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.
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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Gary is a highly regarded international tax professional with extensive experience gained at HM Revenue & Customs (HMRC) and leading advisory and accountancy firms in the United Kingdom.
Throughout his career, he has held senior positions at HMRC, Ernst & Young, Grant Thornton, RSM Tenon, Kinetic Partners and Harbottle & Lewis, developing particular expertise in international taxation, tax investigations and the management of complex tax disputes.
His practice focuses on advising private clients, entrepreneurial families, trusts, investment funds and international corporate groups on cross-border taxation, international tax planning, voluntary disclosures and tax risk management. He has significant experience assisting taxpayers involved in HMRC enquiries, tax investigations and matters relating to international structures and offshore wealth.
Gary regularly advises High Net Worth Individuals (HNWIs), trusts and international businesses on issues relating to tax transparency, exchange of information, economic substance requirements, OECD BEPS initiatives, non-domicile taxation, transfer pricing and wealth-related tax matters.
Alongside his professional practice, Gary is an author for Bloomsbury, a lecturer on international tax matters and an active participant in consultations between the tax profession, HMRC and HM Treasury.
He served as President of the Chartered Institute of Taxation (CIOT) in 2023–2024 and was a member of the CIOT Governing Council from 2011 to 2025.
During this period, he chaired both the Management of Taxes Committee and the Crypto and Digital Assets Committee, demonstrating expertise in both traditional and emerging areas of taxation.
He also served as Vice President of CFE Tax Advisers Europe and is currently a member of the International Private Client Committee.
Gary is a Fellow of the CIOT and a member of STEP, two of the most respected professional bodies in the fields of taxation, trusts and estate planning.
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).
In addition to being an Independent Financial Adviser, Becky has a strong background in private client tax.
She is CTA, TEP and DipFS qualified and is the Managing Director of Trigpoint Financial Planning.
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.
Matt is a partner and head of international tax 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.
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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.
