LTN Tax Conference 2023
- Pete Miller, Head of Corporate Tax and Sam Wightman, Corporate Tax Assistant Manager - Jerroms Miller: Exploring Employee Ownership Trusts
- Sean Randall, Partner - Blick Rothenberg: Stamp Duty Land Tax - the battleground
- Dr Claire Skipper, Director - Dixon Wilson: Taxation of offshore Trusts
- Mala Kapacee, Director - London Tax Network Ltd: Tax Investigations
- Suraj Patel, Partner - Lawrence Grant: Taxation of internationally mobile employees
- Sati Virdee, Director - Citroen Wells: Private Client and IHT Update
- Keith Gordon, Barrister - Temple Tax Chambers: Tax Tribunal - your questions answered
- Clair Dart, Partner- Alliotts: Cross border VAT issues
About speakers
Mala is a Chartered Tax Adviser and non-practising Solicitor and Accountant. She specialises in preparation of disclosures to HMRC and resolution of tax enquiries and CoP8 and 9 Investigations. She has experience in a range of situations – self-employment, property, owner managed businesses, non-UK domiciled individuals – and taxes; direct income taxes as well as PAYE, VAT and SDLT.
She is a well-known tax author, having been published by Taxation Magazine, International Tax Review, Bloomberg Tax, Bloomsbury Professional and Tax Adviser. Mala founded the London Tax Society in 2017 and actively encourages networking and technical development for young professionals.
Mala lectures regularly for professional bodies including the CIOT, CIMA and the ICAEW. She was a finalist for “Best Rising Star in Tax” as part of Tolleys Taxation Awards 2020. The Awards are known for identifying excellence in tax. Being shortlisted demonstrates Mala’s commitment to the tax profession as well as her technical excellence as supported by testimonials from clients and other tax experts.
Corporate Tax and VAT specialist Clair Dart was promoted to Partner and Head of Corporate Tax at Alliotts in 2022. Clair leads in a wide range of interesting work, much of it with an international flavour. Through developing relationships with Alliotts overseas associates and attending conferences Clair has access to a reliable worldwide network of advice.
Clair heads up and mentors a team of Corporate Tax advisors and collaborates with partner specialists in other areas as most transactions will have a corporate tax implication. Clair also specialises in VAT matters including UK, cross border and customs duty issues.
Clair joined Alliotts after spending two and a half years at a Top 30 central London firm where she looked after both inward investment companies and various entrepreneurial entities. During this time Clair built on the knowledge she gained over the previous 10 years at a large regional practice whilst training as a Chartered Accountant and Chartered Tax Advisor (and achieving prize-winning scores in her final ACA exams).
Clair is passionate about investing time in understanding her clients and their businesses. This equips her to be able to provide practical advice appropriate to a client’s circumstances, whilst ensuring that they understand matters thoroughly and receive the personal service that they deserve.
Claire Skipper joined Dixon Wilson after a brief career in academia and now focuses her analytical and logical mindset on solving the technical problems of her clients.
Individuals with their associated Trusts, Estates and companies make up the majority of Claire’s portfolio.
Claire specialises in complex UK tax compliance, advisory and planning including in relation to Offshore/Non-dom matters, Inheritance Tax (IHT), Private Equity and divorce.
However, Claire’s dual qualification and breadth of knowledge mean that you have a single point of contact for both your complex tax problems as well as the accounts preparation of your Trust, charity or company.
Keith Gordon qualified as a chartered accountant and chartered tax adviser before retraining for the Bar. Since 2006, he has specialised in assisting taxpayers in disputes with HMRC and regularly attends courts and tribunals, ranging from the County Court to the Supreme Court. High profile cases include representing Kaye Adams (Atholl House Productions Ltd) and Eamonn Holmes (Red, White & Green Ltd) in their IR35 disputes in the Court of Appeal and Upper Tribunal.
He advises in all tax-related matters, extending to social security contributions and benefits as well as professional negligence matters, where he acts for claimants and defendants alike.
Pete began his career with the Inland Revenue in 1988 with roles in tax districts in Birmingham and London before spending several years in head office, culminating as the Inland Revenue's expert on the rules for company distributions and advance corporation tax. Since going into private practice 25 years ago, Pete has worked for Big 4 firms and run his own business for 11 years, advising a wide range of clients from owner managed businesses to the largest corporate groups. While Pete has provided in-depth tax advice on all aspects of corporation tax, he specialises in the taxation of corporate transactions and the consequences to shareholders, including buying and selling companies, mergers and demergers, and all forms of corporate reorganisation.
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). Pete is Chair of the CIOT's Owner Managed Business Tax Technical Committee, as well as being a member of the Tax Policy and Oversight Committee and of the Education Committee. He is also a member of the ICAEW Tax Faculty Business Tax Committee.
Jerroms Miller Specialist Tax provide corporate tax advice relating to:
• Buying and selling businesses
• Group reorganisations
• Mergers and demergers
• Incentivising employees
• Anti-avoidance legislation
• Employee Ownership Trusts
Approachable, friendly and professional, our team have extensive experience of advising businesses of all sizes and across all sectors to find bespoke solutions to the most complex tax scenarios.
Sam has specialised in corporate tax for around three years and is soon to qualify as a Chartered Tax Adviser (CTA). He enjoys the problem-solving aspect of tax, and the intricacies of working through legislation to deliver the best service.
Jerroms Miller Specialist Tax provide corporate tax advice relating to:
• Buying and selling businesses
• Group reorganisations
• Mergers and demergers
• Incentivising employees
• Anti-avoidance legislation
• Employee Ownership Trusts
Approachable, friendly and professional, our team have extensive experience of advising businesses of all sizes and across all sectors to find bespoke solutions to the most complex tax scenarios.
Sati has over 25 years’ experience in the field of Private Client Tax covering personal tax advisory, capital gains tax planning, HMRC enquiries, international aspects of domicile, residency and the remittance basis of taxation and estate planning solutions. She frequently works with UK and non-UK domiciled clients providing advice on how the complex UK tax rules impact their financial transactions.
With 23 years’ experience advising developers, investors, occupiers, funds and individuals on stamp duty in connection with real estate transactions, group reorganisations, corporate reconstructions and capital markets matters, Sean is widely consulted on all areas of stamp duty work. He has contributed to the development of government policy, tax authority practice and statute on stamp duty, and written/edited the leading textbook on stamp duty – Sergeant & Sims on Stamp Taxes – a textbook especially for conveyancers – The Stamp Duty Land Tax Handbook: A Guide for Residential Conveyancers – and the SDLT chapter in Tolley’s Tax Planning 2022-23.
He is a Fellow of the Chartered Institute of Taxation, the Chair of the Stamp Taxes Practitioners Group and a former winner of Taxation’s Tax Writer of the Year.
Suraj completed his Masters in Accounting and Finance, before qualifying as a Chartered Accountant in 2020. He joined Lawrence Grant in the same year and has progressed to the role of Partner.
Suraj has a passion for both tax and solving problems. Together, these assist clients with strategic tax planning and ensuring tax compliance simultaneously.
He has knowledge and experience with tax planning and compliance, for both individuals and corporates, with UK and international aspects. He deals with complex areas such as:
- residency and domicile tax matters,
- high net worth individuals with offshore investments and structures,
- internationally mobile employees,
- owner-managed businesses’ tax planning
- group reorganisations - including seeking appropriate clearances from HMRC.
Suraj also relishes working with entrepreneurs and owner-managed businesses, with strategic planning and analysis to grow their businesses and increase profitability.
