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US end of year tax planning

US end of year tax planning – the IRS have released their now customary note to remind US taxpayers of recent tax changes, including new...
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IRS Reminder

The IRS issued a useful reminder on 9 December in relation to year end donations.
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VAT Rate Change

Following the Pre-Budget Report, HMRC have helpfully moved to clarify how the change in the standard rate of VAT from 17.5% to 15% should be dealt...
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HMRC Announcements

Advisory Fuel Rates HMRC have announced today, the following (revised) Advisory Fuel Rates:
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Who's Who
Neil Masters

NEIL MASTERS

CEO This e-mail address is being protected from spam bots, you need JavaScript enabled to view it

Neil is a qualified solicitor who maintains his practising certificate, qualifying into the profession with Brooke North, a commercial law firm based in Leeds. Neil has also worked for Arthur Andersen, DLA, Hammonds and latterly was a partner and Head of Tax at Nelson and Co, working over the years for both corporate and individuals and believes in delivering quality of service.  He founded Mercury Tax in 2003, trading out of Leeds only and specialising mainly in tax mitigation schemes.

The company has expanded significantly over the last few years and with the help of his co-Directors, the company has grown to include offices in London, Henley and Ireland, and now offers not only a full range of tax services, but also structures financial models and products promoted as both MTG offerings as well as developing products for sale by others.

Personal Assistant: Camilla Langrick

 
Neil Buckley

NEIL BUCKLEY

Director This e-mail address is being protected from spam bots, you need JavaScript enabled to view it

Neil Buckley is a Chartered Tax Adviser who joined Mercury in May 2005 and was appointed a director on 1 January 2006.

Prior to joining Mercury Neil spent nearly 20 years in tax with various “Big Four” firms latterly Deloitte where he was a tax director specialising in employment related matters.

Neil has worked closely with Neil Masters (they are known internally and externally as “The Neils”) to help grow and develop the business.  Neil spends a lot of his time in London and more recently Ireland to help continue the growth and development of the businesses in these locations.  He also shares the responsibility for the development of new products and services as well as spending a lot of time meeting new and existing introducers.

Personal Assistant: Laura Conroy

 
Dan Smith

DAN SMITH

Finance Director  

Dan joined Mercury Tax in May 2006 and is the Group’s Finance Director.  Since qualifying as a Chartered Management Accountant in 1997, he has held senior positions within privately owned companies playing a fundamental role in supporting rapid growth.

Dan brings a unique blend of skills to Mercury Tax drawing on his experiences which include re-financing & fundraising, acquisitions & joint ventures, board & shareholder dynamics, IT systems, change management, and corporate diversification.

Accounts Assistant: Lauren Hodgson

 
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JOE DIGGINS

Director of Mercury Ventures (Ireland) This e-mail address is being protected from spam bots, you need JavaScript enabled to view it

Joe is a qualified Chartered management accountant and holds a degree in management science from Trinity College Dublin. Prior to joining the Mercury group Joe gained over twelve years experience in offshore structuring and international tax planning with various legal and accounting firms in Jersey, including Deloittes.

Joe is responsible for the running of the Irish office and co-ordinating the offshore planning provided by the Mercury group.

 
Stephen Burwood

STEPHEN BURWOOD

Head of Transactional Tax This e-mail address is being protected from spam bots, you need JavaScript enabled to view it

Stephen has specialised in direct taxation for over 25 years and can demonstrate genuine all-round knowledge of corporate, personal, capital and inheritance taxes.

Stephen joined Mercury Tax Group in April 2007. Stephen is Head of Transactional Tax, focusing on providing tax solutions, primarily to owner managed businesses. Prior to this he was a tax partner and Head of Tax for Leeds and Harrogate at Bentley Jennison following 21 years at BDO, the UK member of BDO International – the 5th largest accounting network in the world, 15 as a partner.

