Alan is Head of Personal Tax Planning, 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’.
Pete has always taken an interest in tax policy, having had policy roles with the Inland Revenue. In recent years, his involvement, both personally and through his CIOT positions, has helped shape several aspects of the current tax regime, including the 2011 changes to the capital gains tax exit charges and the amended joint-venture and partnership rules for entrepreneurs’ relief (now business asset disposal relief).
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.
With Pete and the team, he 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.
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.
Alasdair Johnstone is a partner at Anderson Strathern where he heads up their high net worth and family office team and is a leading member of the firm’s specialist LBTT unit.
In addition to his private client planning work, Alasdair also has a wide knowledge of property law, which means that he can offer holistic and comprehensive advice on client affairs, particularly for farmers and large landowners.
Alasdair is a member of STEP and of the Law Society of Scotland Tax Sub-committee.
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.
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.
