People and firms
Please email the editor Paul Stainforth to publicise tax promotions, senior appointments and firm news. (Dates shown are when entries are added, not necessarily the date of the move.)
21 September 2018
- Simmons & Simmons launches its new telecoms, media and technology (TMT) VAT consultancy practice, as part of the tax practice’s continued expansion. This launch follows the arrival of newly appointed partner, Joanna Crookshank, formerly of EY, who brings over 15 years’ experience to Simmons & Simmons. The new team will provide the full spectrum of VAT consulting advice for TMT sector clients, including Brexit related projects such as supply chain disruption and restructuring, taxation of the digital economy, Fintech and disruption of traditional business models.
- Scottish law firm Brodies appoints Karen Davidson to partner in its corporate tax and incentives team where she will cover a wide range of business taxation matters in addition to working on incentives across a number of sectors including oil and gas, private equity, real estate and construction. She joins the firm from EY.
- Anthony Eskander, formerly of KPMG, joins Church Court Chambers.
18 September 2018
- Jim Meakin, formerly of RSM, has joined Armstrong Watson as its head of tax across the firm’s 15 offices. Meakin, who has extensive experience across a wide range of business sectors, will also help Armstrong Watson develop a stronger presence in the North East,
17 September 2018
- Mayer Brown appoints tax partner Simon Rose who will join the firm's tax transactions & consulting practice. Rose has more than 25 years' experience advising on a variety of structures. His practice has a particular focus on UK, offshore and international funds in the real estate and private equity-focused sectors, including investment vehicles such as limited partnerships, joint ventures, unit trusts, open-ended investment companies, REITS and hybrid funds. He joins the firm from Michelmores, where he was head of tax.
- Mazars promotes Ronald Plat and Alexander Rasink to partner. They are based in the firm's Rotterdam and Amsterdam offices.
14 September 2018
- Smith & Williamson promotes Edward Emblem and Angela Hughes to partner in the firm's private client tax services team.
- London based boutique private client law firm New Quadrant Partners appoints Jamie Mathieson as Partner. Mathieson, who joins the firm from Fladgate, has over twenty years expereince in all aspects of private client work.
13 September 2018
- Squire Patton Boggs appoints Jefferson P. VanderWolk as a partner in the tax strategy & benefits practice in the Washington DC office. VanderWolk has extensive experience in private practice and government and agency work, most recently as head of the tax treaty, transfer pricing and financial transactions division at the Organisation for Economic Co-operation and Development’s (OECD) centre for tax Policy and administration in Paris.
12 September 2018
- Laura Inglis, former associate at Slaughter and May, joins Gray’s Inn Tax Chambers as a barrister. She has a broad practice spanning all areas of UK tax and commercial law.
Paul Noble, former partner at Pinsent Masons, joins Mishcon de Reya as partner in the firm’s dispute resolution department. A former tax inspector, Noble has more than 20 years of experience in handling and resolving tax investigations.
10 September 2018
- Deloitte appoints Willo Renehan as a tax partner to its private markets team. Renehan joins the firm from PwC, where he spent four years leading their Aberdeen tax team. In his new role, Renehan will use his experience in the energy and tech sectors to work with clients to improve tax governance and assist them with their international growth He will be based in London.
7 September 2018
- Pinsent Masons appoints Peter Morley to the firms’ non-contentious tax team in Leeds. Morley has extensive experience advising on the tax aspects of mergers and acquisitions, reorganisations and restructuring, joint ventures, and employment taxes. He joins from Squire Patton Boggs where he was a partner in the corporate tax advisory team.
- Bishop Fleming appoints Joe Grimes and John Mitchell as managers in the firm's tax team. Grimes, who joins the firm from KPMG, is experienced in advising owner managed businesses and high net worth individuals on their tax positions. Mitchell is experienced in advising individuals and business owners on all aspects of their income and capital taxes and succession plans. Both will be based in the firm's Bath office.
3 September 2018
- Mazars promotes Natasha Ryan to tax partner. Ryan joined Mazars in 2016. She is based in Birmingham and focuses on developing the firm's tax advisory services for private clients, SMEs and entrepreneurial businesses.
- The Institute of Directors (IoD) announces the appointment of Charlotte Valeur as its new chair. Valeur has a background in finance, having previously worked at Société Générale, BNP-Paribas and SG Warburg. She also founded her own advisory firm, the Global Governance Group. She is currently a non-executive director at Laing O’Rourke, a multinational construction company.
- EY appoints Christabel Cowling and Sue Dawe to the firm's UK board, effective 1 September. Cowling, a chartered accountant, has been chief operating officer of assurance for UK and Ireland at EY for the past four years and was made partner in 2006. Dawe, a chartered accountant, is head of EY’s financial services firm in Scotland, a role she has held since 2016. She was made audit partner in 2009.
10 August 2018
- EY acquires Riverview Law, a leading legal services firm that will support the expansion of EY legal managed services globally. The acquisition, which is conditional on the satisfaction of closing conditions, is expected to complete on 31 August 2018. Riverview Law will be known as EY Riverview Law. Chris Price, EY global head of alliances – tax, who will become CEO of EY Riverview Law once the acquisition is complete.
3 August 2018
- Victoria Todd becomes the new head of team at the Low Incomes Tax Reform Group (LITRG) of the Chartered Institute of Taxation. She replaces Robin Williamson MBE who has retired.
- Grant Thornton promotes 23 senior tax professionals in the US.
- Fieldfisher appoints Jean-Luc Dascotte as tax partner in its Luxembourg office. He joins the firm from Tiberghien Luxembourg.
30 July 2018
- KPMG appoints Jorge Morley-Smith as a director in the asset management tax team. Prior to joining KPMG Morley-Smith spent six years as head of tax at the Investment Association supporting on the design and implementation of significant global initiatives such as base erosion and profit shifting (BEPS) and automatic exchange of information (AEOI) before moving on to lead the industry’s approach to Brexit.
- DLA Piper appoints Vicki Bales as a transfer pricing director in its international tax practice, based in London. Prior to joining the firm Bales spent 14 years at SABMiller and AB InBev, where she held various senior positions in tax.
23 July 2018
- EY promotes Derek Leith to global oil and gas tax lead after holding a similar role in the UK for 10 years. Leith has more than 30 years’ experience of oil and gas taxation, guiding UK and foreign investors including multinational companies, private equity funds and National Oil Companies through all aspects of the tax landscape. He remains based in Aberdeen and retains his role as EY’s Aberdeen Office managing partner.
- EY acquires certain technology assets and related patents from Elevated Consciousness, Inc., a San Francisco based startup focused on developing unique solutions for the crypto-asset ecosystem. The Andy Crypto-Asset Accounting and Tax (“CAAT”) tool methodically connects with multiple cryptocurrency exchanges and wallets, allowing for better visibility into cryptocurrency transactions and inventory. The acquisition is part of EY strategy to expand blockchain-related capabilities and services worldwide.
19 July 2018
- Edwin Coe appoints Kieron Clement-Smith as a senior tax manager within the tax department. He provides complex tax compliance and tax advisory services to high-net-worth and ultra-high-net-worth individuals, entrepreneurs, professional partnerships, trustees and owner managed businesses. Clement-Smith joins Edwin Coe from a Big 4 firm.
- EY appoints Marna Ricker as EY Americas vice chair – tax services, effective July 1, 2018. As leader of EY tax services across the Americas region, Ricker will oversee the organization’s largest area of tax practices by revenues and will lead more than 14,500 tax professionals at EY member firms serving clients in North, Central and South America and Israel.
16 July 2018
- North West accountancy firm Mitchell Charlesworth promotes Alison Birch to VAT partner in the tax team. Birch joined the firm in 2016 as a senior manager and has worked in VAT for over 17 years, both in professional practice and industry. She has extensive experience in dealing with VAT issues in a variety of sectors including retail, media, manufacturing and healthcare.
- PwC Romania has announced that Andreea Mitiriță has been promoted to partner within the tax and legal services department.
11 July 2018
- Fieldfisher appoints Philippe Freund, formerly of Joseph Hage Aaronson, as a partner in its tax disputes team. Freund, a barrister, has specialised in contentious tax matters for more than a decade. He was one of Tax Journal's ‘40 under 40’ leading tax professionals.
6 July 2018
- Taylor Wessing announce plans to open a new office in Liverpool. The office will launch in September, initially with a small number of new legal service roles as well as local operational support.
5 July 2018
- Tracy Easman takes office as president of the Association of Taxation Technicians (ATT). Easman joined the ATT’s governing Council in 2011 and is a former chair of the ATT/Chartered Institute of Taxation (CIOT) Joint Professional Standards Committee. The ATT’s leadership team for the next 12 months further comprises Jeremy Coker (deputy president) and Richard Todd (vice president).
- PKF International announces PFC Accounting, Canada as the newest independent member firm in North America. PFC operates with a head office in Calgary and a branch in Red Deer. The company offers a wide range of accounting and tax services to mid-market in Western Canada.
- Smith & Williamson appoints Mark Benka as a partner in its transaction services team. Benka, formerly of PwC, has 17 years of deal experience with a focus on advising private equity houses. His previous roles included the responsibility for providing financial due diligence and deal related services across a wide range of industry sectors and also for the relationships with a number of mid market PE clients. He will be based in the firm's London office.
2 July 2018
- Charles Russell Speechlys promotes Yacine Diallo to partner. His practice focuses on international tax structuring, providing assistance for private equity houses and real estate funds on their fund raising structures, cross-border holding and financing strategies, as well as advising family offices and private clients on wealth management structures. Daillo is based in the firm's Luxembourg office.
29 June 2018
- Baker McKenzie elects 67 new partners in its global promotion round. Across the firm's practice groups globally, tax and M&A saw the largest intake of new partners. Two of the new tax partners, David Jamieson and Jessica Eden are based in the firm's London office.
28 June 2018
- The Scottish government appoints Kate Forbes MSP as minister for public finance and digital economy, with a remit that includes responsibility for supporting the finance secretary on the management of tax policy. Commenting on the appointment, Moira Kelly, chair of the CIOT's Scottish technical committee, said it was 'an encouraging move from the Scottish Government and one that acknowledges the ever increasing importance of devolved tax decisions in the day to day business of government.'
- Brenda Brown, a tax investigation expert with more than 40 years’ experience, joins HMRC-handling and tax dispute specialist Independent Tax as senior manager.After working as a tax inspector for more than 20 years, Brown moved on to work in private accountancy practices, including the Manchester office of Smith & Williamson.
22 June 2018
- Deloitte is granted an alternative business structure (ABS) license by the Solicitors Regulation Authority. The firm applied for the licence in January and is the last of the big four firms to have been granted the license.
- RSM appoints Paul Baldwin as partner in the firm’s Swindon office. Baldwin has over 20 years’ experience gained in senior roles within big four and specialist firms.
21 June 2018
- Cooley appoints Alexander Lee as partner in the firm's tax practice. Lee is based in Los Angeles and joins the firm from McDermott Will & Emery. With a focus on national and global transactional tax matters, Lee's practice covers public and private mergers and acquisitions, lending, finance and capital markets.
- Dentons appoints Roddy Harrison as partner in the firm's private client and charities team within the UK tax department. He joins from BTO Solicitors where he headed the private client practice and was a partner for over 15 years. He will be based in Scotland.
- Duff & Phelps appoints Ted Keen as managing director in the firm’s transfer pricing practice. He will serve as the European leader for the practice, focusing on client service and further expansion of the transfer pricing group in Europe. Keen brings over twenty years of experience advising clients on transfer pricing matters in both the U.S. and UK. He is based in London.
15 June 2018
- Grant Thornton appoints Nick Foster-Taylor as partner in its transfer pricing team. Foster-Taylor was most recently the MD at Kelsham Global and before that he headed the transfer pricing team at CMS Cameron McKenna.
- Wilkins Kennedy appoints Greg Mayne as VAT director. Mayne, who has nearly thirty years' experience in VAT and indirect tax, will head up the firm’s VAT services across its five Kent offices.
- RSM appoints Richard Miller as corporate tax director and Karen Gibbons as VAT associate director.
8 June 2018
- Deloitte North West Europe has promoted 136 new partners, with 54 new partners in the UK. Deloitte North West Europe, which came into effect from 1 June 2017, is a combination of Deloitte’s Belgian, Dutch, Nordics, Swiss, and UK firms, with Ireland joining on June 1st 2018. Of the 54 new partners, 13 are in tax.
- HMRC appoints Ruth Stanier to the post of director general of customer strategy and tax design. She will replace David Richardson, the interim director general, who is due to retire shortly. Stanier is currently director for customs and indirect tax within HMRC.
7 June 2018
- BDO promotes Cory Blackmore, Andrew Crossman, Richard Dalton, Brad Payne and Steve Talbot to partner within the firm's tax team.
- Bill Dodwell, former head of tax policy at Deloitte, retires from the firm. Daniel Lyons becomes the new head of tax policy at Deloitte.
- Paul Aplin becomes the new ICAEW president. Aplin, a tax partner at A C Mole, joined the committee of the ICAEW Tax Faculty in 2001 and has since served as its chairman and chair of its technical committee. He replaces outgoing president Nick Parker.
4 June 2018
- Bishop Fleming promotes Isobel Savage to partner. She has wide-ranging experience of working with owner-managed-businesses, assisting companies in devising tax-efficient remuneration packages and tax-advantaged share schemes, and identifying available tax reliefs. She is based in the firm's Exeter office.
- Qubic Tax appoints Dave Jennings, formerly of Mazars, as tax investigations and employment tax director. Jennings is an ex-HMRC inspector with more than 30 years’ experience in investigations, PAYE and NICs.
