40 UNDER 40 - Tax Journal · 1 Methodology & rulesI am delighted to introduce ’40 under 40’, our pick of 2 This year’s 40 under 40 4 An A–Z list of the forty profiled individuals

A lot has changed since 1987... A lot has changed since 1987...

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1

Methodology & rules 2

This year’s 40 under 40 4

An A–Z list of the forty profiled individuals.

The detailed profiles 6–56

Mini-biographies, key achievements and market views for all profiled individuals, displayed in alphabetical order.

I am delighted to introduce ’40 under 40’, our pick of some of the best, young professionals working in tax today. The competition for inclusion in this guide was intense – we received many more submissions than expected, and there wasn’t a single weak entry among them.

Everyone will have an opinion on who should be listed here, so to help us make the best selection a team of independent researchers evaluated all submissions, taking up client and employer references from major FTSE 100 companies to high net worth individuals. We were, in general, looking for technical excellence, commercial nous and good client skills. Thank you to everyone who took part and to all those who kindly supplied detailed references.

All the individuals profiled here come highly rated and if they are anything to go by, the future of the tax profession is in good hands.

Paul Stainforth, Editor, Tax Journal

ContentsWelcome

under4040

Editor Paul Stainforth

Deputy Editor Emma Reitano

Head of Recruitment Sales Stuart Cousins

Senior Sales Executive Alain de Maurier

Marketing Manager Victoria Newman

Design Jack Witherden

Editorial Director Simon Collin

Published by LexisNexis, Quadrant House, The Quadrant, Sutton, Surrey SM2 5AS Tel: 020 8686 9141 www.lexisnexis.co.uk© Reed Elsevier (UK) Limited 2011Tax Journal ‘40 under 40’ is published by LexisNexis. LexisNexis aims to provide authoritative and accurate information at all times. Its publications are, however, for guidance only and are not an official information source.

All rights reserved. No part of this publication may be reproduced, stored in a retrieval system or transmitted in any form or by any means, electronic, mechanical or otherwise, without the prior written consent of the publisher and editor.

Printed Headley Brothers Ltd, Ashford, Kent

Cover image by Gary Yeowell/Gettyimages


2

Methodology & rules

‘40 under 40’ is a guide to forty leading tax professionals based in the uK, under the age of forty as at 1 november 2011, who have demonstrated outstanding achievement in their careers to date, as verified by our independent researchers and by Tax Journal.

In compiling this list, Tax Journal received submissions for individuals from a wide range of organisations – including accountancy and law firms, HMRC, Tax Chambers, from industry and tax-related support services. All submissions were made in accordance with the entry rules and procedures set out below.

To assess the submissions, a team of experienced freelance professional services journalists and researchers – all of whom were independent of any of the organisations and individuals who made submissions – took up references from 600+ client and employer referees spanning major FTSE 100 companies to high-net worth individuals. The shortlist was reviewed by the Tax Journal team, who finalised the 40 individuals selected. For the avoidance of doubt, firms and individuals cannot pay to be included in this guide.

With acknowledgements to Ben Rigby, Alex Aldridge, Katie Paxton-Doggett and Mary-Carmel Barbour.

Entry rules and procedures

• Nominations had to be submitted using a standard submission form. It was made clear that additional materials were not considered.

• The contact details of at least two (and no more than five) referees had to be supplied for each individual nominated. Where appropriate, client referees were likely to carry more weight.

• Shortlisted entrants were in some cases asked to provide further information.

• Employees and office holders of Tax Journal and its publishing company, LexisNexis, were not eligible to enter.

• No more than 20 individuals per organisation could be nominated. • A research team evaluated submissions but the final decisions were

made at the discretion of Tax Journal. • The content of any entry could be used for publicity purposes unless

the entrant withheld their consent to this in writing. • Entrants were deemed to have accepted these rules and

procedures and to have agreed to be bound by them when entering this competition.

• We regret that feedback cannot be provided on individual entries. • Submitting the nomination form was taken as agreement that

referees could be contacted by Tax Journal’s research team. • To help us manage and maintain the reputation of the ‘40 under 40’

guide those making submissions were required to inform us about any negative media stories, malpractice or disciplinary issue or other event of which we should be aware that occurred during the preceding 12 months. Such an event did not necessarily mean that the submission was disallowed, however if it was not disclosed the submission could be invalidated.


20–23 Greville Street, London EC1N 8SSSwitchboard +44 (0)20 7269 6333

Email: [email protected] Web: www.pro-tax.co.uk

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4

This year’s 40 under 40A–Z of profiled individuals listed alphabetically by surname.

name Position employer Main specialism(s)

p6 Marie Barber Member Kinetic Partners Corporate tax advisory & compliance, employment taxes

p8 Claire Blackburn Partner PwC Transfer pricing

p10 Lynnette Bober Private Client Tax Director Rawlinson & Hunter Private client

p12 Pippa Booth Partner Deloitte Corporate tax advisory & compliance, tax accounting

p14 Helen Buchanan Tax Partner Freshfields Bruckhaus Deringer

Corporate tax advisory, contentious tax, employment taxes

p15 Alexander Cox Tax Partner Ashurst Corporate tax advisory, corporate international, real estate

p16 Caroline Dhir Tax Partner Ernst & Young Human capital

p17 Richard Harbot Corporate Tax Partner Berwin Leighton Paisner Corporate tax advisory, stamp taxes

p18 Daniel Hartland Tax Partner Grant Thornton Corporate tax advisory, private client, private business

p19 James Henderson Barrister Pump Court Tax Chambers

Contentious tax, VAT, transfer pricing

p20 Matthew Hodkin Partner Norton Rose Corporate tax advisory, corporate international, environmental taxes

p21 Sue Holmes Partner Deloitte Corporate tax advisory & compliance, corporate international

p22 Anna Jarrold Tax Partner BDO Corporate tax advisory, private business, partnership taxation

p23 Fabrizio Lolliri Director Alvarez & Marsal Taxand Transfer pricing and valuations

p24 Nick Mace Partner Clifford Chance Corporate tax advisory

p25 Hui Ling McCarthy Barrister Gray’s Inn Tax Chambers Corporate tax advisory, contentious tax, VAT

p26 Catherine McManus Tax Director PKF Corporate tax advisory, private business , private client

p27 Giles Mooney Managing Director PTP Private client, private business, employment taxes,

p28 Nicole Newbury Head of Tax Academy HMRC Contentious tax, tax investigations, capital taxes

p29 Jern-Fei Ng Barrister Essex Court Chambers Contentious tax, VAT, insurance premium tax


5

name Position employer Main specialism(s)

p30 Leo Palazzouli Partner PwC International mobility compliance and consulting

p32 Carl Powell Tax Partner Houghton Stone Private client, private business, employment taxes

p33 David Quentin Barrister Farrer & Co Corporate tax advisory, contentious tax, charity taxation

p34 Rebecca Rice Qualified Manager Griffith, Williams & Co Tax investigations, private client, private business

p35 Michael Ridsdale Partner, Head of Corporate Tax Wedlake Bell Corporate tax advisory, contentious tax, VAT

p36 Dominic Robertson Associate Slaughter and May Corporate tax advisory, contentious tax, corporate international

p37 Abigail Rowsell Client Manager Creaseys Private client, private business, employment taxes

p38 Stuart Secker Head of Financial Services Tax KPMG Corporate tax advisory

p40 Dipan Shah Director PwC Private client, private business

p42 Rupert Shiers Partner, Tax Disputes Herbert Smith Contentious tax, tax investigations, corporate international

p43 Simon Skinner Tax Partner Travers Smith Corporate tax advisory, transactional tax and structuring, employment taxes

p44 Valentina Sloane Barrister Monckton Chambers VAT , customs & excise duties

p45 James Smith Partner Baker & McKenzie Corporate tax advisory, corporate international

p46 Paula Tallon Managing Director Gabelle Corporate tax advisory, private business, employment taxes

p47 Christopher Walker Policy Advisor HMRC Tax policy

p48 Eloise Walker London Head of Tax Pinsent Masons Corporate tax advisory, corporate international, VAT

p50 Stuart Walsh Partner McGrigors Contentious tax, VAT, customs & excise duties

p52 Jordan Watson Senior Associate, Corporate Tax DLA Piper Corporate tax advisory, private business, employment taxes

p54 Mark Webb Director, Corporate Tax Smith & Williamson Corporate tax advisory & compliance, insolvency

p56 Richard Wild Director of VAT PKF VAT, environmental taxes


6

Key achievements

• She assisted with the migration and re-domiciliation of six international businesses into more favourable tax and regulatory jurisdictions, which involved tackling tax, regulatory and corporate business issues to ensure tax-effective and compliant structures, both internationally and in the UK.

• Marie has helped the establishment of more than 50 international businesses with a UK presence, including choosing the most appropriate legal entity, advising on fee flows and contractual obligations that comply with international transfer pricing with regard to future expansion and flexibility in a tax-efficient manner.

Marie, who studied, trained and qualified with the corporation tax team at ernst & Young in Wellington, new Zealand, holds qualifications as both a chartered accountant with nZICA and a barrister and solicitor of the High Court of new Zealand.

