Biography:

Sarah specialises in all aspects of real estate fund taxation including fundraising and advising on equity investments into real estate.

Her experience includes:

• complex high-value real estate transactions;
• structuring a variety of different investment platforms domiciled in a diverse range of jurisdictions; and
• acting for institutional investors and private equity real estate funds.

Sarah is a member of the Investment Association's Tax Committee and the Stamp Taxes Practitioners Group.

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:

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:

Oliver John was previously at Mazars for just more than five years where he provided tax and share valuation advice to a range of businesses with regards to share transactions. In his role as director at Azets, Oliver will continue to share tax advice with clients over the life of a business, from companies looking to raise capital to shareholders looking to exit.

Biography:

Amanda has 13 years practical experience with KPMG and PWC and worked with tax counsel on tax planning. She also worked as part of a Corporate finance team as the tax advisor for sales and purchases of companies/groups including listed groups.

Amanda has over 20 years’ experience in tax training and designs and writes the bespoke study manuals for the ADIT Energy Resources and Transfer Pricing papers as well as the classroom material for these papers.  She has also designed and written a lot of the classroom material for the ADIT paper 2.09 UK option and has reviewed the Paper 1 Principles of International Tax manual to ensure that it is syllabus focussed.

Amanda uses a lot of humour in her classroom courses and has a very practical approach to both the law and the exams.

Biography:

Mala is a Chartered Tax Adviser and non-practising Solicitor and Accountant. She trained with a top ten professional services firm where she worked in the tax investigations department and gained experience in a wide range of personal and corporate taxes. She joined the tax investigations team at a boutique tax consultancy and developed her portfolio before moving to a tax investigations firm.

Mala specialises in preparation of disclosures to HMRC and resolution of tax enquiries and CoP8 and 9 Investigations. She has experience in a range of situations – self-employment, property, owner managed businesses, non-UK domiciled individuals – and taxes; direct income taxes as well as PAYE, VAT and SDLT.

She is a well-known tax author, having had several articles published by the professional press including Taxation Magazine, Bloomsbury Professional and Tax Adviser. She also regularly lectures online and in person for the CIOT, AAT, ICAEW and CIMA, including at CIOT and CIMA conferences.

Mala was a finalist in the “Best Rising Star in Tax” category as part of Tolleys Taxation Awards 2020. The Awards are known for identifying excellence in tax. Being shortlisted for the award demonstrates Mala’s commitment to the tax profession as well as her technical excellence as supported by testimonials from clients and other tax experts.

Mala founded the London Tax Society in 2017 and actively encourages networking and technical development for young professionals.

To contact Mala, please email: mala@londontaxnetwork.co.uk or call 0203 953 6660.

Biography:

Peter Rayney practises as an independent tax consultant, advising owner-managed companies, accountants, lawyers and tax practitioners on a wide range of tax issues. He was previously with BDO for nearly 20 years and during the last five years he was BDO’s National Tax Technical Partner.

Peter specialises in corporate tax and corporate finance tax including company sales and acquisitions (including MBOs), reconstructions and all aspects of owner managed business taxation. He is a tax lecturer and regularly contributes tax articles to the professional press.

Peter is an author and contributor to a number of books, including Tolley's Tax Planning, Rayney's Corporate Tax and Tax Planning for Family and Owner Managed Companies. He was awarded the Chartered Institute of Taxation’s Fellowship Thesis prize in 1994. He has won the prestigious Taxation ‘Tax Writer of the Year’ award an unprecedented three times.

Peter chairs the ICAEW Tax Faculty Technical Committee and is a former President of the Chartered Institute of Taxation.

Biography:

Debbie trained as a Chartered Accountant with Coopers and Lybrand in London before moving into exam training in 1998 and becoming CTA qualified in 2000.

Debbie has taught tax and accountancy across various qualifications for over twenty years and was a member of the ICAEW tax exam team for a number of years.

Debbie joined Tolley Exam Training in 2004. She teaches across the ATT and CTA qualifications and is involved in material production.

Biography:

Joe Slane is a Professional Support Lawyer at Turcan Connell. He works closely with the partners, solicitors, and other practice groups within Turcan Connell to develop and maintain the knowledge resources for the Tax and Succession team. Joe is a member of the Society of Trust and Estate Practitioners (STEP) Scotland Branch Committee.

Biography:

Robert Eggens is an experienced VAT specialist with over 10 years of expertise, primarily focused on VAT and customs matters related to international trade and supply chains. He has worked extensively with multinational companies, providing strategic advice on VAT compliance and optimization. Robert is also actively involved in cross-border VAT projects and has contributed to numerous international VAT initiatives and contributes to Tolley's Global and EU VAT.

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:

Helen Wood is the founder of HLN WD TX, a share schemes and employee incentives advisory business.

She qualified as a CA with ICAS in 2009 and has worked as a specialist reward and incentives advisor for 17 years, spending 13 of those at KPMG followed by 3 ½ years as an Associate Director at RSM. Helen has worked with businesses ranging from start-ups to fully listed companies, spanning owner-managed businesses, private equity portfolio companies, and AIM listed businesses.

She advises on a wide range of employee share schemes and employment related securities matters including the design and implementation of effective management and employee incentives; tax valuation of employment related securities, buy and sell side transaction support, HMRC compliance, tax due diligence and employee ownership trust transactions.

Biography:

Victoria joined Tolley Exam Training in 2007 from PwC where she was a Tax Manager concentrating mainly on multinational corporates before joining the firm's National Tax Training team where she guided students through their professional examinations including ATT, CTA and ICAEW.

