Biography:

Philip Bond trained in Birmingham, UK with Coopers & Lybrand (PwC) in corporate and international tax. Having passed his professional qualifications with ACCA and the Chartered Institute of Taxation following his Master's Degree, he then moved overseas and gained considerable experience in international and overseas taxation whilst working at various locations in Africa, Asia and the Middle East with Big 4 firms (PwC and KPMG).

Philip was Head of Tax for PwC in Mauritius and gained invaluable practical experience with tax planning through a low tax jurisdiction. Philip thrives on a challenge and enjoys developing a firm's tax department, its staff and client relationships, building fee income, increasing market share and delivering quality customer service. He believes that developing strong, enduring relationships, delivering high quality work and developing a strong tax team is essential for sustained growth.

With his background in international tax, and having worked at each overseas location for two to three years at a time, Philip has a depth of international tax experience and practical knowledge to produce and edit worldwide tax guides, country tax guides, country transfer pricing guides and similar publications.

Biography:

Alan Powell is a specialist excise duties consultant, formerly a Policy official within HMCE’s HQ teams and a Big 4 tax Team.

He is an excise duties advisor to the Chartered Institute of Taxation, honorary advisor to the UK Warehousing Association, and founded the British Distillers Alliance as a conduit for consultation with, and representation to, Government bodies and to assist and advise on technical matters.

He is a Chartered Tax Advisor, a Fellow of the Institute of Indirect Taxation, and sits on the high-level Joint Alcohol and Tobacco Consultative group with HMRC and the Indirect Taxes Committee of the CIOT.

In his 65th year, he is trying to retire.

Biography:

Helen McGhee is a solicitor and chartered tax advisor as well as a member of the Society of Tax and Estate Practitioners and a CEDR accredited mediator. Helen is a partner at the law firm Joseph Hage Aaronson LLP, where she specialises in UK and international tax disputes. She advises both individuals and corporates either engaged directly or as a consultant to other professional firms and financial institutions. Helen was recently ranked Band 2 in the Chambers HNW guide and is named as a rising leader by the Private Client Global Elite as well as included in the Top 100 private client lawyers by Citywealth. Helen writes prolifically for numerous tax publications and is an active committee member at the Chartered Institute of Tax and the Worshipful Company of Tax Advisers.

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:

Edd leads the indirect tax content team of Tolley. Edd and his team are responsible for a wide-range of indirect tax resources, including De Voil Indirect Tax Service, Tolley's VAT handbook and TolleyGuidance. Edd is a chartered accountant and chartered tax adviser with over a decade of experience in VAT and finance.

Biography:

Ian has been in the payroll profession for over 30 years, processing payrolls from all sectors, large and small. He moved from hands-on exposure in 2011 to become involved in educating the profession. His wide-ranging experience and up-to-date knowledge ensures he can impart this information to UK professionals through course material, social media, newsletters and face-to-face presentations.

However, educating the profession cannot be achieved without knowing how the profession works on a day-to-day basis and involvement with hands-on administration is essential. So, today, Ian operates as a consultant and advisor and is involved with a vital aspect of the payroll and reward environment, that of working with the software that does a lot of the hard work for the profession.

The return to being involved in a hands-on environment has not stopped his desire to inform, educate and train the UK payroll profession. Indeed, this is now better-achieved, as he can draw on real processing situations.

Ian approaches education and communication very much from the perspective of how this will impact the software, the employer and the worker. So, whilst the legislation is vital, compliance and effective communication are paramount.

Ian is Companion of the Institute for Certified Bookkeepers (ICB), committee member of the British Computer Society (BCS), a committee members of the ICAEW’s Tax Faculty and a Fellow member of the Chartered Institute of Payroll Professionals (CIPP).

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:

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:

Josephine Matambo is the Tax Partner at PKF Chartered Accountants (Zimbabwe) responsible for managing the Tax Service Line. She is a fellow of the Institute of Certified Tax Accountants (ICTA) Zimbabwe and also of the Zimbabwe Institute of Tax Accountants (ZITA). She is a registered tax practitioner with the Public Accountants and Auditors Board (PAAB) Zimbabwe.

She holds a Masters degree in Business Administration (University of Zimbabwe), Bachelor of Accountancy degree (University of Zimbabwe), and a Tax Administration Certificate (Royal Institute of Public Administration- UK), among other professional and tertiary qualifications. She has an illustrious career history that started in 1981 with the Tax Department in the Government of Zimbabwe where she rose to Assistant Commissioner of Taxes.

Josephine held senior posts in various other accounting firms including being a tax partner at KPMG Angola. She has been an Associate Director in Tax at PwC Zimbabwe and held senior positions in KPMG Mozambique, Coopers & Lybrand/Ernst & Young Zimbabwe and BDO Kudenga & Co Zimbabwe.

She studied VAT systems in South Africa, Tanzania, Zambia, Uganda, Mozambique, Kenya and New Zealand, while she was one of the four consultants to the Zimbabwean Government in 1998 to study the then existing indirect tax, propose a VAT system and participate in drafting the VAT law upon introduction of VAT in Zimbabwe. Thereafter she provided VAT consultancy to the Parliament of Zimbabwe and to industrial and commercial bodies in Zimbabwe, as well as VAT training to companies throughout Zimbabwe and established herself as the VAT expert in Zimbabwe at that time. Josephine has tax experience in all sectors in Angola, Mozambique and Zimbabwe.

