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’.
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.
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.
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).
Alastair Kendrick is an employment tax specialist who offers his work via his own consultancy business AK Employment Tax Services Ltd. He is a former HMRC inspector of taxes who on leaving the Revenue worked for 17 years in the big 4 (KPMG and EY) before moving to work for a number of boutique practices.
Alastair is heavily involved in all aspects of employment taxes but is considered a leading expert on the status of workers, IR35 and CIS.
Alastair advises clients on employment tax matters and in being an expert witness in disputes before the Courts. He also takes cases before the FTT
Alastair is a regular writer and speaker on tax matters. He is the author of the chapters in the Bloomsbury Tax Investigation Handbook on employer compliance and National Insurance. He also recently updated the lexis Nexis online guidance for practitioners on IR35.
Outside of taxation, Alastair is a keen sportsperson; a triathlete and a former marathon runner.
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
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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.
