Explore every episode of the podcast The Tax Professionals Podcast
| Title | Pub. Date | Duration | |
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| TTPP126: Nov 2025 Budget Rant (Tax): Stop Tinkering and Tackle the Charlatons (with MTD Therapy) | 01 Dec 2025 | 00:50:49 | |
In this episode of The Tax Professionals Podcast, host Jack Bonehill joined MTD Therapy, a community for accountants and tax advisors, for an unfiltered discussion — sometimes full-on ranting — about the latest UK Budget. Around the ranting, you’ll hear clear explanations of the key Budget announcements and expert insights into them. The Tax Lab: free webinars to improve your tax skills. Real scenarios, tackled live. Timings
Guests
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| TTPP125: How to Turn Tax Jargon into Plain English Advice that Clients Love | 27 Oct 2025 | 00:17:21 | |
Your advice is probably full of unnecessary tax jargon without you even realising it. However, you can use simpler language without losing meaning — and your advice will be much better for it. In this episode, host Jack Bonehill identifies the overly complex wording in a real piece of tax advice and shows how the same points can be written in plain English that clients actually understand and will love you for. The Tax Lab: free webinars to improve your tax skills. Real scenarios, tackled live. The Tax Advice Masterclass: teaching you a repeatable method to write high-quality tax advice with confidence and less self-doubt. Timings 00:14 – Intro: turning complex tax language into plain English that clients love. Similar episodes: TTPP124: Two Questions That Make Your Tax Advice Instantly Better in Your Clients’ Eyes TTPP83: Improve Your Tax Advice Skills – Stories and Tips of 2 Tax Professionals | |||
| TTPP116: Growing and Scaling a Tax Team: Advice, Stories and Tips with David Francis, Partner at Grant Thornton | 30 Mar 2025 | 01:06:09 | |
This episode is focussed on growing or scaling a tax team in a professional services firm – something which is not natural for us as tax professionals. Our guest, David Francis, Partner and Head of Tax Dispute Resolution at Grant Thornton, shares his experiences and advice for how to grow a tax team, so that you can do the same. Show notes: thetaxprofessionalspodcast.com/TTPP116 Masterclasses for tax professionals: thetaxprofessionalspodcast.com/masterclasses Subscribe: thetaxprofessionalspodcast.com/subscribe Take control of your career progression free course: https://documents.thetaxprofessionalspodcast.com/freecourse You’ll Learn
Resources Masterclasses designed for tax professionals to help you master vital career skills:
Take a look and enrol, here. or email me at jackthetaxprofessionalspodcast.com Register for a free 1-month trial for Croner-I’s tax guidance/resources Book a call with ProTax to talk about your career: thetaxprofessionalspodcast.com/Bookprotax | |||
| TTPP32: The Technical vs Practical Tax Advisor and Which One's Best with Grahame Jackson, Tax Partner | 29 Aug 2021 | 00:55:42 | |
Show notes: thetaxprofessionalspodcast.com/TTPP32 Subscribe: thetaxprofessionalspodcast.com/subscribe The Tax Professionals Book Club: https://www.thetaxprofessionalspodcast.com/bookclub You’ll Learn
Resources TTPP10: How to Write Good-Quality and Practical Tax Advice | |||
| TTPP31: Master These 3 Skills to be a Great Tax Advisor | 15 Aug 2021 | 00:25:31 | |
Show notes: thetaxprofessionalspodcast.com/TTPP31 Subscribe: thetaxprofessionalspodcast.com/subscribe Take control of your career progression free course: https://documents.thetaxprofessionalspodcast.com/freecourse Tax Professionals Book Club: thetaxprofessionalspodcast.com/bookclub You’ll Learn
Related Episodes: Technical Ability
Advisory
Sales | |||
| TTPP30c: How to Pass the CTA OMB APS Paper with Nitin Rabher, BPP Tax Lecturer | 01 Aug 2021 | 00:50:36 | |
Show notes: thetaxprofessionalspodcast.com/TTPP30c Subscribe: thetaxprofessionalspodcast.com/subscribe Free Step-by-step guide to creating your own revision summary/folder You’ll Learn
Other Episodes and Resources
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| TTPP30b: How to Pass the CTA OMB Advanced Technical Paper with BPP Lecturers Nitin Rabheru and Libby Morris | 25 Jul 2021 | 01:00:14 | |
Show notes: thetaxprofessionalspodcast.com/TTPP30b Subscribe: thetaxprofessionalspodcast.com/subscribe Free Step-by-step guide to creating your own revision summary/folder You’ll Learn
Other Episodes and Resources
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| TTPP30a: How to Pass an ATT/CTA Resit with Nitin Rabheru, BPP Tax Lecturer | 20 Jul 2021 | 00:45:13 | |
Show notes: thetaxprofessionalspodcast.com/TTPP30a Subscribe: thetaxprofessionalspodcast.com/subscribe Free Step-by-step guide to creating your own revision summary/folder You’ll Learn
Resources & Other ATT/CTA Episodes
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| TTPP30: Support to Pass ATT and CTA Exams – 3-Episode Series Announcement | 18 Jul 2021 | 00:04:20 | |