Upon relocating to the UK she took a role with the group tax team at Barclays Bank plc, moving back into practice after three years and joining the financial services team at RSM Robson Rhodes and shortly thereafter following the Partner in charge to establish Kinetic Partners, where she has been for six and a half years. She has been a Member of Kinetic for two and a half years and was recently appointed to the global governance team where she is involved in global strategic decisions for the firm.

Marie Barber Member

Email [email protected] 020 7862 0811

Kinetic Partners

She is pragmatic, listens to our needs, and uses her own or other resources to find the best solution, then delivers it in a way I can understand it before executing a strategy successfully and then finally following up afterwards.

Marie is a very easy person to work with; she is friendly, approachable and always willing to help.

She has the technical expertise to provide us with compelling solutions to our business issues.


In these times of increasing pressure by HMRC to increase tax revenues, ensuring that you meet your tax obligations could make all the difference to your business.

Our tax advisory and compliance group consists of highly technical and experienced individuals who take the time to fully understand our clients’ businesses, no matter what size or stage in their lifecycle.

From strategic advice in starting and structuring your business, to complying with industry specific issues, such as transfer pricing and the offshore fund legislation, we will work with you to ensure that you receive tailored, technically sound and robust solutions every time.

Award winning global professional services focused exclusively on the

asset management, investment banking and broking industries.

LONDON DUBLIN

GRAND CAYMANNEW YORK

GENEVA The perfect fit.

To find out more, contact Marie Barber on [email protected] or Stephen Rabel on [email protected].

For further information on our comprehensive range of services visit our website.

BEST OVERALL ADVISORY FIRM 2011 IN THE US HFM Week

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8

Key achievements

• She is the lead transfer pricing adviser to a FTSE100 company on the planning aspects of a $3bn US acquisition to align the acquisition with the group’s global transfer pricing model, which formed a key part of the acquisition value.

• Claire recently led the design and implementation of a Pan-European transfer pricing model for the European group of a $ 3.4bn Fortune 100 company, following a significant change in the group’s business operating model. She combined technical innovation with the practical insight required to effectively implement a complex transfer pricing structure.

One of the youngest Partners to be so appointed at PwC at 32, achieved working part-time since having her son Xavier in 2009, Claire specialises exclusively in transfer pricing since joining PwC in 2001. Claire is the markets leader for the firm’s FTSe100 and Inbound transfer pricing client propositions, and recognised internationally as a leading business change transfer pricing advisor.

Claire advises the largest FTSE100 and UK inbound businesses across the technology, pharmaceutical and consumer goods industries. Claire advises clients on a range of transfer pricing issues including the design of complex global transfer pricing policies, the practical implementation of these policies, and the transfer pricing aspects of corporate acquisitions.

Claire BlackburnTransfer Pricing Partner


PwC

Her commitment is first-class; deadlines and driving a project through to completion are real strengths. She is also an absolute joy to work with – her enthusiasm for transfer pricing is absolutely evident in everything she does.

When faced with complex, difficult and potentially sensitive issues she is positive, proactive and diplomatic.

She takes a highly balanced approach to her work, blending strong technical expertise and rigour with a broad commercial acumen and pragmatic approach to execution.


Investigo Tax is an amalgamation of experienced and successful consultants brought together by the desire to workwithin a more autonomous environment. Investigo is a leader in the placement of Transfer Pricing professionals acrossthe UK and Europe. Having developed strong relationships with our clients over a significant period of time we workexclusively on the majority of our mandates.

www.investigo.co.uk

Transfer Pricing Partner Big 4 Firm, London £400K+

FS TP Senior ManagerBig 4 Firm, London £70–£110K

Transfer Pricing ManagerLeading FTSE 100, Berkshire £60–£70K

Transfer Pricing Associate VPInvestment Bank, London £50–£65K

Transfer Pricing Analyst Fortune 500, London £40–£50K

Transfer Pricing DirectorBig 4 Firm, London £125K+

If you are considering a career move or want todiscuss market dynamics please contact our TransferPricing specialist Angad Singh on 0203 009 3497or [email protected]

FS Transfer Pricing ManagerBig 4 Firm, Zurich £75–£110K

Transfer Pricing Assistant Manager – Director Big 4 Firm, Stockholm £40–£150K

Transfer Pricing Advisor Global Law Firm, Madrid £35–£70K


10

Key achievements

• Achieving good results for clients in challenging scenarios such as with Liechtenstein Disclosure Facility cases and where she had to co-ordinate various different advisers from different jurisdictions and disciplines so as to achieve practical planning solutions for client problems.

• Making positive contributions to all aspects of the ICAEW Tax Faculty’s technical work in the private client arena.

• A prime mover in the successful launch and ongoing life of the ICAEW Tax Faculty’s Tax Club.

• Recognised as having impressive technical expertise and being able to put across complex concepts in an understandable and practical way.

Lynnette is a chartered accountant, a chartered tax adviser, and a member of the Society of Trust and estate Practitioners. Specialising in the field of personal taxation (including tax residence, the uK taxation of foreign domiciliaries and offshore trust planning) she advises clients on all aspects of personal and trust taxation. She contributes to various technical publications and journals and also lectures.

Lynnette is a member of the ICAEW Tax Faculty Committee, serves in various capacities on a number of its technical subcommittees and working parties and has represented the Tax Faculty at various meetings with HM Treasury and HMRC.

Lynnette BoberPrivate Client Tax Director


Rawlinson & Hunter

Lynnette was indefatigable in producing technical literature and giving guidance in providing support to directors.

She is a star in the private client area of residence/domicile/trusts/CGT and as she develops further, she will become one of the leading tax accountants in the country.


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12

Key achievements

• Pippa successfully led the global out source of tax compliance and reporting for a large multinational business covering 59 territories for four years, before being asked to continue for a further term without competitive re-tender. She introduced many process improvements transforming how compliance and reporting were client-managed, and added a periodic review of tax risks globally.

• Pippa leads the Deloitte Tax Accounting Competency Group for the UK and EMEA. She is responsible for the firm’s response to the UK adoption of IFRS for SMEs from a tax perspective, and was a corresponding member on the Tax Advisory Panel for the Accounting Standards Board looking at a future rewrite of IAS 12.

Pippa is a Partner within Tax Management Consulting in London. She has been with the firm since she qualified as an ACA in 1998 and previously trained as an auditor at Keelings Chartered Accountants in north London. In 1999 she further qualified as a Chartered Tax Adviser.

Pippa specialises in IFRS and US GAAP tax accounting for multinational clients. She also specialises in process improvement and transformation of tax compliance and reporting processes including implementation of technology solutions and ensures that best practice approaches are applied where appropriate.

Pippa BoothPartner


Deloitte

Pippa is a consummate professional who used her skilled tax knowledge to deliver a pragmatic and commercial solution to our complex compliance system needs.

Exceptionally delivery orientated and led a highly motivated team who went above and beyond to help us.

Simply one of the most approachable and able tax partners that I have encountered.

Tax doesn’t have to be taxing, as HMRC reliably inform us, and it certainly doesn’t feel so under Pippa’s tutelage.


20–23 Greville Street, London EC1N 8SSSwitchboard +44 (0)20 7269 6333

Email: [email protected] Web: www.pro-tax.co.uk

Looking to move in-house?Pro-Tax is the market leader for tax recruitment in the UK and as such if you are looking to move into commerce & industry , we are the experts to speak to. Visit our website at www.pro-tax.co.uk for over 115 in-house vacancies or see below for a sample of some of the delectable roles we are currently working on.

Head of TaxLondon – to £180,000

Our client is seeking a Big 4/Top 10 Senior Manager or Director with strong commercial skills combined with excellent corporate tax experience for large multinationals. This role is being handled exclusively by Pro-Tax and is unavailable via other agencies. Ref: JRH3285

Personal Tax – Private BankLondon – £38,000 to £65,000

Our client has a role for a Personal Tax Consultant or Manager to deal with a mixed planning and compliance portfolio for their ultra high net worth client base. The role would suit an ATT, CTA or STEP qualified practitioner currently working in practice but looking to move in-house. Ref: PRK2233

IT/Software Tax SpecialistLondon – £45,000 to £60,000

If you have experience of tax systems, software and process our client is seeking to appoint an in-house specialist to be the first point of contact for the various departments. External advisers are used so there will be plenty of project management and co-ordination to this role. Ref: SDB7812

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Please call us on 020 7269 6333 or email [email protected] quoting the reference on the job you are interested in.


14

Key achievements

• Since election to Partnership in 2007 Buchanan has developed a leading reputation in the tax investigations and disputes area, where she leads the firm’s international tax disputes group, which forms a substantial part of the international tax practice, with more than 50 UK mandates.

• She is also a qualified CEDR-accredited mediator and has worked with HMRC in formulating their ADR strategy, including joining senior HMRC staff on a mediation training course.

Helen heads up the Magic Circle firm’s tax disputes group, as well as its energy and securitisation tax practices, with disputes experience encompassing investigations, including film financing cases, employee benefit and pension disputes and structured finance disputes.