31 May 2018
- King & Spalding appoints international and domestic tax expert Jonathan Ivinson as a partner based in the firm's Geneva office. Ivinson advises clients on the planning and implementation of investment and asset holding structures. His client base covers high net worth individuals, trusts and multi-national corporations in a number of sectors, including financial, private equity, entertainment, hospitality and technology. Ivinson has developed a special focus on family offices and family wealth advice. He joins the firm from Akin Gump Strauss Hauer & Feld.
- Edwin Coe appoints Stuart Hambling as a tax director. Hambling has over 20 years’ experience advising non-UK domiciled individuals, having worked within the expatriate services team at a Big 4 firm, an international private bank and a global wealth management firm, focusing on US tax, UK tax and cross-border issues.
24 May 2018
- Boodle Hatfield appoints Kyra Motley as partner in the firm's private client and tax team. Motley's practice covers multi-jurisdictional wealth planning, international tax and trusts, succession planning and family governance for high and ultra-high net worth individuals and their families. She has a particularly strong track record in advising individuals and families from the Middle East. She joins the firm from Taylor Wessing.
- Arendt & Medernach appoints transfer pricing expert Danny Beeton to of counsel. Beeton advises clients on the determination of arm’s length prices for all types of related party transactions, including goods, services and intellectual property, but with a special focus on financial transactions such as loans, guarantees, group treasury policies and asset management fees. He joins the firm from Duff & Phelps.
- KPMG appoints Graeme Webster as a director within its financial services transfer pricing team. Prior to his new role, Webster spent 17 years at HM Revenue & Customs and over the past decade specialised in international tax.
22 May 2018
- Global law firm Cooley appoints David Wilson, formerly of Davis Polk, as a tax partner in London. Wilson advises on a broad spectrum of UK and cross-border tax matters, including public and private mergers, acquisitions, spin-offs and reorganisations. He has extensive experience with corporate finance transactions, including issuances of debt, equity and hybrid instruments into US, UK and other capital markets.
21 May 2018
- The winners of Tolley's Taxation Awards were announced on Thursday 17th May at the Hilton Park Lane London. The full list of winners are: Best Corporate tax practice - Slaughter and May; Best Private Client Tax Practice - EY - Private Client Services Team; Best Tax Investigation Team - Moore Stephens; Best International Tax Team - Baker McKenzie; Best Financial Services Tax Practice - Pinsent Masons; Best Digital Innovation of the Year in Tax - KPMG - Digital Cloud Tax Solution; Best Human Capital/Employment Tax Practice - Crowe Clark Whitehill; Best In-House Tax Team - Herbert Smith Freehills Tax and Partner FinanceTeam; Best New tax practice - Williamson & Croft; Best Single Office Practice - Harbour Key Limited; Best Transfer Pricing Practice - BDO; Best Tax Practice in a Regional Firm - PKF Cooper Parry; Best VAT and/or Indirect Tax Team - KPMG - Customs & International Trade Team; Best Independent Consultancy Firm - ForrestBrown; Tax Writer of the Year - Peter Rayney; Tax Commentator of the Year - Jeremy Cape, Squire Patton Boggs; Tax Personality of the Year - Helen Miller, Institute for Fiscal Studies; Taxation's Rising Star - Charlotte Brown, Northgate Tax Chambers; Lifetime Achievement Award - Robert Jamieson.
16 May 2018
- Eversheds Sutherland appoints partner Paul Beausang as head of real estate tax. Beausang has considerable experience in real estate tax structuring and transactional execution. His practice also covers corporate tax and inward investment and permanent establishment issues, debt financing and structuring, and M&A tax negotiations. More recently he has advised in the structured transactions market. He joins the firm from Morgan Lewis & Bockius, having previously been London head of tax at K&L Gates.
15 May 2018
- Travers Smith promotes Madeline Gowlett to partner with effect from 1 July 2018. Gowlett specialises in advising large corporates on tax structuring, M&A and ongoing tax advisory work. She also has experience in advising asset managers, real estate investment trusts, private equity houses, and pension schemes.
14 May 2018
- Grant Thonton promotes tax partner Hazel Platt as practice leader for the firm's Cambridge, Ipswich, Norwich and Chelmsford offices. Platt, a chartered accountant with more than 25 years’ experience in the industry, has been a corporate tax partner at the firm for more than four years.
4 May 2018
- Kingston Smith promotes personal tax specialist Guy Sterling to partner.
- Milsted Langdon promotes Mike Bagg to partner. Bagg, who is based in the firm’s Yeovil office, specialises in personal tax planning, with a particular focus on inheritance tax and trusts and estate planning.
- Ashurst promotes Sanjay Wavde to tax partner. Wavde is based in the firm's Sydney office.
2 May 2018
- Dentons has bolstered its corporate tax practice in London with the hire of partner James Meakin. Meakin joins from Charles Russell Speechlys where he was also a partner
27 April 2018
- McDermott Will & Emery appoints Neville Wright as partner. Wright, a specialist in corporate tax for the finance and real estate sectors, joins the firm from DLA Piper.
- CMS promotes 47 new partners across 23 of its global offices. Among the promotions are six in the firm's tax team. They are: Annabelle Bailleul-Mirabaud (Paris, France); Sarah Busca Bonvin (Geneva, Switzerland); Ludovic Duguet (Paris, France); William Jean-Baptiste (Luxembourg, Luxembourg); Berardo Lanci (Rome, Italy) and Thomas Laumière (Paris, France).
- Price Bailey promotes Richard Grimster to tax partner in the firm's Cambridge office. He advises family businesses as well as larger corporates on a range of international, capital and transactional taxes.
- Wilkins Kennedy promotes William Payne as new senior partner. Payne has been a partner at the firm since 2003.
26 April 2018
- The Institute of Directors head of taxation, Stephen Herring, announces his retirement. Herring, who joined the IoD in September 2013, specialised in taxation for over thirty years and was previously a partner at Grant Thornton, Ernst & Young and BDO. He was appointed by the Exchequer Secretary as one of the eight independent members of HM Treasury's tax professionals forum.
23 April 2018
- Following his previously announced hire Sandy Bhogal has now joined Gibson, Dunn & Crutcher as a tax partner in the firm's London office.
- Dentons announces the promotion of one partner, two managing counsel and three counsel within its Europe tax practice (the promotions are drawn from the firm's offices in Frankfurt, Milan, Moscow and Luxembourg). With 90 lawyers and professionals in 12 jurisdictions, the tax practice is now Dentons’ fourth largest practice group within continental Europe.
20 April 2018
- Stephenson Harwood promotes Emily Osborne to partner in the firm's private wealth practice. Based in London, she provides international tax and structuring advice to families and trustees of family trusts on a variety of issues, including moving to the UK, the use of wealth preservation structures such as offshore trusts, foundations and companies, the ownership of UK residential property, tax disclosures and the reporting of beneficial ownership under the various global initiatives.
16 April 2018
- Mazars promote Greig Simms to tax partner. Simms specialises in corporate tax and has particular expertise in the infrastructure and property sectors.
- Mishcon de Reya promote Charlie Sosna to partner. Sosna specialises in UK and international tax, trusts, asset protection structuring and lifetime planning for high-net and ultra-high net worth individuals, families and their trustees.
- RSM appoints Elaine Shiels as its new private client tax partner in Birmingham. Shiels joins RSM following 28 years with EY.
13 April 2018
- UHY Hacker Young appoints Sean Glancy as VAT & indirect tax partner in the firm's London office. He joins the firm from Mazars and has previously worked at two of the Big Four firms.
12 April 2018
- Darren Mellor-Clark joins Amazon as international tax director. Mellor-Clark was previously a partner and head of indirect tax advisory at Pinsent Masons.
- Accountancy firm Gerald Edelman appoint Richard Staunton as a VAT partner. Staunton, who has over 25 years’ experience in VAT matters, has particular expertise in land and property, retail and renewables and VAT tribunals.
5 April 2018
- DLA Piper promotes eight tax lawyers to its global partnership as part of the firm's annual promotions round. There were three promotions in the United Kingdom (Joel Cooper, Randall Fox and Kelly Lovegrove), two in the United States, one in Italy, one in Ukraine and a further one in Australia. The promotions are effective as of 1 April 2018 in the United States and 1 May 2018 for EMEA and Asia Pacific.
- KPMG in Cardiff launches a satellite office to support its Tax Centre of Excellence for national corporate tax compliance.
- Saffery Champness promotes Roger Weston and Zena Hanks to partner. Based in London, Weston is a member of the firm’s business advisory group and his clients include entrepreneurs and owner-managed businesses. Hanks acts for private clients in all aspects of their financial affairs. Whilst the majority of her clients are UK-based, they include non-domiciled individuals, entrepreneurs with global business interests and those who are seeking to move to the UK. She is based in the firm's Bristol office.
- RSM promotes four new partners within the firm's tax practice. They are: Jo Webber and Simon Adams (employer solutions team, Bristol and London respectively); Claire Spencer (corporate tax partner, Manchester) and Stella Cooper (accounting and business advisory team, Leeds.)
- Mazars appoints Andrew Spence as partner and head of tax for Birmingham and Andrew Westhead as partner and head of tax for the North. Spence has a broad range of experience advising clients from all backgrounds through previous roles at EY and National Grid. Westhead joins the firm from Grant Thornton. He has particular expertise in advising entrepreneurial businesses and private clients and will be based in the firm's Manchester office.
- RSM appoints Phil Brown as a new associate director in the firm's Stoke office. Brown is a leading employment tax professional with over 20 years’ experience from roles within Big Four and mid-tier firms. He is experienced in all aspects of employee remuneration and reward, including salary sacrifice and optional remuneration arrangements, off payroll labour and negotiating with HMRC on contentious intervention.
- Bryan Cave Leighton Paisner LLP officially launches, led by co-chairs Lisa Mayhew and Therese Pritchard. The partnerships of both Bryan Cave and Berwin Leighton Paisner overwhelmingly approved the combination in February. The new integrated law firm has 32 offices in 11 countries and 1,600 lawyers, placing it among the largest in the world. The legacy firms’ tax and private client departments move within the combined corporate practice.
29 March 2018
- Regional chartered accountants PKF Francis Clark promote corporate and business tax specialist Daniel Sladen to partner. He is based in the firm's Truro office.
- North East based independent accountancy firm Tait Walker appoints corporate tax specialist Andrew Fitton as tax director in the firm's tax team. Fitton was previously tax director at PwC and has also held in-house positions at Virgin Money and Venator Materials Plc.
- Dentons promotes tax specialists Cameron Steele,Thomas Voss and Kelli Wikoff to partner. Steele is based in the firm's Sydney office, Voss is based in Frankfurt and Wikoff in Kansas City.
26 March 2018
- Linklaters promotes Sarah Lindley to partner in the firm's tax practice. She is based in London.
22 March 2018
- Pinsent Masons promotes Paul Noble to partner, with effect from 1 May. Noble is head of the firm's tax investigations practice and specialises in contentious tax and private client matters. He is a former tax inspector and has over 20 years of experience in advising on tax investigations involving both private clients and corporates.
19 March 2018
- Grant Thornton appoints Martin Killer as director in its financial services tax practice. With more than 20 years’ experience in taxation, most recently at Deloitte, his work spans the financial services industry including large international banks, wealth managers, global investment funds and insurance companies.
- Pinsent Masons announces the sale of Cerico, its online compliance solutions business, to business and financial information firm Dow Jones for an undisclosed sum. Pinsent Masons launched Cerico in 2013 as a joint venture with IT consultancy Campbell Nash, subsequently taking a majority stake in 2015.
16 March 2018
- MHA MacIntyre Hudson appoints Lucy Sutcliffe as a senior customs duty manager to its VAT and indirect tax team. Prior to joining the team, Sutcliffe held a senior strategy advisor role with HM Revenue & Customs.
- Menzies appoints David Boyce and Chris Gillman to its Leatherhead office. Boyce, formerly of BDO, has over 30 years of tax experience, specialising in income tax, capital gains tax and inheritance tax planning. Gillman is a qualified accountant and trust and estate practitioner, specialising in trust tax and advisory work. He advises non-UK domiciliaries in relation to their tax planning and wealth structuring needs. He joins the firm from wealth management company Stonehage Fleming.
9 March 2018
- Allen & Overy expands its German tax practice with the appointment of Dr Michael Ehret as partner. Dr Ehret, formerly of Linklaters, specialises in providing tax advice in the fields of M&A and (re-) financing, in particular in connection with structuring private equity investments, tax-oriented restructuring and real-estate investments. He will be based in the firm's Frankfurt office.
- DLA Piper appoints Dr Marie-Theres Rämer as a partner in its tax practice, based in Frankfurt. Rämer advises on all issues of national and international tax, specialising in tax issues arising from restructuring measures, non-performing-loan transactions, including the transfer of loan portfolios, securitization transactions, real estate transactions, employee share plans, leasing transactions, structuring of financial instruments and financing plans, documentation of transfer prices and FATCA and CRS compliance. She joins the firm from Clifford Chance.
- Taxand, the world’s largest organisation of independent tax advisory firms, announces the addition of Economic Laws Practice (ELP) as the new member firm for India.
8 March 2018
- BDO appoints David Britton as partner to its London tax practice. Britton, formerly of EY, specialises in advising banks, building societies, brokers and other fast-growth financial services companies on all UK direct tax matters. He has a wealth of experience in tax compliance and reporting, and has led numerous multi-country and multi-tax compliance projects.
6 March 2018
- Ceinwen Rees rejoins Macfarlanes from Debevoise & Plimpton as a partner in its tax team. Rees originally trained at the firm.
- Edwin Coe appoints Andrew Terry and Elena Solovyeva as corporate tax partner and associate respectively. Terry is a qualified lawyer with 33 years' experience as an international corporate tax practitioner, and he has a detailed knowledge of the Russia/CIS market. Solovyeva is a Russian qualified lawyer and has worked alongside Terry for five years. Both join from Withers.
