- Tax, Audit and Accounting
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- My VIP Tax Team
Paul Robbins ACA CTA
Paul is the Associate Director for Tax at Croner-i.
He is responsible for the quality and development of the Croner-i tax portfolio.
Paul worked in the tax departments of two large firms now absorbed into the Big 4 before joining Croner-i as a tax technical writer specialising in corporates. He has held various publishing posts whilst also leading the team of in-house tax writers and being lead technical editor on a number of core titles.
Stephen Relf ACA CTA
Stephen is the Content and Innovation Manager at Croner-i Tax.
Stephen helps lead the team of in-house tax writers at Croner-i and is responsible for updating the commentary and tools on capital allowances. Stephen has worked in tax for over 20 years and at Croner-i for 6 years.
Prior to joining Croner-i, Stephen was Head of the Tax Technical Team at the Chartered Institute of Taxation and before that he worked in practice (for PwC) and in industry.
Glyn Fullelove ACA CTA
Glyn is a Lead Technical Writer at Croner-i Tax.
He specialises in the taxation of large companies and R&D relief and is Product Champion for Quick Links.
Glyn has worked in tax for over 35 years. He has been with Croner-i since July 2020, although he had written on a freelance basis for Croner-i prior to that. He qualified with Arthur Andersen and was a partner and Head of International Tax for Robson Rhodes before moving into commerce in 1998. He then spent most of the next twenty years in Head of Tax roles in UK based quoted multi-national companies, most recently, until September 2018, with FTSE 100 group Informa PLC.
He chaired the Chartered Institute of Taxation’s Technical committee from May 2016 to May 2019 and was President of the Institute from May 2019 to November 2020. In January 2021 he was appointed an Independent Advisor to HMRC’s Professional Standards Committee.
Martin Jackson ATT
Martin is a Lead Technical Writer at Croner-i Tax.
He specialises in employment taxes and is Product Champion for Tax Tools.
Martin has over 30 years’ experience in employment taxes, having started as a National Insurance Inspector before moving to the Institute of Payroll and Pensions Management (now the Chartered Institute of Payroll Professionals) where he represented employers on a variety of government consultation committees.
Martin joined Croner-i in 2019, having spent the previous 15 years as an adviser and team leader with the Tax & Payroll Advice Lines in our sister company, Croner Taxwise.
Sarah Kay CTA
Sarah is a Lead Technical Writer at Croner-i Tax.
She specialises in VAT and other indirect taxes and is Product Champion for In-Depth commentary on indirect tax.
Sarah’s career in tax started over twenty years ago when she joined Ernst & Young’s indirect tax graduate recruitment scheme. Since then, as well as gaining ‘Big 4’ experience, she has worked for a boutique consultancy firm and set up her own VAT practice providing VAT support to small and medium sized accountancy firms.
After working as an external author for a couple of years, Sarah joined Croner-i’s in-house writing team in 2018. In addition to maintaining In-Depth and Quick Overview commentary, she writes case reports, presents Navigate Learning courses and contributes articles to Tax Weekly.
Sarah Arnold FCA CTA
Sarah is a Lead Technical Editor at Croner-i Tax.
She is responsible for the quality of our tax legislation and treaty databases.
Sarah joined Croner-i in 2018 with over 20 years’ experience in tax practice. Before joining Croner-i, Sarah worked as an independent tax adviser and freelance tax writer and before that as a Director of tax in accountancy practice. Sarah is experienced in advising high net worth individuals and sportspersons on personal tax matters and co-authored Taxation of Partnerships.
Angela is a Senior Technical Writer at Croner-i Tax
She specialises in VAT and is Product Champion for Navigate Learning.
Angela has spent over 30 years working in VAT, initially with HMC&E as a visiting VAT officer before joining the tax department of Arthur Andersen. In 1994, she moved to Grant Thornton to manage their Scottish VAT practice. Following ten years in that role, and a further 15 in private consultancy, Angela joined Croner-i in 2019 and is an active member of the VAT Practitioners Group.
Laura Burrows CTA ATT
Laura is a Senior Technical Writer at Croner-i Tax.
She specialises in business profits, partnerships, residence and double taxation and is Product Champion for the businesses courses in Navigate Tax.
Laura started her career in tax working in practice advising a wide range of clients including companies, owner-managed businesses and high net worth individuals. Prior to joining Croner-i, she spent 11 years as a tax adviser on the advice lines at Croner Taxwise, assisting with all areas of direct tax.
Paul Davies FCA
Paul is a Senior Technical Writer at Croner-i Tax.
He specialises in corporation tax issues including company reconstructions, distributions, company losses, close companies and groups of companies. He is Product Champion for In-Depth commentary on direct tax.
A former North-East tax adviser of the year, Paul has over 30 years of corporation tax experience, qualifying with Price Waterhouse before moving to Northern Rock plc as Head of Tax. There, he spent 16 years managing the bank’s tax planning, compliance and risk management activities including the conversion of the former building society to plc status; successful litigation before the special commissioners; and advising on the restructuring of the bank following the 2008 financial crisis.
Zigurds Kronbergs FCA FCCA
Zigurds is a Senior Technical Writer at Croner-i Tax.
He specialises in stamp taxes and ATED, pensions taxation and some aspects of income tax and is Product Champion for our In-depth commentary on stamp taxes.
Zigurds joined Croner-i in June 2019, after many years of contributing to Croner publications as a freelance author. During his 45-year career in tax, he has worked, inter alios, for Butterworths (Tolley), the Association of Chartered Certified Accountants, BDO UK and BDO Global. He combines his work with Croner with his ongoing role as Tax Coordinator, Europe for Moore Global
Andy Richens CTA
Andy is a Senior Technical Writer at Croner-i Tax.
He specialises in personal taxes, property tax and OMB.
He was a Senior Policy Adviser at the government’s independent Office of Tax Simplification, from shortly after the office was formed in 2010 until its closure in early 2023. Previously he was Tax Technical Director at Bishop Fleming, a mid-sized firm based in the southwest. Andy’s background is tax training, having worked at EY and KPMG on their national tax training teams, and has appeared on the tax conference circuit for over 30 years.
Andy is a member of the Tax Professionals Forum, set up by the Financial Secretary to the Treasury, critiquing the government’s development of new tax legislation, and is a member of the CIOT property and OMB technical committees.
Stephanie Webber ACA CTA
Stephanie is a Senior Technical Writer at Croner-i Tax.
She specialises in capital gains tax, inheritance tax and trusts and pensions. She is also Product Champion for the individuals courses in Navigate Tax.
