Private Client Taxation Conference 2021

7 December 2021 – Live Online Event

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Confirmed Speakers

Chris Erwood – Chair

Chris Erwood is a highly technical and well respected tax practitioner with over 35 years’ practical experience in the field of taxation reflecting a balanced mix of HMRC, Big 4 Accountancy and FTSE100 Industry background. Chris practices as an independent consultant through her own practice and specialises in complex Trust (onshore/offshore) and estate matters. She also acts as an expert witness and consultant to the legal and accountancy profession.

Chris is a popular and engaging circuit lecturer to both the professional and client audience and a regular contributor to technical journals. She is the author of several published capital taxes and Trust books to include the prime reference work “Agricultural, Business and Heritage Property Relief (Bloomsbury Professional)” which is now in its 8th edition.

A former long term tutor and external examiner on the STEP Diploma, Chris remains active within STEP (Society of Trust and Estate Practitioners) and is a longstanding branch committee member. She has been directly involved with the CIOT (Chartered Institute of Taxation) Chartered Tax Advisor exam programme since 2013.

 

Peter Rayney

Peter Rayney FCA CTA (Fellow) TEP

Peter Rayney 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. His firm’s website can be found at www.peterrayney.co.uk

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 journals and books including the very popular “Rayney’s Tax Planning for Family and Owner Managed Companies” (Bloomsbury Professional). He has won ‘Tax Writer of the year’ at the Taxation Awards an unprecedented three times.

Peter is President of the Chartered Institute of Taxation and immediate past chairman of the ICAEW Tax ‘s Technical Committee.

Jennifer Jones

Jennifer is an Associate Director in BDO’s Tax Dispute Resolution group in London. She manages investigations opened by HMRC under Codes of Practice 8 (tax avoidance) and 9 (suspected serious fraud) and also advises clients who want to voluntarily disclose tax irregularities to HMRC. Her clients include individuals, trustees and corporates.

Jennifer also specialises in matters relating to tax debt management and is an author of the Bloomsbury Tax Investigations Handbook.

Peter Vaines

Peter Vaines originally qualified as a chartered accountant and was a tax partner in a firm of accountants for many years. Prior to joining Field Court Tax Chambers he was a tax partner in an international firm of lawyers where he was involved in a number of major tax cases.

Mr Vaines advises on all areas of personal and corporate taxation with particular emphasis on high net worth individuals and their businesses. He advises extensively on the taxation of foreign domiciled individuals. He acts for many high profile clients on a wide range of tax issues which affect the totality of their affairs.

Mr Vaines has been The Times Lawyer of the Week and in 2015 won the Tax Writer of the Year Award.

Mr Vaines’ long experience as an accountant and as a lawyer gives him a valuable extra insight into the tax aspects of different personal and corporate transactions, which clients find particularly helpful.

Rebecca Sheldon

Rebecca is a tax barrister at Old Square Tax Chambers and has developed a busy practice in all areas of tax law, including complex advisory work and litigation. The majority of her practice involves acting or advising alone, but she also accepts instructions to act as junior counsel.

Rebecca has frequently appeared in the First Tier Tax Tribunal. She has experience in matters concerning IHT, SDLT, CGT, VAT, challenging wills, taxation of trusts, UK residence and domicile rules, transfer of assets abroad and employee taxation.

Rebecca is also qualified to accept instructions from the public and can be contacted directly via e-mail or through chambers’ clerking team

Karmjit Kaur Mader

Karmjit is an experienced Chartered Tax Adviser at BDO’s London office.

She advises high net-worth and high profile individuals, charities, partnerships and companies on all aspects of H M Revenue & Customs (HMRC) interactions, disputes and investigations.  Karmjit manages complex tax enquiries, voluntary disclosures and tax fraud investigations. She specialises in personal international tax issues, including offshore trusts, property, residence, domicile and HMRC anti-avoidance legislation.

Karmjit is well versed in HMRC tax administrative matters including HMRC powers, penalties and appeals processes.

A CEDR accredited mediator, Karmjit uses her mediation and negotiation skills to resolve longstanding disputes with HMRC.

Karmjit often writes trade articles on Tax Dispute Resolution topics and teaches on tax matters.

Richard Bull

Richard is a chartered tax advisor and chartered accountant. A tax partner within Crowe UK LLP, he works with clients all over the country. His primary focus is on working with people be they individuals, families, trustees, other accountants or lawyers to solve tax problems in order to preserve and safeguard a client’s wealth.

Richard has extensive experience of advising on the creation and alteration of trusts as well as reviewing distribution strategies and planning for the periodic 10 year charges. He advises trustees of both UK and offshore trusts to devise tax efficient strategies for benefitting beneficiaries. A particular speciality is working with settlements (both onshore and offshore) with historic tax liabilities that need regularising and then closing down redundant structures that are no longer fit for purpose.

Deborah Clark

Deborah Clark is a Partner at Mills & Reeve LLP, Solicitors.  Deborah has over 30 years experience working in both accountancy (big 4) and law firms and advising on both personal and corporate tax matters. She specialises in private client work for high net worth individuals, especially those with business interests.  She advises her clients on all aspects of estate planning and wealth protection, including inheritance tax, capital gains tax, trusts, wills and complex estates.  Deborah is recognised as an expert on FICs, having been advising on the design and use of them for estate planning purposes for over a decade.  Deborah is recognised as a ranked individual in Chambers & Partners. She regularly lectures on the use and design of FICs and is a Barrister, CTA, ATT and TEP.