- DLA Piper appoints Dimitar Hristov to lead its tax group in Austria. Hristov has more than ten years' tax experience, most recently at the Austrian tax firm LeitnerLeitner.
2 March 2018
- Clifford Chance reappoints Chris Davies as the global head of the firm's tax, pensions and employment practice for a second term. Davies specialises in the taxation of corporate and financing transactions with a particular emphasis on structured finance and international taxation; he also leads the London tax, pensions and employment group.
- Deloitte appoints Paul Knight as a tax partner. Knight, formerly head of not for profit tax at BDO, has 20 years' experience providing tax advisory services across a wide range of sectors, with particular focus on social housing, education and charities. In he new role he will lead the corporation tax advisory services to the public sector and charities.
- DLA Piper appoints Sylvie Vansteenkiste, Raphaël Béra and Fanny Combourieu as tax partners in the firm's Paris office. All three join the firm from Reed Smith and have extensive experience in complex tax structuring of investment funds, tax litigation and tax audits. They advise on the taxation of investment funds, including private equity funds, real estate funds, infrastructure funds and debt funds. They also have particular expertise in the tax structuring of acquisitions, corporate reorganisations, private equity and real estate transactions.
- Dow Schofield Watts appoints Richard Major to launch a new private client tax planning and compliance service for individuals, business owners and family investment companies. Major, formerly of Sagars Accountants, will be based in Leeds.
28 Februrary 2018
- KPMG appoints Sarah Churton, formerly of EY, to its corporate international tax practice. Churton has more than 20 years’ experience in tax. She specialises in advising UK and US businesses, especially in the life sciences sector, on international tax.
20 February 2018
- Burges Salmon appoints Sarah Lane as a partner in its corporate tax team. Lane advises clients on a wide range of tax issues in finance and capital markets, funds, property and technology, and with UK and international tax controversy. She joins the firm from FTI Consulting.
19 February 2018
- Saffery Champness elects Matthew Burton to the role of managing partner with effect from April 2018. Burton most recently served as head of the firm’s private wealth & estates group and he advises a range of clients including high net worth individuals, landed estates and owner-managed businesses. He joined the firm in 2004 and has been a member of the management board since 2013.
15 February 2018
- Fried, Frank, Harris, Shriver & Jacobson promotes Will Gay as special counsel in the tax department. Gay is based in London.
13 February 2018
- The CIOT announces its team of officers for 2018/19. Ray McCann, current deputy president, former HMRC inspector and current partner at Joseph Hage Aaronson LLP, will be the institute’s new president. Current CIOT vice-president Glyn Fullelove will be deputy president. Independent tax consultant Peter Rayney will be the institute’s new vice-president.
- Kate Barton is EY's new global vice chair – tax. She becomes the most senior tax professional at EY and will oversee all aspects of EY's tax strategy and operations, which represents combined annual revenues of approximately US$8.2bn and more than 50,000 tax professionals around the world. Barton previously led EY’s Americas tax practice. She succeeds Jay Nibbe, who becomes EY's global vice chair – markets.
9 February 2018
- Fried, Frank, Harris, Shriver & Jacobson promotes Joseph E. Fox as partner in the tax department. Fox is based in New York and his practice focuses on domestic and cross-border tax issues relating to capital markets, financing and derivatives transactions.
- Milestone appoints Geoff Hippert as a senior tax manager. Hippert, a South African qualified tax lawyer, has extensive international experience providing a broad range of tax advice to multinational financial clients. He previously worked in New York for two of the Big 4 accountancy firms.
5 February 2018
- Hogan Lovells appoints Tom McFarlane, formerly of Alvarez & Marsal, as its head of transfer pricing for EMEA. The transfer pricing practice is still headed globally by Fabrizio Lolliri. McFarlane is appointed to grow the firm's European business.
- RSM appoints Andrew Lister as a new corporate tax partner. Lister, formerly of KPMG, has over 20 years’ experience in providing corporate tax advice to SMEs and large companies and his expertise covers M&A, financing, restructuring, tax compliance, tax auditing and reporting and general UK tax advisory. He will lead the corporate tax team at the firm's Gatwick office.
- Tax relief specialist Catax announces the acquisition of tax consultancy Fast Track.
31 January 2018
- Kerry Westwell, formerly of Hogan Lovells, joins Simmons & Simmons as practice development lawyer (tax).
- Haysmacintyre promotes Mark Pattenden to partner in its private client department. Pattenden advises on the tax advantages of angel investing, and he leads the firm’s inheritance tax advisory and compliance team.
29 January 2018
- Berwin Leighton Paisner promotes Kate Ison to partner. Ison specialises in advising on complex and high value tax disputes. Her practice covers the full life cycle of tax matters and she advises on both direct and indirect taxes and excise duties. She has significant experience in conducting tax appeals at all levels of the court including the First-Tier Tribunal, the Upper Tribunal, the High Court and the Court of Appeal. She also advises on non-tax focused enquiries where HMRC is the investigative or supervisory agency, including export control and AML issues.
- BDO appoints Ross Robertson to its London corporate international tax team. Robertson, formerly of EY, specialises in international tax advice on cross-border business structuring and financing, and M&A. His experience advising private and listed groups spans multiple sectors including technology, retail and consumer markets and life sciences.
- Independent advisory firm Dow Schofield Watts launches a new specialist tax service DSW Tax Resolution. The service will be led by Philip Manley and will help clients who are the subject of action by the tax authorities or facing financial difficulties due to payment demands. Manley, formerly of EY, has wide experience of all types of tax disputes and has represented both HMRC and individuals in cases throughout the tax tribunals process. He previously spent 15 years at HMRC where he was the technical lead on Accelerated Payment Notices (APNs).
- Moore Stephens appoints Ken Almand as transfer pricing partner within the firm's tax practice in London. Almand, formerly of RSM, specialises in helping international corporations manage their global tax obligations, transfer pricing strategies and compliance responsibilities. He will head the transfer pricing team in London.
- Philip Goeth joins Field Court Tax Chambers. Goeth has an extensive practice on all aspects of revenue law, including international tax law, taxation of financial instruments and land transactions. Formerly a senior partner with a big four accounting firm, he is also a leading expert in audit and accounting standards as well as financial regulation. His focus is predominantly advisory, but encompasses enforcement and penalties proceedings in relation to revenue and financial regulatory authorities. He also acts as advisor in commercial and criminal litigation where accounting, valuation and capital markets requirements are in issue, and he is instructed on a frequent basis as independent expert in court proceedings.
19 January 2018
- Tax boutique Milestone appoints Andrew Parkes as tax director. Parkes is a highly experienced international tax specialist having gained over ten years' experience at a senior level in HMRC’s International teams.
- Withers promotes Stephen Nerland and Jaime McLemore to partner. Nerland advises US nationals based in the UK on their US tax and estate planning, as well as advising non-US individuals on tax planning ahead of moving to the US. He also advises on US tax compliance and disclosure programmes. McLemore advises US nationals based in the UK on their US tax and estate planning and compliance, as well as advising both individuals and organisations on charitable giving. Both are based in London.
- Orrick promotes Wolfram Pohl to partner in the firm's tax group. Pohl is based in San Francisco.
12 January 2018
- Deloitte announces plans to expand its legal services in the UK by launching two new offerings: managed services and consulting services. The firm will also extend its existing legal services in employment law, tax litigation and immigration. As part of this, Deloitte will apply for an Alternative Business Structure (ABS) licence. The firm said it intends to launch the new services early this year.
- The Chartered Institute for Taxation (CIOT) honours Anthony Thomas, Paul Johnson and Professor Michael Devereux for their outstanding contributions to the field of taxation. Anthony Thomas was awarded the Council Award, the highest ranking award that the Institute can give. Paul Johnson, Director of the Institute for Fiscal Studies (IFS), and Professor Michael Devereux, Director of the Oxford University Centre for Business Taxation, were awarded Honorary Fellowships.
- 119 new appointments as Queen’s Counsel were announced on Thursday 21 December 2017. Among them are the following with a practice in tax: Jonathan Bremner and Richard Vallat (Pump Court Tax Chambers); Hui LIng McCarthy (11 New Square); Shane Collery (Red Lion Chambers).
10 January 2018
Following the Cabinet reshuffle, Philip Hammond MP remains chancellor of the exchequer, Elizabeth Truss MP attends Cabinet as chief secretary to the Treasury, Robert Jenrick MP becomes exchequer secretary to the Treasury (FST) and John Glen MP becomes economic secretary to the Treasury and City minister. Former secretary of state for pensions (and before that, FST), David Gauke MP becomes lord chancellor and secretary of state for Justice. Gauke is a former Macfarlanes lawyer and is reportedly the first solicitor to be appointed as lord chancellor.
8 January 2018
- DLA Piper appoints David Smith as partner in the firm's corporate tax practice. Smith, who joins the firm from Eversheds where he held primary responsibility for the Northern corporate tax practice, focuses on taxation issues relating to international and domestic corporate transactions and the commercial activities of corporate entities. He will be based in the Leeds office.
- KPMG promotes partner Jon Meeten as head of tax for the North. In his new role Meeten will oversee the firm’s tax practices in Manchester, Liverpool, Leeds and Newcastle. He will be based in the firm’s Manchester office.
- Fujitsu appoints Amer Sohail as head of tax for the UK & Ireland businesses. He joins from The Walt Disney Company, where he was EMEA Tax Manager. Prior to this he held European tax positions at First Data Corporation, Dollar Financial Group and Invesco Perpetual.
4 January 2018
- Rhiannon Kinghall Were joins Macfarlanes as its head of tax policy. Prior to this, Kinghall Were spent nearly five years at the CBI leading the business tax policy unit for the trade association. She started her career as a corporate tax adviser with BDO before moving to KPMG.
- Hogan Lovells promotes Fiona Bantock to counsel in the firm's London tax practice. She has a broad practice, advising a wide range of UK and international clients on the direct and indirect tax aspects of their business. She has particular knowledge in the realms of international tax structuring, investment fund taxation, FATCA and CRS, and dealing with tax issues arising out of M&A and private equity transactions. She is the co-author of Tax Journal's monthly VAT briefing.
- Debevoise & Plimpton promotes Ceinwen Rees to international counsel in the firm's tax department. Rees is a general corporate and transactional tax practitioner with experience advising a wide range of clients, including private equity funds, multi-national groups, and financial institutions. Her practice covers advising on private equity fund formation and operation, carried interest planning, transaction structuring and other tax aspects of public and private acquisitions and joint ventures; corporate finance transactions; tax consultancy and VAT.
- Blick Rothenberg appoints Heather Self as tax partner. Self, formerly of Pinsent Masons, has over 30 years’ experience having held roles at HM Revenue and Customs, Grant Thornton UK, Scottish Power and Big Four firm EY.
- City of London law firm Druces appoints Paul White as tax partner. White, formerly of Chadbourne & Parke, is a business and property tax lawyer with over 25 years’ experience in the City. He has extensive tax planning, transactional and advisory expertise, particularly in UK and cross-border M&A, finance, property and corporate transactions. He is the third tax specialist to have joined the firm in the last 18 months.
- Wilkins Kennedy appoints Mark Doherty to head up VAT services in seven offices across Hampshire and Surrey. Doherty, formerly of BDO and KPMG, has over 20 years' experience, ten of them as a VAT Director. He will support both the strategic aspects and delivery of VAT advisory and compliance services for the firm.
- Fiscal incentives consultancy Gateley Capitus, part of law-led professional services group Gateley, appoints Peter Jelfs as head of research and development tax incentives. Jelfs, formerly of EY, will oversee the preparation of R&D tax credit and patent box claims. He will be based in Birmingham.
- Former HMRC executive chair Edward Troup, who stood down at the end of last year, has been given a knighthood in the New Year honours list for his public service to taxpayers and the tax system.
18 December 2017
- ICAEW announces David Matthews as vice president for 2018/19. Matthews, KPMG's head of quality and risk management, will take up the role in June 2018 when the annual handover of offices takes place and will then become president in 2020/21.
14 December 2017
- Sarah Squires joins Old Square Tax Chambers. Prior to completing her cross-qualification as a barrister Squires worked for over 10 years as a tax partner in Clifford Chance. Her experience encompasses a broad range of tax matters, primarily relating to corporates.
12 December 2017
- Commercial barrister George Rowell joins Exchange Chambers. Rowell, formerly of St John's Chambers, specialises in tax disputes, professional negligence and insolvency. In the field of tax he regularly advises on VAT, IHT, CGT, employment-related taxes, and penalties. He commenced his career in-house with HMRC before moving to independent practice.
7 December 2017
- KPMG appoints Mark Wrafter as partner within the firm's deal advisory tax practice. Wrafter, who has more than 20 years’ experience, will lead and develop the team’s new market strategy across the financial services sector. He previously spent nine years at Barclays, leading the M&A tax team and global structural reform tax programme before his final role as head of the bank’s UK tax division. Also appointed as a senior advisor in the tax team is Stephen Barrett. He joins from Barclays Capital where he was global managing director of tax risk and resolution. In his new role Barrett will specialise in providing international tax advice to financial institutions.
- BDO appoints Fletcher Adamowicz as tax director. Adamowicz joins the firm from Grant Thornton.
- Mazars acquires chartered financial planning business RCL Consultancy Limited from The Embark Group. The acquisition, for an undisclosed sum and subject to FCA approval, will result in the transfer of a portfolio of high net worth and affluent clients with assets of approximately £300m, taking Mazars over £1 billion assets under management. At the same time, Mazars has announced it is to enter into a joint venture partnership with retirement solutions provider The Embark Group by combining their current activities in the UK employee benefits consulting sector into a single business. As a result, Mazars Employee Benefits Limited will be renamed Vested Employee Benefits Limited (trading as ‘Vested’). Vested will act as a consolidation vehicle for the clients of each business.
