Biography:

Erika Jupe is a partner in the corporate tax team at Osborne Clarke LLP where she heads the International Tax Group. She advises on a wide range of cross-border corporate tax issues, with a particular emphasis on investment funds, mergers and acquisitions, joint ventures and corporate finance and has a particular interest in the tax issues flowing from digital business.

Erika qualified as a solicitor in 1990 and joined Osborne Clarke in 1997. She became a partner in 1998.

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:

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:

John is a chartered accountant and independent training consultant, who lectures for the major trainers, professional bodies, accountancy practices and publishers. He speaks on auditing, financial reporting, ethics, company law and anti-money laundering. Previously, he has been the technical partner for a top thirty firm of accountants and Head of CharterGroup, the accountancy network.

He has spoken for ICAEW's, highly successful, Audit & Assurance Faculty and Financial Reporting Faculty roadshows, for many years.

As well as writing for Audit & Beyond and various other publications, John is author of Core Auditing Standards for Practitioners. John is also a member of the Audit & Assurance Faculty's Practitioner Services Panel.

John finds writing about himself in the third person unsettling.

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:

Jonathan joined the Exam Training team at Tolley in July 2015 and teaches on courses across all of the tax qualifications and is Head of Leeds Centre.

Jonathan trained as a Chartered Accountant and Chartered Tax Adviser with Hodgson Harris in Hull, qualifying in 1986 and 1988 and then moved into training.

He was a regular speaker for the Government Finance Profession Senior Conference and delivered bespoke courses for clients in industry.

He also presents seminars regularly and delivers tailored training sessions to clients, as well as writing for a variety of publications.

Jonathan is an enthusiastic and competitive tennis player, but alas not very good, he is also a devout skier. Desperate to find a cheaper sport he has rather naively taken up scuba diving and golf.

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.

Biography:

Elena is a Barrister with over 15 years’ experience in contentious financial regulation and corporate and white-collar crime. Elena is currently Senior Legal Counsel at Wells Fargo Bank in Financial Crime Legal. Elena previously worked at the Financial Conduct Authority in Enforcement Legal advising on regulatory/civil Enforcement cases against both firms and individuals and conducting litigation and advocacy before the Regulatory Decisions Committee, the Upper Tribunal and Courts. Elena also advised on contentious Authorization refusal cases and on Supervisory action. Elena started her career as a Criminal Barrister before holding positions in city law firms specializing in Financial Regulation, economic crime and internal investigations and has particular expertise in AML, Fraud, ABC and Sanctions.

Elena is a contributing author to Simon’s Taxes and Tolley’s Practice Management Tools.

Biography:

Rebecca is a Chartered Accountant in practice, but is best known as a lecturer and author on a variety of tax matters.

She was named Best Tax Lecturer at the Taxation awards in 2007, and is widely recognised for her down to earth, practical approach to tax issues.

She lectures for a wide range of training providers and professional firms and has delivered lectures for HMRC and HM Treasury on the impact of tax changes for smaller businesses.

She serves on the Administrative Burdens Advisory Board which challenges HMRC on the subject of business burdens, and is currently Chair of the Digital Advisory Group which is supporting HMRC in understanding the needs of small businesses and their professional advisers in the move to digital.

She has won a number of awards, including HMRC's External engagement award in 2011 and was awarded an MBE in the Queen's birthday honours list in 2012 for public service and services to the tax profession.

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:

After studying accountancy at the LSE, Roderick changed to the law and became a solicitor, and, until 1996, headed pension and employment law in the corporate/commercial firm KJD in Stoke-on-Trent, as the only pension law solicitor between Birmingham and Manchester. In that year he started his sole practice from home, specialising in pensions, largely helping other solicitors when they have pension law problems and need a specialist on their team or to whom to refer their clients. Roderick also contributes to New Law Journal and other LexisNexis publications. His leisure time is split between gardening, old cars and reading and writing.

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:

Laura is a CTA qualified VAT specialist. Laura joined Tolley from Deloitte, where she gained extensive practical experience in advising clients across all sectors on global VAT issues.

Whilst in practice, Laura was heavily involved in mentoring and training new graduates, working as part of the team responsible for designing and delivering the in-house VAT training pathway.

Laura is now an in-house VAT writer and technical VAT tutor at Tolley.

Biography:

Briony advises on all aspects of UK employment law, acting for both employers and employees, and advising on both contentious and non-contentious matters.

Briony advises on litigation in the Employment Tribunal, including claims relating to unfair dismissal and discrimination. Briony also has experience in Data Subject Access Requests, preparing policies and staff handbooks, drafting contracts of employment and advising in relation to settlement agreements.

Biography:

Brian Ogilvie FCCA CTA is a Chartered Certified Accountant and Chartered Tax Adviser, based in Brighton and Hove. He worked for a number of small and medium sized general practice firms in the Sussex area for over 15 years before establishing his own practice.

In addition to practice work, Brian is also a freelance tax lecturer for, among others, ACCA, ICAEW, CIOT and leading accounting firm Moore Stephens LLP. He has also presented e-CPD and webinar training courses, and acted as examiner for the CIOT.

Brian demonstrates draws on extensive experience of providing tax advice on various areas affecting the SME sector, using illustrative case studies to outline changes in tax legislation and practice.

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:

Managing Partner of PKF Affiance Brazil, located at the national headquarters in São Paulo, responsible for the national management of the firm's offices and the development of PKF's international business in Brazil.

Chairman of the Latin American Board of PKF Global, with responsibility for managing the countries where PKF Global has member firms in the region. Founder of Affiance Brazil, a brand responsible for the local management of the business and the distribution of PKF's business in Brazil.

With more than 20 years of experience in the industry, he is a highly experienced profes-sional in independent auditing, accounting and accounting consulting. His academic back-ground includes a degree in accounting, being an auditor certified by the Brazilian Securi-ties and Exchange Commission – CVM. Throughout his career, he stands out for the diversification of his practice, covering tax structuring processes, mergers and acquisitions, and company valuations (M&A). Its vast experience and knowledge consolidate its reputation as one of the main references in Brazil and Latin America in these areas.

His leadership has been instrumental in the company's success, setting standards of excel-lence and providing high-value solutions to our customers. Its ability to understand the specific demands of each business and offer strategic insights is a differentiator that con-tributes to the growth and success of our clients.

Biography:

Ana Prates holds an LLB (Bachelor degree) in Law from the University of Lisbon, as well as an LLM (Masters degree) from the Nova University of Lisbon, and as a member of the Portugueses Bar Association, is a licensed Lawyer in Portugal. She has further developed and honed her skills not only through experience but also through participation in several specific courses, Ana works in the global mobility industry as a Lawyer, and she is a senior associate at Alves Botelho Varela & Associados - Sociedade de Advogados, SP, R.L., commonly known as ABV Advogados.

Throughout her career, she has provided advice to individuals, foreign and national, concerning relocation.

Ana is an author for the Portugal country guide in Tolley’s Global Mobility/Employment Taxes.