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’.
Deborah specialises in assisting clients with their estate planning, helping to protect and control the succession of family wealth. Her work covers advising on the full range of private client matters from tax-efficient, flexible and protective Wills, Lasting Powers of Attorney and dealing with complex estates, to lifetime planning with trusts, Family Investment Companies and preparation of family charters.
The breadth of Deborah’s experience has helped her to advise clients on multi-generational planning, using a range of different structures to suit her client’s circumstances. Deborah’s tax knowledge helps her to combine tax planning with traditional estate planning, creating innovative solutions, such as her work on Family Investment Companies, which Deborah developed back in 2006. Her corporate experience means she can also assist with advising on the best governance structure for family enterprises. She regularly assists her clients with advice on the structure of their articles of association and shareholders’ agreements, to ensure that they meet the family’s overall objectives.
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.
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.
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.
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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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.