1 December 2017
- Amanda Hardy QC and Oliver Marre join 5 Stone Buildings. Hardy took silk in 2015 and is widely regarded as a leading practitioner, advising on both private client adn corporate tax matters. Marre is a leading junior who often worked with Hardy on large tax advisory matters during their time together at 15 Old Square Tax Chambers.
- Jim Harra is appointed the new second permanent secretary at HMRC. Harra, currently tax sssurance commissioner and director general for customer strategy and tax design, will take up his new post on 1 January 2018. The second permanent secretary role was created following Edward Troup’s announcement of his retirement at the end of this year and means that HMRC continues to have a tax professional as one of its two permanent secretaries.
- Ashurst appoints Jeffrey H. Koppele and Sharon Kim as partners in its US tax practice.
- Johnston Carmichael appoints Stuart Thomson as a corporate tax director. Thomson, formerly of KPMG, will be based in the firm's Edinburgh office but will provide corporate tax advice throughout Scotland.
24 November 2017
- KPMG appoints Claire Angell at its UK head of tax for energy. Angell specialises in tax regulation within the energy sector and has previously led KPMG’s oil and gas tax practice advising clients on complex issues such as North Sea decommissioning liabilities, and the tax implications associated with international M&A activity. She joined the firm in 2003, becoming a partner in 2015.
23 November 2017
- Mayer Brown promotes Ben Fryer to partner in the firm's tax transactions and consulting practice in London. Fryer regularly advises on the tax aspects of a wide range of domestic and cross-border matters and transactions, including in relation to banking, capital markets, corporate finance, corporate reorganizations, debt restructuring, mergers and acquisitions, real estate and structured finance.
- RSM promotes Rajiv Vadgama to tax partner in the firm’s private client practice in London. In his new role, Vadgama will focus on growing the business among high net worth individuals, predominantly non-UK domiciles. He joined RSM in 2011, following almost 15 years in two of the Big Four firms.
- PwC appoints Fiona Carpenter as a partner in its UK financial services tax practice. Carpenter specialises in alternative asset management and has 20 years experience helping alternative managers and funds with tax structuring and compliance. She will lead PwC’s alternative asset management practice throughout EMEA.She joins the firm from EY.
16 November 2017
- KPMG appoints Matthew Herrington as partner. Herrington, formerly of McDermott Will & Emery, will focus on international tax structuring, transfer pricing and dispute resolution. KPMG also promotes Matthew Fleming to partner within the firm's legal services tax disputes practice. Fleming focuses on technical tax matters in respect of VAT, international trade, customs duty and indirect taxes.
13 November 2017
- Welsh firm Gabb and Co appoints Sarah Woodall as director of tax. Woodall previously worked at HMRC in various senior roles including head of anti-avoidance investigation, head of UK tax profession and head of direct tax and international. Since leaving HMRC in 2013 she has worked at Temple Tax Chambers as a pupil tax barrister and been a visiting professor at King’s College London.
10 Novenber 2017
- UHY Hacker Young appoints Andrew Solomon as head of tax in the firm's London office. Solomon, formerly of MacIntyre Hudson, joined the firm earlier this year. He has over 30 years of experience advising clients on a wide range of tax issues – including all areas of corporate tax, employee remuneration and share plans, personal taxes and professional partnerships.
6 November 2017
- RSM appoints Audrey Fearing as an indirect tax partner in London. Fearing, formerly of EY, will head up RSM’s public sector VAT team, advising NHS, local authority and social housing clients on all aspects of VAT.
3 November 2017
- Gibson, Dunn & Crutcher appoints Sandy Bhogal as partner in the firm's London office. Bhogal, formerly head of tax at Mayer Brown, will continue his corporate tax practice. Commenting on the move, Bhogal said he was 'drawn to Gibson Dunn's strategic growth in London' and was 'looking forward to contributing to its growing corporate practice.'
- Stephenson Harwood appoints Hilary Barclay as senior associate. Barclay has considerable experience of a broad range of corporate tax matters, with particular expertise in corporate and financing transactions, reorganisations and group tax advice. She joins the firm from Macfarlanes.
- Charlie Sutters is promoted to director of tax, treasury & insurance at Ladbrokes Coral Group. He was previously group tax director.
2 November 2017
- London based boutique private client law firm New Quadrant Partners promotes Sophie Voelcker to partner. Voelcker advises some of the firm’s largest families regarding their wealth structuring, succession planning and trusts.
30 October 2017
- ABN Amro promotes Marina Shevtsova as chief financial officer for the bank's UK business. Shevtsova, formerly of KPMG, joined the bank in July 2016 as UK head of tax.
- Cleary Gottlieb Steen & Hamilton promotes Jennifer Maskell to counsel. Maskell’s practice focuses on corporate taxation, with an emphasis on mergers and acquisitions, corporate finance transactions, capital markets transactions, and structured financial products.She is based in the firm's London office.
- Orrick appoints Charles Briand as a partner in its tax practice in Paris. Briand, formerly of EY, advises multinational companies and private equity funds on a broad range of international tax matters, including tax advisory in both inbound and outbound acquisitions, as well as on the structuring of domestic and cross-border M&A deals.
23 October 2017
- UK based specialist tax advisory firm Confluence Tax and Netherlands based AsjesBisseling announce a strategic alliance to benefit clients across Europe. Confluence Tax is the only tax advisory firm in the UK to specialise in advising biotechnology and technology businesses. AsjesBisseling has extensive experience offering tax advice and implementation for a range of clients, with a focus on innovation, especially companies and funds in the life sciences and IT. Both firms have been set up by former “Big Four” employees.
- Orrick appoints Charles Briand as a partner in its tax practice in Paris. Formerly with Ernst & Young, Briand advises multinational companies and private equity funds on a broad range of international tax matters, including tax advisory in both inbound and outbound acquisitions, as well as on the structuring of domestic and cross-border M&A deals.
20 October 2017
- PwC appoints Ed Stacey as the firm’s new head of legal services. Stacey has worked in PwC’s legal services business since 2009 and headed its employment law practice since 2012. He will be responsible for leading PwC’s multi-disciplinary legal service which launched last year, and will continue to lead the employment law team. Stacey takes over from Shirley Brookes who has been head of legal services since 2013. She remains a partner in legal services and will focus on supporting some of the firm’s largest clients.
19 October 2017
- Irwin Mitchell Private Wealth promotes Nick Rucker to national head of tax, trusts & estates and George Merrylees to partner, also within the private wealth team. Rucker, previously head of the London & International team, has a background in corporate and private client law with particular interest in international structuring, investment structures and tax for high-net-worth individuals, families and private offices. Merrylees is an expert across a full range of UK tax advice for international clients, including structuring UK business and property assets for clients abroad. George acts for business owners, high-net-worth individuals and families primarily based in Europe and Africa. Irwin Mitchell Private Wealth was launched in May 2016, bringing together four key practice areas of tax, trusts & estates, family, residential property and will, trust & estate disputes
16 October 2017
- RSM appoints Sophie St John as a private client partner in its client legal services practice. St John, who has been a private client solicitor for 20 years, joins RSM from Barclays Wealth and Investment Management where she was lead counsel specialising in trust work. Prior to that she worked in the private client divisions of Speechly Bircham, Allen & Overy and Bircham Dyson Bell. RSM also appoints a new director in its Manchester office. Laura Luty is a leading tax professional with 17 years’ experience from roles within Big Four firms in the North West. In her new role, Laura will provide tax advisory support to private clients in the region.
- MHA, the UK-wide group of accountancy and business advisory firms, announces MHA Mtaxco, a specialist VAT service provider, as the newest member of the association and the first specialist provider to be invited to join its membership.
13 October 2017
- PwC launches Flexible Legal Resources, a new flexible lawyering service to assist clients with their staffing needs by providing temporary lawyers for in-house teams during spikes in workload and will initially focus on the financial services sector. Flexible Legal Resources is part of PwC’s 'New Law' offering, which aims to help large in-house legal teams work more efficiently, with a particular focus on effective use of technology.
12 October 2017
- Surrey based independent accountants TWP announces a merger with Piper Thompson chartered accountants.
9 October 2017
- Kirland & Ellis promotes two new partners in the firm’s tax department. Frazer Money advises businesses on a wide range of tax and structuring matters, with particular expertise in advising asset managers on tax and structuring issues relating to their funds, management businesses, remuneration packages and investment transactions. Mark Ingram focuses on UK and international tax planning and provides tax-related advice in the context of cross-border private equity and M&A transactions and private fund structuring. Both are based in the firm's London office.
6 October 2017
- KPMG appoints Melissa Geiger as head of international tax. Geiger will lead the firm’s international tax group from KPMG’s London office. She re-joins the firm from GlaxoSmithKline where she was global head of tax and responsible for setting, directing and delivering its international tax strategy. In 2008, Geiger became KPMG’s youngest female equity partner.
2 October 2017
- Dechert appoints Jane Scobie as tax partner in the firm's London office. Scobie’s practice focuses on tax aspects of commercial transactions, including private equity and M&A. She joins the firm from Kirkland & Ellis.
- Mercer & Hole promotes Alison Palmer to partner. Palmer advises clients on all taxation aspects of their financial affairs, including capital gains tax and inheritance tax planning, the use of trusts, offshore matters and claiming applicable reliefs. She has a particular interest in residence issues and the taxation of foreign domiciliaries.
- AstraZeneca appoints Catherine Harlow as head of transfer pricing. Harlow was previously head of transfer pricing at RELX.
28 September 2017
- Squire Patton Boggs appoints Liz Pierson as a partner in its tax strategy and benefits practice group in London. Pierson, formerly of Clifford Chance, advises on all aspects of executive remuneration, share schemes and incentives issues for both public and private companies in the UK and internationally.
- Blick Rothenberg appoints Fiona Fernie as a partner in its tax investigations and dispute resolution team. Fernie, formerly of Pinsent Masons, has over 30 years’ experience working on resolving disputes and queries raised by HMRC.
- Boutique private client law firm New Quadrant Partners appoints Alexa Collis as a senior associate. Collis advises UK and foreign individuals and their families on the management of their personal affairs and the preservation and transmission of their family wealth. She joins the firm from Fladgate.
- East Midlands accountancy firm Newby Castleman appoints Jacquelyn Kimber as a business tax partner. Kimber joins the firm from Moore Stephens. Her areas of expertise include business restructuring, for example through demergers, succession planning and the tax efficient extraction of profits.
- Mazars promotes Daniel Guy and Adele Raiment as directors.
25 September 2017
- Grant Thornton appoints Heather Smallwood as a director in the firms's Aberdeen office. Smallwood, formerly of EY, has more than 30 years’ experience in taxation including roles with HMRC and the big 4.
- PwC is to launch a law firm in the US. The firm, ILC Legal, will begin operating later this month with an office in Washington DC. The new firm will assist US clients with a wide range of commercial, immigration, tax and data protection services but will not currently offer US legal services. The office will be led by the head of PwC Legal’s international business reorganisations practice, Richard Edmundson, who will relocate from London alongside a small number of other PwC lawyers and support staff.
21 September 2017
- BDO appoints Ed Nevens as partner in the firm's London tax group. Nevens, formerly of EY, specialises in advising private equity funds and their investors on matters including fund structuring, carried interest and investor tax reporting.
- The lord chancellor, David Lidington MP, rejects ICAEW’s application to become a regulator and licensing authority for all six reserved legal services. The Legal Services Board (LSB) had backed the application earlier this year.
- Deloitte appoints EY's former Midlands' tax practice head Christine Oates as tax partner.
15 September 2017
- HMRC’s executive chair and first permanent secretary Edward Troup announces his plan to retire from his post at the end of the year. Troup joined HMRC in 2012 and was appointed to his current post in February last year. Troup joined HMRC following several years at HM Treasury. No announcements have been made concerning Troup’s replacement.
14 September 2017
- HMRC appoints Jacky Wright as its new chief digital and information officer (CDIO). Wright, currently employed by Microsoft Corporation as corporate vice president, core platform engineering, will take up her role on 16th October.
- The Office of Tax Simplification is looking for up to four part-time or full-time tax professionals with current or recent experience in the private sector to work as policy advisers on various areas of the office’s work. Further details may be found on the civil service jobs website. The closing date for applications is 24 September.
8 September 2017
- Irwin Mitchell appoints Sarah Cardew as head of commercial tax. Cardew regularly advises clients in relation to corporate, property and commercial tax issues and drafts and negotiates all tax documentation for corporate acquisitions and disposals. She joins the firm from Teacher Stern.
- Smith & Williamson appoints Zoe Thomas as tax partner. Thomas, formerly of EY, specialises in advising property and construction businesses on their tax and business affairs, with a particular focus on complex transactions within the real estate sector.
7 September 2017
- Francois Chadwick is promoted to VP of global tax and accounting at Uber Technologies Inc. Prior to moving in-house Chadwick was national tax leader for the emerging growth practice at KPMG in the US.
- Norton Rose Fulbright announces the expansion of its Newcastle based legal process hub following a successful pilot project. The hub currently employs a team of 28, consisting of lawyers, non-lawyers, paralegals, legal technologists and process designers and the firm expects to create 100 new jobs locally over the next two to three years following the transition to the new premises, effective November 1, 2017.
- Eversheds Sutherland announces the opening of three new European offices in Luxembourg, Moscow and St Petersburg. The expansion takes the firm's global presence to 66 offices in 32 countries.
1 September 2017
- Smith & Williamson announces that merger discussions with Rathbones have come to an end.