Following a career in tax training, Stephanie joined the CCH in-house writing team in the mid-1990s. After several years back in practice, where her main focus was owner-managed businesses and high net worth individuals. followed by a career break in France, she spent a number of years doing freelance writing work before joining Croner-i in 2018.
Diane Wright CTA
Diane is a Senior Technical Writer at Croner-i Tax.
She has a wide-ranging area of expertise, covering corporation tax, employment-related securities, capital allowances, double tax relief, certain areas of income tax, and the compliance aspects of the management of taxes. She is Product Champion for the business modules in Navigate Tax.
Diane has spent over 25 years working in tax. Following a decade within KPMG and PwC dealing with a large range of clients, Diane spent almost ten years working in the in-house tax team of a FTSE 100 company. She then re-joined the Big Four for a time before joining a smaller firm in Edinburgh dealing with a wide variety of issues, largely based around OMBs and their shareholders, with a particular focus on employment-related securities and funding under the Enterprise Investment Scheme.
Christina is a Technical Writer and Case Coordinator at Croner-i Tax.
She is the Editor of Tax Today e-alerts and Product Champion for Tax Cases, bringing you the latest tax decisions as quickly as possible.
Prior to joining Croner-i in 2022, Christina worked as a Litigation Executive for multiple City Law firms specialising in Financial Litigation where she gained experience in handling complex legal issues.
Hilary is a regular contributor on VAT to Tax Insight.
She has over 20 years of experience working in accountancy and tax. She is a qualified Chartered Certified Accountant as well as a Chartered Tax Adviser and an Associate of the Institute of Indirect Taxation.
In 2018 Hilary set up her own independent consultancy firm, providing specialist VAT advice to firms of accountants and businesses who don’t have their own in-house VAT expert. She has built up extensive technical knowledge over her years in practice and provides VAT advice on a range of topics from land & buildings to partial exemption. Hilary is passionate about VAT and regularly speaks on the subject, both to accounting professionals and to young academics who are interested in a career in tax.
Sarah Bradford FCA CTA (Fellow)
Sarah is author of Practical Payroll and Benefits.
She is the director of WriteTax Ltd, a company providing technical writing services on tax and National Insurance. She specialises in employment taxes, personal tax, the taxation of owner-managed business, property tax and National Insurance, and writes widely on these topics.
Sarah has worked in tax for over 30 years.
Satwaki is author of Practical Property Investment.
He is a tax lawyer and author, having qualified as a barrister in 1992. With more than 20 years of tax experience, he has worked for City law firms and a Big Four accountancy practice.
Satwaki has written extensively for the professional tax press.
Allan is the author of our Practical International Tax Planning.
He has specialised in international tax planning for more than 35 years in a long career with BDO as head of the firm’s international tax function and chairman of its International Tax Committee.
A well- known international tax expert, he now teaches and speaks on a wide range of international tax subjects, principally on cross border planning and tax treaties. Formerly a visiting teacher at Queen Mary, University of London and The Institute of Advanced Legal Studies, he is currently a member of The Tax Faculty’s Large Business and International Tax Committee.
Publications include the CCH Worldwide Tax Guide and Allan has also written many articles on international tax planning including a regular series on tax treaties for Croner-i.
Julie Clift CTA
Julie updates our Hardman's Key Data service..
Julie has significant Big Four international and UK practice experience having worked at Arthur Andersen in their UK-US Expatriate team, Ernst & Young’s Entertainment and Media Group and Deloitte and Touche’s Tax Policy Group.
She was also Deputy Editor of The Tax Journal.
Andrew contributes regular articles to Tax Weekly.
He has focused on private client and trust related taxation throughout his career in accountancy. This includes tax planning for non-UK domiciliaries and their offshore trusts, as well as inheritance tax and capital gains tax consulting for shareholders in family companies and their family trusts.
Andrew joined Azets in 2021 and is a Director -Tax Advisory in the Midlands. Andrew has more than 35 years of experience, having previously worked for Ernst & Young, PricewaterhouseCoopers, Deloitte and Grant Thornton. He continues to be closely involved with the Tax Faculty of the ICAEW and is actively interested in tax policy related issues. Andrew is a member of the Private Client Committee of the Tax Faculty He is a Fellow of the Institute of Taxation, a Trust & Estate Practitioner and Solicitor (non-practicing) as well as being a member of the ATT and an enthusiastic member of the Tax Faculty of the ICAEW.
Juliet Connolly ACA CTA
She is an expat herself, living in Melbourne for over 10 years. A Chartered Accountant and tax adviser, she has been in the profession for over 30 years. Juliet trained and worked in small firms initially and then for a number of years worked at a Big 4 firm, where in 1996 she started advising on expatriate taxation. She left in 2002 to set up her own business, UK Expat, advising and assisting expatriates - from all walks of life and located all over the world - on their UK tax.
Juliet may be contacted by email at email@example.com or by phone in Australia on +61 (0)3 9017 0179 (bearing in mind that Melbourne is between 9 and 11 hours ahead of UK time). Juliet can also be contacted via her UK number +44 (0)20 3239 4140. Alternatively, visit www.ukexpat.net.
Thomas Dalby LLB, CTA
Thomas is author of Practical Employee Share Schemes.
He is Head of Employer Solutions at Haines Watts in London. He was formerly head of share schemes at Gabelle, the specialist tax advisory firm, covering most aspects of employee reward.
Thomas trained at the Bar before being seduced by the glamour and excitement of tax, joining Deloitte in 1996 and moving into the firm's employee reward practice in 2000. He has advised on and implemented all of the statutory share schemes, assisting clients with the design of awards, their grant, reporting obligations through to the exercise of share awards and their implications in the context of a transaction.
Richard updates our Rossdale on Probate and Administration.
He is a barrister at Ten Old Square Chambers focussing on Wills, Estates and Trusts and related professional negligence. His practice is predominantly litigation, and he is frequently involved in large and complex claims. He also advises and represents in Court of Protection matters and provides expert advice in respect of tax and tax planning (principally capital taxation).
He is the Chair of the STEP Contentious Trusts and Estates SIG and an elected member of the Chancery Bar Association Committee. He is a member of STEP and ACTAPS.
John Endacott BSc (Econ), FCA, CTA (Fellow)
John is author of Endacott on Furnished Holiday Lettings.
He is a tax partner with PKF Francis Clark Chartered Accountants in Truro. John provides high level tax advice combined with commercial acumen in terms of managing and advising on personal and business transactions.
He is a regular writer in the professional tax press and occasional lecturer especially on capital gains tax, having gained a national reputation for his expertise in capital gains tax in the UK. John's writings have been for (among others) Taxation magazine, Tax Journal, Tax Adviser and TAXline.
John is also a member of the Technical Committee of the ICAEW Tax Faculty, an examiner for the ICAEW and a former examiner for the Chartered Institute of Taxation.
