Biography:

Philip is an experienced Transfer Pricing director. He is a subject matter expert with experience in both industry and advisory. Having worked in financial services and the technology sector, he prides himself on providing pragmatic advice which is both easy to implement and provides suitable substantiation. He has experience advising clients across multiple sectors and has recently worked with a government to formulate transfer pricing policy. He has worked with multiple tax jurisdictions worldwide.

Biography:

Steve is a private client tax director with PKF Francis Clark, with over 25 years' experience in advising private clients on wide range of tax matters.

Steve has a particular focus on advising property owners as well as on capital gains tax and inheritance tax planning, complex tax compliance for individuals and trusts, residency matters and stamp duty land tax.

Steve has presented at a number of events including for property investors, furnished holiday letting operators and solicitors. He has contributed to a number of specialist tax publications including Tolley's Capital Gains Tax Planning.

Steve is a member of the ATT (Fellow) and CIOT.

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:

Becky is a member of the Employment, Pensions & Immigration group and advises on all aspects of employment law, both contentious and non-contentious.

On the contentious side, she has expertise in dealing with a broad range of employment tribunal claims, including unfair dismissal, discrimination on the grounds of age, sex and disability, part-time working and unlawful deductions of wages.

Her non-contentious experience includes drafting and advising on a wide range of employment contracts, consultancy agreements and company policies and procedures.

Becky also advises in relation to post-termination disputes with former senior executives and regularly advises on settlement negotiations and severance terms.

She regularly publishes articles on all aspects of employment law, speaks at seminars and provides bespoke client training.

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:

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:

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:

Paul Tew is a freelance adviser, primarily in the areas of pay, personal taxation and remuneration planning. A frequent contributor to technical journals on pay and benefits issues, having written for the "In Business" section of the Times. Paul continues to supply articles for various recognised professional publications including Pay and Benefits magazine, Taxation magazine and Company's Secretary's Review. Paul also has had several loose leaf and bound books published on a variety of subject matter including PAYE, NIC, Sickness and Maternity Pay.

Paul has written and presented training courses as well as headed up payroll and employment help desks and acted as an assessor for recognised Payroll/HR qualifications. Paul previously worked in the healthcare and oil sectors managing Pay and benefit services, so has many years of experience in dealing with PAYE and employment compliance issues across a broad range of industries and organisations.

Biography:

After finishing her A Levels, Juliet joined a small regional firm where she completed her AAT and ACA qualification before moving to a small firm in London where she became CTA qualified. While in practice she worked across the taxes and disciplines preparing accounts, auditing, VAT returns, corporate and personal tax, and work with trusts.

Juliet joined Tolley in 2017 having spent over 10 years with another well-known training provider. She teaches a range of subjects including Owner Managed Businesses and Inheritance Tax, Trusts and Estates.

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:

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:

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:

Anirudh R is a Qualified Chartered Accountant from India. He comes with over 5 years of post-qualification experience in International Taxation and Transfer Pricing. He is an avid reader and passionate writer. He works in the International Tax and Transfer Pricing team at PKF Sridhar and Santhanam LLP, India.

He advises clients on complex Corporate restructurings, cross border transactions, Advance Pricing Arrangements and Transfer Pricing matters. He regularly represents clients before various appellate forums. He frequently speaks at various tax forums on wide international tax topics including Pillar Two, UN framework Convention, Transfer Pricing, Permanent Establishments etc.

The Author finds great support from his wife Sai Bhavani, a fellow Indian Chartered Accountant who shares similar interest for taxation.

Biography:

Beth Noy is a Tax Manager at Bates Weston Tax Advisory Limited. She specialises in providing tax advice to owner-managed businesses and high net worth families. Beth enjoys working with individuals to understand their big picture and prides herself on ensuring the tax advice delivered fits with their goals and is explained without the jargon.

Biography:

Ventsislav (Venzi) Vassilev is the Senior Strategist and founder of PKF Bulgaria and has a strong background and experience in the accountancy and tax consultancy sector. Mr Vassilev is a graduate of the University of Bristol in the UK in Economics and Accounting and started his career with Arthur Andersen & Co in the early 90s. Then in 1995 he founded Rex Consulting - a fast growing group of consultancy companies in Bulgaria which in 2014  joined the network of PKF International.

Venzi Vassilev has extensive experience in consulting and assisting foreign investors in Bulgaria. He leads a team of multilingual professional accountants, lawyers, financiers, business experts and administrative assistants. Under his leadership the team has created a company culture of a welcoming and informal atmosphere which is combined with a strong commitment to the client's business.

Currently PKF Bulgaria and the Rex Consulting group of companies have four offices in Bulgaria (Sofia, Plovdiv, Varna and Bansko); all of the offices are registered as separate entities. Rex Consulting Ltd also has a subsidiary in London  that specializes in asset management.

Mr Vassilev has been retired from his CEO position  since 2019 and remains the chairman of the supervisory board of the Rex Consulting Group. He continues to advise the firm's key clients on various strategic investment and financial issues.

Biography:

The Venture Capital Tax Reliefs (Enterprise Investment Scheme (EIS), Seed Enterprise Investment Scheme (SEIS) and Venture Capital Trusts (VCT)) are a key part of the UK Government’s strategy to help small and growing businesses raise much-needed capital.

Philip Hare & Associates LLP specialises in these tax reliefs, and advises businesses looking to raise money under these schemes, and deals with HMRC on their behalf. We work alongside other intermediaries, such as lawyers, brokers and fund managers.

Biography:

Dave Cooper has specialised in tax and NIC matters for over 40 years. He originally worked for the Inland Revenue as an inspector of taxes until the mid-1990s. Subsequently he moved into the Big-4 accountancy profession, and latterly he has run his own niche consultancy practice, focusing mainly on employer payroll obligations and associated tax and employee benefit matters. Dave joined the Tolley tax team in 2021 as an employment taxes writer.

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