- Mazars appoints Vaneeta Khurana as employment tax partner, based in London. Prior to working for Mazars Khurana spent more than 13 years at PwC.
- Carter Backer Winter appoints Toby Hermitage as tax partner. Hermitage, who has almost twenty years' experience in tax planning for owner managed businesses, joins the firm from Beavis Morgan.
- DLA Piper launches a tax practice in South Africa with the appointment of Andrew Lewis as a tax director in Johannesburg, South Africa.
- Essex and London based accountancy firm Raffingers promotes Neill Staff to partner. Staff, a former senior investigator with HMRC, specialises in tax investigations and research and development (R&D) claims. His promotion coincides with the firm becoming an LLP.
21 August 2017
- Smith & Williamson confirms that it is in exclusive discussions with Rathbones regarding a possible merger of the two companies.
- Indirect tax specialist Peter Mason launches Cuckmere Chambers, providing specialised tax advice, tax planning and tax litigation.
7 August 2017
- EY launches Tax Technology and Transformation, a dedicated group of more than 1,000 tax technology and performance improvement professionals in member firms around the world. In the press release announcing the new services, the firm explains that its underlying objective is to 'help businesses navigate the digital age of tax transparency alongside new trends in tax compliance and tax audit methods as well as helping to solve the most pressing challenges that businesses face'. The services will be led by Shawn Smith, the newly appointed EY global tax technology and transformation leader. He will be based in New York.
4 August 2017
- PwC acquires research and analytics consultants Optimisa Research to create PwC Research.
31 July 2017
- US firm EKS&H, which has offices in Denver and San Francisco, joins PKF International as a member firm.
27 July 2017
- Smith & Williamson appoints Tom Shave as a partner. Shave joins the firm from Deloitte where he was a partner and specialised in advising financial services businesses, with a particular focus on fintech, on their tax and business affairs.
- PwC promotes Lindsay Hayward to head of tax for Scotland. Hayward, whose promotion also sees her join the senior leadership team, has been with PwC for 20 years and is based in the Edinburgh office .
- Blick Rothenberg appoints Lynne Pearson as a new partner in its private client tax team. Pearson, formerly of BDO, has almost 30 years’ experience working with private clients. She specialises in assisting shareholders of owner managed businesses on transactions and reconstructions, dealing with non-UK domiciled clients and their offshore structures and advising individuals on leaving the UK.
24 July 2017
HMRC has made the following appointments to customer services and customer compliance groups. Angela MacDonald has been appointed director-general of HMRC‘s customer services group, which oversees most of HMRC’s interaction with individual taxpayers, tax credits recipients, and small and mid-sized businesses online, by phone or face-to-face. Angela is currently HMRC‘s operational excellence director.
Penny Ciniewicz has been appointed director-general of the customer compliance group, which includes compliance for all customer groups, from large businesses to individuals, as well as HMRC’s counter-avoidance and fraud investigation functions. Penny is currently chief executive of the Valuation Office Agency (VOA).
Melissa Tatton, currently director for individuals and small business compliance, will take over as chief executive for the VOA.
All three will take up their new posts in August and September.
DLA Piper appoints Ben Brown as partner to its tax team in London as of 24 July. Brown, formerly of Allen & Overy, specialises in the taxation aspects of corporate and financing transactions, advising both UK and international clients.
- Deloitte India agrees to acquire BMR Advisors corporate tax practice.
21 July 2017
- Blick Rothenberg appoints Lee Hamilton as a partner in its global mobility tax team. Hamilton, formerly of Crowe Clark Whitehill, specialises in expatriate tax, employment tax and international social security.
- Dentons is to combine with Scottish firm Maclay Murray & Spens, bringing its total UK lawyers to over 800. The deal awaits the approval from Dentons global partnership, expected in three weeks. Maclays will then operate under the Dentons brand.
- Berwin Leighton Paisner appoints partner Damian Bloom as practice group leader for private client within the tax team. Bloom joined BLP in 2005 from Macfarlanes and was made a partner in 2007. He has more than 20 years’ experience advising on tax, trust and estate planning both in the UK and globally. he specialises in wealth management for Ultra and High Net Worth Individuals and their families.
20 July 2017
- Senior president of Tribunals, the Right Honourable Sir Ernest Ryder, appoints Gregory John Sinfield as president of the First-tier Tribunal assigned to the Tax Chamber with effect from 11 October 2017. Sinfield was called to the Bar in 1981 and admitted as a solicitor in 1989. He was appointed as a salaried judge of the Upper Tribunal assigned to the Tax and Chancery Chamber in 2012.
14 July 2017
- Deloitte appoints Nicola Roberts as its new head of private client services with effect from July 2017. Roberts, who has over 20 years’ experience in providing private client tax services, became one of the firm’s youngest partners in 2011.
13 July 2017
- Nicky Morgan MP is elected new chair of the Treasury select committee. Morgan, Conservative MP for Loughborough, is a former Treasury minister and former education secretary. She becomes the first female MP to chair the Treasury select committee.
- The OECD appoints Sophie Chatel as head of the tax treaty unit in the centre for tax policy and administration. She will take up her duties on 6 September 2017.
- RSM appoints Chris Etherington as a private client tax partner in its Leeds office. Etherington, formerly of PwC, will provide compliance and advisory support to private clients to manage tax, wealth and succession planning.
7 July 2017
- Wilkins Kennedy appoints Tom Lacey to head a new specialist SDLT offering at the firm. Lacey is an SDLT specialist who has more than 25 years’ experience as a tax adviser. He will be based at Wilkins Kennedy’s Southampton office.
6 July 2017
- Smith & Williamson promotes three new partners in the firm’s private client tax department. They are: Julia Rosenbloom (Birmingham), Lee Webster (Salisbury) and Krista Woodman (Cheltenham). Promoted to partner in the firm's business tax team is Matthew Watts (London).
3 July 2017
- Jane Ellison, the former Treasury minister who lost her seat in the general election, is to be appointed Treasury special adviser (as reported in The Sunday Times).
- Dentons appoints tax lawyer Alex Tostevin as a partner in London. Tostevin, formerly of Weil Gotshal & Manges, advises both UK and international clients on all areas of tax. He has particular expertise in real estate, infrastructure, financial services, energy, technology and indirect taxation.
- Deloitte appoints Robert Stack as a managing director in its Washington national tax, international tax practice. Stack previously served as the deputy assistant secretary for international tax affairs at the U.S. Department of Treasury.
30 June 2017
- Baker Mckenzie promotes 12 new partners in tax, effective 1 July. Six of the new partners are based in the firm's US offices, with the others located in Canada, Australia and Europe.
- R&D tax credit consultancy ForrestBrown this month appoints its fiftieth employee to its Bristol headquarters less than four years after the firm was established by Simon Brown. Among the many new employees is John McGhee, who joins as senior tax manager. McGhee has 20 years experience, having previously held roles at Ernst & Young, PwC and Deloitte.
26 June 2017
- OECD appoints Tomas Balco as head of the transfer pricing unit in the centre for tax policy and administration. Balco will take up his duties on 4 September 2017.
- The Legal Services Board (LSB) will recommend to the Lord Chancellor that ICAEW’s application to be a regulator and licensing authority of five reserved legal activities be approved. The decision by the LSB follows ICAEW becoming an approved regulator of probate services in 2014. The Lord Chancellor now has 90 days to make his decision.
19 June 2017
- Taylor Wessing appoints Graham Samuel-Gibbon as partner in its London tax & incentives practice. Samuel-Gibbon, formerly of EY, is an experienced international tax specialist, advising a wide range of UK and foreign-based multinational groups on a variety of transactional and non-transactional tax matters, including cross-border tax structuring, planning and risk management.
15 June 2017
- Kingston Smith promotes employment tax specialist Joanne How to director in the firm's tax team.
- Ashurst appoints Emmanuelle Pontnau-Faure as partner in its tax practice in Paris. Pontnau-Faure, formerly of PwC and prior to that, White & Case, advises on a broad range of issues relating to corporate, finance, real estate, litigation and restructuring matters.
13 June 2017
- Mel Stride, Member of Parliament for Central Devon, is appointed as financial secretary to the Treasury. He replaces Jane Ellison who lost her seat during the election.
- Stephen Barclay, Member of Parliament for North East Cambridgeshire, is appointed economic secretary to the Treasury.
12 June 2017
- Elizabeth Truss MP is appointed chief secretary to the treasury following the promotion of David Gauke to secretary of state for work and pensions.
- Former House of Commons leader David Lidington is appointed Lord Chancellor, replacing Elizabeth Truss. Lidington previously served as minister of state for Europe between 2010 and 2016.
9 June 2017
- Former Conservative MP Jane Ellison, who was financial secretary to the Treasury in the previous government, loses her seat in Battersea. Her replacement has yet to be appointed.
- BDO promotes six new partners to the firm’s tax practice with effect from 1 July. They are: Angela Cross, Matthew Emms, Andy Kelly, Joe Newton, Neil Williams and James Paterson.
- Grant Thornton appoints Sarah Gatehouse as director in its real estate tax team. Gatehouse, formerly of EY, joins the firm with 14 years’ experience advising on UK and international real estate transactions and providing clients with due diligence, structuring, advisory and compliance work.
- Skadden promotes Jonathon Egerton-Peters to counsel in the firm's international litigation and arbitration and tax controversy and litigation teams. Egerton-Peters acts for clients in the resolution of international disputes across several industry sectors, including finance and banking, oil and gas, electricity, shipping, tobacco, pharmaceuticals and telecommunications. He is based in the firm's London office.
- Ince & Co appoints tax and litigation specialist Benoit Noel as senior associate in the firm’s Le Havre office. Noel joins the firm from French law firm FIDAL, where he became partner.
8 June 2017
- Partners at Norton Rose Fulbright will vote on a merger with Australian law firm Henry Davis York after both firms confirmed they were in late stage discussions. The timing of the vote is not yet known.
- Charlotte Brown establishes Northgate Tax Chambers, the first specialist tax set in the North of England. The chambers provides advisory and litigation services across all direct and indirect taxes.
- Duff & Phelps announces that independent international transfer pricing advisory firm BaseFirma will join Duff & Phelps' Transfer Pricing Alliance. BaseFirma has a siginificant presence in Latin America.
- HMRC has appointed David Richardson as interim director general for customer compliance and Rachel McLean as interim director general for customer services to replace Jennie Granger and Ruth Owen on a temporary basis, taking over responsibility for the portfolios of business tax, making tax digital and compliance, and customer services.
- Nick Parker becomes the new president of the ICAEW. Parker, who is a partner at RSM and works in the Basingstoke and Southampton offices, has been a member of the ICAEW council since 1995. He will hold the office of president for one year.
2 June 2017
- FTI Consulting appoints Louise Jenkins as a managing director in the firm’s european tax advisory practice in London. Jenkins, formerly of KPMG, will head up the employer reward solutions team, advising clients on the design and implementation of equity and cash based incentive plans, particularly the development of tax efficient, performance driven, long term incentive plans for senior employees.
- Irish law firm Matheson appoints Kevin Smith and Matthew Broadstock to partners in the firm's tax practice. Broadstock specialises in indirect tax while Smith advises financial institutions, investment banks, investment managers and institutional investors on all tax aspects of financial services.
- Bond Dickinson announces its merger with US firm Womble Carlyle Sandridge & Rice. The new firm, Womble Bond Dickinson, will launch on 1 October 2017. More than 420 partners and 1,000 lawyers will work across its eight UK offices, and 15 US offices, including London, Newcastle and Bristol, and Washington D.C., Atlanta, Charlotte.
1 June 2017
- Accountancy firm Kreston Reeves promotes Rupert Moyle as VAT and duty partner with effect from today. Moyle has a broad range of experience, advising small to medium owner-managed businesses, multi-national corporates and not-for-profit organisations. He is also experienced in handling negotiations and appeals with HMRC. The firm, which has offices in London, Kent and Sussex, also promotes Michael Hesketh to corporate tax advisory director and Matthew Creevy to corporate tax technical director.
- Anne Scott is named as the inaugural tax chamber president of the First-tier Tribunal for Scotland.
26 May 2017
- Tunbridge Wells accountancy practice Creaseys appoints Stephanie Parker as private client director. Parker, formerly of Blick Rothenberg, rejoins the practice after leaving in 2014.
22 May 2017
- RadcliffesLeBrasseur promotes Hetty Maher to partner in the tax and private client team. She specialises in on-shore tax and private client business, advising clients domiciled in the UK and overseas on wills, estate and succession planning, tax and trusts.
19 May 2017
- The winners of last night's (18 May) Tolley's Taxation Awards 2017 are: Deloitte's employment taxes team (Best tax team in a Big 4 Firm); Menzies (Best tax team in a national firm); James Cowper Kreston (Best international tax team); inTAX (Best tax investigation team); Mace Group (Best in-house tax team); The Rowleys Partnership Ltd (Best single office practice); Hazlewoods (Best tax practice in a regional firm); Engaged Consulting (Best independent consultancy firm); Baker McKenzie (Best VAT and indirect tax team); EY (Digital innovation of the year in an accountancy or tax practice); Churchill Taxation Ltd (Best new tax practice); Sean Randall, KPMG (Tax writer of the year); Donald Drysdale, Taxing Words Ltd (Tax commentator of the year); Lisa-Marie Smith, ForrestBrown Ltd (Taxation's rising star); RPC (James Bullock award for outstanding achievement in a legal firm); Andrew Tyrie (Tax personality of the year); Nigel Eastaway (Lifetime achievement).
- UHY Hacker Young appoints Andrew Snowdon as partner and head of corporate tax. Snowdon, formerly of MacIntyre Hudson, has more than 30 years experience advising clients on tax issues, including corporate tax, research and development tax credits, offshore trusts and employee share plans.
