23 Sep 2016 01:30pm

Movers and shakers

A round-up of some of this week's appointments, promotions, board moves and resignations
Caption: Some of this week's appointments, promotions, board moves and resignations


RSM in Gatwick has appointed Justine McInnes as its first indirect tax director.

McInnes is a qualified solicitor and chartered tax adviser and has almost 20 years’ experience of working in indirect tax.

She spent three years in EY as a manager of the indirect tax litigation team before joining KPMG as a manager, where she spent a further two and half years.

She joined PwC as a senior manager in 2009 and moved on to BDO in 2015, where she held the role of director.

RSM also announced the appointment of Bart Somerville as a corporate finance director, based in the London office.

Somerville joins from BDO where he was a director in the valuation team. Prior to that he worked at Deloitte UK for five years and PwC in Toronto for seven years.

At RSM, Somerville is focused on business and asset valuations, working with Simon Martin, a partner in RSM’s project finance, modelling and valuations practice, to help develop and expand the business and share valuation offering – leveraging off the firm’s international network, and in particular opportunities with RSM US.

He also has responsibility to develop new market opportunities and enhance RSM’s ability to deliver complex business, share and intangible asset valuations in a commercial, dispute, tax, and financial reporting capacity.


BDO LLP has announced two international appointments as the firm continues to expand in its private client business across the BDO global network.

Wendy Walton has been named head of BDO global private client services and Richard Montague has been appointed chair of BDO’s global private client strategy group.

Walton is a senior tax partner in private client tax services in the UK. She advises high net worth individuals on their worldwide tax position, with an emphasis on non-domiciled individuals and UK and international families with complex tax issues.

Walton has been working with the BDO International network since 2011 and was previously head of BDO’s London and then national private client practice.

Montague is a partner in private client tax services in London and heads the firm’s international private wealth offering.

He concentrates on a wide range of private client advisory services with an emphasis on international wealth structuring, particularly for non-UK domiciled individuals.

He has been working with BDO private client teams in more than 50 countries for a number of years to both promote BDO’s global private client capability and ensure a consistent high level of service throughout the private client network.


KPMG has appointed Sarah Willows as chief financial officer and head of operations.

Willows, who is an ICAEW member, has been working for the Big Four firm since 1988. She was previously head of energy for the company.

She replaces Paul Long, who is stepping down after five years working as the firm’s chief financial officer, and Mike McDonagh, who was the head of operations and is now returning to client work in the US office.

Willows started her career as an auditor and later moved into international M&A and management consulting. She has since specialised in energy, advising some of KPMG's largest oil and gas clients globally, and spent two years in Moscow.

The new chief financial officer starts on the role after taking 14 months of maternity leave. Willows said she aims to ensure the firm strikes the balance between today’s investments and the future, while delivering profitable growth.

Smith & Williamson

Peter Ball has been appointed as a partner at Smith & Williamson, working from the firm’s London and Cheltenham offices.

Ball, who is a member of the Chartered Institute of Taxation, joins the firm from EY where he spent four years as a senior manager. Prior to his role at EY, he spent five years at Deloitte.

At Smith & Williamson, he will be helping private clients, particularly business owners, with all aspects of their private tax affairs.


Deloitte has appointed Robert Miller as a partner in its global employer services practice.

Miller will focus on building the profile and expertise of the firm’s executive remuneration team in the areas of life sciences and TMT companies.

He previously worked at compensation and rewards consultant Radford, where he led the EMEA reward business, with a particular focus on Switzerland and the Nordics.

Johnston Carmichael

Johnston Carmichael has appointed Richard Bathgate as director of restructuring in its Aberdeen office.

He will work closely with Johnston Carmichael’s sector experts to provide lenders and management teams with focused, tailored advice and support.

He joins the firm from PwC where he specialised in corporate restructuring and insolvency.

Bathgate is a fellow of the Association of Chartered Certified Accountants and licensed insolvency practitioner.


GSK has appointed Emma Walmsley as GSK chief executive officer designate.

Walmsley is currently chief executive officer of GSK’s consumer healthcare division.

She will succeed Andrew Witty as GSK chief executive, when he retires in March next year and will join the GSK board of directors in January.

Walmsley was previously president of GSK Consumer Healthcare and has been a member of GSK’s corporate executive team since 2011.

She joined GSK in 2010 from L’Oreal where, over the course of her 17-year career, she held a variety of marketing and general management roles in the UK, Europe and USA.

FTI Consulting

FTI Consulting has appointed three partners to the company’s European tax advisory practice in London.

Sarah Lane, Peter Scholes and Ben Tausig, all join FTI from KPMG.

Lane will lead the tax team’s financial services group, Scholes will lead the team’s treasury tax services, and Tausig will lead the firm’s insurance tax offering.

Lane has over 20 years of experience in banking, international tax, and advising on the interaction between tax and regulation. Prior to joining FTI Consulting, she served as a financial services and international tax partner at KPMG. She is a qualified solicitor, and started her career in tax with Linklaters LLP.

Scholes has more than 25 years of experience in UK and international tax. Prior to FTI Consulting, he served as the head of financing and treasury tax in KPMG’s international tax and treasury practice. From 2001 to 2010, he managed the UK and international tax teams at BNP Paribas.

Tausig has 14 years of experience in advising multinational insurance groups on tax and capital efficient group structures, UK and US-controlled foreign company rules and overall tax strategy. He also has a wealth of experience in advising private equity firms and insurance groups on acquisitions, providing tax due diligence and structuring advice. Prior to FTI Consulting, Tausig held responsibility for KPMG’s Lloyd’s and London market tax practice.


Hallidays has appointed a new team manager, Helen Johnson. 

Johnson has a wealth of experience managing and coaching a large team. She will be responsible for managing over ten trainees recruited over the last 12 months and will play a pivotal role in supporting the trainees to develop their skills by providing work shadowing and coaching.

Johnson also has extensive experience of supporting local businesses to grow, having worked with a wide range of businesses, from sole traders to international companies throughout her 14 year career.

Moore Thompson

Claire Bailey-Scott has recently re-joined Moore Thompson as a tax manager and is based in the practice’s Spalding office.

From 1994 until 2004 Bailey-Scott trained and then worked at the practice as a tax senior advising private clients on a range of tax issues, including investigations and tax planning.

She is a Fellow of the Association of Taxation Technicians and has gained experience at firms across Lincolnshire following her initial departure from Moore Thompson.


The International Federation of Accountants has appointed three members of the global accountancy profession to lead important committees supporting the profession.

Monica Foerster was named chair of the Small and Medium Practices (SMP) Committee; Arjuna Herath as chair of the Professional Accountancy Organisation (PAO) Development Committee; and Charles Tilley for a second term as chair of the Professional Accountants in Business (PAIB) Committee.

Tilley, a chartered accountant, stepped down from his role as chief executive of the Chartered Institute of Management Accountants (CIMA) after 15 years in July.

The IFAC Board approved their appointments for three-year terms beginning 1 January, 2017.

Sinead Moore


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