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:

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:

Professional Experience:

Ruslan spent ten years in the commercial banking industry, after which he moved to the accounting and consulting sector where he has been working for the past 10 years.

He is passionate about supporting and guiding mid-market enterprise clients.

Ruslan holds a Master's Degree in Economics and obtained his CPA designation in Alberta.

He is a contributor to the Canada country guide in Tolley's Global VAT.

Expertise:

• Financial and Operating Analysis
• Corporate and Personal Taxation
• Full cycle of Corporate Accounting and Reporting
• Data Analysis and Business Intelligence
• CFO and Controller role for public and private clients
• Business Intelligence at University of Calgary
• Financial Counsellor at Institute of Canadian Bankers
• Fluent in English, Romanian, Russian

Biography:

Simon McKie is the Chairman of McKie & Co which won the ‘Best Tax Consultancy Team’ award in the 2012 and 2015 Taxation Awards and the Society of Trust & Estate Practitioners award for ‘Boutique Firm of the Year’ in 2009/2010 and was most recently shortlisted in 2019.

Simon specialises in private client taxation providing bespoke tax advice to solicitors, accountants and private clients themselves.  This includes inheritance tax planning, advice on domicile and changes of residence status, offshore trusts, the remittance basis, the making of voluntary disclosures to HMRC and the review of existing tax structures.  In addition, he has a particular expertise in the management of complex tax legislation and the provision of expert witness reports.

He is the joint author of Tolley’s Estate Planning and McKie on Statutory Residence.

He is a member of both the Private Client (UK) and Private Client (International) sub-committees of the Chartered Institute of Taxation and a member of the Technical Committee of the Society of Trust & Estate Practitioners.

Biography:

Karen is an experienced employee benefits lawyer with more than 20 years' experience in advising companies of all sizes in relation to their employee benefit and remuneration issues. She trained and worked for leading law firms Baker McKenzie LLP and Linklaters LLP and spent three years as a remuneration consultant at Ernst & Young LLP. Prior to co-founding Cooper Cavendish, Karen headed up Osborne Clarke LLP's employee benefit practice for 15 years.

Karen is a thought-leader and regularly speaks and presents at industry conferences and events. She is a member of the Small Quoted Companies Alliance Share Scheme Committee and the Share Plan Lawyers Organisation. Karen is also the author of a wide range of legal publications including the chapter on executive remuneration in Sweet & Maxwell's 'Corporate Governance', the chapter on employee share schemes in Jordan's Company Administration and she contributes regularly to Tax Journal, and Practical Law (PLC). She is ranked as a leading individual on employees share schemes in Chambers and Partners and was recognised in the 2015 International Tax Review Women in Tax Leaders (a comprehensive guide to the world's leading female tax advisers).

Biography:

Ross Birkbeck is a barrister practising from Old Square Tax Chambers in Lincoln’s Inn. He can be instructed to advise in all areas of tax and trusts law, with a particular interest in private client and close company work, and charities. He can also be instructed to assist in disputes with HMRC at any stage in the proceedings. He is currently co-author of Taxation of Charities and Nonprofit Organisations (with James Kessler QC). Ross is the online moderator of The Taxation of Non-residents and Foreign Domiciliaries (by James Kessler QC).

Biography:

Sunny is an International Tax and Transfer Pricing expert with over 18 years of experience. He has advised clients across a wide range of industries, including Oil & Gas, Pharmaceuticals, Logistics, Financial Services, Software, FMCG, and Consumer Electronics.

Sunny has extensive experience guiding clients on transfer pricing policies, including three-tier documentation, benchmarking analysis, Advance Pricing Agreements, and audit or litigation matters.

Before Co-founding TPNOMIX, Sunny held positions at Aibidia, PwC, and KPMG.

He has authored or co-authored three books and published over 100 articles on tax and transfer pricing in leading publications such as LexisNexis, IBFD, and TaxNotes International.

Sunny is a Chartered Accountant and holds a Bachelor's degree in Commerce.

Biography:

David is a former partner in, and consultant to Larking Gowen, based in East Anglia, specialising in agriculture and associated private client work. He is a founder member and past chairman of the ICAEW Farming and Rural Business Community and the group’s subject matter expert. Since retiring from practice David continues his involvement with agriculture, both as a speaker at training conferences and as a farmer in his own right.

Biography:

Liz is both a solicitor and Chartered Tax Adviser and advises on both domestic and international tax issues particularly, but not exclusively, with real estate at its heart.

She advises on acquisitions, structuring, disposals and reorganisations across the hotel, leisure and retail sectors, logistics, offices, residential and mixed use. Her clients range from buyers, sellers, joint venture parties, investors, management teams, corporate groups, lenders, trustees and intermediaries.

Clients value Liz for her pragmatic and thoughtful approach that gets to the bottom of complex issues quickly and efficiently, her ability to demystify complex tax rules and her energy and enthusiasm.

Liz contributes to Tolley's Property Taxation.