Transactionally, she has carried out securitisation and debt capital markets work (including for BAA, ENW and Apollo), as well as own-account work for financial institutions, including on disguised remuneration, bank taxes, derivatives, prime brokerage and stock lending (eg, SecFinex on specific legislation to accommodate a central counterparty structure for stock lending).

She has also advised on the tax implications of corporate finance, particularly restructurings.

Helen Buchanan Tax Partner


Freshfields Bruckhaus Deringer

I seek work of a consistently high standard, where the adviser is not frightened of telling us as they see it, where what they say carries credibility. Helen has always done this; having personally met most City law firm tax departments, I can honestly say that Helen is the best.

Helen has shown a real appreciation of the underlying commercial issues and a flexibility (and mental agility) in finding appropriate solutions to problems.


15

Key achievements

• Alexander advised Gala Coral on the successful conclusion of its £2.5bn debt restructuring in June 2010, one of the most high profile private equity restructurings to date, structured against the backdrop of changes to CTA 2009 s 361 on debt buyback rules, introduced in 2010’s Finance Act.

• He also advised Australian property giant Westfield on all aspects of the structure of its joint venture for the development and letting of Westfield London, as well as advising on the acquisition and development of Westfield Stratford City.

Having worked at Ashurst since joining the firm in 1997 as a trainee solicitor, Alexander made Partner in May 2007, having advised on the tax consequences of a wide variety of transactional matters, including private equity, acting for both sponsors and lenders on leveraged buy-outs in both the domestic and international arena; real estate, acting for developers, investors, investment managers and lenders; and debt restructurings, acting for both borrowers and lenders.

Alexander CoxTax Partner


Ashurst

Alex is a very measured, calm and knowledgeable tax professional. He gets to the answer quickly and with minimum fuss.

The first person I go to when I want a commercial and considered view on risk in tax structuring as well as pro-active advice on alternative structures.

He is very aware of our objectives and risk appetite as well as being able to explain complex matters to non-tax people. He works hard and is both responsive and proactive.


16

Key achievements

• Caroline made Partner in July 2009 at an impressively young 32 years of age, one of the youngest female Partners ever. After only a year as Partner, she was asked to be the UK & Ireland Human Capital Markets Leader.

• Caroline is the Global Partner for some of Ernst & Young’s largest clients, responsible for client service delivery across 100 countries.

• While markets continue to be depressed, Caroline has over the past year recruited 150 new people to focus specifically on helping clients with solutions to the challenging economic conditions.

Caroline dhir is a partner in ernst & Young’s Human Capital practice based in London. Caroline makes a difference to her clients by driving value in the three core areas of global mobility, reward management and global employment tax compliance and consultancy support.

Caroline supports her clients with the deployment of key talent to those locations in the world where they can add most value and have the most impact on delivering key strategic objectives. She is the UK & Ireland People Leader, responsible for a team of 576 people, and is a member of the Human Capital leadership team.

Caroline DhirTax Partner


Ernst & Young

A truly outstanding young Partner, very strong in the market, fantastic with clients and an outstanding role model. Her enthusiasm is tangible and infectious.

Consistently top quality performance from a classy individual, commanding trust and respect, despite the relatively few years that she has been a Partner.

Operates with integrity and humility, which is a rare combination. She engages very effectively, which generates great feedback and above all, she delivers both individually and through her team.


17

Key achievements

• Advising Blackstone on the creation of a joint venture with British Land Plc in respect of the Broadgate Estate in the City of London.

• Advising JP Morgan Asset Management on the acquisition of the HSBC headquarter building at 8 Canada Square, Canary Wharf on behalf of its client, National Pension Service of Korea.

• Advising Canary Wharf Group Plc in relation to the creation of a joint venture with Land Securities Plc to construct the ‘walkie talkie’ building in the City of London.

• Advising a joint venture owned by Morgan Stanley Real Estate Fund and Canary Wharf Plc in relation to the disposal of a newly developed office building at Draper’s Gardens in the City of London.

richard advises on all aspects of uK taxation, with particular experience in mergers and acquisitions and a strong focus on the real estate sector. richard has acted for a wide range of institutions, funds and property companies on a range of complex acquisitions, disposals and joint ventures and cross-border investments.

Richard HarbotPartner, Corporate Tax


Berwin Leighton Paisner

Richard is an excellent tax adviser with whom I very much enjoy working ... [he is an] expert in the area on which we have worked together, real estate tax.

Richard is a strong operator consistently giving reliable advice which is technically sound and commercially based.

An integral part of one of the best tax departments in London.


18

Key achievements

• Since 2003 Daniel has made a huge contribution to the growth of Grant Thornton’s private client team in Birmingham, which has grown over eight years from four people to 15 people, winning the LexisNexis Taxation Best High Net Worth Team award in 2007, as a single office team on the way, despite stiff competition.

• He has developed a reputation as a trusted adviser to a range of wealthy clients and private companies with complex, often multijurisdictional and multi-tax issues, providing clear, creative and commercial advice to help them meet their personal and business objectives.

Having previously worked as an audit supervisor, post ACCA-qualification, in 1999, daniel moved into tax, first joining Bentley Jennison and obtaining his CTA qualification. Following a 2001 move to Grant Thornton’s Birmingham office, he gradually ascended from Tax Senior to Tax Partner, covering corporate and private client tax, including a stint in the firm’s national Tax Office, providing training, technical support on complex issues, and working with counsel on bespoke tax solutions. returning to Birmingham in 2005, he made Partner aged 33 in 2008, heading up the entrepreneurial and Private Client team, delivering commercial and practical tax solutions to clients across a number of jurisdictions.

Daniel HartlandTax Partner


Grant Thornton

Dan’s work is valued at the absolute highest level. He places quality at the absolute fore of everything he does and this approach has resonated strongly within his team. His ability to unravel the most complex of tax issues and present a workable and value adding solution is second to none.

Dan has broad technical expertise and is one of the most creative tax practitioners I know. Many tax people are technically excellent but the added ability to think outside the box is an invaluable skill when seeking to solve complex client problems.


19

Key achievements

• James has appeared in the higher courts as well as the tax tribunals, appearing in the Court of Appeal in Bugeja v CCE [2001] and to the House of Lords in Smith v Smith [2006].

• James has also regularly acted as a junior in high profile cases. Recent examples include acting for AstraZeneca in its well-known transfer pricing dispute with HMRC and for Lookers in their claim to compound interest on overpaid VAT.

• James has twice appeared in the European Court of Justice as junior counsel (in Cadbury Schweppes v HMRC and Isle of Wight Council v HMRC).

Having joined Pump Court Tax Chambers in 1998 following the completion of his pupillage, James now advises on all major uK taxes and regularly receives instructions from leading firms of accountants and solicitors. He also regularly presents cases in the Tax Tribunals and in the higher courts. Having initially undertaken a fair proportion of private client work at his set, more recently the focus of his practice has been tax litigation, VAT and corporate tax.

James HendersonBarrister


Pump Court Tax Chambers

James provides dispassionate advice on the strengths and weaknesses of a case along with likely timescales.

One of the very best ‘all-rounders’ out of a variety of junior tax barristers, he is technically strong but allies this with practical, commercial suggestions.

Young, personable and very approachable; he is extremely talented with an excellent track record.

Rarely can you find a practitioner with the commercial and client skills, in addition to the technical knowledge. James has them all.


20

Key achievements

• Recently appointed a member of the Law Society Corporation Tax Sub-Committee and has since prepared representations on consultations, especially in the area of capital allowances.

• Acting for Masdar (the green energy investment arm of the government of Abu Dhabi) on its investment in the London Array offshore wind farm which, when built, will be the largest offshore wind farm in the world.

• Acting for Bank of Scotland (now Lloyds) on the establishment and subsequent restructuring of CBRail Sarl, a Luxembourg-based rolling stock operating lessor.

Matthew graduated from downing College, Cambridge and trained at norton rose, qualifying as a solicitor in the tax department in 1999. He became a Partner in 2007 at the age of 33, a young age for any Partner at norton rose.

Matthew’s practice focuses primarily on the structuring of domestic and international financing transactions, in asset finance, securitisation and project finance. In keeping with the firm’s focus on its key industry sectors, he has specific expertise in the transport and energy sectors, particularly cross-border investment in the renewable energy sector. His background in tax-based leasing means that he is familiar with the most complex of structured transactions.

Matthew HodkinPartner


Norton Rose

Matt carefully thinks about the commercial and technical issues in hand, and produces a rigorous analysis and well-drafted documents. He is also very responsive, being willing to respond at short notice and at inconvenient times.

Matt has an extensive knowledge and understanding of the UK leasing market and UK leasing transactions, and the UK corporation tax rules applying to leasing.

Matt’s technical skills are excellent, but what really makes him stand out is his ability to apply solutions that can be implemented simply and in line with our business needs.


21

Key achievements

• Sue has built a financial services tax practice in the North generating significant revenues. Over the last two years, revenues have grown by more than 50% and the team is now recognised as market leading.

• Sue advised the West Bromwich Building Society on the tax consequences of switching debt into a completely new form of building society capital profit participating deferred shares (PPDS). These transactions broke new ground in terms of capital structuring and tax issues and led to Sue being recognised as the key tax advisor in this area (including by the regulator and other advisors).

