Biography:

Therese advise Swedish and foreign companies in VAT issues. Therese is specialised and mostly hired when the Swedish Tax Agency’s files lawsuits against companies concerning VAT.

Therese has experience from the Swedish Tax Agency, as a Law Clerk at the Stockholm Administrative Court, working with VAT for Mazars and EY, as well as other firms. She lectures paralegal law students at Påhlmans Institute of commerce. She has also published several articles in Bloomberg, in Svensk Skattetidning, and Legally Yours focused on VAT.

Therese also gives advice when clients move into new markets or enters a new business field, and for the ongoing business. She also help her clients in obtaining advance rulings from the Swedish Skatterättsnämnden.

With a broad mindset, integrity, deep knowledge, and an attitude to always look for the customer needs Therese has a great track record for her clients. Her clients are in many branches; IT, real estate, animation, outdoor life, construction, building, finance etc.

Biography:

Abdullah Kılınç is the founding partner of Kılınç Advisory, a boutique law firm with presence both in Europe and in Turkey. He specialises in International Tax Structuring, Mergers and Acquisitions transactions and tax litigation works. Abdullah started his career by working at different levels in PwC Istanbul tax advisory department for nine years. In 2014, Abdullah joined a multinational group as a tax manager with the task of building a tax team. Over the years, as a tax director, he established and managed a global tax team responsible for more than 15 countries across 5 industries with presence in 5 countries. In 2021, he founded Kılınç Advisory, and continues to share his professional experience and expertise in tax and legal consultancy with his clients. Abdullah is a member of the Istanbul Bar Association and Istanbul Chamber of Certified Public Accountants.

Biography:

Mike Thexton has been talking and writing about tax since passing the examinations of ICAEW in 1983 and CIOT in 1984. He currently spends his working time presenting regular VAT updates for the specialist staff of several large and medium-sized firms of accountants, writing the Quarterly Online VAT Update for LexisNexis, and providing tax and accountancy services to personal and small company clients.

Mike won the Taxation Magazine Tax Writer of the Year Award 2010 for his articles in the professional press, leaflets for the clients of accountancy firms and technical material on VAT. Among the pieces submitted to the judging panel were answers to Taxation magazine's Readers' Queries, concealed behind a mysterious pseudonym.

He has also published a book, "What happened to the hippy man?", about his experience at the centre of the hijacking of PanAm 073 in Karachi in September 1986. He is working on "VAT the heck!", a collection of weird and wonderful stories from the world of VAT, and looking for a publisher…

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:

With more than 20 years of experience in both industry and consultancy across Europe, Africa, the Middle East, and Australia, Rubeena specializes in cross-border taxation and transfer pricing in Africa and the Middle East.

She is a Fellow of the Institute of Chartered Accountants in England and Wales and qualified in International Tax and Transfer Pricing at the Chartered Institute of Taxation UK.

Rubeena is the author of the Mauritius country guide in Tolley’s Global Mobility/Employment Taxes.

Biography:

Emma Haley is a senior associate solicitor at leading private client firm, Boodle Hatfield LLP, renowned for providing first-class and practical legal advice to wealthy clients around the world.

Emma has many years experience in dealing with all aspects of wills, probate, capital taxation and succession planning as well as UK and offshore trusts. Emma currently heads up a technical know-how team and is a regular writer and lecturer on estate planning and inheritance tax and also a member of the Society of Trust and Estate Practitioners.

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:

Sheridan joined Tolley in 2019 and teaches across the ATT, CTA and ADIT qualifications.

Sheridan started his career in tax in 2008 with Grant Thornton in the Large International Corporation Tax team.  He then became a tax tutor at BPP in 2012 teaching across the ATT, CTA, ICAEW, ACCA and AAT qualifications.

Sheridan is ACA and CTA qualified.

Biography:

ROBERT JAMIESON MA FCA CTA (Fellow) TEP

Educated at Fettes and Pembroke College, Cambridge where he studied Moral Sciences, Robert joined what was then Cooper Brothers & Co and qualified as a chartered accountant in 1972. He subsequently moved to Financial Training where he ran their specialist tax course and tax consultancy divisions. He passed the ATII examination in 1979 and received his FTII (now CTA (Fellow)) in 1984 for a thesis on family companies. 

