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.
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Matt is a partner and head of international tax director in Grant Thornton’s UK tax team.
Matt has particular expertise in cross-border financing, reorganisations, diverted profits tax, and BEPS initiatives. He is a chartered accountant and a chartered tax adviser.
Matt travels to the US regularly and co-leads Grant Thornton’s UK / US programme. His clients include a number of US-headquartered technology groups.
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).
Gary is a well-known international tax Partner, with particular expertise in contentious tax matters. He previously held senior positions at HMRC and leading accountancy firms.
Gary is Deputy President of the Chartered Institution of Taxation (the UK leading body on taxation), Vice President of CFE Tax Advisers Europe and a full member of STEP (Society of Trust and Estate Practitioners).
He has particular expertise in complex structures, including trusts and funds both in the UK and overseas, and supports non-domicile and international clients in identifying areas of risk in their tax affairs. Gary is an expert on the various overseas tax treaty agreements, international transparency, exchange of information and the increasing need for Substance.
He advises private clients, trusts and corporate clients on a range of complex tax issues such as restructuring, residence, non-domicile/remittances, transfer pricing matters, employment and property tax and various other matters including VAT. He helps structure UK clients with their domestic tax position, strategies for investing overseas, and non-resident clients acquiring assets in the UK – particularly real estate.
Gary has particular expertise assisting clients who need to make disclosures to HMRC or who are under Code of Practice 8 & 9 (COP8 and COP9) civil tax investigations, or criminal tax investigation.
He advises on International Tax issues, the OECD BEPS programme (UK implementation), the EU Anti Avoidance Tax Directive and is an expert on International Tax Treaty matters – residence and withholding taxes.
Gary spends a considerable amount of his time helping high-net-worth and high-profile individuals and their companies on managing tax avoidance dispute issues and tax risks relating to overseas structures. He is an expert on the taxation of the digital economy, and leads the firm’s crypto asset tax offering. He is chairman of the CIOT/ATT crypto tax committee and chair of the CFE crypto group. Gary has been working closely with HMRC to develop the UK tax rules around crypto assets, and the use of the underlying technology in terms of business and financial services.
Philip Simpson KC is a CTA-qualified tax advocate and barrister, specialising in all areas of tax law. He is ranked for tax by both Chambers UK and the Legal 500. His areas of expertise include income tax, capital gains, stamp duties, VAT and corporate tax.
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.
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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.