Sue joined Andersen newcastle in 1996, relocated to Leeds in 2001 and joined deloitte in 2002. She was promoted to Associate Partner on 1 June 2009 and Partner on 1 June 2010, as a Corporate Tax Partner specialising in financial services, and was responsible for building the northern financial services tax practice, and now leads the regional financial services tax practice at deloitte.

She has extensive experience in providing tax advice across a wide variety of clients and transactions (including Northern Rock, Bradford & Bingley, and Cattles) and is recognised as a specialist advisor to the building society sector.

Sue HolmesPartner


Deloitte

Sue is quick to spot the client perspective, readily identifies and articulates the tax considerations around a given set of circumstances and makes clear the actions management will need to consider.

Sue Holmes was involved over a period of two years with the restructuring of £2.7bn of debt by means of four interlocking schemes of arrangement, which restructuring won a number of awards for its complexity and innovation, the tax strategy to which was central to this.

Sue has a thorough understanding of complex business issues and has provided a number of innovative taxation solutions to our business.


22

Key achievements

• With experience with British Rail’s Management Trainee programme, qualifying as an ACCA in four years, by age 22, and Ernst & Young, where she passed ATII at her first attempt, Anna joined BDO’s Eastern Region nine years ago, in tax consultancy, as a Director.

• Six months pregnant, Anna went through the selection process and made Partner in July 2007. Shortly thereafter Anna became the sole Eastern Region Partner and recruited a second Partner before having her second child.

• Anna moved to London in January 2011 as a Partner in the professional services team, using her previous experience and developing her skills in partnership taxation.

Anna is a FCCA and CTA, focusing mainly on advising entrepreneurial clients on shareholder and corporation tax issues. Latterly, she has also been dealing with partnership taxation issues. One of Anna’s skills is the ability to explain complex issues with absolutely clarity; she has excellent interpersonal skills which help her develop strong relationships with clients. She has the skill set to advise both the business and its owner having regard to the interaction between the corporate/partnership and the personal tax issues. She is able to think strategically and likes to challenge appropriately, bringing fresh ideas to both clients and the team.

Anna Jarrold Tax Partner


BDO

Clients want their advisers to ‘deliver what they said they would do’; Anna delivers time and time again.

Particularly impressive about Anna is her ability to take a complicated issue and explain it in a way that you can understand it, and also to gauge through the conversation, if she is taking you with her, or not.

She has a ‘presence’ in client meetings and her ability to give good advice ‘on the hoof’ is clear confirmation of her tax and commercial knowledge.


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Key achievements

• Established a Swiss principal in-house and was the project lead responsible for advisers, implementation and negotiations with the Tax Administration.

• Lead economic specialist in the UK Transfer Pricing Practice and his skill set is drawn upon by the international network.

• Recently won a competition at A&M Europe to design an initiative to create business opportunities and improve client service, by suggesting an iPhone app for the company. The idea, unanimously backed, will be implemented over the next six months.

Fabrizio Lolliri’s achievements are personal as well as professional; being fluent in four languages, he has a bio-chemistry and economics background, having worked as an economist at KPMG, before moving in-house to rise to be head of transfer pricing at France Telecom.

Having taken what he calls ‘an entrepreneurial leap’ in October 2010, he joined A&M Taxand UK to help build its UK transfer pricing practice, and successfully engaged two FTSE 100 clients within his first 12 months, all part of the ‘high quality effort he has made to grow the business with superlative client service’.

Fabrizio LolliriDirector


Alvarez & Marsal Taxand

Fabrizio is an extremely talented tax professional with a very good analytical mind and good commercial judgement and is someone I will continue to use for years to come.

He works with the highest quality and to an astonishing speed while maintaining that quality. He takes a great deal of interest in client matters having worked in industry and this makes him a high quality adviser.


B

Key achievements

• Advising Citi, Credit Suisse and Morgan Stanley as joint global co-ordinators on the IPO of Glencore International. The largest ever IPO on the London Stock Exchange, the transaction was also precedent-setting by being, in effect, the first dual London and Hong Kong listing.

• Advising International Power on its combination with the energy international division of GDF SUEZ. This complex cross-border transaction (implemented by a reverse takeover of International Power) was the largest power deal in 2010 at approximately £18bn.

nick joined Clifford Chance in 1998, qualifying as a solicitor in the firm’s tax practice in 2000, and became a Partner in 2007. He advises on all aspects of corporate tax in a wide range of domestic and international transactions. These include public and private mergers and acquisitions, joint ventures, corporate reorganisations and restructurings, share offerings (including IPOs), and securitisations and other financing transactions. His work involves advising on the tax treatment of transactions, structuring deals, and negotiating and drafting allocation of tax risks between parties.

Nick MacePartner


Clifford Chance

Very knowledgeable, able to communicate technical issues clearly and concisely and to deliver consistently to tight deadlines, and very professional.

He is very quick to respond and has a good sense of what is needed quickly and what can wait. His advice has been spot on and he takes the time to think things through.

Nick is an exceptional client handler, and has both first-rate tax knowledge and an ability to apply it in a commercial context.


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WHO ARE THE ONES TO WATCH IN TAX?

WE ALREADY KNOW...


2


WE ALREADY KNOW...


3

Key Contacts

AND ARE BEST PLACED TO INTRODUCE YOU.

www.puretaxation.comCharles Ferguson CEO+44 (0)20 7429 4443

[email protected]

Ewen Burns Head of FS Tax+44 (0)20 7429 4468

[email protected]

Marisa Hari Head of EMEA Tax+44 (0)20 7429 4421

[email protected]

Paul Murphy Head of Commerce Tax+44 (0)20 7429 4470

[email protected]

www.puretaxation.com

Dalia JenningsHead of Interim Tax+44 (0)20 7429 4426

[email protected]

Barrie Sanderson Head of AsiaPac Tax+852 2168 0787

[email protected]


WE ALREADY KNOW...


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Key Contacts



[email protected]


[email protected]


[email protected]


[email protected]



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[email protected]


25

Key achievements

• Representing the taxpayer, without a leader, in Equity Trust v HMRC in the Chancery Division, on appeal to the Court of Appeal, involving the tax treatment of circa £100m of funds under management, in the first case challenging HMRC’s interpretation of the QROPS legislation.

• Represented the taxpayer in Enersys v HMRC, the leading authority on the disproportionality of a VAT surcharge.

• Led by Patrick Way, latterly by Malcolm Gammie QC, in Drummond v HMRC, a recent leading tax avoidance test case, with approximately 100 cases standing behind it.

Hui Ling, a tenant at her set since October 2006, litigates and advises on the major uK taxes, specialising in VAT, CGT and business/corporate taxation with a particular interest in abuse of rights, avoidance and accounting issues.

Hui Ling has appeared before the Privy Council, Court of Appeal, High Court and the Tribunals, having also acted in a variety of other disputes involving tax issues, including professional negligence actions and Companies Court proceedings.

She writes and speaks extensively, being a contributor to several tax publications, and is a frequent conference speaker. She also sits on the CIOT’s CGT & II subcommittee and is a CEDR-accredited mediator.

Hui Ling McCarthyBarrister


Gray’s Inn Tax Chambers

One of the more impressive junior members of the Revenue Bar that I have come across, with an increasing presence in significant cases.

Intellectually extremely good, with both deep and broad technical tax and procedural knowledge and excellent client management and communication skills, especially in the speed with which she identifies the key logic in an argument.

Painstaking, thorough, leaves no stone unturned and gives enormous confidence to the client.

Key Contacts



[email protected]


[email protected]


[email protected]


[email protected]



[email protected]


[email protected]


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Key achievements

• Achieving director status with one of the UK’s leading firms of accountants and business advisers. Catherine also took over the daily management of a full tax team and responsibility for a localised budget of over £1m.

• Acting as a trusted advisor, involved in tax planning and advisory work on some major financial transactions.

• Representing PKF to the external market via technical expertise.

Catherine has specialised in taxation since qualifying as a CTA in 1998. She is a director within the Scottish practice based principally in the Glasgow office. Her expertise covers both corporate and personal taxation matters. Catherine also has experience in providing tax planning advice to companies and individuals across a broad range of sectors.

Examples of work undertaken include planning to minimise tax payable, tax-efficient company restructuring, company and asset disposals including, in particular, advice on capital gains tax, inheritance tax planning and exit strategies. Catherine also speaks at seminars, both internally and externally, on current tax issues.

Catherine McManusTax Director

Email [email protected] Tel 0141 418 1109

PKF

Catherine has made a major impact on the tax work of her office; one encouraging aspect of this is that her willingness to expand her knowledge (not only in tax) means that her performance is continually improving.

I like her interaction, as she is always timely, polite but without being obsequious – in short I couldn’t wish for better.

Understated, classy and tremendously accomplished.


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A familiar figure to the profession, known for his CPd presenting, and for starting and developing four businesses, Giles was the youngest director of an accountancy exam training company at 25, and moved to the PTP Group at 28.

By 31 he was Managing Director and co-founder of PTP Ltd and Managing Partner of the Professional Training Partnership. He is also Director and co-founder of PTP Interactive, a company offering online and DVD tax training materials and Absolute Accounting Software, a company selling a full range of iXBRL-ready software to advisers.

