By Invitation Only
Future-Proofing the Indirect Tax Function
The global indirect tax landscape continues to evolve at pace. New technologies, evolving regulations, and increased uncertainty underpinning global trade present both challenges and opportunities demanding robust and forward-looking indirect tax functions. Strategies to navigate increasing complexity, leverage technology and stay ahead of the curve are fast becoming critical for the finance and insurance industry to future-proof indirect tax functions.
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Gary Campbell
Deloitte - United Kingdom
Gary Campbell is a Deloitte UK Indirect Tax Partner and Global Indirect Tax Financial Services Leader. He has over 28 years’ experience and advises a number of multi-national banks on a range of UK VAT and global indirect tax issues. Gary is also the NSE Indirect Tax and UK FS Tax Lead for Managed Service offerings within Deloitte. Gary has experience in a range of VAT matters including reverse charge reviews, devising new partial exemption special methods, identifying cost saving opportunities and agreeing VAT refund claims with HMRC, reviewing internal accounting systems and leading client workshops on pan-European bank and global entity restructuring. Gary leads Deloitte’s Indirect Tax compliance tool for partly exempt businesses (PXS)and is a co-lead of Deloitte’s CESOP offering.
Peter White
Deloitte - United Kingdom
Peter is a Chartered Accountant and has over 20 years’ experience of VAT. He is one of Deloitte’s four national Financial Services VAT partners that oversee a specialist national team of c.50 people. As a national Financial Services partner, Peter splits his time between both London and Regional clients. He is responsible for co-ordinating our Indirect Tax team in Leeds & Newcastle, the largest team of Indirect Tax professionals in the region. During his career, Peter has advised extensively across a broad spectrum of multi-national clients in multiple sectors. His particular areas of expertise include asset finance, retail banking and insurance. He also has significant experience in advising clients on cross-border transactions, outsourcing and supply chain matters, and indirect tax controls and processes.
Judith Lesar
Deloitte - United Kingdom
She is the leader of Deloitte’s Women in FS Tax & Legal Network. Her particular expertise lies in European law and judicial review. Judith focuses on complex tax disputes involving a variety of issues including indirect taxes, transfer pricing, state aid and corporate tax matters. She is a solicitor with over 23 years litigation experience leading ground breaking tax cases before the UK and European courts.
Thomas Jacobs
Deloitte - United Kingdom
Tom Jacobs is a Partner within the Indirect Tax department at Deloitte UK and leads the business’ Indirect Tax Insurance offering. He has worked for Deloitte across the Financial Services industry for over 15 years. Tom specialises in VAT and IPT advisory work, and has strong relationships with the UK’s Financial Services industry bodies where most of his clients are members. Tom regularly advises a number of the largest insurers, banks and outsourced providers within the Financial Services industry. His experience most recently includes debating the scope of the VAT exemption with HMRC as part of a formal ADR process, advising on a series of high-profile M&A transactions where indirect tax has been a critical component, and assisting numerous clients with understanding the requirements of Making Tax Digital for VAT.
David O’Kane
Deloitte - United Kingdom
David O’Kane leads Deloitte’s Financial Services (“FS”) Indirect Tax team, of which he has been a member since joining Deloitte in 2008, and is a qualified member of the Chartered Institute of Taxation. David works with a variety of clients in the FS sector, specialising in investment management, banking and capital markets, having spent a year managing VAT at a global investment bank. David also leads Deloitte’s investment management Indirect Tax team and has significant experience in advising asset managers and funds on the VAT treatment of their supplies and expenses, leading communications and negotiations with HMRC when appropriate. He works closely with Deloitte’s global FS Indirect Tax network and frequently runs cross-border projects for global clients, overseeing the UK team that acts as a central point of contact throughout.
Andrew Dalah
Deloitte - United Kingdom
Andrew is a Partner in the Indirect Tax group at Deloitte, specialising in working with clients in the financial services industry. He has worked in the Indirect Tax group for 19 years and has significant experience in advising on a range of domestic and international VAT related matters (including VAT liability reviews; negotiating partial exemption methods; outsourced VAT compliance; tax digitisation readiness assessments; automation of compliance processes; and analysing cost allocation data) and liaising with the UK tax authorities on his clients’ behalf.
Jennifer Donnachie
Deloitte - United Kingdom
Jen leads the Scotland Indirect Tax team, which covers Glasgow, Edinburgh and Aberdeen. She works with a range of businesses across Scotland and the UK and in a variety of industries. She is principally aligned to Financial Services and Energy & Resources, however, she also works with large manufacturers, train operating companies and fuel card businesses. She supports clients with queries on supply chain, VAT liability, partial exemption, compliance and Tax Authority interactions.
