Grant Thornton has appointed three new partners in Northern Ireland – Louise Kelly, Peter Legge and Richard Gillan.
Peter Legge has 20 years’ experience in providing tax advice to individuals and businesses. He joined Grant Thornton in 2005 and specialises in advising owner managed businesses on tax matters. His clients include those from the food and beverage, property and construction, technology and media and retail sectors.
Peter is a qualified Chartered Tax Advisor (CTA) with the Chartered Institute of Taxation.
Peter’s expertise covers:
• Tax efficient structuring
• Company reorganisations and reconstructions
• International tax
• Transaction tax – acquisitions/disposals
• Tax efficient remuneration / incentive planning
• Tax efficient financing arrangements
• Property tax planning
• Stamp Duty / Stamp Duty Land Tax
• Maximising tax reliefs – R&D, Capital Allowances, etc.
Moore Stephens is being surprisingly quiet about a team it has extracted from Baker Tilly. Given the calibre of the people, you would have thought this is something to shout about.
Vince Wood, Tim Fussell and Kevin Philips all joined Moore Stephens this month, having previously been tax partners at Baker Tilly in London.
Vince Wood trained with Arthur Andersen and moved to Baker Tilly in 1999, where he has been a partner ever since. He advises listed, AIM and private companies across a range of sectors and offers international as well as domestic tax planning.
Typical work would include advising owner-managed businesses on CGT planning and employee share incentives. Also, providing tax advice on property matters and investment structures including offshore funds and REITs.
Tim Fussell was Head of Corporate Tax at Baker Tilly for the London and Eastern Regions. He had worked at the firm for 17 years, having previously trained with Ernst & Young. He too focuses on OMBs and he would typically advise on: Shareholder planning for company disposals, entrepreneurs relief planning, structuring both corporate sales and acquisitions, share buy backs, demergers and reconstructions and capital allowances.
Kevin Phillips joins Moore Stephens as an International Tax Partner, a role he held at Baker Tilly for 10 years. Kevin spent 18 years at Ernst & Young before he joined Baker Tilly.
There was an article in Accountancy Age in September 2014 that made reference to Jon Randall (former COO and tax partner at Baker Tilly) joining Moore Stephens with 3 (unnamed) fellow partners.
I received a press release today from Moore Stephen’s PR chaps. Couple of quotes have been copied below:
“Moore Stephens already has a strong Business Tax team,” says Timothy Fussell, who becomes head of the firm’s Business Tax Group. “By joining them, we see great potential to build on this capability, providing additional expert resource to help meet clients needs, both in the UK and internationally.”
The tax partners plan to build contacts and raise awareness of Moore Stephens business tax services in the UK and overseas. “We also see great potential to develop opportunities for clients – as well as for the firm – by working closely with the Moore Stephens International network,” says Kevin Phillips, who has particular experience in cross-border tax issues, especially UK-US. “By building relationships with colleagues internationally, we can advise clients looking to expand overseas, and those wanting to invest in UK operations.”
Ropes & Gray has announced promotions for partners and counsel.
Geoffrey Mason (Boston) has been made a partner.
He advises clients on all aspects of estate planning, including sophisticated gift and estate tax planning and trust administration, and serves as trustee of numerous family trusts. He also advises trust companies and major charitable organizations on charitable giving and charitable trust administration.
- Represented founder and executive of major technology company in estate, gift and charitable planning matters from early stages of company through IPO.
- Assisted with the development and implementation of plan to transfer ownership of privately-held company to second and subsequent generations over several years.
- Worked with donor to develop a $20 million charitable commitment to a university, including outright gifts, charitable remainder trusts and charitable lead trusts.
- Represents State Street Global Advisors’ Charitable Asset Management Group in connection with their administration of charitable trusts and gift annuity programs.
- Developed and implemented gift program, including taxable gifts and GRATs, for owner of large, privately-held company.
Kat Saunders Gregor (Boston) has been promoted to Counsel. She joined the firm in 2005.
She focuses her practice on tax controversy matters, as well as partnership and international tax issues. She regularly represents clients before the U.S. Tax Court, U.S. Court of Federal Claims and the IRS, as well as non-U.S. tax authorities. Ms. Gregor has worked extensively on fund investment and secondary transactions, and she advises private equity and hedge funds clients on a variety of tax issues relating to formation and investment activities.
Kat previously practised as a CPA with the Middle Market Advisory Services group of PricewaterhouseCoopers LLP, where she advised venture capital funds and their portfolio companies on tax compliance, planning, and controversy matters.
