Tax Conference 2020 - Speaker Biographies

CF

Caroline Fleet

Partner, Crowe UK

Caroline has extensive technical knowledge in advising clients within the property sector. Her clients range from corporate property developers and investors, BTL Landlords to institutional investors.

The taxation of property has become increasingly complicated over the last few years, with more taxes and higher rates applying. Caroline has good experience in assessing the interaction of each of the taxes. Caroline has advised on appropriate structure taking into account the business model and the various stakeholders within the structure.

Caroline has also led tax due diligence projects across the property sectors including offices, hotels and care homes. Caroline is a Fellow of ICAEW and a regular speaker for CIOT, STEP and ICAEW on property tax matters.

JH

John Hood

Partner, Moore Kingston Smith

John Hood is Moore Kingston Smith’s tax dispute resolution specialist. He is expert at dealing with complex and serious tax investigations launched by HMRC, settling matters on a civil basis. In the most serious cases, this can involve limiting the risk of the enquiry being escalated to a criminal investigation. John genuinely relishes the challenge of unravelling convoluted tax scenarios and establishing a mutually satisfactory endgame.

John aims to minimise the risk for his clients, while also ensuring HMRC is operating within the tax legislation. His clients are generally owner-managed businesses and their families, high net worth individuals and those with complex affairs. Mostly clients are referred to John through their professional advisers. Some might already be the focus of an HMRC investigation, while others might want to make a voluntary disclosure to regularise the past.

With more than two decades of experience in tax dispute resolution, John has vast knowledge of HMRC’s administration and enforcement procedures. Having also previously worked at HMRC in the compliance arena, John has a deep understanding of the key strategies needed to achieve the best result for his clients.

From his clients’ point of view, John has a calming effect at what is often a stressful and emotionally charged time. They are reassured by the fact that he focuses on negotiating the best outcome for both them and HMRC. His easy manner, knack of explaining things in everyday language and sense of humanity are also valued by his clients

Paul-Howard

Paul Howard

Director, Dixon Wilson

Paul Howard is a Chartered Accountant and Fellow of the Chartered Institute of Taxation. He focuses on tax issues relevant to wealthy entrepreneurs, including corporate structuring, personal and estate planning and business transactions. He frequently lectures on a range of issues and contributes articles to the professional press.

JM

John Moxon

Founder and Director, YesTax

John is an ICAEW Chartered Accountant who holds a justifiable claim to have overseen more R&D tax claims than any other person in the UK. He has solely specialised in this area of tax since 2009 and was a Director at the UK’s first R&D tax consultancy firm. His next role was heading up one of the UK’s largest R&D tax advisory teams. During this time he managed a large client portfolio and ran an enquiry resolution service for accountants who had got into a spot of bother with HMRC with their own R&D claims.

John also sits on the HMRC R&D Consultative Committee and has been involved in several policy consultations in recent years. His ability to give clear, unambiguous and no nonsense tax advice is popular with his clients – many of whom he has advised for over a decade.

Aparna Nathan

Aparna Nathan QC

Barrister, Devereux Tax Chambers

Aparna Nathan QC specialises in tax law with an emphasis on tax planning using offshore structures for high profile, high and ultra-high net worth individuals (whether resident, non-resident UK domiciled or non-UK domiciled) and historic estates, inheritance tax planning and tax planning for owner managed businesses.  She has an extensive litigation practice appearing in courts at all levels (from the First-tier Tribunal to the Supreme Court) and covering tax appeals as well as judicial review claims.  Aparna is Chair of the Capital Gains Tax Subcommittee of the Chartered Institute of Taxation and in that capacity has been closely involved in shaping the recent changes to the taxation of non-domiciliaries/deemed domiciliaries.  Aparna co-authors McCutcheon on Inheritance Tax with fellow member of chambers, Marika Lemos, and Withers as well as contributing to Mellows: Taxation of Trustees and Executors.

Prior to taking silk, Aparna was promoted onto the Attorney-General’s A Panel of Civil Counsel to the Crown.  Ranked as a Leading Silk by Chambers UK and Legal 500, “She’s very charming and very practical. She’s very creative and she can see things no one else can see.” “Aparna adopts a practical and fair approach.” – Chambers UK 2019 “She is excellent and her insight is extremely helpful.” – Legal 500 2019.

Kevin Offer (2)

Kevin Offer

Partner, Hardwick & Morris LLP

Kevin Offer is a Partner at Hardwick and Morris LLP. He is a chartered tax advisor and a fellow of the Institute of Chartered Accountants in England and Wales (ICAEW). Kevin heads up the tax offering at H&M with special emphasis on private client work and the taxation of high net-worth, mainly non-domiciled individuals, sportspersons and entertainers. He presents regularly at conferences both in the UK and internationally and is a member of the International Tax Planning Association, the International Tax Specialists Group and the International Taxation of Entertainers Group.

AR

Alison Ralston

Development Adviser, YesTax

Alison left university and became a market trader in Chesterfield before moving to Birmingham and working and qualifying as a Chartered Tax Adviser with PwC back in 1998. On budget night, back in 1999, new legislation concerning tax relief on R&D expenditure caught her eye – and she has never looked back! Alison went on to build a national R&D tax service at PKF before starting her own business, HowarthLynch, in 2009.

By 2014, Alison’s business was one of the largest bespoke tax practices in the UK. Her ambition was to develop a larger specialist tax practice and be the largest independent tax firm in the UK. To realise this ambition, Alison sold her practice to a Fortune 500 company.

Alison took a break from corporate life in 2018 to pursue her philanthropic pursuits. She is a strategic thinker and motivational leader who likes to lead by example inspiring teams to deliver. She has a proven track record of commercial success – leading, motivating and selling. She uses these skills in the boardroom to make real changes in her frontline charity work.

Alison is the founder and trustee of the Guiding Light Foundation which now runs through the core of YesTax.

As well as her family, work and charity commitments, Alison is a keen Sheffield Wednesday supporter which is not echoed by her husband or business colleagues and is the subject of many lively discussions!

Carol Ann Wells 11

Carol Wells

Managing Director, Jupiter Tax

Carol Wells has worked in the taxation and legal sector for over 30 years and is a Chartered Taxation Adviser, a member of the Chartered Institute of Taxation and the Association of Taxation Technicians. Carol’s career has spanned both accountancy and law dealing with estate planning for private clients. Carol now runs her own company, Jupiter Tax Ltd, advising clients on taxation issues, primarily inheritance tax and trust taxation, preparing Wills and Lasting Powers of Attorney.

Carol has been Chairperson of the Sheffield branch of the Chartered Institute of Taxation, a Council Member of the Association of Taxation Technicians and for two years was Head of Professional Standards for the Chartered Institute of Taxation and Association of Taxation Technicians.

Carol is an experienced lecturer on trust taxation, inheritance tax and estate planning matters and is a member of the British Association of Women Entrepreneurs.

Carol focuses on working with families and individuals to help them through the process of organising their affairs to ensure that their wealth will ultimately pass to those they want to benefit and where possible with the least amount of inheritance tax payable.