Alan is Head of Personal Tax Planning at Brodies, based in Edinburgh, and one of Scotland’s best-known tax and private client practitioners.
As well as estate planning and all that comes from that, he covers the full range of taxes. He has expertise in capital taxes and property tax issues including land and buildings transaction tax.
He has contributed to authoritative publications in relation to wills, tax planning and trusts; and is a co-author of the leading book ‘Drafting Wills in Scotland’.
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
David first trained as a tax lawyer at what is now Clifford Chance and has over 40 years’ experience of all aspects of direct corporate and personal UK taxes.
Having been, for many years, a senior partner and head of tax at Pinsent Masons and, after 8 years practising as the founding partner in an eponymous law firm, David transferred to the Tax Bar in 2017 and resumed his more general tax advisory practice as a member of Temple Tax Chambers.
He is author and co-editor of the 2-volume looseleaf “Employee Share Schemes”, published by Thomson Reuters, and is also author of recently-published books on “Employee-ownership Trusts” (2022) and “Disguised Remuneration & the Loan Charge”(2021) (both published by Claritax Books).
John is a director of Wooltech Ltd, having previously been a director of Technical Connection Ltd for 25 years.
John has several legal and tax qualifications including being a qualified TEP, a fellow of the Chartered Insurance Institute and a member of the Chartered Institute of Taxation. He has been involved in financial planning in the financial services sector for the last 30 years.
He regularly contributes articles on tax planning to various journals as well as making guest attendances as a speaker at financial services and tax conferences.
He is the author of Financial Planning with Trusts published by Claritax.
David Bowes joined Bruce Sutherland in 2009, having been Head of Valuations at a top fifteen Accountancy firm and, before that, a major Tax Consultancy.
He was previously a senior member of Shares Valuation Division, (now Shares and Assets Valuation) of HM Revenue and Customs.
David is an experienced lecturer on valuation and writes articles on the subject for the professional press. He has appeared as an expert witness in Court and the Tax Tribunal. He is a former Honorary Secretary of the Society of Share & Business Valuers, and the author of Tolley’s Practical Share and Business Valuation
Pete offers expert advice to other advisers on all business and corporate tax issues. Pete’s specialist areas include corporate reconstructions and reorganisations, HMRC clearances, the transactions in securities rules, distributions, partnerships, Patent Box, disguised remuneration and the taxation of intangible assets.
Pete has worked in tax for over 33 years, including nearly 10 years as an Inspector of Taxes. He worked in Birmingham and London with roles in both Policy and Technical Divisions, where he was the Inland Revenue’s expert on all matters relating to the distributions legislation. He then worked for 11 years in ‘Big 4’ firms, specialising in the taxation of corporate transactions.
Pete speaks and writes regularly on tax issues and is General Editor of Whiteman and Sherry on Capital Gains Tax and on Income Tax and a member of the Editorial Boards of Taxation, The Tax Journal and Simon’s Taxes. He is lead author of Taxation of Company Reorganisations (6th edition, Bloomsbury Professional, October 2020), co-author of CCH’s book on Taxation of Partnerships and author of Tax Digests on Corporate Reconstructions, Transactions in Securities, Partnership Taxation, Disguised Remuneration, the Substantial Shareholding Exemption and the Patent Box and of the ICAEW Tax Faculty’s TAXGuide on the 2017 regime for carried forward corporate losses.
Associate director Nick joined Jerroms as a Corporate Tax Manager in 2019 to undertake technical tax research, planning and advisory projects for our business and corporate clients.
Nick provides specialist corporate tax advice in areas such as transactions tax, company reconstructions and Employee Ownership Trusts, Employment Related Securities and employee share schemes both to individuals and to accountants and solicitors requiring support for their own clients.
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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.
