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’.
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.
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.
Michael practices in all areas of tax law and practice.
Key areas of his work include:
He has been in practice since 1985.
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Ian is a Legal Director at Pinsent Masons. He deals with disputes relating to direct and indirect tax.
Nigel Holmes FCA CTA is a Chartered Accountant and Chartered Tax Adviser and is Director, Research and Development at Ryan.
He has over 20 years experience in R&D tax relief and has lectured and written widely on the subject.
In 2017 he was shortlisted for Taxation’s Tax Writer of the Year award. He joined Ryan (formerly Catax) in April 2017 after nearly 25 years at a large regional practice.
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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.
