Katherine Amos has joined Johnson & Johnson as Global Head of Transfer Pricing.
Ms Amos joined in May 2016 from Eaton Corp., where she had been VP Transfer Pricing Strategy for almost 3 years. Prior to this she was Senior Director, TP with Tyco International.
Saffery Champness has recruited two new partners to its Bristol and Peterborough offices. The appointments bring the total number of UK partners at the firm to 68.
Fenella Martin-Redman joins the firm’s Peterborough office from Grant Thornton. An entrepreneur and private client tax specialist, Fenella advises clients on all aspects of personal and corporate taxation. She advises owner-managed businesses throughout the business lifecycle, from start-up, through growth and eventual succession or exit and also provides advice to private clients on capital gains tax, inheritance tax and trust matters.
Mark Hill joins the firm’s Bristol office and its national Landed Estates Group. Having been the private markets partner at Deloitte, Bristol for 26 years, Mark brings a wealth of experience and knowledge of business in the South West, particularly in Food & Agriculture, Property & Estates and not-for-profit organisations. He acts for individuals, companies, partnerships, trusts and charities, advising on issues ranging from acquisitions and disposals to succession planning and debt restructuring.
Rob Elliott, Managing Partner of Saffery Champness, comments:
“I take great pleasure in welcoming both Fenella and Mark to the partnership. They are well known and highly respected practitioners whose expertise fits perfectly with our existing strengths. Their appointment demonstrates our commitment to recruiting the very best people so that we can continue to provide our clients with a service that is second-to-none.”
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Grant Thornton Australia has announced the appointment of 11 new partners, two new principals and 24 associate directors to its leadership group.
“We’re committed to continually building an inclusive culture that encourages diversity of thought to drive performance,” said Greg Keith, CEO, Grant Thornton Australia.
Three new tax partners have been named:
Lorena Sosa joined Grant Thornton in 2009 from PwC. She sits within the transfer pricing team in Sydney and is a specialist in structuring international tax effective supply chains. She has extensive experience in assisting corporates involved in the technology, retail, e-commerce and financial sectors, plan their transfer pricing and tax optimisation strategies, particularly in scenarios where corporates are looking to expand to overseas markets in the US, Europe and the Asia-Pacific regions.
Lorena has also significant experience dealing with transfer pricing issues associated with the benchmarking, pricing, planning and documentation of financing transactions for corporations and investment funds.
Chris Jenkins is based in the Perth office and joined Grant Thornton in April 2015.
Mr Jenkins is an indirect tax specialist and has held Director level positions with PwC, EY and BDO, working in Australian and Malaysia.
Tom Isbell specialises in Expatriate Tax and Remuneration Planning and works in the Sydney office.
Mr Isbell joined the team in 2009, having spent 8 years working in expatriate tax departments of big four firms in both the UK and Australia. During this time, he has been responsible for managing some of the largest expatriate populations. He advises clients on a range of issues from Employee Share Schemes, Income Tax and Fringe Benefits Tax to Superannuation Guarantee considerations for expatriates and Payroll.
Foley & Lardner has announced that Natalie Annis and Jamil Daoud have joined the firm’s Estates & Trusts Practice in the Tampa office.
Annis represents professionals, executives, business owners, retired individuals and families in developing, implementing and managing sophisticated estate plans. She works alongside financial advisors, accountants, insurance professionals and other advisors to assist clients in developing comprehensive strategies to achieve diverse wealth preservation and succession planning goals, including estate and gift tax planning and asset protection.
Daoud has experience creating asset protection structures using various domestic planning techniques. He has designed and implemented basic and complex trust plans and designed limited liability company operating agreements and corporate buy-sell agreements to accomplish a variety of investment, tax and business objectives. He also has experience with the negotiation and implementation of premarital agreements.
“Natalie and Jamil have immense experience across an array of complex estates and trusts issues. Their comprehensive knowledge will greatly benefit our growing client base,” said Daniel Hess, chair of Foley’s Estates & Trusts Practice.
In addition, both Annis and Daoud have experience advising clients on advanced planning and gifting strategies using irrevocable trusts, including dynasty trusts, grantor trusts, life insurance trusts, gifting trusts and trusts for minors.
“We are extremely pleased to welcome Natalie and Jamil. They are highly regarded attorneys and bring a great deal of experience to our office and their practice areas,” said Randy Wolfe, managing partner of Foley’s Tampa office.