Giles MooneyManaging Director/ Managing Partner

Email [email protected] 01869 238038

Key achievements

• PTP Limited has grown, under his leadership and direction over course content, geography and marketing, from presenting to 60 delegates in 2005, to more than 3,600 delegates in 2011.

• Giles wrote, produced and presented the first episode of TAXtv in February 2010. His original target was to have 100 firms subscribing by February 2011 and 200 by 2012. He currently has more than 1,500 individual tax advisory offices as registered users.

Professional Training Partnership

Giles carries out his seminars with great skill and detail, which also have relevance to accountants in practice and our knowledge base needs; he spends a lot of time preparing his lectures which are carried out with erudition and enthusiasm.

There is no doubt that Giles is at the peak of his career, outstanding in his field with excellent communication skills, outstanding tax knowledge, and creative business ideas, able to spot and exploit business opportunities.


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Key achievements

• Core member of UK negotiating team for recent, historic tax agreements with Switzerland and Liechtenstein. As a key team member, Nicole was responsible for negotiations with a Swiss team led at ambassador level on a range of issues central to the agreement’s successful operation.

• In 2008/9 Nicole led a project assessing HMRC’s capability in relation to trusts. She worked with leading counsel to make recommendations for improving the department’s capability and then implemented key changes in the way advisory and operational work was managed, improving the skills and knowledge levels of relevant staff.

nicole joined the Inland revenue as a Fast Stream entrant, reaching Tax Inspector status. She then moved to head office, specialising in capital gains tax, providing advice on contentious cases, instructing solicitors and counsel, and steering policy colleagues and ministers on legislative change.

Recently Nicole led a specialist advisory team on trusts, foreign aspects of capital gains, and the transfer of assets code. She has been a member of the UK negotiating team on the recent Swiss and Liechtenstein agreements.

Nicole has also recently been appointed to lead the new Tax Academy which aims to raise tax professionalism standards within the Department, be the single authoritative voice for tax professionalism in HMRC and will bring together everything the Department needs to recruit and develop top flight tax professionals.

Nicole NewburyHead of Tax Academy


HM Revenue & Customs

First rate at dealing with personnel and difficult situations.

Within her practice area Nicole is clearly one of, if not the, leading professional we have.

Her expertise over a wide area of taxation is combined with an ability to explain complicated issues very simply. This is combined with immense enthusiasm and a great sense of humour – an undervalued strength during intense and complicated negotiations.


29

Jern-Fei’s tax practice has seen him particularly active in recent years, being involved in more than 40 indirect tax cases over the past five years, appearing before the tax tribunals and courts in a wide range of VAT and IPT disputes, representing clients from, among others, the financial services, telecommunications and retail sectors.

Recent highlights include appearing as sole counsel on behalf of RBS in the leading abuse of rights case heard by the ECJ in the past year. He has also forced HMRC to withdraw their case completely, on no fewer than five occasions and, in a role reversal, recently secured a successful outcome for HMRC in a landmark partial exemption case.

Key achievements

• Acted successfully for the taxpayer before the ECJ in RBS Deutschland Holdings [2011] against the governments of the UK, Germany, Italy, Ireland and Denmark, in one of the leading anti-avoidance judgments to emerge from the ECJ in the last 12 months.

• Retained as sole counsel for 15 colleges from the University of Oxford in High Court and Tribunal proceedings that have been brought to recover compound interest from HMRC.

Jern-Fei NgBarrister


Essex Court Chambers

His knowledge of VAT is incredibly detailed, and he has amazing knowledge of relevant cases, and cases in other areas that have an impact. He works incredibly hard, with great attention to detail.

One of the best, if not the best, young VAT barristers in the country.

His commitment to his work is outstanding, and makes our job very easy. A QC in waiting.

Very hard working, pleasure to work with, with strong forensic acumen.


30

Key achievements

• Since moving to London, he has led expatriate programmes for Barclays, Coca-Cola, Saudi Aramco, Motorola, Telefonica O2, France Telecom and BUPA. He was also involved in winning the HSBC expatriate programme, responsible for their 3,000 global assignees, as lead Partner in the UK and EMEA.

• He has been the people partner for PwC’s business unit over the past two years responsible for 184 professionals looking after performance management and improvement, people engagement, coaching and recruitment.

Leo has specialised in international mobility for his entire career, spending the first 11 years of his career with PwC in the united States, focused on helping large multinational corporations with the deployment of their global workforces, and related tax compliance reporting and withholding obligations. He spent the last six years in London working in the PwC Human resource Services practice.

He acts as the deputy to PwC’s UK International Mobility Leader, responsible for setting annual strategy, developing thought leadership, leading its skills groups around compliance efficiency, client retention, global service delivery and revenue generation.

Leo PalazzuoliPartner


PwC

Leo has phenomenal energy and uses this to full advantage in the way he leads people internally and the way in which he advises clients in the market.

He has a knack for explaining things clearly and simply, and arrives at solutions that are technically correct and commercially viable. He also inspires his staff to do the same.

He has struck a great balance between doing the simple things very well and breaking the more difficult things down into chunks that are easy to understand.


Clients in almost every industry

A wider range of projects

Multi-disciplinary teamwork

End-to-end problem solving

Great prospects

We value diversity in our people

© 2011 PricewaterhouseCoopers LLP. All rights reserved. “PricewaterhouseCoopers” refers to PricewaterhouseCoopers LLP (a limited liability partnership in the United Kingdom) or, as the context requires, the PricewaterhouseCoopers global network or other member fi rms of the network, each of which is a separate legal entity.


32

Key achievements

• In 2011, Carl headed up the corporation tax and PAYE aspects of a major deal which resulted in the completion of a sale in excess of £50m.

• Carl’s skills include developing compliance solutions to enhance the internal review of PAYE expenses systems, owing to the increased intensity of HMRC checks, thus advising clients to resolve any potential tax exposure that could arise by mirroring HMRC’s own best practice, of which HMRC Inspectors have been extremely complimentary, and which highlights his foresight into future rule changes with the stricter penalty regime now in place.

Previously a graduate trainee, Carl ’s progress within his firm saw him fast tracked through the firm’s graduate programme to become a Tax Manager and then Associate Partner at 24 years old; he took over the running of an expanding tax department during the midst of an economic recession, and subsequently became a full Partner at 25 thanks to producing ‘pro-active tax planning that was easily understood’, for clients, whether tradesmen, consultants or major international sport stars, advised by Carl and his private client team.

Carl Powell Tax Partner


Houghton Stone

A very approachable young man, very knowledgeable on the changing tax arena.

Carl is exceptional; his ability to understand problems from both a technical and practical viewpoint allow him to produce well documented and reasoned arguments that both the client and HMRC find acceptable.

His main ability is to get information across in simple terms so that my staff and I understand exactly what is going on.


33

Key achievements

• David forced HMRC to refund nearly £1m of tax paid by a high-profile FTSE100 Plc director in respect of an employment termination settlement payment, where HMRC had previously insisted the tax was payable, which he achieved this result without recourse to litigation.

• He advised a major US charitable foundation on the UK tax treatment of an innovative UK-based international carbon investment fund with charitable status. The work involves sophisticated corporate tax analysis, with a specialist charity tax overlay.

One of the growing number of employed Barristers working within law firms as a precursor to legal services liberalisation, david joined Farrer & Co following pupillage at 3 Stone Buildings and work with Allen & Overy’s corporate tax team, joining as a tax ‘all-rounder’, advising in all areas outside the firm’s traditional private wealth offering.

David’s expertise ranges over a wide range of practice areas, but particularly in contentious tax, where he has developed a practice which, his firm says, enables ‘apparently miraculous outright victories against HMRC in circumstances where other advisers have recommended giving in and paying up’.

David QuentinBarrister


Farrer & Co

The best tax lawyer I have ever come across at translating arcane concepts into digestible information.

Extremely engaging during conferences; he was able to resolve our concerns over tax issues of donors and trustees in a compliant manner.

In these most difficult economic times, his natural regard for managing cost is especially valuable to both personal and corporate clients.

His commercial nous was most evident in his ability to consider the taxman’s likely responses, along with the ultimate position they would have to consider.


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Key achievements

• Rebecca qualified as an AAT in December 2006, before working towards and qualifying as an ACA in August 2009 and was accepted as a member on 1 January 2010. She was the highest placed student in the Chester & North Wales district at final examination advanced course (ICAEW), and is studying to become a CTA.

Having decided not to go to university, rebecca looked for a position working locally in north Wales, and sent out letters to local firms asking for a trainee position; she joined Griffith, Williams & Co in September 2002, where she worked as an Assistant for a year and a half, before being promoted to Manager. She progressed through the ICAeW ACA qualification and is currently working her way through the CIOT CTA qualification. rebecca currently manages a client list of approximately 130 clients which are all owner-managed businesses and SMes; working in a practice in rural north Wales, her specialisms include the tourism trade.