18 May 2017
- Travers Smith promotes Hannah Manning to tax partner, with effect from 1 July. Manning specialises in tax on private equity transactions, including MBOs, sales, debt and equity restructurings and management equity incentive arrangements, acting for private equity houses, management teams and portfolio companies.
- RSM appoints David Williams-Richardson as a specialist employment tax partner in its Gatwick office. Williams-Richardson, formerly of a Big 4 firm, has over 18 years’ experience of advising local and national employers on a range of domestic and overseas employment tax issues. He has specific experience of working with clients in the aviation and travel sector, including airlines and tour operators.
15 May 2017
- RSM appoints Anthony Cox as a partner and Andrew Stackhouse as a tax director in its Preston office. Cox has almost 21 years’ experience advising a range of companies and individuals on tax issues, including acquisitions and disposals, capital allowances, R&D tax relief, corporate reconstructing, capital gains and inheritance tax. Stackhouse previously worked within two Big 4 firms and specialises in corporate and property tax advisory work and key compliance tax services for a range of corporate and individual clients.
- Taylor Wessing promotes Anna Humphrey to partner in the firm's tax & incentives group. Separately, partner Robert Young is promoted to head of the tax & incentives group for the UK.
- Debevoise & Plimpton promotes Rafael Kariyev to partner in the firm's tax department. Kariyev, who is based in the New York office, focuses his practice on tax planning in connection with private equity fund formation and M&A transactions. He regularly advises private equity funds on tax issues at all levels of the fund structure.
- Accountancy firm Wilkins Kennedy promotes David Jenkins and Jemima Jones to tax partner. Jenkins, who will be based in the firm's London office, has more than 20 years’experience providing tax advice to clients in financial due diligence and lead advisory work. He joined the firm in April 2015 as tax director, following a number of years at several international accountancy firms. Jones joined ithe firm in 2005 as a trainee and was appointed as tax director in 2015. She will be based at the firm's Heathrow office.
- Blick Rothenberg appoints James Dolan and Daphne Hemingway as partners in the firm's corporate tax team. Dolan, formerly of EY, joins the firm as a corporate tax partner. He specialises in helping US groups establish UK and European operations including advice on tax efficient holding and financing platforms, ownership and commercialisation of intellectual property and mergers and acquisitions. Hemingway joins as a VAT partner. She has 20 years VAT experience in the Big 4 firms and in the accounting industry, specialising in property, construction, charities and not for profit, banking, finance, technology, VAT litigation and disputes resolutions with HMRC.multinational groups on expansion into the UK.
12 May 2017
- Kingston Smith acquires boutique theatre accounting firm, Anderson & Pennington. The three-partner firm, which is based in Covent Garden specialises in the theatre, music, film and television industries. All 25 staff will join Kingston Smith’s existing eight-partner media team, which is also located in the West End.
8 May 2017
- RSM appoints Ross Stupart as a corporate tax partner in its Edinburgh office. Prior to his move to RSM, Stupart was a corporate tax partner and director of the tax team at Big Four firm KPMG.
4 May 2017
- London based boutique private client law firm New Quadrant Partners promotes Aimee Mitchell to partner. Mitchell has over 10 years experience advising individuals, trust companies, families and businesses on all aspects of trust law, wealth structuring and tax and succession planning.
- Manchester-based specialist tax relief company, Catax appoints Nigel Holmes as a senior R&D consultant. Holmes joins Catax from Carlisle-based Armstrong Watson and has over 16 years’ experience in research & development tax relief.
2 May 2017
- Quinn Emanuel Urquhart & Sullivan appoint Liesl Fichardt as a partner based in the firm’s London office. Fichardt, formerly a partner at Clifford Chance where she was head of the firm’s tax investigations and disputes practice, advises on all areas of domestic and international tax disputes, including complex cross border tax investigations, tax litigation, management of raids by tax authorities, ongoing investigations and strategic discussions with tax authorities.
- Norton Rose Fulbright announces it is opening an office in Luxembourg. The new office, which will be fully operational from June 2017, will primarily serve the firm’s corporate, tax, funds, banking and capital markets practice areas. The newly appointed team will be led by Stéphane Braun, most recently founding partner of BS Avocats, who will be working alongside partners Manfred Dietrich (funds) and Raquel Guevara (tax).
- Bird & Bird promote Zoe Feller to partner in the firm's tax group, based in London. Feller has a broad practice advising on the tax aspects of corporate, asset finance and structured finance transactions. She also has significant experience advising clients on cross border issues.
1 May 2017
- The three way merger between CMS Cameron McKenna, Nabarro and Olswang goes live today (1 May). The firm will operate under the CMS brand.
27 April 2017
- Current chairman of the House of Commons Treasury Select Committee, Andrew Tyrie MP, announces that he will stand down from Parliament at the general election. A new TSC chair will be elected at the start of the next Parliament. The role will be filled by an MP from the governing party.
21 April 2017
- Milsted Langdon appoints Julian Borley as tax director. Borley has over 20 years’ experience in VAT and he specialises in providing VAT advice for property planning matters and for charities.
- Midlands based accountancy firm Smith Cooper promotes Cassandra Graham to tax manager in its Derby office. Graham will be responsible for providing tax advisory services to clients as well as corporate tax compliance.
20 April 2017
- EY appoints three real estate specilaists as tax partners in the firm's real estate, hospitality and construction (RHC) team. Richard White, Nicola Westbrooke and Richard Ross were previously responsible for the real estate tax practice at KPMG. They have been involved in many of the most complex real estate transactions of the last two decades both in the UK and across international markets. At EY, they will advise across the entire spectrum of the real estate sector, supporting real estate owners in the creation and management of private and public property vehicles and in real estate transactions on an international basis.
- The Law Society elects Simon Davis as its next president. Davis, a commercial litigation partner at Clifford Chance, takes office as deputy vice president in July, becoming vice president in 2018 and president in 2019.
18 April 2017
- Alasdair Friend joins multi-disciplinary practice Abbis Cadres as partner. Friend, formerly of Baker McKenzie, has over 20 years’ experience as an employee benefits lawyer. He advises on all aspects of equity incentive arrangements for executives and employees, and on the taxation of employees generally.
12 April 2017
- Accountants HW Fisher & Company promote Tim Walford-Fitzgerald to private client tax partner, with effect from 1 May.
10 April 2017
- DLA Piper appoints Rachit Agarwal as transfer pricing director, based in London. Agarwal joins the firm from the Amsterdam office of Baker & McKenzie, where he focused on valuations, inter-company finance transactions and anti-trust economics.
7 April 2017
- HMRC's head of customer compliance Jennie Granger resigns from her post. Granger, who has led the HMRC compliance department for five years, will leave HMRC at the end of May. Also leaving HMRC is Ruth Owen, head of customer services. She leaves after completing just one year in the role.
- Smith & Williamson expands its private client tax team with the appointment of Simon Jennings, Frances Jennings and Anita Millar-Neale. All three join the firm from Rawlinson & Hunter. Simon Jennings specialises in tax planning and wealth structuring for international families. Frances Jennings specialises in providing tax and financial advice to private clients, their families and the vehicles they chose for their business and charitable interests. Anita Millar-Neale advises UK resident and non-resident individuals and family groups, non-domiciliaries, entrepreneurs, and non-UK resident trustees, with particular experience in advising sports professionals and artists. It is anticipated that Anita Millar-Neale will join the firm in May 2017, with Simon Jennings and Frances Jennings joining a month later.
- Mercer & Hole appoints Darrell Barlow as senior tax manager in the corporate and business tax team. He joins from Rouse Partners having spent the previous 20 years working for Grant Thornton. He is a chartered tax adviser and certified accountant with experience in advising owner-managers on both tax compliance and advisory matters.
- The Hove office of UHY Hacker Young, part of the UHY Hacker Young national accountancy group, announces that it has merged with the Brighton accountancy firm, John A. Tuffin & Co. LLP. As part of the move, partners Roger and Peter Tuffin and their staff will join UHY Hacker Young at their offices in Hove.
6 April 2017
- RSM promotes four new partners within the firm’s tax practice. The new appointments are: Ryan Broomfield (London), Jo Gibbons (Basingstoke), Peter Graham (Stoke).and Richard Urron (Newcastle).
- Regional law firm Thrings appoints two new partners to its private client team. Awen Mellick, formerly of Blake Morgan, specialises in the administration of high-value and complex estates through probate and intestacy, as well as advising on estate and succession planning matters. She will be based in the firm's Bristol office. Stuart Crippin re-joins the firm's London office from Mishcon de Reya. Specialising in personal taxation and wealth planning, his practice encompasses UK and offshore tax, trust and estate planning, and he has a particular interest in contentious probate work and the UK tax aspects of resolving estate and trust disputes.
3 April 2017
- Edwin Coe promotes private client tax specialist Hetal Sanghvi to partner.
- Essex based accountants Raffingers appoint Mehul Thaker as associate partner. Thaker, formerly of Smith & Williamson, will help deliver the firm's services to small and medium sized businesses.
31 March 2017
- PKF Francis Clark appoint mergers and acquisitions taxation expert Holly Bedford as partner. Bedford, formerly of EY, will lead the tax team in the firm's Plymouth office. The firm also announced several director level appointments and promotions across various tax specialisms.
27 March 2017
- Litigation specialist Enyo Law launches a new tax practice with the appointment of Fiona Walkinshaw as partner. Walkinshaw, formerly head of corporate tax disputes at Deloitte between 2009 and 2015, is a commercial and tax litigation specialist with 30 years' experience.
- Macfarlanes promotes Jeremy Moncrieff to partner. Moncrieff's focus within the corporate tax and structuring practice is on public and private M&A and reorganisations, particularly for corporate clients.
- Linklaters promotes James Morgan and Mavnick Nerwal to partners in the firm's tax practice.
23 March 2017
- The US-based corporate tax and employee benefits specialist firm Ivins, Phillips & Barker, appoints Heléna Klumpp as a partner in its Washington D.C. office. Klumpp, who has over 20 years of broad-based tax experience, joins the firm’s corporate tax and federal tax policy groups.
- Saffery Champness promotes Richard Cartwright to head of the firm's Bristol office. Cartwright, formerly of PwC, joined the firm in 2002, becoming partner in 2007. He advises a broad range of clients from wealthy individuals, families and trustees of landed estates, to senior executives, professional partnerships and owner-managed businesses on a range of tax services.
- RSM appoints capital allowances specialist Rupert Guppy as an associate director in the firm's Southampton office. Guppy joins the firm from E3 Consulting and prior to that he worked in the capital allowances team of a Big Four firm.
- South West based accountancy firm Milsted Langdon appoints Mike Bagg and Julian Borley to its tax team. Bagg joins as a tax director based in Yeovil while Borley becomes the firm’s new director of VAT.
20 March 2017
- RSM appoints Liz Rogers as an associate director in its Leeds office. Rogers joins RSM from BHP where she headed up the trusts and estates practice following ten years working within the personal tax and trust team in a Big Four firm. In her new role, Rogers will provide compliance and advisory support for private clients to manage tax, wealth and succession planning.
- Blick Rothenberg appoints Nilesh Shah as CEO. Shah was previously head of the firm's tax practice. He specialises in advising international businesses on their expansion plans, with a specific focus on tax.
- Allen & Overy appoints Adolfo Zunzunegui as partner in the Madrid office. Zunzunegui, who has almost twenty years of experience in tax, will lead the firm's Spanish tax practice. He joins the firm from Ernst & Young, where he was a partner, responsible for the firm’s legal and tax department in Spain. Previously, he worked with Garrigues and Freshfields.
- Accountancy firm Duncan and Toplis promotes Graeme Hills to equity director. Hills specialises in corporation tax, capital allowances and VAT on land and property.
13 March 2017
- Pinsent Masons promotes Christine Yuill to partner, with effect from 1 May 2017. Yuill specialises in corporate and business tax, and employee share incentive schemes.
3 March 2017
- Laura Charkin joins Goodwin Proctor as tax partner. Charkin, formerly of King & Wood Mallesons, specialises in fund taxation, advising fund managers and investors in structuring their funds, executive incentivisation arrangements and investment management platforms.
- Priya Dutta joins the team at Mark Davies & Associates as senior tax manager. Dutta, formerly of Gabelle, provides UK tax advice on domicile, residency, the use offshore trusts and other property holding structures.
- Gavin Tucker, formerly senior tax manager at PwC, joins Customs Connect as director of VAT.
- South West based accountancy firm Thomas Westcott appoint Sheldon Cole as tax partner. Cole, who was previously at EY before joining another regional firm, has over 20 years’ experience in providing personal and corporation tax advice to high net worth individuals, landlords, entrepreneurs and companies and their directors and shareholders.
23 February 2017
- Edwin Coe appoints Dmitri Surendran as tax director in the firm's tax team. Surendran, formerly of HMRC’s Fraud Investigation Services (FIS) London, where he was operational head, will advise clients who are subject to HMRC investigation in relation to direct taxes, including COP 8 and COP 9 cases.
- Private client law firm New Quadrant Partners appoints Marilyn McKeever as partner with immediate effect. McKeever, formerly of Berwin Leighton Paisner, specialses in international and UK tax and estate planning, including personal and trust taxation and all aspects of offshore and onshore trusts and wills.
- Accountancy firm Milsted Langdon appoints Mike Bagg as tax director. Bagg specialises in providing advice on inheritance tax, capital gains tax and tax issues relating to trusts.
20 February 2017
- The Office of Tax Simplification (OTS) is looking for two or three part-time or full-time tax professionals with current or recent experience either in the private sector or within government to work as policy advisers on various areas of the OTS's work. The roles are based in Westminster, and the deadline for applications is 2 March 2017.