John, who is also a qualified independent financial adviser, was named Tax Writer of the Year 2012.
John Feaster LLB CTA TEP, Solicitor
John is author of Practical Stamp Duty Land Tax.
He is taxation and private client partner at Schofield Sweeney. He previously practised as a chartered tax adviser for EDF Tax LLP, heading the Stamp Taxes team. Prior to that John trained and practised as a solicitor with Eversheds LLP, specialising in property taxes.
John has written published articles on SDLT appearing in Tax Adviser and other accountancy journals and has spoken on the subject of SDLT at national conferences.
Lesley Fidler CTA, Chartered MCIPD
Lesley works on our Navigate Tax courses on Dealing with employment related issues.
Having spent a couple of decades providing employment taxes advice first to clients of KPMG and then Baker Tilly (now RSM), Lesley decided to put her theory into practice by moving into industry in 2016. She now works part-time as a subject-matter expert in a financial institution whilst continuing with freelance work when the opportunity arises. She sits on the CIOT's employment taxes subcommittee and is one of the few chartered tax advisers who is also a chartered member of the CIPD.
She represents the CIOT on HMRC's IR35 Forum.
Katherine Ford BCom FCCA, CTA (Fellow)
Katherine is author of Practical Tax Losses.
Katherine is the manager of the direct tax telephone advice team at Markel Tax, where she has worked since 2007. She has dealt with over 25,000 calls from accountants, tax advisers and business owners covering all areas of UK direct taxes and stamp duties. She also provides training at client seminars and to colleagues. Katherine has a particular interest in business taxes, partnerships, capital gains tax and residency and domicile issues.
After a brief spell working for an insolvency firm after graduation, she then worked for over 6 years in the private client department of Deloitte, dealing with a variety of self-employed and high-net worth clients and complex professional partnerships.
Keith Gordon FCA CTA (Fellow), Barrister
Keith updates the statutory residence test coverage in our Direct Tax Reporter and is the author of Gordon on Discovery Assessments, Gordon on Schedule 36 Notices and Gordon on Tax Appeals. He is also a regular contributor to Tax Insight.
He practises from Temple Tax Chambers in London. He previously practised as a chartered accountant and chartered tax adviser. His practice covers all areas of tax, regularly appearing in the Tax Chamber and the higher Courts, and also related areas including partnership disputes and professional negligence.
Keith lectures and writes extensively and was a runner-up in the tax writer of the year category in the 2006 and 2012 LexisNexis Taxation Awards. Keith won the Chartered Tax Adviser of the Year category at the 2009 awards. In 2013, Keith won the tax writer of the year award. And in 2019, he was the worthy winner of the Outstanding Contribution award.
Keith's high-profile cases include Cotter v HMRC and HMRC v Charlton. He was also junior Counsel for the taxpayer in Jones v Garnett (the "Arctic Systems" case) in the Court of Appeal and the House of Lords.
His recent cases include the discovery cases of Pattullo, Sanderson, Hicks, Atherton and Anderson and the challenge to the Follower Notices legislation in R (oao Broomfield) v HMRC.
Phil updates the Oil Taxation coverage in our Direct Tax Reporter.
Phil Greatrex is a partner in CW Energy LLP and was a founding member of CW Energy in 1990. He is well known in the oil and gas industry as one of the leading tax advisers in this field. He qualified as a Chartered Accountant with Arthur Young in London after obtaining a mathematics degree from Southampton University. Phil has been providing tax advice to a wide range of clients, mainly in the oil and gas sector, on varied, and often complex, issues from cross-border corporate re-organisations, acquisitions and disposals and litigation.
Phil is a regular contributor of articles on various tax issues and has lectured extensively both within the profession and on outside courses. He has been a member of the BRINDEX tax committee since the late 1980′s, and has also been an active member of the UKOITC industry tax committee for many years.
He has over 30 years’ experience providing tax depreciation advice and is recognised as a leading expert in his field. He is one of the few professionals working in this area who have dual qualification, being both a fellow of the Royal Institution of Chartered Surveyors and a member of the Chartered Institute of Taxation. He is a long standing member of the Institute’s Property Taxes Sub-Committee and an associate member of the British Property Federation’s Tax Committee.
Andrew is a managing director in the European tax advisory practice at FTI Consulting, where he moved in 2011. Before that he was a director at Bourne Business Consulting and he was a partner at Crosher & James for over 14 years.
Paul Howard ACA CTA
Paul is author of Practical Partnership Taxation.
He moved into tax while studying for the ICAEW exams, and covers a range of direct taxes, with a particular focus on the interaction of taxes and planning for small and medium sized businesses and their owners.
He is currently a director at Dixon Wilson Chartered Accountants in London, where he provides technical support for the firm and advises on a wide range of complex issues for the firm's clients. Prior to that he was a tax director at Gabelle LLP, an independent tax consultancy providing specialist advice to professional firms.
Paul also lectures on a range of direct tax issues relevant to owner-managed businesses both internally and for the CIOT.
David Kirk MA FCA CTA
David is author of Kirk on Employment Status.
He was educated at Oxford University and trained as a chartered accountant with Thomson McLintock & Co. After a career in banking and as a finance director in industry he started his own chartered accountancy practice, David Kirk & Co., in 2000. He has a nose for difficult and unusual cases, and spends most of his time giving tax advice to the intermediary sector (recruitment and umbrella companies and the like). He sits on the Small Business Tax Committee of the Institute of Chartered Accountants in England & Wales and represents the Institute on the IR35 Forum.
David acts as a specialist in handling HMRC investigations and his success stories include the following seven-figure tax reductions:
Our client was an employment agency who provided housing as well as work for migrant workers. HMRC considered the housing to be a taxable benefit and sought to assess PAYE and class 1A NI. We resisted this on the basis that the workers were neither employees (easy) nor agency workers within the meaning of the tax legislation (much more difficult), and so the PAYE and class 1A rules did not apply. Tax saved: £2.75 million (based on our estimate of what was at stake).
Managed service company
Our client was an umbrella company active in several sectors, including construction and medical. HMRC asserted that it was a managed service company (MSC) — a deadly status that gives the directors personal liability for PAYE. We resisted an Information and Documents Notice on the basis that HMRC had already decided (in a VAT inspection) that the company was providing services and not staff, which is incompatible with MSC status. HMRC backed off after an action had been lodged with the Tax Tribunal. Tax saved: £14 million (HMRC estimate of the amount at stake).