BDO LLP has announced the promotion of nine new partners across the UK.
The promotions will be effective as of 2 July 2016 and include four new partners in BDO’s tax practice, which has grown 20% in the last year.
The new tax partners are:
Lee Bijoux, Private Client Tax, London
Lee joined BDO in 2012 as a director. He specialises in the provision of advice to wealthy individuals with complex affairs, with a particular emphasis on residence, domicile and trust structures.
Prior to joining BDO he worked at Deloitte over a 10 year period.
Neil Brackstone, Tax, Reading
Neil trained with BDO and qualified as a chartered accountant in 2000, as a chartered tax adviser in 2004 and attained the Advanced Diploma in International Tax in 2012. He has strong mid-market and large corporate credentials. Neil advises businesses on cross border matters and undertakes international tax reporting and compliance projects.
James Pratt, Tax, London
James qualified as both a chartered accountant and a chartered tax adviser with Rees Pollock before joining BDO as a manager in 2004. He was promoted to director in 2010.
James is highly adept at knitting together complex private equity tax concepts with client’s key business needs and is integral to the growth of the firm’s private equity tax offering. He works with a variety of UK mid-market private equity houses and their portfolio groups and also have experience of US PE funds investing into the UK.
Glyn Woodhouse, Tax, Reading
Glyn began his career in 1992 as a VAT officer with HMC&E before joining Haines Watts as a consultant in 1996. He moved to PwC in 1998 and joined BDO in 2002. He leads the provision of VAT services in Reading and Gatwick and is recognised as an expert in land and property (particularly social housing) and private healthcare.
In his new role he will take national responsibility for VAT in the Not for Profit sector.
Johnston Carmichael has added six new partners across its Scottish practice with effect from 1st June.
David Ward is a partner in the corporate tax team and also leads the Johnston Carmichael innovation taxes team. He specialises in R&D tax reliefs. David has made successful claims for companies in food and drink, life sciences, sports science, sports apparel, IT software and hardware, healthcare, advanced engineering, engineering consultancy, agriculture and manufacturing. He has led successful negotiations with HM Revenue and Customs and has also reviewed R&D claims for prospective purchasers as part of the financial due diligence process.
David is a qualified lawyer, a member of the Chartered Institute of Taxation (CTA) and has a first-class honours degree in molecular biology.
David is based in Johnston Carmichael’s Edinburgh office but works across the network. He joined in 2014 from Norton Rose Fulbright in London, where he had worked for 11 years, primarily specialising in corporate tax.
Richard Britten is based in the Aberdeen office with more than twenty years experience.
He specialises in providing employer tax solutions both in the UK and internationally. Advising clients on tax policy issues and implementation of expatriate tax programs. Based in Aberdeen and serving the whole of the national practice my work involves guiding companies in oil and energy and other industries including compliance, payroll support and wider employer and IHR requirements.
The promotions bring the total number of partners at Johnston Carmichael to 56.
Deloitte has announced that Matt Ellis is the new managing partner for tax in the UK and Switzerland. He assumes the role from Andy Hodge, who has led the practice for the past five years and is retiring from the firm.
Matt Ellis has held a variety of positions in Deloitte, including in regional offices in Southampton and Reading as well as London. Most recently he led Deloitte UK’s global employer services business (GES) and served as talent leader for tax.
David Sproul, Senior Partner and Chief Executive of Deloitte, said:
“I am delighted to announce Matt as our new managing partner for tax. Matt has been a great leader of our global employer services practice and I am sure that he will bring the same leadership and focus to his new role as head of our tax practice.
“I also want to thank Andy Hodge for the great leadership he provided as managing partner for tax over the past five years.”
Matt Ellis said:
“I am thrilled to be taking on this role and feel extremely privileged and humbled to lead such a tremendous business at this crucial time. The tax environment has changed rapidly over the past few years. Technology and data analytics are playing an ever greater part in taxation, as compliance is now digital and HMRC continues to develop new systems. The UK is also at the forefront of legislating the agreed actions from the G20/ OECD Base Erosion and Profit Shifting project and there are major changes for employers and individuals too.
“I look forward to working with our talented teams across the country as we help clients understand, navigate and comply with these complex changes and build and grow our practice.”