This conference is fully booked.
Please contact us at info@longmark.co.uk if you wish to join the waiting list
Alun advises on all direct taxes in a business context, as well as SDLT and VAT.
Much of his practice is advisory, whether planning, transaction-based or assisting in relation to disputes with HMRC. Typically instructions come by email and are discussed in conference or by phone. He then settles a note of the advice given.
Litigation is also undertaken, usually at FTT/UT level.
Alun seeks always to develop a good working relationship with his clients. Many are in contact on a regular basis, sometimes just to talk a possible matter through, as well as for specific advice. Alun believes that the better our professional clients understand what we do, and the benefits we can provide, the better the end product.
He has been in practice since 1988 and is also a member of Exchange Chambers in Liverpool and Manchester.
Emma Chamberlain specialises in tax and trust advice for private clients, trusts and charities. Her practice is focused particularly on IHT and CGT as well as advising foreign domiciliaries and trustees. She frequently advises on taxation issues in connection with divorce and family issues, on BPR and APR and on residence, remittance and domicile enquiries.
Emma regularly writes for Tax Journal, Private Client Business, Tax Adviser and British Tax Review. Articles include an analysis of the reservation of benefit provisions in Tax Journal, IHT reform, and an analysis of the Finance Bill 2020 provisions.
In 2020 she was one of the three co-authors of the final report produced by the Wealth Tax Commission on whether an annual or one-off wealth tax was feasible for the UK.
Deborah specialises in assisting clients with their estate planning, helping to protect and control the succession of family wealth. Her work covers advising on the full range of private client matters from tax-efficient, flexible and protective Wills, Lasting Powers of Attorney and dealing with complex estates, to lifetime planning with trusts, Family Investment Companies and preparation of family charters.
The breadth of Deborah’s experience has helped her to advise clients on multi-generational planning, using a range of different structures to suit her client’s circumstances. Deborah’s tax knowledge helps her to combine tax planning with traditional estate planning, creating innovative solutions, such as her work on Family Investment Companies, which Deborah developed back in 2006. Her corporate experience means she can also assist with advising on the best governance structure for family enterprises. She regularly assists her clients with advice on the structure of their articles of association and shareholders’ agreements, to ensure that they meet the family’s overall objectives.
Katherine is an expert tax barrister, in practice at her own chambers, St Katharine’s, with a particular focus on private clients and their businesses.
As the past editor of the definitive practitioners’ text on land taxation, she is regularly asked to advise on property transactions.
She has an MA in Law from Cambridge University and is a Chartered Tax Adviser, member of STEP, a Chartered Financial Planner and Certified Family Business Adviser.
Recognised as one of the ‘Most Influential Private Client Advisers’ in the UK in 2013, 2014 and 2018 and “50 Top Tax Advisers” in 2018, she has over 25 years’ experience in supporting accountants, solicitors and tax advisers to solve complex tax problems.
Prior to practice, Katherine was a senior tax partner with two Big 4 professional services firms, first as the UK head of private client services at PwC and then as head of private client services for EMEIA at EY.
Visit stkatharines.com
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Full details of the speakers and topics for this conference will be posted as soon as they are finalised. Normally 4-5 weeks before the conference date.
Delegates will receive a comprehensive set of notes to take away and will have the opportunity to ask questions of any of the speakers both on the day and in advance of the conference. This conference will provide 6 hours CPD / CPE and will offer the chance to network with other local senior tax professionals.
This conference features a “4 for the price of 3” offer so that key members of your tax team can attend and hear the latest ideas first-hand.