Construction Industry Scheme (CIS)
Our client was an employment agency active in the construction sector, and had been failing to operate the CIS in its payments to umbrella companies. HMRC were claiming substantial sums on the basis that if one payment under a particular contract was caught, they all were. We analysed the contractual relationships, and defended the client on the basis that there were no contracts with the umbrella companies at all. Tax saved: £1.1 million (based on HMRC's initial demand).
David can be contacted on 07778 361552, or at firstname.lastname@example.org.
Sarah Laing CTA
Sarah Editor of the Tax Weekly e-magazine.
She has worked in tax for over 30 years, originally for the former Inland Revenue in Newbury and Swindon Tax Offices. She moved into practice in 1991, where she qualified as a CTA in 1995. She has worked for both small and Big 5 firms.
She has worked as a freelance author for many years providing technical writing services to the tax and accountancy professions.
Katharine Lindley CTA, ATT (Fellow), APFS, CFPᵀᴹ Chartered MCSI
Katharine is author of Practical Pension Tax.
She is Head of Advice with EQ Investors.
With over 20 years' experience in financial services, Katharine has worked in large accountancy and pension advisory firms and wealth management businesses. With broad financial expertise, she advises clients on all areas of their financial planning and is a specialist in retirement planning and pensions.
As both Chartered Tax Adviser and Chartered Financial Planner, Katharine believes that a high level of knowledge in both tax and financial planning is essential to help clients achieve their objectives in an effective and tax-efficient manner.
Katharine is a charitable trustee of the Association of Taxation Technicians and represents them on technical pension discussions with HMRC.
Sharon is a joint author of our McKie on Statutory Residence.
She is a partner of McKie and Co (Advisory Services) LLP. and has developed a particular expertise in the management of complex tax enquiries and litigation. She is currently a member of both the Private Client (UK) Sub-Committee and the Private Client (International) Sub-Committee of the Chartered Institute of Taxation.
She was awarded the Chartered Institute of Taxation’s Fellowship Medal for the best fellowship submission of the year in 2014.
Simon is a joint author of our McKie on Statutory Residence.
He is a partner of McKie & Co (Advisory Services) LLP and a member of the Technical Committee of the Society of Trust and Estate Practitioners, and also of both the Private Client (UK) Sub-Committee and the Private Client (International) Sub-Committee of the Chartered Institute of Taxation. He is a former chairman of that Institute’s Capital Taxes Sub-Committee.
He is an established tax author and has written and lectured widely on taxation. In no less than seven years he has been a finalist in the Taxation Awards ‘Tax Writer of the Year’.
Tim Palmer CTA ATT
He is one of the UK's best known and popular tax presenters and has been lecturing all over the UK for more than 35 years. He lectures on most areas of tax, including IR35 and CIS, R&D and tax investigations.
Tim is the senior partner of Palmer Consultancy Partnership and a tax consultant with the London firm of chartered accountants, Arram Berlyn Gardner (ABG).
Previously, Tim was a senior tax manager with Howarth Clark Whitehill LLP, advising on all areas of tax and NIC for the firm to their clients. He was also a member of the tax department of P&O where he specialised in corporation tax and the construction industry, being involved in the Bovis Construction Industry tax deduction scheme within the P&O Group.
Tim has written numerous articles in the tax press, particularly with regard to his specialist areas of CIS, self-employed status issues’ NIC and PAYE matters, stamp duty land tax, and the tax benefits of businesses switching to electric vehicles.
David is author of Pett on Disguised Remuneration and the Loan Charge and Pett on Employee-Ownership Trusts.
He is a tax barrister at Temple Tax Chambers in London. Originally qualifying as a solicitor in 1980, David trained as a specialist tax lawyer at Clifford-Turner (as it then was) before moving to Birmingham and joining Pinsents (now Pinsent Masons) where he was appointed to be a full equity partner in 1985. After 26 years at that firm, including six years as Head of Tax and Pensions, David and his team left to establish the eponymous law firm in Birmingham. In 2017, and wanting a fresh challenge, David transferred to the Bar and has since enjoyed a busy general direct tax advisory practice, based in London, focusing on, but not limited to, employment-related taxes, employee trusts, employee-owned companies and related company law, trust law and tax disputes. David has successfully appeared before tax tribunals and accepts instructions as expert witness. He was a member of the government-appointed working group which put together the now long-standing legislation on EMI share options and Share Incentive Plans. His broader experience as a senior law firm partner and in the wider commercial world (David was for nine years a public member of NetworkRail) allows him to secure more favourable resolutions of commercial and tax disputes.
David is author of a number of works on employees' share schemes and employee trusts as well as many articles in periodicals on taxation.
He is a trustee of charities supporting the City of Birmingham Symphony Orchestra and is himself an orchestral timpanist who has performed in many prestigious concert halls around the UK and in Europe.
David may be contacted by email at email@example.com or by telephone on 0207 353 7884 (chambers) or 07836 657658 (mobile).
Stephen Poole CTA
He is a specialist consultant in farm economics and taxation and has lectured for the CIOT on agricultural tax planning.
He was a tax partner in Baldwins (now Azets) as part of the agricultural team until January 2020 and headed up the probate service for the firm in the Northeast. In these roles he has advised many farms and dealt with probate for farmed estates on death.
Stephen has always striven to understand the nuts and bolts of how owner managed businesses work and are taxed. He has spent over a decade in central technical offices of what are now Mazars and PwC providing technical consultancy, training, liaison with HM Government on technical tax issues and including some appearances on national media.
Stephen is an active trustee in a complex mixed estate that includes a farm, so has real experience of many of the issues described.
Peter Rayney FCA CTA (Fellow) TEP
He practises as an independent tax consultant through his own practice, advising owner-managed companies, accountants, lawyers and tax practitioners on a wide range of tax issues. He specialises in company sales/acquisitions, reconstructions, succession planning and all aspects of owner managed business taxation.
He is always in demand as a tax lecturer and regularly contributes tax articles to the professional press. Peter is also an author of various books and journals including The Practical Corporate Tax Manual (Croner-i). He has won ‘Tax Writer of the year’ at the Taxation Awards an unprecedented three times.
Peter is a past President of the Chartered Institute Of Taxation and immediate past chair of the ICAEW Tax Faculty’s Technical Committee.
Howard Royse is author of Practical Construction Industry Scheme.
He studied accountancy at the University of East Anglia and qualified as a chartered accountant with a top 20 firm in 1985. He has been in practice as a sole practitioner for more than twenty years and has acted as the financial consultant for several construction companies.
He took up the post as the construction industry representative for ICAEW in 2004 and engaged in discussions with HMRC for what is now the current CIS, the employment status indicator and advised HMRC in the restructuring of the CIS repayment system. He has briefed the Public Accounts Committee for meetings with HMRC on CIS and has published several articles in the ICAEW Taxline, and Taxation magazines. He is a member of the ICAEW Small Business Tax Committee.