 Curriculum Vitae (83Kb)

 
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ANGELA BRITTON

Head of Private Client Services This e-mail address is being protected from spam bots, you need JavaScript enabled to view it

Angela joined Mercury on 1 April 2008 to develop Private Client Services.  Prior to joining Mercury Angela was a partner in Grant Thornton Oxford where she headed up the Entrepreneurs and Private Client Team.

Angela has worked in tax for over 30 years and the experience she has gained over that time means she is able to fulfil the all important role of “trusted advisor”.  She advises individuals on all aspects of personal taxation including income tax, capital gains tax and inheritance tax. She has considerable experience in the use of trusts in inheritance tax planning and in advising individuals who are not domiciled in the UK.

 
Jane Donoghue

JANE DONOGHUE

Head of Business Development This e-mail address is being protected from spam bots, you need JavaScript enabled to view it

Jane is a tax adviser and prior to joining Mercury in November 2003 was a senior tax manager in the indirect taxes team with PwC.  After a short time in the teaching profession Jane started her tax career with HM Customs and Excise taking her experience into private practice in 1988 when she joined KPMG.

Jane’s heads our business development team much of her time is spent developing relationships with firms of accountants and financial advisers promoting the services of Mercury Tax Group and assisting them in promoting effective tax planning for their clients.

 
Garry Hughes

GARRY HUGHES

Associate Director This e-mail address is being protected from spam bots, you need JavaScript enabled to view it

Garry joined Mercury Tax Group in January 2007 to head up the London office.  He is a chartered accountant and chartered tax adviser. 

Much of Garry’s career has been spent with 2 of the Big 4 accounting firms delivering creative tax planning solutions for executives and owner-managed businesses across a range of taxes.  He also worked on Wall Street for 4 years and in Silicon Valley for 3 years advising on international tax planning.  He continues to innovate new tax solutions and to implement these across Mercury’s client base.

 
Andy Wells

ANDY WELLS

Head of Forensics and Investigations This e-mail address is being protected from spam bots, you need JavaScript enabled to view it
Andy joined Mercury Tax Group in May 2007, having been a tax partner at the "Big 6" firm of BDO Stoy Hayward for 18 years. Andy's principal role is in solving disputes with HMRC, and providing consulting advice and support to other professional firms. He also provides expert advice and opinions in relation to tax related litigation - principally in relation to allegations of negligence in relation to direct taxation.

Andy has specialised in direct taxation for nearly 30 years and is one of the very few senior specialists with all-round tax skills and experience in the witness box, both at tribunals and in the High Court.

 Curriculum Vitae (27Kb)

Articles

 Taxation Article 6.9.2007 (2.8Mb)

 Taxation Article 2.8.2007 (1.2Mb)

 Taxation Article 12.7.2007 (220Kb)

 
Catriona Stephenson

CATRIONA STEVENSON

Associate Director This e-mail address is being protected from spam bots, you need JavaScript enabled to view it

Catriona joined Mercury in May 2007 after a brief sojourn from professional practice during which time she set up, and ran a small successful design business supporting skilled artisans in the Asian 3rd World.  Prior to this, Catriona was a senior manager in Ernst & Young Manchester, and a senior manager and North West practice leader of the International Assignment Services Team in PricewaterhouseCoopers in Manchester.  Catriona is our Associate Director based in Leeds office and in addition to being involved in the day to day management of our Leeds office, and developing our working practices, she oversees the technical aspects of implementation of Mercury planning and is particularly involved with Stamp Duty Land Tax and Inheritance Tax.

 Personal Assistant: Amy Rostron

 
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SHELLEY BAKER

Tax Consultant This e-mail address is being protected from spam bots, you need JavaScript enabled to view it

Shelley joined Mercury Tax Group in April 2008 and is based in the London office. She qualified as a Chartered Tax Adviser in May 2007, receiving the Spofforth Medal for the candidate with the highest marks for the Taxation of Individuals, Trusts and Estates paper, together with the CCH Prize for the candidate with the second highest total marks.

