Biography:

Biography:

Richard has been in practice for over 25 years, originally specialising in corporate tax for large corporates and multinationals but has spent most of his career devoted to looking after the interests of UK owner manager businesses, their owners and their wider families.  He has carved out a reputation for making complicated concepts of taxation understandable for his clients. This is a skill he has put to good use in co-authoring Tolley’s Tax Planning For Owner Managed Businesses 2020-21, with his colleagues Craig Simpson and Cassandra Graham at Bates Weston Tax Advisory Ltd.

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:

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:

David Everett, is the head of the Pensions Research team at LCP. One of his key roles is to analyse and communicate regulatory and professional developments to audiences both within and outside LCP.

David has built up many years of experience in the occupational pensions regulatory field covering a broad spectrum including government policy and legislation, particularly that emanating from the Department for Work and Pensions, the Pensions Regulator, the Pension Protection Fund and other compensation schemes, the Pensions Ombudsman and the Courts and the technical and ethical regulation of actuaries through the Financial Reporting Council and the Institute and Faculty of Actuaries respectively.

He also assists the ACA in responding to government consultations.

He's the editor of LCP's weekly Pensions Bulletin and undertakes other technical writing for the firm, as well as contributing to TolleyGuidance Employment taxes for the Pensions module.

Biography:

Stephen leads the Employee Incentives team at Mishcon de Reya. He has significant experience advising on the strategy, design, implementation and compliance of UK and global employee incentive arrangements, including long term incentive plans, all-employee share plans, HM Revenue and Customs tax-advantaged plans, management incentive plans and growth share and joint ownership plans. Stephen also advises on all related corporate, tax and trusts aspects, corporate governance issues, disclosure of directors' remuneration and share dealing regulations.

In addition, Stephen works with companies on the impact that corporate actions have on their incentive arrangements and has acted on many public takeovers, mergers and acquisition, public to private transactions, initial public offerings, capital raising activities and private equity deals.

Stephen also advises on contractual disputes and tax investigations relevant to incentives arrangements.

Stephen works with a wide range of businesses across several industry sectors, including financial services, natural resources, entertainment, aerospace and transport and for companies that are listed on the London Stock Exchange, AIM and overseas exchanges, together with private equity houses, private companies and owner-managed businesses.

Biography:

Caroline leads the Employment Tax Team in London and has over 25 years’ experience specialising in all aspects of employment taxes. Her clients range from entrepreneurial fast growing businesses to international household names as well as charities and not for profit organisations.

Her focus is across all aspects of employment taxes in particular the off-payroll working rules (IR35), employment status for tax, termination/settlement payments, employment tax implications of agile working arrangements, management team advice on transactions, employee benefit reviews, PAYE/NIC compliance and reporting etc.

Biography:

Nicola Vernola is an Associate at Chiomenti law firm. During his professional experience, he has developed expertise in tax law and tax planning, with a particular focus on international taxation and domestic and international tax policy.

He is a member of the Bari Bar (Italy) since 2024.

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:

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:

Giovanni is an attorney at a top-tier law firm, specializing in tax litigation and consultancy. With extensive experience in both personal and corporate taxation, he has been a key member of the tax department at Andersen Ballão since 2019, where he has continuously expanded his portfolio by assisting multinational enterprises.

Giovanni's expertise encompasses tax compliance for corporations and family offices, with a strong focus on resolving complex tax litigation cases before the Brazilian Tax Authorities. His experience spans a wide range of areas, including income tax assessments, the collection of state and municipal taxes on services and property, as well as international tax planning.

An emerging author in tax law, Giovanni has crafted numerous legal opinions for individuals and corporations around the world, always employing innovative thinking and a problem-solving approach. He also serves as a guest lecturer in tax law at a university in Brazil.

As a partner at Andersen Ballão, Giovanni is dedicated to fostering networking opportunities and supporting the technical growth and development of young professionals in the legal field.

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:

Antonia is a professional support consultant in the corporate division of Herbert Smith Freehills LLP. She specialises in giving technical advice on company law, listed company regulation and M&A, with a particular focus on public M&A. She writes regularly on developments in these areas and delivers a wide range of legal training to colleagues and clients, as well as lobbying on legal and regulatory developments. She contributes to Tolley's Tax Planning.

Biography:

Catrin Harrison is a senior associate in the private wealth group at Charles Russell Speechlys LLP. She advises on a wide range of UK taxation matters, with a particular focus on personal tax and estate planning for foreign domiciliaries. With Dominic Lawrance, she is an author of Clarke’s Offshore Tax Planning: Foreign Domiciliaries.

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:

My goal is to help entrepreneurs grow their business in France and abroad by providing them financial, accounting and tax advice and solutions.

15+ years of experience in Finance, External & Internal Audit in a Big 4 Accounting Firm and Industry.

Experience in working with all management levels in cross cultural environments

spanning Asia, Americas, Europe, Middle-East & Africa.

Proven ability to demonstrate a comprehensive approach to resolve complex issues and to achieve targets / meet deadlines despite challenging situations.

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:

Peter Rayney practises as an independent tax consultant, advising owner-managed companies, accountants, lawyers and tax practitioners on a wide range of tax issues. He was previously with BDO for nearly 20 years and during the last five years he was BDO’s National Tax Technical Partner.

Peter specialises in corporate tax and corporate finance tax including company sales and acquisitions (including MBOs), reconstructions and all aspects of owner managed business taxation. He is a tax lecturer and regularly contributes tax articles to the professional press.

Peter is an author and contributor to a number of books, including Tolley's Tax Planning, Rayney's Corporate Tax and Tax Planning for Family and Owner Managed Companies. He was awarded the Chartered Institute of Taxation’s Fellowship Thesis prize in 1994. He has won the prestigious Taxation ‘Tax Writer of the Year’ award an unprecedented three times.

Peter chairs the ICAEW Tax Faculty Technical Committee and is a former President of the Chartered Institute of Taxation.