PETERSONSIMS - Key Persons

Job Titles:

• Tax Lawyer and Founding Partner of Effektiivi Oy

Anu Nikkanen is a tax lawyer and founding partner of Effektiivi Oy, an independent tax advisory company established in 2013. Anu has a Master of Laws degree from the University of Helsinki. She has over 20 years experience in domestic and international taxation (both corporate and personal taxation), social security and immigration in the tax department of a Big Four audit company, the Taxpayers' Association of Finland, the Tax Administration's Corporate Tax Office and as an outsourced in-house Tax Manager of a listed company in Finland. Anu has led and coordinated the expatriate engagements of Finnish and foreign multinational companies and SMEs. As a lecturer at the Finnish-Russian Chamber of Commerce, and as a former member of the Russian Tax Desk, she also has extensive experience in the taxation of assignees posted to Russia. With her legal background, she has extensive experience of civil tax litigation and tax disputes. Effektiivi Oy provides professional tax services for foreign companies establishing subsidiaries or branch offices in Finland, and for owners and private individuals who need assistance with cross-border tax issues. Anu and her colleagues provide cross-border and domestic tax advisory services in the following key areas:

Cédric RIVIERE studied law at the University of Limoges where he obtained a Master's degree in Corporate Law in 2006. After his degree, he was appointed head of the Legal Department for a group of accounting firms in Périgueux, Dordogne. Cédric speaks fluent English and so also dealt with the tax affairs of their English-speaking clients. In parallel with this work, he studied and passed his Bar exams in 2015. Following a further two years of study at Law School Aliénor at Bordeaux University, he graduated as a Lawyer, taking his Oath of Office before the Bordeaux Courts in 2017. Cédric launched his own company (Cabinet Rivière Avocat France) in January 2018, working as a Tax Avocat in Perigueux, dealing with both French and English-speaking clients.

Job Titles:

• Member of the Senior Team
• Senior Expatriate Tax Manager

Fiona has worked in expatriate tax for over 10 years, having studied Accountancy and Finance at university Fiona has worked in expatriate tax for over 10 years, having studied Accountancy and Finance at university before commencing her career in tax. Prior to her role at PetersonSims, Fiona was an Expatriate Tax manager at the global firm, Ernst and Young, where she worked on a variety of clients, ranging from large multinational companies with senior executive expatriate programs, to individual clients requiring tailored assistance regarding the personal implications of international relocations. She joins our tax team to provide expertise in expatriate tax, tax compliance and assignment planning. This will support our continuing growth in these areas and provide additional support to our global partners. Fiona currently lives in Northern Ireland with her husband and young son and spends her free time exploring the local forest parks and beaches.

Job Titles:

• Chartered Accountant
• Member of the Senior Team

Gerry qualified in the 80's and is now a Fellow of the Institute of Chartered Accountants in England and Wales. Gerry qualified as a Chartered Accountant in the 80's with a market town practice in Devon. He is now a Fellow of the Institute of Chartered Accountants in England and Wales. He went on to manage a practice office before moving into industry as the Finance Director for a construction firm before establishing his own accountancy practice specialising in providing business and accountancy advice to small and medium companies. Clients came from a range of industries with a number of high tech innovation businesses. In 2000 Gerry and his wife founded a business and they grew that company to £1m+ turnover with 5 sites and 65 employees. It was sold in a management buyout in 2008 and Gerry now offers business advice to SME clients, specialising in expatriate directors. He has extensive experience of finance at the sharp end of business. In July 2021 Gerry took the decision to semi-retire and travel more and is no longer accepting new clients He plans to fully retire in 2022 and travel the world with his wife leaving PetersonSims in the capable hands of the tax team headed by Oliver. At the age of 9 Gerry was a ‘£10 POM'. The family emigrated to Australia and spent several months living in a large tin hut in Adelaide. The dream was soon over and they returned to England but it has left him with a love of travel.

Job Titles:

• Partner in the Canadian
• Tax Specialist

Laura McLeman is a Partner in the Canadian firm of Citizen Abroad Tax Advisors with offices in Ontario, Alberta and British Columbia. She and her partner Alicia Lucchesi both began their careers in a Big 4 firm eventually connecting with the common interest and desire to provide exceptional, personal and professional expatriate tax services to Americans in Canada and Canadians moving or working abroad. Focused on making expat taxes as simple and easy to understand as possible, Laura McLeman has helped Canadians meet their cross-border (US-Canada) and expatriate tax filing requirements for more than 20 years. Laura is professionally designated as a Chartered Professional Accountant in Canada and a Certified Public Accountant in the US. In addition to working with private clients, she also has experience advising small- to large-sized companies on the payroll and income tax obligations of their cross-border employees-serving those employees directly and individually to relieve organizations from having to manage their tax considerations. Known for her easygoing and professional personality, Laura has the ability to explain complex income tax concepts plainly and clearly-making it easy for her clients to engage in the tax process without getting overwhelmed by the details.

Job Titles:

• Member of the Senior Team

Job Titles:

• Member of the Senior Team

Job Titles:

• Founding Partner of DP Law

Soulla Dionysiou is the founding partner of DP Law. Soulla brings with her a vast experience in corporate law, having worked at Antis Triantafyllides & Sons LLC, one of the top tier law firms in Nicosia, for over 13 years. She is a graduate of the University of London and a Member of the Cyprus Bar Association of Cyprus since 2008. Soulla was involved in a number of complex multi-million transactions and she has also acted as corporate legal counsel, for over five years, of one of the Oilfield Services giants involved in the oil drilling in Cyprus. Her Company offers varied services of Cyprus law for individuals and small companies. Under the umbrella of corporate and commercial law international clientele benefit from the advantages of Cyprus' tax regime, immigration programs and geographical location.

Job Titles:

• Australian Associate
• Managing Partner of Holistic Business Consulting

Tommy Ip is the Managing Partner of Holistic Business Consulting. He has many years' experience advising on personal and corporate tax, audit, accounting solutions and business management services in Australia, Hong Kong and mainland China. Tommy Ip has been providing tax, audit and accounting solutions in Australia, Hong Kong and China for over twenty years

Job Titles:

• Trader

Job Titles:

• Belgian Associate

Vivek Agarwal FCA DISA (ICAI), is a Fellow member of the Institute of Chartered Accountants of India. He worked for a large audit firm in New Delhi for two years before joining Habibullah & Co. as partner in 2004. His areas of expertise include Information Technology and other emerging areas besides auditing and consultancy. He is a qualified Information Systems Auditor.