After 20 years with Financial Training, Robert decided to return to full-time practice and became a partner in Adam Broke & Co in 1992. This firm merged with Mercer & Hole in October 2001 where he was a partner for 12 years.

Outside his work, Robert joined the Council of the Chartered Institute of Taxation in 1993 and became their President in May 1999. He was on the Editorial Board of the weekly magazine "Taxation" for 21 years until 2011 and, in 2007, he joined the Editorial Board of "Simon's Taxes". In 2013, he became the Capital Gains Tax correspondent for "Private Client Business".

Robert is an occasional commentator on private client tax matters for Legal Network Television. In May 2008, he chaired and co-presented one of LexisNexis' inaugural webinars entitled "Topical Capital Gains Tax Issues". He is now a regular webinar presenter for a variety of organisations.

He joined STEP in 2009.

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:

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:

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:

David is an experienced solicitor and member of Mewburn Ellis' legal services team.  David has extensive experience advising on a wide range of contentious and non-contentious intellectual property matters. He has particular expertise in relation to disputes concerning patents, trade marks, and designs. He also advises on issues concerning copyright, domain names, confidential information, and Intellectual Property aspects of corporate and commercial transactions. David has advised on proceedings before the High Court, Court of Appeal, Intellectual Property Enterprise Court, and UK and EU Intellectual Property Offices.

Areas of Expertise

• IP litigation and dispute resolution
• Contentious trade mark office proceedings
• Management and protection of IP
• Drafting and negotiating IP contracts
• Conducting IP due diligence in connection with the sale or purchase of IP rights, or for corporate investments, M&A or IPOs

Biography:

Rob - CTA (Fellow) - is a cross-tax advisor with a particular focus on property tax planning, and business structure planning for OMB’s. He provides tax advice to other accounting firms, balancing commerciality, ethics, and understanding complexity.

His 32+ years of experience start at the Inland Revenue in Hull. After completing his ATT and CTA with PKF, he subsequently worked at KPMG and UHY prior to managing the business tax team as a director at Garbutt + Elliott. Rob is now Tax Director at the independent tax consultancy, Crane Dale Tax.

He is a regular author for Tolley publications, including Taxation magazine, and Tolley annuals covering Capital Allowances, Property Tax, Tax Planning , and Taxwise annuals. He is also consultant editor of the online Tolley Guidance OMB module. He contributes as a virtual member to the CIOT Property Tax and OMB technical committees.

Rob works remotely from Vancouver in Canada.

Biography:

I lead the delivery of international assignment and expatriate tax services to a wide range of clients from owner managed businesses through to large international not for profit organisations. I have presented at a number of industry seminars on expatriate tax and social security issues, such as the European Construction Industry Annual Conference, Payroll World Annual Conference, Expatriate Management and Global Mobility Conference and Tolley's Practical Employment Tax Conference. I am also a specialist contributer to the Tiley and Collison's UK 2013/14 UK Tax Guide.

I specialise in the full range of employer and employee issues associated with international mobility, including: international assignment policy and process development, international employer and employee compliance, international payroll, international share arrangements and pension issues, expatriate tax aspects of corporate inversions, tax equalisation, cost reduction, setting-up overseas operations, cross border moves for senior executives and international HR co-ordination across multiple countries.

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:

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:

Keith M Gordon MA(Oxon) FCA CTA(Fellow) is a barrister practising from Temple Tax Chambers in London. He previously practised as a chartered accountant and chartered tax adviser. His practice covers all areas of tax and also related areas including partnership disputes and professional negligence. Keith also lectures and writes extensively won the Tax Writer of the Year category in the 2013 LexisNexis Taxation Awards. He was also the Chartered Tax Adviser of the Year in the 2009 awards.

Keith's cases include Jones v Garnett (the 'Arctic Systems' case) where he was the junior barrister for the successful taxpayer in the Court of Appeal and the House of Lords.  More recently, he was instructed by the taxpayers in HMRC v Charlton (discovery), Cotter v HMRC (meaning of tax return), Thomson v HMRC (meaning of trade) and the residence cases of Grace and Tuczka.

Keith is an active member of the Chartered Institute of Taxation. He has been a Council member since 2009, sits on a number of technical sub-committees and until June 2008 was co-chairman of the London Branch.  He is a member of the Taxation and LexisPSL editorial boards.