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 Bowes joined Bruce Sutherland in 2009, having been Head of Valuations at a top fifteen Accountancy firm and, before that, a major Tax Consultancy.
He was previously a senior member of Shares Valuation Division, (now Shares and Assets Valuation) of HM Revenue and Customs.
David is an experienced lecturer on valuation and writes articles on the subject for the professional press. He has appeared as an expert witness in Court and the Tax Tribunal. He is a former Honorary Secretary of the Society of Share & Business Valuers, and the author of Tolley’s Practical Share and Business Valuation
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.
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
Sofia Thomas is Chair of the International Sports Tax Association and Partner at Juno. She regularly advises elite athletes on tax matters in contract negotiations and international transfers.
Sofia sits on the HMRC Wealthy External Forum and the HMRC Crypto Asset Working Group.
Her latest book ‘Tax and the Elite Athlete’ is due to be published by Bloomsbury in the summer of 2024.
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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.