Shelley qualified whilst at Kleinwort Benson Private Bank as a Private Client Specialist delivering tax planning advice for high net worth individuals (UK domiciled and non-UK domiciled) to complement their general wealth management. Particular areas that Shelley focussed on were capital gains tax planning, inheritance tax and estate planning (in particular trusts) and the use of structured products in these areas.

 
Paul Bradley

PAUL BRADLEY

Tax Consultant This e-mail address is being protected from spam bots, you need JavaScript enabled to view it
Paul has previously had a long career with HMR&C and is fully experienced in all aspects of Enquiry and Investigations work in respect of individuals, Companies and Directors and high net worth individuals.  He has also provided a consultancy service to the Accountancy profession in both local enquiries and more serious Special Civil Investigations [(SCI Code of Practice 9.] enquiries.  Paul has specialised in Direct Taxation over the years but also has experience in Indirect Taxation both in his role as an Inspector and also as a self-employed partner when he ran his own business for eight years.
 
Laura Conroy

LAURA CONROY

Office Manager & PA to Directors This e-mail address is being protected from spam bots, you need JavaScript enabled to view it
Laura joined Mercury Tax in June 2006 as the Group Secretary to support the directors and senior staff, she is now Personal Assistant to the directors and assists Camilla in managing the Leeds office.
 
Andrew Derrington

ANDREW DERRINGTON

Senior Tax Consultant This e-mail address is being protected from spam bots, you need JavaScript enabled to view it
Andrew joined Mercury Tax Group in September 2007 and is based in the London office. He qualified as a Chartered Accountant and Chartered Tax Advisor with Arthur Andersen, specialising in corporate tax planning and off-shore structuring. Andrew joined Mercury from Ingenious Media plc where he spent the last 2 years developing client relationships in structured products. He has primary responsibility for business development out of London.
 
Charlie Garner

CHARLIE GARNER

Senior Tax Consultant This e-mail address is being protected from spam bots, you need JavaScript enabled to view it
Charlie joined the Mercury Tax group in August 2006 and brings with him considerable experience in all areas of taxation and trusts. He originally started with a local firm of accountants moving on to a national practice and latterly as the Yorkshire and North East regional tax consultant for a major international tax service provider working in partnership with a well known FTSE 100 high street bank. Charlie develops tax planning strategies from a technical and implementation perspective as well as undertaking bespoke tax planning for UK and overseas based individuals and trusts. In addition Charlie actively develops business relationships with other accountants, solicitors and financial advisers to assist them with effective tax planning for their clients either through the use of developed strategies or through bespoke planning.

Charlie is a Chartered Tax Adviser, an associate of the Association of Taxation Technicians, a member of the Society of Trust and Estate Practitioners and has also passed the Chartered Institute of Insurance’s financial planning certificate.

 
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AYSHAT GAYDAROVA

Tax Consultant This e-mail address is being protected from spam bots, you need JavaScript enabled to view it
Ayshat joined Mercury London office in October 2008 after she obtained the LLM degree in International Business Law of the Manchester University in September 2008.  She has over two years professional experience with a leading Big 4 tax consultancy firm based in Moscow advising Russian and foreign private clients on their personal tax affairs and specializes in international trust and tax law.
 
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CRAIG HERBERT

Tax Consultant This e-mail address is being protected from spam bots, you need JavaScript enabled to view it
Craig joined Mercury Tax Group in January 2006 and is based in our Leeds office in our structured products team. Prior to joining Mercury Craig spent five years with H.M Revenue & Customs. Craig is ATT qualified and is currently studying to become a Chartered Tax Advisor.  Craig’s major roles and responsibilities include developing client relationships and assisting our associate director in devising methods to ensure the efficient implementation of our complex tax planning strategies.
 
Lauren Hodgson

LAUREN HODGSON

Accounts Assistant This e-mail address is being protected from spam bots, you need JavaScript enabled to view it
Lauren joined Mercury in 2005 as Accounts Assistant.  She is responsible for the daily processing of financial information and provides accounts support for all the companies and divisions within the Mercury Tax Group, reporting directly to the Group Finance Director.  Lauren is part qualified and is currently studying to complete her professional training.
 