16 February 2017
- Moore Stephens appoints Mark McMullen as a partner in its private client services team. McMullen, formerly of Smith & Williamson, will advise clients and their families on their financial and tax affairs. He has over 30 years of experience working with a range of private clients, specialising in non-domiciled individuals, taxation, property, partnerships and trusts.
- Heather Williams joins tax advisory and investigations specialists Lancaster Knox as director of tax investigations. Williams, formerly of UHY Hacker Young, was named as one of the Tax Journal’s ‘40 under 40’ leading tax specialists in the UK in 2015.
10 February 2017
- BDO appoints two new partners to its tax team. Catherine Jones, formerly of PwC, specialises in corporate tax and advising Public Interest Entities (PIEs) and portfolio companies of private equity houses across a range of sectors including healthcare, pharmaceutical, manufacturing and education. Erin Davis, formerly of Francis Clark, specialises in corporate tax compliance and advising entrepreneurial owner-managed businesses
9 February 2017
- Bird & Bird establishes an international tax disputes practice, based in the UK, with the appointment of a team from PwC. Andy Brown and Julian Balson join as partners, along with Ben Holloway as legal director, and Tom Jaggar and Chris Young as associates.
- Norton Rose Fulbright and New York-based Chadbourne & Parke confirm they are discussing a potential combination.
7 February 2017
- Squire Patton Boggs appoints Jeremy Cape as a partner in the tax strategy & benefits practice group in its London office. Cape joins the firm from the tax team at Dentons in London.
2 February 2017
- Having completed on a transaction that sees it merge its business with Abbey Tax, Gabelle appoints Vaughn Chown, a founding partner of the firm and head of VAT, as managing partner for the Gabelle business. Chown joined Gabelle in 2011 and has thirty years professional experience with a specialism in VAT. He succeeds Paula Tallon, who is temporarily relocating to Austraila though she remains a partner dealing with the strategy of the Gabelle business. Tallon will continue to provide tax advice to clients in the UK and maintain existing client relationships.
- The Law Society appoints non-lawyer Paul Tennant as its interim chief executive following the resignation of Catherine Dixon at the start of January. Tennant moves from housing association Orbit where he was chief executive, having been at the organisation for fourteen years. He will take up the interim role on 6 February.
1 February 2017
- The combination of law firms Eversheds, headquartered in the UK, and Sutherland Asbill & Brennan, based in the US, launches globally today (1 February) under the name Eversheds Sutherland.
30 January 2017
- RSM appoints Paul Harris as lead partner in its private client tax team. Harris has over 30 years experience in private client taxes, advising on wealth preservation and capital tax planning for high net worth individuals including farmers and owners of landed estates as well as non-domiciliaries and their families. He joins the firm from Grant Thornotn and was previously a partner at Smith & Williamson.
- PKF International announces that US accountancy firm Frazier & Deeter is to re-join its global network of independent firms. PKF has 15 offices in the US.
23 January 2017
- Gareth Amdor joins Reed Smith as partner in its London office. Amdor, formerly head of King & Wood Mallesons’ tax practice, advises on domestic and cross-border M&A for public and private companies, private equity houses and management teams across a number of sectors. Amdor will be joined by a number of his former colleagues as the US firm has hired a team of fifty, including 17 partners, from King & Wood Mallesons.
19 January 2017
- The Chartered Institute of Taxation (CIOT) announces its team of officers for 2017-18. John Preston, who is currently the deputy president, will be the Institute’s new president. John is chairman of the institute's examination committee, a past chairman and ongoing member of its education committee and past chair of the membership and branches committee. John retired from PwC in June 2014 where he was a member of the global tax leadership team and is now a non-executive director and trustee. Ray McCann, a partner at Joseph Hage Aaronson LLP, will be the institute’s deputy president. A former senior HMRC inspector, Ray is also a former chairman of the joint CIOT/Association of Taxation Technicians professional standards committee. Glyn Fullelove, who leads the tax function at Informa PLC, will be the Institute’s new vice-president. He is currently chair of the CIOT’s technical committee, a role in which he will continue.The team of officers was formally approved by the CIOT’s council at its January 2017 meeting. They will begin their new roles on May 9, 2017 and hold them for a year. Until then Bill Dodwell, who is Deloitte’s head of tax policy, remains the Institute’s president.
- PKF announces a new member firm will join its global network of independent firms. Zhongxingcai Guanghua (ZG) certified public accountants is based in Beijing, has branches in 32 cities and is among the top 20 accounting firms in China. PKF has over 400 offices operating in more than 150 countries across five regions.
16 January 2017
- International law firm Bryan Cave appoints David Adler as a partner in the firm's London-based U.S. private client team. Adler, a U.S. tax lawyer who advises international entities, individuals and intermediaries on planning that has a U.S. component, joins the firm from McDermott Will & Emery.
12 January 2017
- Travers Smith appoints partner Simon Skinner as new head of the firm’s tax practice. Skinner specialises in corporate and management taxation, in particular focusing on the private equity sector. In addition to public and private M&A, he advises on debt and equity restructuring, public-to-privates, demergers, IPOs and joint ventures. Skinner joined Travers Smith in 2006 and became tax partner in 2007.
- DAC Beachcroft appoints Michael McCormack as a tax director in its London corporate team. McCormack (formerly of US law firm Cooley) specialises in advising on the tax elements of corporate, finance and property deals.
- RSM appoints Nick Blundell as its head of corporate tax in Birmingham. Blundell joins RSM as a partner after 18 years spent at a Big Four firm where he provided tax advice to local PLCs and owner-managed businesses, as well as private equity backed and overseas owned businesses.
10 January 2017
- Proskauer Rose appoints Stephen Pevsner as a tax partner in the firm’s London office. Pevsner’s practice focuses on UK and international M&A and private equity transactions, corporate reorganisations, and new business formations. He joins the firm from King & Wood Mallesons.
- Akin Gump promotes Sophie Donnithorne-Tait to partner. Donnithorne-Tait advises on all aspects of U.K. corporate tax, with a focus on financial restructurings, group reorganizations, structured finance arrangements and value added tax. She has particular experience in the tax implications of restructuring U.K. oil and gas companies.
- STEP announces the appointment of George Hodgson as chief executive officer of the society, effective 1 January 2017. Previously deputy chief executive, Hodgson has been with STEP since 2009. Prior to joining STEP he held a senior policy position at the Association of British Insurers and has also served on the staff of the treasury committee of the House of Commons. His move to public policy work followed a 20-year career in investment banking.
- Law Society chief executive Catherine Dixon resigns after two years in the role citing concerns over the lack of progress in governance reform at the solicitors' professional body.
- Accountancy firm Saffery Champness announces that James Sykes has been elected to a four-year term as the firm’s new chairman. Sykes is a specialist in advising private clients and has previously sat on the firm’s Management Board, headed its Private Wealth Practice Group, and been Deputy Chairman.
- Gabelle enters into an agreement to merge its business with Abbey Tax. Gabelle will form part of the Abbey Tax group, but will continue to operate from London and will retain its name and leadership team.
- Accountancy firm Wilkins Kennedy merges with Griffins accountants, creating a combined firm of 73 partners and an expected turnover of £50 million. The merged firm will trade as Wilkins Kennedy.
15 December 2016
- Grant Thornton appoints Vinny McCullagh as partner. McCullagh joins the firm’s growing London tax business with nearly 20 years’ experience. He was previously indirect tax partner at Mazars.
12 December 2016
- Addleshaw Goddard announces the appointment of incentives and tax specialist, Jonathan Fletcher Rogers, to lead its employee incentives team within the firm's employment and incentives group. Fletcher Rogers joins the firm from specialist employment and incentives firm Abbiss Cadres, having previously spent over 10 years in the share incentives practice at Allen & Overy.
- Accountancy firm Creaseys promote Simon Tadman to associate director in the private client team. Tadman specialise in advising internationally mobile individuals who are non-UK resident or non-UK domiciled
2 December 2016
- North East accountancy and advisory firm UNW appoints Suzanne McArdle as senior tax manager. McArdle joins the firm from housing association Gentoo, where she was head of tax. She was previously tax senior manager at KPMG.
- Dentons’ combination with Australian law firm Gadens will formally complete next week (5 December), more than a year after partners first approved the deal.
- The VAT Consultancy appoints Fiona Scullion as senior manager. Scullion will be based in Scotland and was previously at Clydesdale Bank.
- Accountancy firm Wilson Wright appoints Neela Chauhan as their new head of tax. Chauhan joins the firm from Sopher + Co where she was head of the firm’s tax division.
- US law firm Venable announces the addition of four partners to its national tax and wealth planning practice. Jonathan C. Lurie, William R. Burford, and Andrew D. Copans join the firm as partners in the Los Angeles office. Jason P. Trenton will also join the firm as a partner in early January 2017. The four-member team was previously with McDermott Will & Emery.
- Henderson Loggie promotes Kenneth McEwen to tax partner at its Glasgow office. McEwan joined Henderson Loggie from PwC in 2008.
28 November 2016
- Partners at Addleshaw Goddard and Scottish firm HBJ Gateley vote through plans to merge the two firms. HBJ Gateley’s lawyers and staff will transfer to Addleshaws on 1 June 2017 when the merger goes live.
- RSM appoint James Tetley as a tax partner based in its Southampton office. Tetley has particular expertise in providing practical, commercial advice on tax incentives for innovation, including R&D tax credits.
- The Chartered Institute of Taxation (CIOT) announces that it now has more than 18,000 members, doubling its membership in the last 23 years.
24 November 2016
- PPS Chartered Accountants merges with the personal tax practice, Susan Papworth-Smith Chartered Tax Advisor.
21 November 2016
RPC promotes Robert Waterson to legal director in the firm’s tax disputes team. Waterson specialises in representing corporate and individual clients in complex tax disputes with HMRC.
- Dentons will cut around 25 UK jobs following a business services consultation prompted by the launch of a new shared services centre in Warsaw. The service, which opened this week, is a joint initiative between the UK, Middle East and Africa and Europe businesses of the firm.
- KPMG promotes Alan Turner to partner in the firm's Scottish tax team. Turner has more than 17 years’ experience providing advice to clients on a range of domestic and international tax matters and previously led KPMG’s tax centre of excellence in New York.
18 November 2016
- Dentons announces that it will merge with Costa Rica-based law firm Muñoz Global. The proposed combination would give Dentons a presence in Costa Rica, Nicaragua and Panama. Both firms will seek approval for the proposed combination from their partners before the end of 2016.
14 November 2016
- US law firms Arnold & Porter and Kaye Scholer announce they have agreed to combine, becoming Arnold & Porter Kaye Scholer. The combination will come into effect on 1 January 2017.
10 November 2016
- HMRC is currently inviting applications from qualified and experienced individuals to be a member of the GAAR Advisory Panel.The position is voluntary and will run to December 2020.The deadline for applications is noon Monday 21 November.
- RSM appoints Andrew Robins and Rachel de Souza as private client partners in its London office. Robins and de Souza both join the firm from Royal Bank of Canada where they were co-directors of the bank’s UK tax practice. They have experience in advising on all areas of UK personal taxation, specialising in matters affecting high net worth individuals, non-UK domiciled individuals, non-UK trusts and members of corporate remuneration plans.
7 November 2016
- The Office of Tax Simplification (OTS) appoints Paul Morton as its new tax director, replacing John Whiting. Morton has announced his retirement as head of group tax at RELX Group plc and will leave when a successor is appointed. He will attend the OTS Board from 1 January.
4 November 2016
- RPC appoints Michelle Sloan as a senior associate in its tax disputes team. Sloan joins the firm from the Khan Partnership. She is an experienced tax practitioner with particular expertise in VAT and customs and excise duty issues.
- Gabelle promotes Caroline Fleet to partner, effective 1 November. Fleet advises clients on a range of property tax matters and has particular experience in advising on trading vs investment considerations, incorporations of property portfolios and property holding structures generally.
28 October 2016
- Ropes & Gray promotes Andrew Howard to partner, effective 1 November. Howard's practice encompasses a wide spectrum of complex UK tax issues, focusing on all types of transactions involving investment funds, including private equity, finance, securitization, special situations, real estate and fund formation.
- Accountants Price Bailey appoint Heather Miller as head of private client tax, a newly created role for the firm. A specialist in residence and domicile, capital gains tax, individual property taxes and HNWIs, Miller joins the firm from Clifford Chance.
24 October 2016
- RSM appoints Kevin Edwards as a tax partner in its Nottingham office. Edwards, a corporate tax specialist, joins RSM from MHA MacIntyre Hudson where he spent seven years as a tax partner.
21 October 2016
- Osborne Clarke appoints partner Michael Carter to its incentives team and wider tax practice. Carter, who will sit in the firm's London office, joins from Addleshaw Goddard where he was a partner for eight years. He has over 20 years' experience in helping listed, private and global companies on all aspects of employee remuneration and employment taxes. He has a particular focus on the design, drafting and implementation of share and cash incentive plans for both executives and all employees.
20 Ocotber 2016
- KPMG UK‘s tax, pensions and legal services practice announces eleven partner and 28 director promotions for 2016, almost double the number of promotions in the previous year. Those promoted to partner are: Chris Barnes (people services); Rob Bass (pensions); Steve Blacker (innovation reliefs and incentives); Andrew Boyle (international corporate tax); Chris Cowell (people services); Kashif Javed (international corporate tax); Siobhan Lodder (corporate tax); James Magrath (international corporate tax); Greg Martin (international corporate tax); Matthew Roach (real estate tax) and Mike Tuhme (international corporate tax).