Victoria also wrote and delivered in-house technical training programmes. These programmes were designed to fit the needs of both students and the business, complementing the professional examinations studies and providing real on-the-job insights to equip students with the right skills to succeed back in the office.

Victoria qualified with PwC, previously having experience with KPMG and industry in both corporate compliance and advisory roles. Victoria likes to use this breadth of experience to bring practical illustration to the training room to help students not only understand the tax legislation, but to see how and why the rules are used in practice.

Biography:

David Heaton FCA CTA has specialised in employment taxes, national insurance (social security taxes) and tax investigations since the late 1980s. After senior positions in Big 4 firms and partnership for 13 years in a national firm, he became a sole practitioner in 2014.

His main focuses are:

• PAYE
• employment status and temporary/agency workers
• employee share incentives
• share valuation for tax purposes
• expatriate/migrant workers
• tax investigations

He was the original author and for many years the editor of CCH's British NIC Guide, but he is now the editor of Tolley's National Insurance and a contributor to Taxwise, Tolley's Tax Planning, Simon's Taxes and Taxline Tax Planning on employment taxes and NIC matters.

As a lecturer for professional institutes and training businesses he is known for his down-to-earth and often irreverent style. He was briefly a member of HMRC's GAAR panel, invited because of his nationally recognised expertise in employment taxes, but he resigned after a press expose that revealed that he advised clients and fellow professionals as well as HMRC.

He has chaired the ICAEW's Employment Taxes & NIC Committee for many years and is a past chairman of the Institute's Tax Faculty. He is also a member of two relevant technical sub-committees of the CIOT.

Biography:

Ronnie is regarded as one of the UKs leading tax dispute specialists. Over the last 25 years Ronnie has specialised in the field of HMRC investigations and tax dispute resolution working alongside a broad range of clients, both corporate and personal. He has successfully assisted his clients to resolve a wide range of investigations, enquiries, disputes and disclosures and has built up an enviable reputation of obtaining some great results.

More recently Ronnie has worked extensively in the sports industry where he has represented a number of leading sports clubs and professionals to resolve their outstanding issues with HMRC. He is regarded as a specialist in the area of the taxation of image right payments and has recently authored the relevant chapter in the latest edition of Sport: Law and Practice (Lewis Taylor).

Ronnie is a regular lecturer at national tax investigations conferences and is one of a handful of Centre for Effective Dispute Resolution (CEDR) accredited mediators operating in the UK tax market.

Prior to joining PwC Ronnie spent several years as a tax inspector with HMRC. He was seconded back to HMRC in 2011 where he worked with a team of senior HMRC policy officials on the Review of Tax Disputes. The outcome of this review led to, amongst other things, the publication of updated guidance on HMRCs Litigation and Settlement Strategy and the commencement of HMRC pilots on the use of Alternative Dispute Resolution (ADR) methods to resolve outstanding tax disputes.

Biography:

Mradul Gupta is a Chartered Accountant and a member of the Institute of Chartered Accountants of India. Mradul has over 13 years’ experience in indirect taxation, and also more than 14 years’ experience in direct taxation. He has hands-on experience in handling clients in IT, Finance, Aviation, Trading, Manufacturing, Insurance, Stock Broking, Real Estate, Pharmaceutical, Banking-Financial and Hospitality sectors.

Mradul has successfully handled and implemented GST for several clients in India prior to VAT law implementation assignments in the UAE. He has strong working knowledge in the concepts of Indirect Taxes entailing VAT/GST, Excise, Customs, Service Tax and Sales Tax. He has conducted several training events on VAT/GST in the UAE and India and was also a speaker in the GST Clinic organised by the Confederation of Indian Industry (CII).

He has written various tax articles published on prominent tax portals in the UAE and India. Mradul has also managed the responsibility of payment of VAT, filing of VAT returns, providing relevant information to the tax authorities and, handling VAT audits.

He is a contributor to the UAE country guide in Tolley’s Global VAT.

Biography:

Candela is a Spanish tax manager with Gesdocument, a multi-service tax advisory practice based across Spain. She is a law graduate, with Masters in company law and tax consultancy. She has over eight years of experience in tax advice to both individuals and legal entities. She also manages tax inspection procedures and advises in national and international tax planning.

Candela is a contributor to the ‘Selling a Property Abroad’ chapter in Tolley’s Property Taxation.

Biography:

Lee is a tax specialist and Partner at Keystone Law. He has been advising on global mobility and international employment tax matters for more than 20 years. He provides support to employers and their globally mobile employees. He also provides personal tax advice to globally mobile executives, including non‐resident directors.

Lee’s expertise covers the employer and employee tax, social security and payroll implications of cross‐border moves. This includes employer and employee tax compliance, international share schemes tax, tax on pensions for mobile employees, the taxation of cross‐border termination payments and operating tax equalisation arrangements. Lee also provides advice on the tax aspects of global mobility and globally remote working policies and processes.

Lee also covers international employment tax matters such as tax and social security for globally remote workers and the assessment of employment status for tax purposes. International organisations of all sizes turn to Lee for tax advice, across various sectors, including social and humanitarian enterprises, education, life sciences and pharmaceuticals.

Lee is a member of the HMRC Expatriate Tax technical forum and regularly speak at industry events on global mobility and international employment tax matters. He is also the resident global mobility tax expert for the Global Payroll Association and provides tax training to payroll specialists on matters such as tax residence, international social security and short term business visitors.