Howard can be contacted at firstname.lastname@example.org or 01953 788163.
Megan Saksida ACA CTA TEP
Megan is author Practical Inheritance Tax.
She has her own business lecturing both for exam training and post-qualification CPD courses, and guest speaking at taxation conferences throughout the country. Alongside this, Megan is a regular contributor to the professional tax press and is a technical editor for CTA manuals.
Megan is also a tax examiner for two UK tax papers, and is on the CIOT technical committee for successions.
Jonathan Schwarz BA, LLB (Witwatersrand), LLM (UC Berkeley), FTII
Jonathan is the author of Schwarz on Tax Treaties.
Jonathan Schwarz is an English Barrister at Temple Tax Chambers in London and is also a Canadian Barrister, a South African Advocate and an Irish Barrister. His practice focuses on international tax disputes as counsel and as an expert and advises on solving cross-border tax problems.
He is a visiting Professor at, King’s College London where he is Programme Director of the International Tax Law LLM and an IFA Permanent Scientific Committee member. See www.taxbarristers.com
He is the author of Schwarz on Tax Treaties and consulting editor to Croner-i UK Double Tax Treaties. He has been listed as a leading tax Barrister for international corporate tax, and particular expertise in transfer pricing. In the Chambers Guide he is commended for his ‘encyclopaedic knowledge of double tax treaties’ and described as “clearly amongst the best international tax barristers”. In Who's Who Legal UK Bar 2016, he is lauded for his “brilliant” handling of cross-border tax problems. In Chambers UK Bar 2018 he is “highly regarded for his expertise in international tax matters.” In the Legal 500 UK Bar 2019 he is rated as “the leading advisor on international tax treaty issues.”
Ritchie Tout CTA
Ritchie updates the Valuation for tax coverage in our Direct Tax Reporter.
Ritchie Tout is a chartered tax adviser. Having qualified at KPMG, Ritchie spent 15 years at PwC providing tax advice to a wide range of listed, private equity backed and owner managed businesses. He is a tax partner at Azets and national lead on tax valuation and share schemes. Ritchie is also the current Chair of the South Wales Branch of the CIOT.
Ritchie’s particular interests are around M&A tax and corporate structures including all aspects of share ownership and share-based reward with tax valuation underpinning a lot of advice across these areas.
Neil Warren CTA (Fellow), ATT
Neil updates our Practical VAT.
Neil Warren is an independent VAT consultant and author and has worked in VAT for over 40 years. He spent 14 years as an inspector in HM Customs and Excise before setting up his own tax and accounting practice in 1997.
As well as VAT consultancy work, he writes extensively on VAT for most of the leading tax publications in the UK. He was on the national tax speaking circuit for eight years until 2014.
John Woolley LLB, barrister, FCII, CTA (Fellow), TEP
John is joint author of Practical Financial Planning with Trusts.
He is a director of Wooltech Ltd, having previously been a director of Technical Connection Ltd for 25 years.
John regularly contributes articles on tax planning to various journals as well as making guest attendances as a speaker at various financial services and tax conferences.
Julia Bowyer FCA
Julia is the Content Manager for Audit & Accounting.
Julia Bowyer FCA joined Croner-i Ltd from PricewaterhouseCoopers (PwC) where over 17 years she had experience of audit, accounting and structuring advice, technical helplines, reviews of listed financial statements and due diligence.
With knowledge across company law, UK GAAP and IFRS, Julia is responsible for ensuring our content is relevant, up-to-date, clearly organised and technically strong, as well as linking the comprehensive commentary, guidance and tools to each other and to the underlying standards and requirements.
Rachel Farris FCA CTA
Rachel is the Lead Technical Writer for accounting.
Rachel Farris FCA CTA leads the work on Navigate UK GAAP Accounting and Navigate IFRS Accounting, and focuses on company law and practice management products such as Engagement Letter Toolkit.
Starting her career in Deloitte’s audit department, she has followed a diverse path that has included working in the tax departments of Deloitte in the UK and PwC in New Zealand, giving her a real breadth of experience and expertise. Before joining Croner-i, Rachel worked in the accounting consulting team of PwC New Zealand, advising on a wide range of technical accounting issues under IFRS, specialising particularly in assets, share-based payments and not-for-profit entities.
Helen MacNeill FCA
Helen is the Lead Technical Writer for audit.
Helen MacNeill FCA has worked in a variety of audit-related roles in BDO LLP and as a freelance technical author for Implementing GAAS.
At Croner-i she is responsible for Navigate Audit including the Private Company Audit System (PCAS) and other audit programmes, ensuring that technical changes are processed promptly and comprehensively. At BDO LLP she was a core member of the technical department where she developed BDO’s audit automation tool and global audit manual. She also authored and delivered technical audit training materials and guidance for the UK audit teams.
Helen is a member of ICAEW’s ISA panel.
Sarah Baxendale FCA
Sarah is a Senior Technical Writer of audit and accounting content.
Sarah Baxendale FCA focuses on IFRS and UK accounting guidance in Navigate Accounting, accounts preparation, model accounts, company reporting and guidance on corporate governance.
Prior to this, Sarah was Director in the Accounting and Outsourcing team at Mazars. She previously worked at PwC for 12 years gaining experience in audit, IFRS implementations and corporate reporting, as well as being an examination marker for the ICAEW and ACCA.
Ollie Garrod ACA
Ollie works on a wide range of audit, IFRS and UK GAAP products with a focus on Navigate Learning courses.
Ollie is experienced in auditing private and listed organisations across a range of industries, including manufacturing, construction, technology and hospitality. He has an in-depth technical knowledge and practical understanding of IFRS, FRS 101 and FRS 102, and considerable experience of teaching these topics to diverse audiences.
Previously, Ollie was a manager at BDO LLP, where he qualified. He worked in the audit department with a diverse portfolio including owner managed businesses, multinational corporations and companies seeking listings on both AIM and the Standard Market of the London Stock Exchange. Alongside audit work he led internal training for prequalified staff, producing all materials and delivering courses to large cohorts both online and in person. He was also involved in consultations and production of high-level technical material on behalf of the technical standards group for use by BDO LLP and the wider BDO global network.
Tejashri Joshi FCA (ICAI)
Tejashri Joshi FCA (ICAI) works on a range of areas including corporate governance, IFRS, UK GAAP, audit and corporate finance.
Previously at Deloitte, she has extensive experience of working on statutory audits and reviewing the annual reports of wide range of clients from various industries, including securitisation vehicles (listed debts), leasing finance, pawn brokers, personal finance, emerging banks in the UK and Investment management companies.