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NICOLA HOLLINGS

Team Administrator This e-mail address is being protected from spam bots, you need JavaScript enabled to view it

Nicola joined Mercury Tax in 2008 as Team Administrator. She is responsible for assisting the Leeds office with administration duties.

 
Jane Ingleby

JANE INGLEBY

Consultant This e-mail address is being protected from spam bots, you need JavaScript enabled to view it

Jane qualified as a Solicitor in 1995. She has been employed as a Solicitor for 3 firms where she has had responsibility for approximately 500 clients together with responsibility for support staff.

Her role within Mercury Tax is a new & developing role to capitalise on her legal experience and expertise across all areas of the business.

 
Camilla Langrick

CAMILLA LANGRICK

Practice Manager & PA to CEO This e-mail address is being protected from spam bots, you need JavaScript enabled to view it
Camilla joined Mercury Tax in August 2004 to act as the personal assistant to the CEO, Neil Masters.  As well as assisting Neil with his day-to-day projects she also assists with coordinating the administration of all the Mercury Tax offices within the Group and organises the Mercury Tax hospitality events.  Having spent many years working and studying in France and Switzerland, she is fluent in French.
 
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JOE LAW

Tax Assistant This e-mail address is being protected from spam bots, you need JavaScript enabled to view it

Joe joined the transactional tax department at Mercury Tax as a Tax Assistant in May 2008.  Based in our Leeds office, Joe provides support to the transactional tax team. Joe joined Mercury from a large British utilities company. Joe graduated from the University of Leeds with a 2:2 (Honours) degree in Bioscience.

 
Sam Lockwood

SAM LOCKWOOD

Tax Assistant This e-mail address is being protected from spam bots, you need JavaScript enabled to view it

Sam joined Mercury Tax in January 2007 from a mid-sized accountancy practice in Ascot, where he worked within a busy outsourcing department. He graduated from the University of Leeds with a degree in Classical Civilisation and is currently studying for the Association of Taxation Technician exams. 

Sam is now based in our London office as part of the Employment Taxes Group. He implements a wide range of structured and bespoke solutions, as well as managing the group website and supporting the marketing function. 
 
Zuzana McCready

ZUZANA MCCREADY

Office Manager, London This e-mail address is being protected from spam bots, you need JavaScript enabled to view it
Zuzana joined Mercury Tax Group in June 2007 as Office Manager of the London office. Her main duties are to assist the team with secretarial and administrative duties.

She graduated from Victoria University, Wellington, New Zealand and since worked for a number of international firms in New Zealand and the UK.
 
Alex Milne

ALEX MILNE

Tax Assistant This e-mail address is being protected from spam bots, you need JavaScript enabled to view it
Alex joined the technical team at Mercury Tax as Tax Assistant in October 2007.  Based in our Leeds office, Alex assists with administering the day to day tax planning.  Alex joined Mercury having worked previously as an insolvency analyst with a leading multi-national firm.  Alex graduated from the University of Newcastle-upon-Tyne with a 2:1 (honours) degree in Accountancy and Information Systems.
 
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EMMA OAKES

Tax Consultant This e-mail address is being protected from spam bots, you need JavaScript enabled to view it

Emma joined Mercury Tax Group in September 2008 and is based in our Leeds office as part of our Transactional Tax team.   

Prior to joining Mercury, Emma was a Tax Manager in the Corporate Tax team of PricewaterhouseCoopers where, after reading History at the University of Nottingham, she spent five years and qualified as a Chartered Accountant in September 2006.  Whilst at PricewaterhouseCoopers in Leeds, Emma acted as relationship manager on a portfolio of corporate clients ranging from PLCs to private owner managed companies, providing both corporation tax advisory and compliance services.

Emma works with Stephen Burwood in providing tax solutions, primarily to owner managed businesses.

