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:

I am a senior tax consultant in Menzies Private Client team. My work involves a lot of international clients moving in and out of the UK, particularly from Europe, the US and Australia. The advice is from both an individual and employer context, advising on employer obligations plus the application of the remittance basis and overseas workday relief.

Another area I do a lot of work in is Inheritance tax and succession planning in general.

In addition to the normal array of OMB clients I work with a lot of people in the property sector, barristers and new tech start-ups.

Biography:

Justin is an Associate Director in the UK specialist team at Frank Hirth plc, the leading independent US and UK tax specialists. Justin advises both UK and non-domiciled high net worth individuals on all aspects of their UK taxation position with particular focus on pre-arrival planning, remittance planning, and residency and domicile issues; this includes the use of offshore trusts and the tax effects for UK resident settlors and beneficiaries.

Biography:

With more than 14 years of experience, Kennya is currently a Senior Tax Consultant at Ecovis Mexico, since 2008. She specializes in local and international tax consulting, preparation of legal opinions, implementation of tax structures, business restructuring, representation of taxpayers in tax audits. In addition to having extensive experience in obtaining confirmations of criteria and negotiation of agreements with the Mexican Tax Authorities (SAT) and PRODECON (taxpayer defense prosecutor's office) and tax litigation, in accordance with the means of defense provided for in the Mexican Legislation.

Law graduate from the Universidad Tecnológica de México, she has specializations in Tax Law and International Tax Law from the same institution and from the Universidad Panamericana, respectively.

She has also taught tax litigation at the Facultad de Estudios Superiores Aragón of the Universidad Nacional Autónoma de México, in the field of tax litigation.

Languages: Spanish and English.

Email: kennya.ramirez@ecovis.mx

Biography:

Kiran specialises in executive remuneration and incentives matters.

Kiran advises on the establishment and operation of a wide range of cash and share-based incentive arrangements for both listed and private clients in the UK and globally.  She also works with clients on the remuneration aspects of executive recruitments and terminations and advises on corporate governance issues and compliance.

In addition, Kiran advises clients on the incentive plan aspects of transactions, including takeovers, IPOs, schemes of arrangement, rights issues, demergers and schemes of arrangement.

Kiran is a member of the Share Plan Lawyers group and of ProShare focus groups.  She is also a contributor to Revenue Law – Principles and Practice on the taxation of share plans.

Biography:

Andy advises on all aspects of employment law, with particular expertise in advising companies on large scale workforce issues such as changing the terms of their pension arrangements for staff, reorganisations, changes to terms and conditions and TUPE transfers/outsourcing arrangements. He also has substantial experience of Tribunal work and negotiating severance packages with (and for) senior executives, as well as dealing with other contentious issues such as breach of confidentiality, team moves and post-termination restrictions.

In addition, Andy regularly advises on the employment and pensions aspects of corporate transactions, such as sales and purchases of businesses, group restructuring exercises and funding investment projects. He also presents seminars and delivers tailored training sessions to clients, as well as writing for a variety of publications.

Biography:

Ian leads the Mazars' Employment Tax practice in the UK.

Experience:

Ian helps employers attract and retain key personnel as well as ensure their governance is in the best shape to manage risks associated with Employment Tax and National Minimum Wage.

He has supported many organisations in implementing salary sacrifice arrangements to increase net pay and make cost savings.

Ian has advised businesses on IR35, expenses, benefits (including P11D and PSA compliance), Construction Industry Scheme and National Minimum Wage governance. This has included getting organisations ready for sale, as well as helping large employers mitigate HMRC risks.

Ian has a keen interest in cost reduction and reward strategy, highlighted through supporting businesses with travel (cars, vans, temporary workplaces etc) and expenses, including NIC reclaim projects and bringing to life new reward strategies to better reflect the business objectives and culture.

Work Highlights:

Ian is a published author on Employment Tax, National Minimum Wage and Termination Payments, as well as contributing regular articles to various tax and other publications.

He was heavily involved in helping organisations get to grips with their Covid response, supporting businesses with the CJRS/Furlough arrangements to help protect jobs and ensure claims made were as accurate as possible.