She has experience of facilitating training courses on audit methodologies and knowledge of handling complex financial instrument matters under IFRS and UK GAAP.
Lizzie Morris ACA
Lizzie is a Senior Technical Writer of audit and accounting content.
Lizzie Morris ACA works on a wide range of audit, IFRS and UK GAAP accounting, CASS and corporate finance products.
Previously, Lizzie was a manager at HW Fisher, where she qualified. She worked across the audit and corporate finance departments where, alongside audit work, she was involved in reporting accountant engagements for companies seeking a listing on the Standard Market of the London Stock Exchange or AIM and all areas of transaction services, including vendor and purchaser due diligence.
She is experienced in auditing private and listed organisations across a range of industries, including regulated financial services, technology and mining. She has an in-depth technical knowledge and practical understanding of IFRS and FRS 102.
Ashveeta Singh Harripersadh AGA (SA)
Ashveeta is a Senior Technical Writer of audit and accounting content at Croner-i.
She works on a range of areas including Navigate Learning courses, audit, IFRS and UK GAAP.
Ashveeta is passionate about developing learning content in the audit and accounting industry to help people grow in their careers, encourage consistency and contribute to industry developments in a rapidly evolving world.
Previously, Ashveeta was a manager at Deloitte. She worked in the audit department with a focus on public sector audits. She has an in-depth technical knowledge of IFRS, FRS 102, various sector SORPs and the auditing standards. She then moved from core audit to the A&A Learning and Development team where she was responsible for the early career’s development courses which covered the curriculum from new joiner to manager level.
Dave Rowley CPFA
Dave is a Senior Technical Writer of audit and accounting content.
Dave Rowley CPFA works on a range of areas including audit, IFRS and UK GAAP reporting and specialist sectors. Dave has an in-depth technical knowledge of IFRS, FRS 102, various sector SORPs and the auditing standards as well as a wealth of experience in resolving complex audit and financial reporting challenges. Dave also has an interest and experience in driving quality and efficiency and adding value through the implementation of data analytics and related digital solutions.
Prior to joining Croner-i, Dave worked for Grant Thornton, focusing principally on the Public, Not for Profit and Pensions sectors. Over the course of 10 years, Dave worked with a diverse range of clients, providing both external and internal audit services as well as related assurance services such as independent examinations, grant certifications and value for money reporting.
John Selwood ACA
John presents Navigate Learning courses and reviews Navigate Audit content.
John Selwood ACA is a chartered accountant and independent training consultant. John lectures for major accountancy practices, professional bodies, training companies and publishers. He speaks on financial reporting, auditing, money laundering and company law.
John is a member of ICAEW’s Audit and Assurance Faculty’s Practitioner Services Panel Committee and the Technical and Practical Auditing Committee. He has been involved with presenting and writing the material for the Audit and Assurance and Financial Reporting Faculties Roadshows for a number of years. He also regularly writes for Audit & Beyond and is the author of Core Auditing Standards for Practitioners.
For Croner-i, John authors and presents Navigate Learning training courses, webinars and Accountants in Business courses and reviews auditing, practice management and accounting content on the Navigate platform.
Edward Rands BSc FCA
Edward reviews our practice management and audit compliance content.
Edward Rands BSc FCA was for eleven years the Risk and Professional Standards partner at a large independent firm of chartered accountants. He led the firm’s technical team, which was responsible for maintaining and updating accounting and auditing knowledge, and for dealing with complex problems and queries as they arose.
He was also the founder chairman of the UK technical committee of his firm’s international network, and a contributing author of the network’s commercially published IFRS manual. He now works as an independent consultant, advising firms on technical and regulatory matters.
Glynnis Carthy CA(SA)
Glynnis works on Navigate IFRS Accounting content.
Glynnis Carthy CA(SA) is a financial reporting specialist who provides consulting and training services related to the interpretation and application of IFRS. Having trained at Deloitte and spent 4 years in their accounting technical department, Glynnis has extensive practical experience and knowledge of IFRS and advises on the application of IFRS to specific transactions.
Glynnis also consults on the extent to which financial statements comply with IFRS. She has previously been involved in the education of qualified chartered accountants and auditors, as well as preparing students for their professional exams. She has been an independent non-executive director of a listed company and is chair of the Audit and Finance Committee of a multi-academy trust. Glynnis has completed the Certificate in Company Direction issued by the Institute of Directors.
For Croner-i, Glynnis works on guidance on preparing IFRS accounts, model accounts, the Company Reporting IFRS best practice disclosure service, Navigate Learning training courses and guidance on other specialist topics.
Paul Gee FCA
Paul reviews financial statement guidance in Navigate IFRS Accounting.
Paul Gee FCA was Senior lecturer, subsequently Principal Lecturer, at Bristol Business School, part of the University of the West of England. He then joined Solomon Hare as Technical and Training Director. Following the merger with Smith and Williamson, Paul became an Associate Director in the firm’s National Assurance Technical Group.
Paul has written several publications on financial reporting issues and was previously a member of the Financial Reporting Council’s UK GAAP Technical Advisory Group.
Marek Muc FCCA
Marek works on our Navigate IFRS Accounting content.
Marek Muc FCCA started his career in PwC where he had experience in audit, technical accounting and delivering training to new joiners. He then joined a newly established Allianz Bank where he was primarily responsible for developing accounting policies under IFRS. Later he joined Orange’s Polish division, where he worked as an IFRS expert advising company’s management on various accounting topics and as a manager overseeing consolidation process and preparation of IFRS consolidated financial statements. In 2018, he launched IFRScommunity.com, an online discussion board for IFRS enthusiasts.
Marek is now involved in various projects where he provides technical advice on a range of IFRS accounting topics.
Matt Tilling CPA
Matt worked on various guidance sections of Navigate IFRS Accounting.
Matt Tilling CPA has had a career focused around the international accounting standards (IFRS Standards). He spent nearly 20 years in Australia as an academic (including Head of Accounting at the University of Notre Dame, Australia) and in the profession (including Senior Manager at BDO, Australia). During this time Matt wrote a number of textbooks and many academic papers on accounting. Matt then moved to the UK to join the International Accounting Standards Board (IASB) as both Director of Education and a member of technical staff. In these roles he supported the implementation of IFRS Standards around the world and was part of the IFRS 13 post-implementation review. More recently he has been undertaking various projects including lecturing at Cambridge University, supporting Myanmar’s transition to IFRS accounting standards, developing online learning for African accountants and consulting and training on IFRS Standards.
Matt is now Project Director at the UK Endorsement Board and prior to joining, he contributed courses on a range of IFRS accounting topics for Navigate Learning and reviewed financial statement guidance in Navigate IFRS Accounting.