 

 
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FEMI OGUNSHAKIN

Senior Tax Consultant This e-mail address is being protected from spam bots, you need JavaScript enabled to view it

Femi joined Mercury as a Senior Tax Consultant in July 2008. He specialises in employment taxation and related HR and Legal issues. Femi brings a wealth of experience to Mercury following a 20 year tax career working for HMRC, two of the Big 4 accounting firms and in-house at Barclays Bank Plc. He holds an LL.M in employment law and CIPD membership.

Femi’s role within Mercury is to provide tax mitigation advice to companies, partnerships, and individuals, using a blend of structured products and consulting services. He also has responsibility for developing new employment tax solutions and developing the business across the UK.

Articles

 Taxation Article 4.9.2008 (1.1Mb)

 
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SHARDA PATEL

Tax Consultant This e-mail address is being protected from spam bots, you need JavaScript enabled to view it

Sharda joined Mercury in March 2008.Prior to joining Mercury Sharda worked on tax investigations at Bentley Jennison, a “top twenty” accounting firm, in Leeds, and had 7 years experience with PricewaterhouseCoopers. Prior to that she learned about tax from the other side of the fence, with HM Revenue and Customs. Sharda has good experience of most aspects of enquiry work including local enquiries, Codes of practice 8 and 9, and employer compliance reviews.

 
Stephen Polling

STEPHEN POLLING

Tax Consultant This e-mail address is being protected from spam bots, you need JavaScript enabled to view it
Stephen joined the Employment Taxes side of Mercury Tax Group in April 2007.  His role is to provide tax mitigation advice to corporates, partnerships, and individuals, using a blend of structured products and consulting services. His previous experience includes consulting on tax-efficient remuneration structures in the Big Four, and the design and implementation of share-based remuneration at Citigroup.
 
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MARK RAYNER

Senior Tax Consultant This e-mail address is being protected from spam bots, you need JavaScript enabled to view it

Mark joined Mercury Tax Group in August 2007.  Mark is a senior private client expatriate tax specialist with nearly twenty years in the field providing personal tax consulting and compliance services to expatriates and US and UK high net worth private client individuals in London, Moscow and elsewhere, having worked for independent tax boutiques and three of the Big 4 firms with duties in London and in Moscow.

Mark is an enrolled agent for the US Internal Revenue Service. 

 
Amy Rostron

AMY ROSTRON

Group Secretary & PA to Associate Director This e-mail address is being protected from spam bots, you need JavaScript enabled to view it
Amy joined Mercury Tax in May 2007 as Group Secretary.  She is part of the administration team and responsible for assisting the Leeds office with administration duties.  Amy is now also Personal Assistant to the Associate Director. 
 
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RYAN SAMPLE

Tax Assistant This e-mail address is being protected from spam bots, you need JavaScript enabled to view it

Ryan joined the Forensics and Investigations team in Leeds, from a local accounting practice, having studied for and passed his ATT exams. He has experience of predominantly personal tax and PAYE matters including capital gains.

He has played rugby league for both Leeds Rhinos and Yorkshire at junior level.
 
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CHRISTOPHER WILSON

Tax Assistant This e-mail address is being protected from spam bots, you need JavaScript enabled to view it

Chris joined Mercury Tax as a Tax Assistant in October 2008 to be part of the structured products team based in Leeds. Chris works closely with Alex to assist with administering the day to day tax planning. Having joined from a small accountancy firm in York Chris is in the process of completing his Association of Accounting Technicians exams before moving on to study for the Tax equivalent.

 
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SIMON WILSON

Senior Tax Consultant This e-mail address is being protected from spam bots, you need JavaScript enabled to view it
Simon joined Mercury Tax Group in August 2008 and is based in our London office.  Simon is a senior private client specialist, having worked in the London market for approximately twenty years.  Simon’s role within Mercury is to provide advice and personal tax services to individuals, families and partnerships, while developing business relationships with other advisers.
 
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