17 October 2016
- Jim Harra replaces Edward Troup as HMRC’s tax assurance commissioner. Harra was previously head of business tax at HMRC. Following HMRC's organisational change effective from 1 October, Harra now leads HMRC's customer strategy and tax design group. He is no longer responsible for the department's large business work and does not engage with taxpayers on their specific liabilities, nor does he manage caseworkers. Troup is executive chair with wider responsibility for HMRC. The tax assurance role was introduced in 2012 to strengthen HMRC’s governance and assurance of tax disputes.
- KPMG appoints Greg Limb as UK head of private client advisory. Limb, who has been a partner at KPMG since 2008, has over 25 years of practical tax experience, specialising in advising individuals, family offices, entrepreneurs and shareholders on their personal tax issues.
- Dermot Callinan joins the Harrogate office of Saffery Champness as a partner. Callinan specialises in domestic and international personal taxation and joins the firm from KPMG, where he recently served as head of the UK private client advisory team.
- Alvarez & Marsal Taxand appoints Mairéad Warren de Búrca as a managing director in its indirect tax team. De Búrca, formerly of EY, wil lead the firm's indirect tax practice in the UK.
7 October 2016
- Sarah Priestley, London tax head at Shearman & Sterling resigns from the firm. Priestley joined Shearman in 2013 from Weil Gotshal & Manges, where she was head of the corporate tax group. Her practice focuses on UK, multi-jurisdictional and pan-European M&A and private equity transactions.
- Crowe Clark Whitehill appoints Robert Marchant and Keri Pay as VAT partners. Marchant, formerly of PwC, joins the firm's London office where he will lead a team providing a full range of VAT consulting and compliance services. Pay, a VAT practitioner with over 25 years experience, joins the firm from BDO and will be based in the Midlands office.
- Dentons launches its free to use Nextlaw Global Referral Network signing up 283 member firms and around 18,600 lawyers. A total of 13 UK firms have signed up to date.
6 October 2016
- Deloitte announces plans to merge its north west Europe firms to create Deloitte North West Europe. The current UK and Swiss operation will merge with Belgium, Denmark, Iceland, Netherlands, Finland, Norway and Sweden. The new entity will come into effect on 1 June 2017 and will have 28,000 partners and staff, generating over €5bn in annual revenue. It will be headquarted in the UK. David Sproul, Deloitte’s UK chief executive, has been named as the future chief executive of the combined firm.
- PwC appoints Emma Suchland as partner within the corporate tax practice. Suchland will join a dedicated team specialising in supporting private businesses, private clients and entrepreneurs and will be based in the North of England region. She joins the firm from BDO where she was a tax partner.
- RSM acquires Swindon-based chartered accountants Banks BHG, which provides specialist accountancy and taxation services to small and medium-sized businesses as well as private wealth clients.
3 October 2016
- McDermott Will & Emery appoints Russell Hampshire as tax principal in its London office. Hampshire has over 30 years’ experience specialising in corporation tax for US inbounds and multinationals operating within the high tech and life sciences sectors. His clients have included many US west-coast based multinational companies in the technology sector as well as leading UK based Pharmaceutical companies. He joins the firm from KPMG, where he was a partner.
- PwC announces that it will integrate PwC Legal into its UK business. The move follows the approval by the Solicitors Regulation Authority (SRA) of PwC Legal as an alternative business structure (ABS), allowing PwC to become an owner of PwC Legal. Commenting on the move, Crispin Passmore, SRA executive director, policy, said “Clients have always had needs that cut across professional boundaries and subject specialism. A multi-disciplinary service allows those clients to get access to all the services they need, organised at their convenience rather that the convenience of professionsone more example of how modern regulation can work to support innovation”.
- Accountancy firm Wilkins Kennedy joins Allinial Global, an international association of independent accounting and consulting firms with collective revenues of $1.6 billion, predominantly in the USA. Wilkins Kennedy is the first UK member of Allinial Global.
- Alan Heuston, former director of tax at Paddy Power Betfair Plc, joins McCann FitzGerald as a partner in the firm's tax group.
30 September 2016
- CMS Cameron McKenna, Nabarro and Olswang confirm they are in merger talks. In a joint statement, the firms said: “The combined firm would provide clients with a stronger and more global platform served by 65 offices across 36 countries, underpinned by a 250 year City heritage. There should be no assumption as to the outcome of these discussions and we will update in due course.” All three firms are expected to hold votes on the merger today (Friday 30th September).
- MHA MacIntyre Hudson promotes Ricky Noimark to tax partner in its North London office.
- Midlands based accountancy firm Dains appoints Adam Longmore as a tax director. Longmore joins the firm from PFK Cooper Parry and in his new role will be responsible for the delivery of corporate tax compliance and advisory services.
29 September 2016
- Abbey Tax appoints Christian Stobbs as managing director. Stobbs joins from Abbey Tax’s parent company Markel International.
26 September 2016
- Baker & McKenzie appoints Steve Labrum as partner in the firm's tax practice and transfer pricing team. Labrum joins from KPMG where he was a senior partner in the financial services team. He will be based in London.
- BDO announces two key international appointments. UK-based tax partners Wendy Walton and Richard Montague have been named head of BDO global private client services and chair of BDO’s global private client strategy sroup respectively.
23 September 2016
- Jim O’Neill, the former Goldman Sachs chief economist, resigns his post as commercial secretary to the Treasury.
- Bird & Bird enters into a cooperation agreement with Questro International, a boutique transfer pricing firm. The co-op agreement, the first to be made by Bird & Bird with a firm on a practice area basis, allows the two firms to offer coordinated pan-European transfer pricing services. The agreement is non-exclusive.
- Private client tax specialist Peter Ball joins Smith & Williamson as a partner. Formerly of EY, Ball will work form the firm's London and Cheltenham offices.
22 September 2016
- Private client and real estate firm Forsters appoints Heather Corben as a partner in its Tax practice. An experienced tax lawyer, she specialises in the structuring of major corporate and real estate transactions. Corben joins the firm from King & Wood Mallesons, where she was head of tax.
- RSM appoints Justine McInnes as its first indirect tax partner in Gatwick. McInnes has experience in many areas of indirect tax, with particular expertise in the financial services and real estate sectors, as well as in the area of indirect tax litigation and dispute resolution.
- KPMG appoints Sarah Willows as new chief financial officer and head of operations with immediate effect. Willows was previously head of energy for the firm.
- Mark Hoskyns launches MK Capital Allowances. The new practice provides capital allowances technical support nationally to professional advisors and their clients with an office in Milton Keynes.
19 September 2016
- FTI Consulting announces the appointment of three partners to the company’s european tax advisory practice in London. Sarah Lane has over 20 years experience in banking, international tax and advising on the interaction between tax and regulation. In her new role Lane will lead the tax team’s financial services group. Peter Scholes has more than 25 years experience in UK and international tax and will lead the team’s treasury tax services. Ben Tausig has 14 years experience in advising multinational insurance groups on tax and capital efficient group structures, UK and U.S.-controlled foreign company rules and will lead the firm’s insurance tax offering. All three join from KPMG.
- Acountancy firm Wilkins Kennedy merges with the Maidstone office of Day, Smith & Hunter creating a combined firm with 72 partners and an expected turnover of £47 million. The firms have exchanged contracts and intend to complete the transaction on 30 September. Upon completion the DSH Maidstone office will trade as Wilkins Kennedy.
- Minouche Shafik, deputy governor for markets and banking at the Bank of England, is leaving the Bank at the end of February to become the director of the London School of Economics. The process for recruiting a successor is the responsibility of HM Treasury and the position will be advertised in due course.
- James Cowper Kreston appoints Margaret Savory to its corporate tax team. Savory, formerly of BDO, specialises in assisting entrepreneurial businesses with all areas of their corporate tax affairs, both compliance and advisory.
- Mercer & Hole is to expand with the merger of Rickmansworth based accountants, Day, Smith & Hunter. The merger, effective from 1 October, sees the firm gain three partners.
15 September 2016
- PwC acquires data technology firm Selera Labs in a move aimed at strengthening PWC's tax reporting capabilities. As part of the acquisition the founder of Selera Labs, Michael Lawler, will join PwC as a partner to lead further product development.
- Mazars appoints Stephen Brown to partner, financial services tax. Brown, who is based in London, joined Mazars in 2011 having spent the previous ten years with HMRC where he had worked across the financial services sectors of their large business service (LBS). Also appointed to partner is Vesko Petkov. Petkov, a corporate tax partner based in Birmingham, leads the firm’s corporate and international tax offering across the Midlands.
12 September 2016
- Michael Wistow joins White & Case as a new partner in London and co-head of the firm’s tax practice in EMEA. Wistow joins the firm from Berwin Leighton Paisner, where he was head of the tax department. His practice is focused on corporate, finance and real estate industry-based transactions and clients, including real estate finance, property and debt funds, securitisation, leasing and structured financings and corporate acquisitions, disposals, joint ventures and restructurings.
- PwC Legal posts an increase in turnover from £48.5m last year to £59.9m. PwC Legal provides legal services across nine practices including corporate and banking, dispute resolution, cyber security and immigration. It was granted an ABS licence in January 2014, when turnover totalled £35.6m.
- The CIOT appoints Chris Young as Scotland external relations and branch support officer for the Institute and its sister body, the Association of Taxation Technicians (ATT). The CIOT cites the devolution of additional tax powers to the Scottish parliament and the growing profile of tax issues north of the border as the impetus behind the new role, which had previously been fulfilled on a part-time and temporary basis.
- Paul O’Neill joins Simmons & Simmons as senior tax advisor. O'Neill, who specialises in landfill tax, Scottish landfill tax, aggregates levy, climate change levy and air passenger duty, will work in a national role alongside Nick Skerrett to build on Simmons & Simmons’ existing environmental tax practice.
9 September 2016
- BDO appoints three new tax partners. James Egert, who specialises in SAO, tax strategy, risk and governance, joins the firm from EY where he headed up the UK tax performance advisory team. Highly experienced VAT practitioner Mark Ellis joins BDO’s Manchester office followingten years at Deloitte. In East Anglia, Phil Hall joins BDO from Grant Thornton where he led the region’s large corporate team.
- Berwin Leighton Paisner appoints Elizabeth Bradley as its new tax departmental managing partner. Bradley's practice covers all areas of corporate taxation, both in the UK and internationally, with a particular expertise in real estate tax. She will join the firm’s board as its third female partner member.
- MHA MacIntyre Hudson appoints Alison Conley as a tax partner in its London office. Conley, who has previously worked for two of the Big Four accountancy firms, will work with the firm's corporate finance teams and with international clients requiring cross-border tax advice.
- Mazars announces that this years' intake of trainees will number over 170, twenty nine of whom will be in tax.
5 September 2016
- It has been widely reported that Apple has instructed Freshfields Bruckhaus Deringer as the company looks to appeal the European Commission ruling that it must pay €13bn in back taxes to Ireland. Apple chief executive Tim Cook is reported to have expressed confidence in winning an appeal.
- Capital allowances specialists Six Forward appoint Ray Chidell as their technical director.
2 September 2016
- DLA Piper is to cut 180 business support roles in the UK, following a consultation that was launched earlier this year.The redundancies follow a two-year review of the firm's operations. The roles will be moved to the firm's business services centre in Warsaw.
1 September 2016
- Jonathan Fisher QC today launches Bright Line Law, a new single entity barrister-led law firm specialising in financial crime, fraud and related practice areas such as tax and proceeds of crime. As a new BSB authorised entity, Bright Line Law can offer legal services direct to the public and can conduct litigation.The firm has offices in central London and Manchester. Fisher will continue to practice as a barrister, moving from Devereux Chambers to Red Lion Chambers where he has accepted an associate tenancy.
26 August 2016
- The Chancellor, Philip Hammond, appoints three new non-executive directors to the Board of the Office of Tax Simplification (OTS). They are: Paul Johnson (Director of the Institute of Fiscal Studies); John Cullinane (Tax Policy Director at the Chartered Institute of Taxation) and Kathleen Russ (Head of Tax at Travers Smith). Adam Broke (Partner at Mercer & Hole), a member of the OTS board since the OTS’s inception, will be stepping down. Financial Secretary to the Treasury, Jane Ellison said “The OTS has a vital role to play in advising the government on ways to simplify the tax system for the businesses and individuals who use it, and these appointments will help the OTS make real progress in achieving that.”
25 August 2016
- PwC is to recruit over 1,000 technology specialists to its UK risk assurance business by 2020 in response to increasing client demand for digital, regulatory and cyber security services.
16 August 2016
- Former Deloitte chairman and CEO John Connolly and private equity house HgCapital launch new advisory services firm, Cogital Group. The new firm will provide accounting, taxation, financial and other advisory services to businesses and high net worth individuals. Blick Rothenberg, the London-based accounting firm in which HgCapital invested in July, is the first of several expected acquisitions within the new business.
- RSM appoints Michael Plant, a corporate tax specialist, as tax director. Plant will be based in the firm's Nottingham office.
15 August 2016
- Mark Dearnley, chief digital and information officer at HMRC, responsible for the current and ongoing digital transformation of services, will leave the post in September.
- PKF Littlejohn appoints Catherine Heyes as tax partner. Her promotion brings the total number of tax partners and directors in the firm to eight and the total number of partners in the firm to 36.
- Smith & Williamson promotes Chris Springett to partner. Springett specialises in providing advice to executives and was a former winner of Tax Journal's '40 under 40'.
2 August 2016
- Paul O'Neill joins Simmons & Simmons tax practice as senior tax advisor. O'Neill, previously at EY, specialises in environmental taxes, including landfill tax, Scottish landfill tax, aggregates levy, climate change levy and air passenger duty.
- Baker & McKenzie appoints Alex Chadwick as the firm's London office managing partner. The term is for three years, effective from 1 September 2016. Chadwick