Helena Wilkinson FCA DChA
Helena works on Navigate UK GAAP Accounting - charities content.
Helena Wilkinson FCA DChA works on a practice-wide basis at Price Bailey as a Partner and Head of Charities and Not for Profit. She is the Vice-Chair of the Institute of Chartered Accountants in England and Wales (ICAEW) Charity Professionals Committee and was one of the first people to gain the ICAEW’s Diploma in Charity Accounting (DChA).
She is a recognised charity expert, writes for national and charity press including the Guardian and Charity Finance, and regularly presents at charity sector events. Her roles within the industry have included financial management, corporate governance and strategic planning.
Fiona Condron FCA
Fiona leads the authoring by BDO LLP of the Charities Sector Guide.
Fiona Condron FCA is a Partner at BDO LLP and has specialised in the audit of charities for the past 14 years. She has worked with many of the UK brand name charities and delivers both internal and external training to finance professionals and trustees in the sector.
Fiona works within an established and multi-disciplined team at BDO who are recognised as leading experts in the delivery of audit and advisory services in the sector. Fiona is also a trustee of a Kent disability charity
Steve Collings FCCA
Steve works on Navigate UK GAAP and IFRS Accounting, Navigate Audit and Navigate Learning.
Steve Collings FCCA is the audit and technical director at Leavitt Walmsley Associates, a firm of Chartered Certified Accountants based in Cheshire. Steve works closely with academies and specialises in audit, accounting and Solicitors Accounts Rules. Steve is a member of the UK GAAP Technical Advisory Group at the Financial Reporting Council and has written several books on the subjects of auditing and accounting.
Steve is also a nationwide lecturer on UK GAAP, IFRS and auditing. Steve has won ‘Accounting Technician of the Year’ at the British Accountancy Awards and was shortlisted for Practitioner of the Year. He has also been awarded ‘Outstanding Contribution to the Accountancy Profession’ by the Association of International Accountants.
Susan Singleton LLB
Susan authors company and commercial law content.
Susan Singleton LLB has worked with commercial clients including accountancy practices for over 20 years. After practising as a solicitor at leading City firms Slaughter and May and Bristows, she set up her own London solicitors firm Singletons (www.singlelaw.com) in 1994. She is author of over 30 law books and follows closely, and advises on, regulatory matters, competition law, IT/data protection and intellectual property law in both the non-contentious and litigation fields for clients in the UK and abroad. Until 2017, she was Vice Chairman of the Competition Law Association and she serves on the EU Laws Committee of the Licensing Executives Society.
Susan updates the Company Secretaries and Directors Guide for Croner-i.
Peter Herbert BSc FCA
Peter presents Navigate Learning courses.
Peter qualified as a Chartered Accountant with an international accountancy firm before working in industry. He has over 20 years of training experience and is a founding director of Insight Training. Peter specialises in financial reporting, auditing, practice regulation and company law, as well as commercial awareness and business skills. He has a small practice, providing advice to mid-tier and small accountancy practices on aspects of accounting, auditing and practice regulation.
Paul Coulam MSc (Econ)
Paul Coulam is the Development Editor for International Trade and Brexit and Business Essentials.
His background is in academic and legal publishing, in which he has over 25 years’ experience.
Rob Hobson BA (Hons)
Rob is Development Editor currently commissioning content for the Croner-i Education and Hazardous Substances products.
He has over 20 years’ experience in legal, financial and professional publishing.
He has worked in various marketing and editorial roles for magazine, book and online publishers on a range of topics including law, treasury management, audit and accountancy and human resources.
Samantha Tracey BA (Hons)
Samantha is the Development Editor for the Croner-i Care online portfolios, responsible for commissioning and managing content, developing the products, and working closely with a team of authors.
She has over 10 years’ experience in legal and professional publishing, working for a range of publishing houses in London and Sydney.
During that time, she has specialised in HR and employment law, education, small business and market intelligence.
Colin Walker CTA
Colin began to specialise in tax in 1983. He has previously spent time as a tax partner with two leading accountancy firms and, more recently, as partner in a specialist tax consultancy business providing planning advice and problem solving for successful owner-managed businesses and their owners across the UK.
James is a highly experienced mixed tax consultancy professional who has worked for a number of Big 4, top 10 and large independent accountancy practices. With a particular emphasis on dealing with entrepreneurs and their companies, James’ other headline achievements include leading the corporation tax aspects of a technical department, an international assignment in New York together with considerable transaction tax and tax consulting experience. James advises on most corporate tax matters including company reorganisations and tax clearances, capital gains tax, property taxes including SDLT and share incentives. James has significant experience in dealing with HMRC and in negotiating successful outcomes.
Farzana Beg CTA
Farzana has been working in personal tax for over 20 years and has gained vast experience in many aspects of UK tax. She can undertake tax planning for a variety of clients including sole traders, directors of limited companies and high net worth individuals. Farzana also has a wide breadth of knowledge around trusts and IHT planning.
Kathryn Jenkins CTA, MIEx
Kathryn is an Indirect Tax professional with over 17 years’ experience working in VAT at HMRC, in practice and at Croner-i. She is CTA qualified and has the Institute of Export Level 4 Customs Practitioner Award. She has a broad experience in working with clients in the charity/not-for-profit sector, manufacturing clients and international trade. Kathryn applied her VAT and Customs knowledge to support clients through Brexit and continues to advise on a broad range of pure VAT issues as well as those with Customs implications.
Vicki Tydd CTA
Vicki has worked in tax for ten years, having started her career at EY she has since worked in smaller practices as well as top ten firms. She has experience in dealing with a range of taxes and has dealt with compliance and tax planning for high net worth individuals, owner managed businesses and partnerships. Vicki is a member of the Chartered Institute of Taxation.
Magdalena Kaminska-Bunn CTA, MA (Taxation)
Magdalena qualified as a Chartered Tax Advisor in 2012, after completing a Masters Degree in Taxation at Bournemouth University and a Masters of Law in Poland. She has been working in UK personal tax for over 15 years and has gained experience in many aspects of taxation while providing specialist tax advice to individuals and owner managed businesses. Her main area of expertise is advising on all tax issues related to employment related share schemes, risk finance investment (EIS, SEIS) and dealing with HM Revenue & Customs clearances on various company reorganisation transactions.
Caroline Lamyman CTA
Caroline trained as a Chartered Tax Advisor, qualifying in 2007. Her career has encompassed business and personal taxation including VAT and National Insurance with a particular emphasis on capital gains tax and inheritance tax advisory. Caroline has a proven record of bespoke tax efficient advice and harnesses this experience for the benefit of clients.