Biography:

My background is in UK corporate tax, but I particularly specialise in the following areas;

EIS and Venture Capital tax schemes

Advising companies on using the Enterprise Investment Scheme (EIS) to raise equity, including advice on structuring, HMRC Advance Assurance applications and compliance issues. I also advise on Venture Capital Trusts and Seed EIS (SEIS).

Creative Industries Tax credits

I advise on tax credits claimed by Film Production companies, and similar production companies claiming credits for high-end television, animation, and children's programmes as well as for video game development.

Public Private Partnerships

I advise on direct tax issues to public sector bodies and private sector bidders for PPP projects and similar projects, including in respect of the Private Finance Initiative (PFI).

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:

Ann Barnshaw Kengaaju is an Advocate of the courts of judicature in Uganda and a member of the Uganda Law Society and East African Law Society.

She holds an Advanced Diploma in International Taxation (ADIT) from The Chartered Institution of Taxation, United Kingdom, a Bachelor of Laws Degree (Honours) from Makerere University, Kampala, and a Postgraduate Diploma in Legal Practice from the Law Development Centre, Kampala.

She is a tax expert renowned for her expertise in advising businesses on both domestic and international tax matters. With over five years of professional experience, Ann is proficient in preparing tax computations, filing tax returns, managing tax objections, conducting tax audits, and overseeing tax investigation audits. Additionally, she is a skilled practitioner in tax litigation within Uganda. Ann is also adept at providing tax advisory services relating to transfer pricing, employment taxes, and cross-border transactions.

Biography:

John Lindsay is a Consultant with Linklaters LLP. He has extensive experience of advising on corporate tax matters and in particular on the tax treatment of loan relationships and derivative contracts and on financing transactions. He is a contributor to Simon's Taxes, Tolley’s Tax Planning, and Finance Act Handbook.

Biography:

Nora Matei is a Romanian lawyer as well as a registered foreign legal advisor with the Northern Ireland Law Society.

She has experience of practising law in Romania and abroad. Her extensive legal knowledge covers both civil law and court procedure.  She has advised on civil law matters, commercial law, family law, employment law, criminal law, tax dispute as well as data protection. With her extensive experience, she often supplies expert opinions on Romanian law and practise for use in foreign courts.

She has built an extensive practise providing advice to many clients on labour and employment issues as well as visa and immigration issues.  She advises clients in restructuring of their businesses to minimize the legal effect on the business and the employees.

She is an author of the Romania country guide in Tolley’s Global Mobility/Employment Taxes product.

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:

Phil is the Senior Tax Director for Molson Coors' European operations. He has responsibility for both direct and indirect taxes across both EU and non-EU states. Prior to this, Phil was responsible for Molson Coors UK tax affairs covering all major taxes and duties.

Phil trained at KPMG LLP, where he worked for 8 years, specialising in tax investigations across both direct and indirect tax.

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:

Craig Simpson is a Tax Partner and owner of Bates Weston Tax LLP and Bates Weston Tax Advisory Limited. He specialises in providing tax advice to privately owned companies and high net worth families.

Craig set up his own advisory practice back in 2016 having held a number of senior positions in the national accountancy firms, seeing a gap in the market for a high quality, service focused advisory business. Advising across the range of tax matters relevant to the owner managed business. Craig particularly enjoys advising on complex reorganisations and reconstructions and developed a specialism in this area.

Craig regularly writes in the tax press and presents to fellow professionals and clients. Craig is also the author of Tolley’s Tax Planning for OMBs and consultant editor for the OMB module on TolleyGuidance.

Biography:

Tom Shaw is an Associate Director at Deloitte. He leads Deloitte’s response to Environmental Tax budget measures, and acts as a tax lead in Deloitte‘s Road to Net Zero/Climate group. He has over ten years' experience advising businesses in every sector on the effect of environmental taxes, in addition to VAT/GST systems, customs duties and other taxes, on their operations.

Tom specialises in global trends concerning carbon pricing instruments, associated taxation policy change and business transformation. He is a Chartered Tax Adviser and holds a first class degree in Mathematics.

Biography:

Ian is a knowledge counsel in the tax department at Travers Smith. He has a particular focus on tax issues relating to the asset management sector. Ian regularly writes articles for tax publications. Ian contributes to Tolley's Tax Planning.