Rebecca RiceQualified Manager

Tel 01758 701701Email [email protected]

Griffith, Williams & Co

A very competent and professional accountant. We have always been extremely happy and impressed with her work both for technical quality, and her detailed explanation of the processes involved. We service the global market with clients all over the world; Rebecca has given us guidance on the relevant VAT implications of various countries.

She has worked with a variety of different clients and is very practical in solving problems, demonstrating her experience in direct and indirect tax.

Approachable and knowledgeable, which is helped by her having an understanding of our business, having visited us to gain a greater understanding of the hospitality business.

A thoroughly fun and pleasant yet completely professional accountant. She always returns my calls, no matter is ever too small – I wouldn’t swap her for the world.


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Michael, a law graduate of Sheffield university, also possesses an LLM in taxation from the London School of economics. Having worked at Hammonds and deloitte in tax consultancy roles, specialising in VAT, he joined Wedlake Bell in 2005, becoming a Corporate Tax Partner in 2007.

Michael lectures extensively, being a visiting lecturer at Institute of Advanced Legal Studies, as well as at the Academy of European Law and at conferences. He is a member of several professional committees, including the British Property Federation’s VAT committee; the VAT and Duties Sub-committee of the Law Society; the VAT Practitioners Group; and others.

Michael Ridsdale Partner, Head of Corporate Tax Team


Key achievements

• Successfully acting for a top ten university in relation to a number of VAT appeals worth in excess of £2m. Providing non-contentious VAT and SDLT advice to the university in respect of the development of a site acquired for £29m.

• Providing a residential property development company with advice on a number of its developments including the acquisition of a site for £52m and the subsequent £180m development comprising 415 homes and a care home.

Wedlake Bell

Thinks deeply about and around the issue in point, and comes up with a considered appraisal of the key points to address, and a proposal as to the way forward to resolve them.

Particularly impressed with Michael’s commercial nous, something often lacking in tax professionals much older than Michael. Where the matter is less than straightforward, he often proposes alternative commercial ways of solving the problem.

Gives advice that is relevant and succinct and which represents value for money.


36

Key achievements

• Advising GlaxoSmithKline on the formation of ViiV Healthcare, a specialist HIV joint venture company with worldwide sales of £1.6bn. The transaction, conditional upon obtaining UK and US tax clearances, gave GSK an initial 85% equity interest, with Pfizer holding 15%. A structure was developed allowing both sides’ equity interests to be adjusted on achieving specified milestones.

• Advising on settlement discussions with HMRC, including CFC settlements, multi-issue settlement discussions under HMRC’s High Risk Corporates Programme, and double tax relief disputes.

dominic has been a Tax Associate at Slaughter and May since qualifying as a solicitor in 2006. dominic advises on commercial tax (including corporation tax, VAT and stamp duties) for a wide range of clients, including uK-headed corporate groups, inward investors and financial institutions. dominic’s areas of expertise include M&A and corporate finance advice, joint ventures, the development and implementation of structured finance transactions, tax disputes (including settlement discussions with HMrC), and corporate tax consultancy.

Dominic RobertsonAssociate


Slaughter and May

He brings substantial experience and judgment to every engagement. These qualities, together with his intellect allow him to make a substantial contribution to the success of our business.

Has a full grasp of the commercial pressures and drivers which he recognises when giving advice.

Dominic is one of the most outstanding law firm tax associates that I have come across, comparing extremely well against tax professionals in accountancy firms, in effectively providing the service as a tax partner.


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With a private client practice focusing on small businesses, Abigail was appointed as a Manager at 23. She provides technical support, skill and expertise on income tax, CGT and IHT issues, in ‘problem solving across the taxes’, having what her firm describes as ‘impressive, detailed, tax knowledge with a real ability to bring on others and go that extra mile for clients’.

Key achievements

• Dual-qualified as an ACA and CTA, Abigail’s work has seen her prepare complex advisory reports on international tax matters, including offshore business structures and their UK tax implications, as well as on the personal tax implications of emigration and returning to the UK.

• She has supported her Partners on extensive transactions including the sale of Cath Kidston, and the acquisition of Crystal Palace Football Club.

Abigail RowsellClient Manager

Email [email protected] Tel 01892 546546

Creaseys

Very impressed with her confident manner, extremely prompt and full responses, clearly explaining the options and their implications. Her guidance was always clear, concise and directed towards finding solutions in my best interests.

An outstanding individual, a thoroughly conscientious, knowledgeable expert with excellent interpersonal skills.

Her knowledge is vast, her manner endearing and her attitude totally professional.

Highly responsive to deadlines and always alert for new approaches that may be of business interest.


38

Key achievements

• Since joining KPMG, Stuart has led the tax work on complex restructuring and refinancing of a number of UK and global insurance and banking groups, including integrating advice on UK and overseas corporate tax, VAT, transfer pricing, individual taxation and regulatory capital into implementable transaction plans.

• While at Aviva, he personally led the tax work on several time-critical transactions, including the 2009 inherited estate reattribution, several M&A transactions and the conversion of the group’s consolidated and legal entity accounts to IFRS (one of the first FS groups to do this). He also led Aviva’s contribution to the fundamental recasting of the life insurance tax rules in 2007 and 2008.

Stuart is a Tax Partner and, since March 2011, Head of Financial Services Tax at KPMG,responsible for running a business with more than 200 people and 20 Partners serving clients in the banking, insurance, investment management, real estate, infrastructure and private equity sectors.

He joined KPMG as a Partner specialising in insurance tax in 2008 after spending more than five years at Aviva as a Divisional Tax Director. At Aviva, Stuart was responsible for the tax teams advising the investment management, UK life insurance and international businesses, as well for tax reporting and risk management. Before joining Aviva, he spent four years at Arthur Andersen and Deloitte in their financial services tax groups.

Stuart SeckerHead of Financial Services Tax


KPMG

One of the best tax professionals in the UK. His knowledge of all aspects of tax, including the specialist life insurance tax regime is superb.

Stuart has handled very complex work for us, on transactions that were the first of their kind, with very successful outcomes.

It is difficult to remember at times that he is still under 40 as his approach and business acumen would suggest many more years of experience.


Tel: 0161 209 3775 Web: www.taxrecruit.co.ukMike Longman FCA CTA: [email protected] Gibson: [email protected] Riley ACA: [email protected]

MAGNETICNORTHOur sole focus is on advising and recruiting tax professionals in the North of England. This degree of specialisation has helped us gain an unrivalled knowledge of the local taxmarketplace. Founded in 2003, by senior tax practitioners Mike and Joanna Longman, we havebecome established as the tax recruiter of choice for many employers across the region.

Our clients include accountancy firms (Big 4, Group A, Top 20, regional independents and smalllocal practices) as well as law firms, tax boutiques and in house tax teams (including severalglobal household names). We recruit at all levels (from Tax Assistants to Head of Tax roles) andin all areas of tax.

CALL US FOR CONFIDENTIAL CAREER PLANNING ADVICE OR THE INSIDE TRACKON CURRENT OPPORTUNITIES

GUIDING YOU TO THE BEST TAX JOBS IN THE NORTH OF ENGLAND


40

Key achievements

• Since 2009, Dipan has led PwC’s Asian Business Forum, a networking platform for prominent Asian entrepreneurs that makes valuable connections for clients and helps them extend their networks.

• Dipan’s ability to form strong relationships and his capacity to navigate through the dynamics of multiple stakeholders in family-owned businesses makes him ideally placed to manage PwC’s priority private business clients. He is currently charged with growing PwC’s footprint in this market.

Having joined PwC as a trainee in 2002, dipan qualified as a chartered accountant and chartered tax adviser. After building his experience in advising management in buy-out transactions, dipan has focused on advising entrepreneurs and family-owned businesses, typically on matters such as acquisitions and disposals, succession, management incentives, property structuring and emigration. With clients as diverse as nursing homes, drink manufacturers and property entrepreneurs, he says his ‘sweet spot is in dealing with the interaction of corporate and personal taxes, often in multiple jurisdictions such as uK, India, Middle east and Africa’.

Dipan ShahDirector


PwC

Dipan is a professional whose motto is ‘consider it done’. He is someone who I would rather have on my client team than on the other side.

He has looked at a number of issues – on domicile and resident status, UK/US taxation, franchising rights, offshore entities, succession planning and exit strategies and come up with well-thought-out and commercially workable plans.

Dipan is undoubtedly one of our best people, regardless of grade, in developing relationships as he has proven through his work-winning record.


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Expertise in every conceivable area of taxation makes us a force to be reckoned with. The Global Tax Monitor recognises us as the leading Tax adviser globally by reputation, with a very strong lead over the competition. Our practical, innovative advice helps us build lasting relationships with clients from a vast array of sectors.

policy – both in the UK and internationally.

If you’re a talented Tax professional looking for more challenging work, more inspiring colleagues and more scope to progress, we believe it’s the most stimulating environment around. Our people need to continually evolve and we’ll make sure you do with continuous professional development, ongoing coaching and constructive feedback – all within a supportive culture where knowledge-sharing is the norm.

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© 2011 PricewaterhouseCoopers LLP. All rights reserved. “PricewaterhouseCoopers” refers to PricewaterhouseCoopers LLP (a limited liability partnership in the United Kingdom) or, as the context requires, the PricewaterhouseCoopers global network or other member firms of the network, each of which is a separate legal entity.