Phuong Nguyen ATT, CTA
Phuong has been working as a VAT consultant for over 6 years. Starting out at one of the big 4 accountancy firms, she specialised in advising government and public sector clients as well as having exposure to general business and charities. Phuong has a wide breadth of VAT knowledge and particular expertise in advising on the VAT implications of land and property transaction, transfers of a going concern and partial exemption.
Liam Tanner FCCA, CTA
Liam is a tax professional with over 16 years’ experience across a broad range of taxes. He is a chartered accountant and chartered tax adviser with a mixed tax background from his time working within top 10 accountancy firms. Over the years he has worked closely with owner managed businesses, small corporate structures, trusts and individuals from a variety of sectors in arranging their tax affairs as efficiently as possible.
Daniel Martin CTA
Daniel has been a Chartered Tax Advisor for over 15 years. In that time, he has honed his abilities to identify the most suitable solutions to tax problems, and to understand and explain complex tax issues in a clear and concise manner. His 20 years with a successful, proactive accountancy firm based in the South West, gave him a keen awareness of the typical concerns and hurdles for owner managed businesses, at all stages of their business journey. His main areas of specialism are corporate taxes and corporate reconstructions, with a detailed understanding of various other taxes relevant to the concerns of businesses and their owners. This includes Capital Gains Tax, Stamp Duty Land Tax, Employment Related Securities and the potential incorporation of accumulated property investment portfolios. Daniel can also provide outline valuations of owner managed businesses, for tax purposes.
Barrie Hamilton CTA
Barrie began his career in tax in 1995, qualifying as a Chartered Tax Adviser in 1998. During his career, Barrie has mainly worked in the regional offices of both national and local accountancy practices and has provided tax planning advice to high-net-worth individuals and corporate clients. Barrie’s main area of expertise is within the private client arena where he provides advice to individuals and families on inheritance tax mitigation and trust planning strategies.
Farhat Khan ATT
Farhat is a tax professional with over 10 years’ experience across various areas of tax. She started her career at a boutique tax consultancy as part of a Graduate Programme and completed her ATT qualification with them. Farhat worked with clients ranging from High-net-worth individuals, owner – managed businesses to large corporates advising on CT, SDLT, property and employment taxation matters. From here she joined EY within their Global Compliance and Reporting team working within the Financial Services sector. She spent her time working with major national and international financial organisations advising on corporate taxation, including compliance, regulatory and advisory matters.
Julie Jarvis CTA
Julie has over 30 years experience in mixed tax and has worked for both top 10 and smaller independent practices. She is CTA qualified, and also a full member of The Society of Trust and Estate Practitioners. She has considerable experience with inheritance tax and trust planning. Julie has also worked extensively with farmers and landowners.
Karly Kang ATT, MSc, B.Eng
Karly is a qualified tax professional who is specialising in R&D tax relief. She spent her recent years in a boutique R&D tax consultancy firm where she helped businesses navigate the complex world of research and development tax credits. Over the years, Karly has worked with a diverse range of clients, ranging from startups to large corporations across various industries to help businesses access government incentives to fund their R&D activities. With a passion for innovation and a keen eye for detail, Karly has established herself as a trusted advisor to assist companies in maximizing their eligible R&D tax relief claims. Karly possesses a natural interest in science and technology, she studied for a master’s degree in science and a bachelor’s degree in engineering, which helps her speak the language of businesses seeking advancement in science and technology. Previously Karly also worked for multinational technology companies and the accountancy firm Grant Thornton.
Neil is one of the Senior Tax Consultants on the consultancy team, managing a multi-disciplinary team dealing with Full and Aspect CT and IT enquiries, all aspects of Employment Taxes enquiries including National Minimum Wage and written technical consultancy as well as undertaking consultancy on his own portfolio of clients. Neil has worked in tax for over 30 years, starting in Customs and Excise and transferring over to the Inland Revenue. He has also worked in various practices including Grant Thornton and PWC and currently specialises in technical enquiry work.
David spent 33 years in HMRC gaining expert practical knowledge of their income tax compliance regime and in particular SME full enquiries. He has conducted over 750 Income tax/cross tax enquiries, managed a hidden economy team, developed profiles for case selection, piloted a cross tax approach and trained colleagues on specific trades and investigative techniques. David spent his last 7 years in HMRC as a Mediator in the Alternative Dispute Resolution (ADR) team helping to embed ADR across HMRC, personally mediating over 200 cases and being the team’s Lead Mentor. David has an excellent working knowledge of HMRC’s litigation strategy and is particularly passionate about the benefits of ADR due to an outstanding track record of achieving positive outcomes in a wide variety of entrenched disputes.
Kathy Bridges ATT
Kathy worked for HMRC for 24 years with the last 10 of those as an Inspector of Taxes within Local Compliance SME dealing with S9A/S12AC Income Tax enquiries into sole trader and partnership businesses. Having worked as part of a cross tax team Kathy has an understanding of wider tax issues together with in-depth experience of HMRC’s tax enquiry process & penalty regimes. Kathy previously conducted Working Family/Disabled Persons Tax Credit compliance checks and has a good all-round knowledge of HMRC’s debt management proceedings. Kathy joined a Tax Advisory firm in 2015 providing Direct Tax telephone advice to accountancy clients and has recently gained her ATT qualification.
Andrew has been a part of this business for over 20 years. Having previously worked for HMRC and then small, medium and national accountancy firms. Initially, he worked on the telephone advice lines but soon moved on to join the consultancy team as an Employer Compliance Specialist. During his time with the Consultancy Team Andrew has successfully represented a wide range of clients in handling HMRC Employer Compliance Reviews which have included subjects such as benefits in kind, operation of PAYE, CIS, IR35, employment status and national insurance. Andrew’s extensive experience makes him invaluable to both clients and his colleagues alike, and he has been at the forefront of advising clients on changes to the employment taxes landscape.
Zoe has 28 years’ experience of working at HMRC. Initially in debt management for 10 years, then moving over compliance checks on small sole trade and partnership businesses operating within the Hidden Economy. From 2013 she trained as a compliance officer in small and medium enterprises, achieving ATT accreditation in 2015. She worked on both self-assessment and corporation tax compliance checks and specialised in HMRC’s evasion task force work. Zoe has a long term working knowledge of HMRC processes, particularly in the penalty regime, information requests and unannounced inspections.
During James’ 21 year career at HMRC he has worked in clerical roles on Corporation Tax, PAYE, Self-Assessment and Employers as well as managing teams in SA/PAYE processing and Risk & Intelligence Services. James latterly worked in HMRC compliance working both income tax and corporation tax compliance checks on SME businesses. In 2016 James moved into HMRC’s evasion task force. James has a very good working knowledge of HMRC’s tax enquiry process, information requests and penalty regimes.