, individuals, and various industries, including technology, retail, oil and gas, and finance. Her expertise extends to key areas such as international tax structuring, transfer pricing, direct and indirect taxation, helping clients navigate the complex Brazilian tax system.

She holds bachelor's degrees in Law from UNICURITIBA and in Accounting Science from the Federal University of Paraná. Barbara also obtained a Master of Laws (LLM) in Domestic Taxation from the Federal University of Paraná (UFPR), and an LLM in International Tax Law, with distinction, from Queen Mary University of London. In recognition of her academic achievements, she was awarded the prestigious Chevening Scholarship for 2022/23.

In addition to her legal practice, Barbara is a published author and a frequent speaker at national and international conferences. Her articles have been featured in renowned tax publications, and she regularly delivers lectures and workshops on taxation in leading post-graduate programs in Brazil.

Barbara is recognised for her technical excellence and strategic thinking, having contributed to innovative solutions in major tax disputes and cross-border tax planning. She has played a significant role in fostering tax debate and education, serving as a mentor and role model for young professionals in the tax law field.

To contact Barbara, please email: barbara.neves@andersenballao.com.br / barbaradasneves@gmail.com or call +55 41 3221-7777.

Biography:

Liz started her career with EY in Bristol in 1992, where she passed the AAT exams and then trained as a Certified Accountant. Once qualified, she became involved in the recruitment and internal training of graduate accounting and tax trainees at EY. She joined BPP Bristol as a tutor in 1999 and passed CTA in May 2007, winning The Ian Walker Medal for the highest mark in Paper I.

Over her last 5 years at BPP Liz managed Bristol Tax Courses, taught across a broad range of qualifications and subject areas and wrote materials for CTA, ATT and ICAEW exams.

Liz joined Tolley Exam Training in 2012 as a tutor and a writer. Liz is head of the Bristol Centre and provides an unrivalled level of service to local clients and students, and manages the learning resource nationally.

Liz still loves being in the classroom, and teaches across the CTA and ATT qualifications.

Biography:

Vincent has over 7 years of experience in providing tax advisory and compliance services to a broad range of clients, ranging from listed companies and MNCs to private companies. Vincent is a tax manager at Nexia TS, in Singapore, where he is the global mobility tax lead and transfer pricing tax lead, in addition to advising on various issues concerning corporate tax and tax due diligence.

Prior to joining Nexia TS, Vincent was at a big 4 accounting firm in Singapore. He is an Accredited Tax Practitioner (Income Tax) of the Singapore Chartered Tax Professionals.

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:

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:

Josie advises on all aspects of UK employment law, acting for individuals, charities and businesses and advising on both contentious and non-contentious matters. Josie has experience in litigation involving equal pay, disability discrimination and sex discrimination. Josie also has experience in Data Subject Access Requests, preparing policies and staff handbooks, drafting contracts of employment and advising in relation to settlement agreements.