Get on in the world’s biggest Tax practice

Tackle wide-ranging projects

Work with more varied clients

Collaborate with industry experts

Help shape Tax policy

We value diversity in our people


42

Key achievements

• Rupert has acted for life assurance companies from the FTSE-100 and FTSE-250 in a range of complex enquiries and Tribunal appeals, including the reported case Legal & General Assurance Society Limited v HMRC [2010].

• Rupert has acted for corporates relying on EU law in relation to their UK tax position, which includes the reported cases Cadbury Schweppes plc (CFCs), Philips Electronics UK, (consortium relief) and BMW Holding BV v IRC (dividend tax credits). Rupert has also advised in all but one of the major group challenges to the UK corporation tax code.

rupert handles all forms of tax disputes with HMrC: HMrC negotiations, appeals to the First-tier Tribunal, appeals to the upper Tribunal, Court of Appeal and Supreme Court, references to the european Court of Justice, judicial review proceedings against HMrC and formal complaints. rupert also gives tax risk management advice.

He has close to 15 years’ tax experience: initially as an adviser on corporate, finance, and remuneration structures, and for the last ten years as a tax dispute resolution specialist. Rupert is a CEDR-accredited mediator, via specialist sessions organised with HMRC. He has been a member of various CIOT technical sub-committees for several years.

Rupert ShiersPartner, Tax Disputes


Herbert Smith

Rupert is one of our main ‘go-to’ tax advisers. The quality of Rupert’s work is outstanding. He possesses a great mix of technical tax expertise combined with an ability to provide advice in an understandable form (and in a manner that allows that tax advice to be used practically).

If he is of the view that one of his colleagues has more hands-on expertise than he does in a certain subject matter, rather than ‘shielding’ his clients from contact with that partner, he will bring that colleague into an assignment to provide the advice.


Key achievements

• Advised The Carlyle Group, on the international structuring for their acquisition of The Foundry (a leading visual effects company that worked on films such as Avatar and The King’s Speech).

• Advising leading private equity houses including 3i plc, Bridgepoint Capital, Silverfleet Capital and Exponent Private Equity on acquisitions, restructuring and sales of a number of investee companies.

• Advised management on substantial public-to-private transactions and secondary buyouts including the acquisition of Emap s business-to-business operations by Apax Partners and Guardian Media Group for around £1bn.

Simon joined Travers Smith in 2006 from Freshfields and became a Partner in 2007. He specialises in corporate and management taxation, in particular focusing on private equity and corporate finance work. Simon has advised on public and private M&A, public-to-private transactions, demergers, IPOs and joint ventures. Simon is a member of the Law Society s Corporation Tax sub-committee and a committee of tax partners at leading independent law firms across europe.

He is considered one of the leading tax advisors in private equity taxation, in building an advisory and structuring practice in addition to advising on transactions themselves.

Simon SkinnerTax Partner


Travers Smith

Takes a very practical and commercial approach and thinks clearly and quickly under pressure while always being a pleasure to work with.

An exceptional tax lawyer in private equity situations. His ability to clearly articulate an issue and the choice of solutions available, along with the quality of his advice based on his strong commercial nous, is what sets him apart.

Provides sound tax advice to benefit both the business and the individuals involved. I always felt immensely comforted once any proposals had been signed off by Simon.

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44

Key achievements

• Last year, Valentina, acting alone in the Court of Appeal against Alison Foster QC, won a significant victory for the taxpayer in Insurancewide & Trader Media, a landmark case on the scope of the insurance intermediary exemption from VAT.

• This year Valentina has appeared alone in the ECJ in a customs duties case, challenging the validity of a classification regulation (Pacific Nails), and has appeared again in the ECJ as junior to Paul Lasok QC in Rank, a multi-million pound case on the application of fiscal neutrality in the gaming industry which has been referred by the Court of Appeal.

Valentina is an experienced advisor and litigator in VAT and Customs & excise duties law. In less than ten years of practice at the Bar, Valentina has cultivated an enviable practice. now working predominantly for the taxpayer, she has featured in some of the most high-profile cases concerning indirect tax of recent years. She has an ever increasing reputation as being one of the junior tax Bar’s best litigators. She already appears alone in the Court of Appeal and the eCJ and often appears against QCs. When being led, she is regularly chosen as the junior to pair with the top silks in the field – she is currently acting in cases both with roderick Cordara QC and with david Milne QC.

Valentina SloaneBarrister


Monckton Chambers

In court she is superbly prepared, having researched all the possible areas where the judges could investigate; in the Court of Appeal I saw her stand before three judges, for a whole day, and deal with their challenges and questions convincingly.

She also comes across as warm and interested in our clients, and seeks to advise in a way that fits with their business needs.

The straightforward, clear and obviously thoroughly-thought-through advice she provides is much appreciated by her very long list of fiercely loyal clients.


B

Key achievements

• First new Corporate Tax Partner to be promoted by Baker & McKenzie’s London office in more than ten years and one of only a very small number of Corporate Tax Partners to be promoted across the major City law firms in 2011.

• As an Associate, led the tax input on a number of important transactions for the London office, including Bidvest’s acquisition of Seafood Holdings, Platinum Equity’s acquisition of Nampak’s cartons and healthcare business and Siemens’ disposal of Roke Manor Research.

• Advises on M&A, real estate and structured capital markets transactions, acting as Baker & McKenzie’s London representative on its European Tax Transactions Steering Committee.

James advises on all aspects of uK corporate tax with a particular focus on transactional work. He concentrates on tax issues on domestic and international corporate mergers and corporate restructurings. James also regularly advises on structured capital market transactions as well as often advising on uK property investment transactions.

James SmithPartner


Baker & McKenzie

Great all-around technical and client-management skills.

User-friendly, clear, gets to the point exceptionally quickly. Unfussy, trustworthy, reliable, and outstanding.

Very responsive, technically correct, prompt and on budget – does what he says he would do, when he said he would do it, with no surprises.

Everything you could want in an adviser.


Key achievements

• By 29 Paula was a Partner and Head of Tax for Numerica’s southern region covering Southampton, Bristol and Worthing, the UK’s 14th largest accountancy firm. At 31 she joined Chiltern as Head of Tax Support for Professionals and was elected to the main board; that tax business was later bought out by BDO, becoming a Partner in that firm; at 37, she is currently Managing Director of Gabelle, a new tax consultancy.

• Throughout her career she has demonstrated both excellent technical skills and strong leadership skills. She has a proven track record in growing teams and revenue streams.

Paula is a Chartered Accountant and a Chartered Tax Adviser and has spent 17 years advising on tax. She has worked in partnership with accountants for more than ten years helping them provide tax solutions to their clients. Tax is her passion and when she is not solving tax problems for accountants and their clients she is writing or lecturing on tax. She has been referred to as ‘an agony aunt for accountants’ and is always happy to discuss a tax problem. She is on the committee for the London Branch of the CIOT and is a member of the SMe tax committee for the ICAeW.

Paula TallonManaging Director


Gabelle

Paula is an outstanding tax advisor with a razor-sharp mind; she has a vast knowledge of tax and provides advice with extreme clarity, confidence and professionalism.

Her ability to apply her knowledge to complex and sometimes unique commercial situations in a structured and enthusiastic manner is what sets her a long way apart.

She has a very pleasant manner which clients like and she is an excellent communicator.

I do not move left or right on any complex tax issues without first consulting with Paula.

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Key achievements

• Chris was the HMRC policy lead in developing the 2007 Money Laundering Regulations, working with HM Treasury and external stakeholders to successfully expand HMRC’s supervisory role.

• Chris also led the successful consultation on a new offshore penalty for incorrect returns, supporting ministers through the Finance Bill process on associated regulations needed to implement the measure. The outcome can be seen in FA 2010 Sch 10 and s 35, which creates a higher penalty to be charged where funds are kept in a jurisdiction where HMRC is less likely to obtain information.

Chris joined HMrC in 2005, as a fast stream entrant and has worked on policy development in excise and Stamp Taxes on money laundering, followed by a period working in the office of the Financial Secretary to the Treasury, as an Assistant Private Secretary. Since 2009 he has acted as a Grade 7 policy advisor on the review of Powers, deterrents and Safeguards. As a result of the latter two roles, Chris has a substantial understanding of all the taxes and duties administered by HMrC.

Christopher WalkerPolicy Advisor


HM Revenue & Customs

Chris shows great promise, grasping the essentials of an entirely new area of work very quickly and providing speedy and accurate technical support. He also has good people-handling skills and has the ability to express complex concepts in plain English.

Quickly able to recognise a strategic direction and actively contributes at a high level in delivering negotiated outcomes.

An exceptionally gifted individual who can pick up issues – particularly those in which he has no previous experience – incredibly quickly. He is a persuasive advocate and has the ability to challenge entrenched positions in a tactful but effective way.

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Key achievements

• Designed and implemented some of the earliest international structuring involving LLPs for two of the ‘Big Four’ accounting firms’ own corporate structures.

• Implemented one of the first REIT conversions (Liberty International plc).