Berwin Leighton Paisner (BLP) has announced the appointment of Elizabeth Bradley as its new Head of Corporate Tax. She started the role on 1 November 2014 and continues to be based in London.
Elizabeth was made a Partner in May 2008. She advises in all areas of corporate taxation both in the UK and on cross-border transactions, with particular specialism in real estate tax. Her clients include Land Securities, Canary Wharf Group, Tesco and BlackRock. Elizabeth takes over the role of Head of Corporate Tax from John Overs who will now concentrate on client work.
Michael Wistow, Head of Tax, commented: “It is always exceptionally rewarding to promote our own home grown talent and we welcome Elizabeth as our new Head of Corporate Tax. She brings a wealth of experience and understanding of the market which will benefit us as we navigate the constantly changing needs of our clients. I’d like to publicly thank John for everything that he’s done for the practice group in this role. It has been a real pleasure working so closely with him to develop such a highly respected group.”
Commenting on her new role, Elizabeth said: “Becoming Head of Corporate Tax is an exciting challenge. It gives me a great opportunity to help grow and increase the strength in depth of the practice to ensure that we continue to work for some of the largest companies in the UK and across the globe. In this new role I will place great emphasis on the service we deliver to both existing and new clients to ensure that we continue to provide clear, concise, timely and commercial advice on all tax related matters.”
BLP’s Tax team has over 70 tax practitioners across five offices, including Abu Dhabi, Frankfurt, London, Moscow and Singapore. The practice includes a dedicated contentious tax team, which is unique in advising across corporate tax, international tax, private client and VAT. It also works closely with the firm’s Private Client team and has been ranked in tier one in Chambers UK and Legal 500 UK for contentious tax.
PwC in Atlanta has hired Kurt Koons into its FTS group (Federal Tax Services).
Kurt was previously a Senior Manager at EY, so this move also represents a step-up for Mr Koons. He had worked with EY for over 12 years before resigning.
Kurt works primarily with large multinational public companies in various industries, including: manufacturing, consumer products, technology, and pharmaceuticals. His range of responsibilities include identification and implementation of tax planning opportunities, tax accounting consultation, assistance with tax compliance functions, federal and state tax controversy, and management of his clients overall relationship with PricewaterhouseCoopers.
Mazars has recruited Melanie Orriss from Baker Tilly.
Melanie has been with Baker Tilly for over 11 years and specialises in advising family and owner-managed businesses and their associated private individuals, both in the UK and internationally. At Mazars she will focus on developing the firm’s work in these areas across the London region.
She will report to Tim Davies, Head of Tax.
Grant Thornton has admitted Ray Werth, 42, as Tax partner in the firm’s New York office effective Aug. 1.
Werth joined the firm in 1999 and has nearly 15 years of tax experience with commercial and service companies. His technical knowledge includes corporate, partnership and s-corporation taxation, as well as extensive experience with ASC 740, accounting for income taxes and accounting for uncertainty in income taxes. He works extensively with manufacturing, cloud-based and professional service entities. He assists clients with ASC 740, mergers and acquisitions, reorganizations, tax optimization strategies for flow-through entities and foreign tax analysis.
Werth is a CPA in New York and New Jersey and a member of the AICPA and the New Jersey Society of CPAs.
Orrick announced today that Edward Denny has joined the firm as a partner in the firm’s Tax Practice Group, resident in London.
Formerly with Norton Rose Fulbright, Mr. Denny focuses on the tax aspects of corporate finance transactions and structures, in particular, mergers and acquisitions of public and private companies. Mr. Denny has recently advised on the tax issues in connection with HSBC’s £12.5 billion underwritten rights issue; Iberia’s £4.4 billion merger with British Airways; AXA’s £2.75 billion disposal of its UK life insurance business and Delta’s acquisition of a £220 million stake in Virgin Atlantic.
“Ed is a deeply-respected tax lawyer with the right skill set and experience to support our domestic and cross-border corporate and finance practices in London,” said Alex Janes, Managing Partner of Orrick’s European offices. “With the growth this year of our London office transactional practices, we are delighted to add Ed to our team.”
Mr. Denny was selected as one of the UK’s 2012 leading young tax practitioners by Tax Journal, a leading journal for the business tax community, in its ‘40 under 40’ list of tax specialists to watch and has been published regularly in Tax Journal, PLC Magazine, BNA International and Financier Worldwide.
Before joining Norton Rose he spent 6 years with Slaughter & May.