• Key advisory role for Lloyds TSB as preferred financier of the new £180m electric multiple units for the Stansted Express.

• Advising Horizon Acquisition Company plc on its $855m (£527m) acquisition of APR Energy (No. 2 in the global high growth temporary power market).

eloise joined Pinsent Masons in 2008 after having spent a decade at City firm Linklaters as a Partner, specialising in corporate tax, finance and investment funds. Her areas of expertise include uK and cross-border acquisitions and reconstructions, corporate finance and joint ventures. Her practice also includes tax structuring for onshore and offshore establishments with a focus on cross-border issues.

She was made up to Tax Partner before the age of 35, and became regional Head of Tax (London) before the age of 37. She prides herself on ‘bringing a focused and practical approach to her role to get clients from A to Z as quickly and with as little drama as possible’.

Eloise WalkerLondon Head of Tax


Pinsent Masons

Eloise is responsive and provides sound technical advice, while understanding our commercial objectives, plus her style of delivery, which includes humour, is very user-friendly.

Eloise has both a superb knowledge of tax law in addition to a very commercial and practical understanding of it. She made the difference between us being successful, or not.

She understands the commercial pressures of projects and is always careful to ensure that work is delivered within the agreed timetable, and often before.


Pinsent Masons’ Tax Team – working hard to make it easier for clientsBut don't take our word for it......

John Christian E: [email protected] Walker E: [email protected]

To find out more, please contact:

pinsentmasons.com © Pinsent Masons LLP 2011

LONDON BIRMINGHAM BRISTOL EDINBURGH GLASGOW LEEDS MANCHESTER DUBAI BEIJING SHANGHAI HONG KONG SINGAPORE

“h ighly rated by clients for its ability to bring new ideas and go beyond the brief”

“responsive and knowledgeable”

“technically excellent'”

(Legal 500 2011)

“very proactive and have good client communication skills”

“thorough understanding of all aspects of employee share schemes”

"fantastic commercial advice”

(Chambers UK 2011)


Stuart advises individuals and corporates on resolving disputes with HMrC in all areas of indirect tax, with a particular focus on VAT. He has extensive experience of working with large FTSe 100 clients and specialises in managing large pieces of litigation from the Tax Tribunal through to the higher courts and Court of Justice of the european union.

Stuart has particular expertise in managing litigation where tax avoidance is alleged by HMRC. This includes litigation on the application of the abuse principle in the sphere of VAT.

Key achievements

• Before joining McGrigors in 2007, Stuart was the senior London presence for KPMG’s national indirect tax legal services team, and is the lead solicitor on the successful reference to the CJEU in the case of Weald Leasing Ltd. Stuart is part of the team which won the ‘VAT team of the year’ category in the Taxation Awards 2011, and joined the McGrigors partnership with effect from 1 October 2011.

Stuart WalshPartner


McGrigors

Bright and savvy and fun to work with, he is well within his comfort zone on heavyweight cases and seemingly unflappable.

I have never been anything other than very impressed with his technical ability and superb in-depth knowledge of the litigation process.

He is a safe pair of hands, very practical and commercial, and creative in finding the best possible solution to what can seem difficult issues.

Stuart has got it all: the knowledge, the commercial ability and, equally importantly, the people skills. Doubtless he has a very good career ahead of him.

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BLT = INDIRECT TAX

Phone 020 7405 3404 or email [email protected] House, 5/9 Quality Court, Chancery Lane, London WC2A 1HP www.blt.co.uk

The Indirect Tax recruitment market has shown little sign of slowing down and it looks set to continue this way well into the New Year. Established 25 years ago, BLT are long established as market leaders in Indirect Tax recruitment. Our work spans Indirect Tax appointments at all levels of expertise across the globe – our clients include multinational companies, financial services institutions, Big 4 firms as well as mid-tier and independent consultancies.

Whether you are looking to recruit, or whether you are currently contemplating a move, we are here to help and advise you on solutions that you are individually tailored to you as a company or individual.

And we’re not just about filling roles and placing people either! You might like to receive a copy of our Indirect Tax Salary Survey & Market Report, generally regarded as the industry bible. Full of information about market trends in the UK and internationally as well as information on salaries and benefits, the report can be ordered by emailing [email protected]

BLT are also proud to have taken over the running and organising of the prestigious Indirect Tax Awards. The awards are a major highlight of the year, recognising success and achievement across the world of Indirect Tax. We look forward to recreating the success of this year’s awards in 2012.

The Indirect Tax Specialists

Liz Watt – 23.5 years recruiting Indirect Tax specialists exclusively

Guy Barrand – 13.5 years recruiting Tax specialists exclusively

Emma Wade – 13 years Recruiting Indirect Tax Specialists exclusively, and

formerly a VAT specialist

Charlotte Ellson – Joins the team to focus on Indirect Tax appointments at

the more junior grades


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Key achievements

• Jordan’s successful progression (at the then age of 32) to a position where he heads up DLA Piper’s equity incentives practice in the Midlands and is a key UK contact for equity incentives both nationally and internationally is a testament to his ability and his importance to DLA Piper.

• Jordan has well-established skills in relation to international equity incentives, and is currently acting (as sole UK advisor) for a US-based (and NYSE-listed) multinational oil company in relation to the equity incentive structures for its UK group employees, including adapting its US-based plans in order to accommodate the UK incentives.

Jordan has a wide practice dealing with all areas of uK corporate and business tax and has significant experience of both corporate and real estate based deals. However, his primary specialism has been in relation to equity incentives and tax-efficient remuneration structures.

Jordan is one of DLA Piper’s key UK contacts in relation to equity incentives and remuneration and, in conjunction with the DLA global equity incentives team, regularly advises on highly complex equity incentive structures.

Jordan WatsonSenior Associate, Corporate Tax and Equity Incentives


DLA Piper

Very detailed, complete and precise advice given, always worded in a way a non-specialist will understand.

He takes the lead; I do not have to worry when he is advising us; he handled a very delicate issue which almost threatened the whole deal, which was excellent; making sure tax risks were managed without jeopardising the deal.

Employee share plans is a relatively niche area of tax law; Jordan’s knowledge in this area is very high.


Tolley® Exam TrainingGrow your career with Tolley

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Key achievements

• Chairing the firm’s property group; driving an increase in property contacts from 2,500 to 5,000+ in his 12 months of chairmanship. Success can be measured over this period by revenues holding up despite market downturn.

• Recently engaged by a client on Monday, selling his business the following Tuesday. Over this narrow timeframe Mark delivered and oversaw corporate tax planning advice including issuing share options, advice re entrepreneurs’ relief and inheritance tax planning. Even with little time Mark’s team ensured that the company owner and management were not dual-taxed on proceeds by share option planning.

Mark Webb was called to the Bar in October 1998 and qualified as a CTA in 2001. His clients range across the property, financial service and media sectors. Mark provides commercially focused advice on set up, structuring and ongoing compliance matters.

Mark has also been the key adviser on a range of complex transactions including acquisitions, disposals and MBOs, advising companies, their owners and private equity houses on tax issues around financing, structuring, goodwill write-off and entrepreneurs’ relief. He chairs the firm’s property group and is a member of the media sector group.

Mark WebbDirector, Corporate Tax


Smith & Williamson

His understanding of our property investment objectives is paramount in the professional and personable service we receive.

Mark is an excellent all-round tax practitioner. He has very definite industry and legislation strengths but his all-round knowledge and logical approach to taxation issues, is where his value resides, in my view.

A highly competent tax practitioner with a remarkable ability to take challenges in his stride.

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Key achievements

• Baxi Group Ltd: Richard was part of the team that assisted Baxi all the way from the Tribunal to the House of Lords on the VAT treatment of its loyalty scheme.

• Charities and cost-sharing: within PKF, he advises a large number of charities with their VAT affairs, helping them significantly reduce their VAT costs and aiding them through the myriad of VAT. The firm’s work on the VAT cost-sharing exemption demonstrates a commitment to this sector.

richard went straight from school into accountancy, qualifying first as an AAT then an ACA, both at the first attempt, while working in small accountancy firms. He then joined rSM robson rhodes and specialised initially in corporate tax, before moving on to VAT and becoming CTA-qualified, again at the first attempt. After six years with robson rhodes, he moved to HMrC as an anti-avoidance Adviser and then joined PwC’s Indirect Tax Litigation Team five years later, before joining PKF nearly three years ago, currently as one of the firm’s VAT directors.

Richard WildDirector of VAT

Email [email protected] 01473 320744

PKF

Richard was in charge of a vast and eclectic array of VAT disputes and what impressed me, quite apart from his VAT knowledge, was his instinctive abilities as a VAT litigator and tactician in disputes with HMRC.

Richard has a keen eye on the bigger picture.

Many not-for-profit clients have given extremely positive feedback about Richard’s performance and use him as a first port of call on any VAT advice they require.

Richard conducts himself in an extremely professional, yet friendly and approachable, manner.


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A lot has changed since 1987...


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Documents

40 UNDER 40 - Tax Journal · 1 Methodology & rulesI am delighted to introduce ’40 under 40’, our pick of 2 This year’s 40 under 40 4 An A–Z list of the forty profiled individuals