Show notes: thetaxprofessionalspodcast.com/TTPP30 Subscribe: thetaxprofessionalspodcast.com/subscribe Free Step-by-step guide to creating your own revision summary/folder The three episodes:
Other ATT/CTA Episodes and Resources
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| TTPP29: The Road to CIOT President with Ray McCann, Ex-CIOT President | 04 Jul 2021 | 01:02:00 | |
Subscribe: thetaxprofessionalspodcast.com/subscribe Tax Professionals Book Club: https://www.thetaxprofessionalspodcast.com/BookClub Take control of your career progression free course: https://documents.thetaxprofessionalspodcast.com/freecourse You’ll Learn
Resources Ray emphasised the importance of feedback in the episode, so you may be interested in episode 3 of the podcast, How to Obtain Good Quality Feedback (and Why You Should Ask for More!). | |||
| TTPP28: Provide Great Tax Advice on Grey Areas (6 Tips!) | 20 Jun 2021 | 00:23:52 | |
Show notes: thetaxprofessionalspodcast.com/TTPP28 Subscribe: thetaxprofessionalspodcast.com/subscribe Take control of your career progression free course: https://documents.thetaxprofessionalspodcast.com/freecourse You’ll Learn
Episodes Mentioned Within the Episode TTPP1: How to Undertake Effective Tax Research TTPP6: How to Build and Maintain Strong Tax Knowledge to Excel as a Tax Professional | |||
| TTPP27: How to Achieve the Successful Tax Career You Want with James Perry, Finance Exams and Career Coach | 06 Jun 2021 | 00:54:49 | |
Show notes: thetaxprofessionalspodcast.com/TTPP27 Subscribe: thetaxprofessionalspodcast.com/subscribe Take control of your career progression free course: https://documents.thetaxprofessionalspodcast.com/freecourse You’ll Learn
Resources 7 Habits of Highly Effective People Related episodes: | |||
| TTPP26: 8 Tax-Research Sins | 23 May 2021 | 00:29:05 | |
Show notes: thetaxprofessionalspodcast.com/TTPP26 Subscribe: thetaxprofessionalspodcast.com/subscribe Take control of your career progression free course: https://documents.thetaxprofessionalspodcast.com/freecourse You’ll Learn
Resources TTPP1: How to Undertake Tax Research Effectively Useful online dictionary (I personally use this as I find it to be the best) | |||
| 5 Skills to Master Early in Your Tax Career (TTPP49 Re-release) | 17 Mar 2025 | 00:29:20 | |
Masterclasses for Tax Professionals: thetaxprofessionalspodcast.com/masterclasses Show notes: thetaxprofessionalspodcast.com/TTPP49 Subscribe: thetaxprofessionalspodcast.com/subscribe Take control of your career progression free course: https://documents.thetaxprofessionalspodcast.com/freecourse You’ll Learn
Rough Timings
Related Episodes Tax research: TTPP 1: How to Undertake Effective Tax Research TTPP37: Master Using Tax Legislation (and the Benefits this Brings) TTPP42: Master Using HMRC Manuals for Tax Research Tax Advice: TTPP 10: How to Write Good-Quality and Practical Tax Advice Explaining Tax rules Clearly: TTPP18: How to Explain Tax Rules & Concepts Clearly (to Help Others Understand!) | |||
| TTPP25: HMRC Insight into Offence of Failure to Prevent Facilitation of Tax Evasion with Samuel Dean, HMRC Lead (& How You Can Protect Clients) | 09 May 2021 | 00:48:14 | |
Show notes: thetaxprofessionalspodcast.com/TTPP25 Subscribe: thetaxprofessionalspodcast.com/subscribe Take control of your career progression free course: https://documents.thetaxprofessionalspodcast.com/freecourse You’ll Learn
Resources HMRC guidance: Corporate offences for failing to prevent criminal facilitation of tax evasion Sam on the Taxing Matters podcast talking about CCO: https://www.rpc.co.uk/perspectives/tax-take/taxing-matters-the-new-corporate-criminal-offence-of-failure-to-prevent-tax-evasion/ | |||
| TTPP 24: Tips to do Your ATT/CTA CPD 'Effortlessly' but Effectively (You'll See How!) | 25 Apr 2021 | 00:23:51 | |
Show notes: thetaxprofessionalspodcast.com/TTPP24 Subscribe: thetaxprofessionalspodcast.com/subscribe Take control of your career progression free course: https://documents.thetaxprofessionalspodcast.com/freecourse You’ll Learn
Resources Please note that some of the links included on this page are affiliate links. If you purchase through an affiliate link, I will get a small commission which will go towards the costs of running, and will support, the podcast, at no increased cost to you. Therefore, if you enjoy, have gotten benefit from, or would just like to support the podcast (and are going to purchase any of the below anyway), it would be appreciated if you purchase through the links on this page.Books mentioned in the episode:
Podcast episodes mentioned in the episode: | |||
| TTPP23: The Benefits of Having Your Own Tax Specialism/Niche (& Tips to Choose Yours!) with Sofia Thomas | 11 Apr 2021 | 00:46:47 | |
Show notes: thetaxprofessionalspodcast.com/TTPP23 Subscribe: thetaxprofessionalspodcast.com/subscribe Take control of your career progression free course: https://documents.thetaxprofessionalspodcast.com/freecourse The Go To Expert by Heather Townsend (the book recommended by Sofia in the episode) You’ll Learn
Resources Other episodes of the podcast which may benefit you: | |||
| TTPP 22: 8 CTA/ATT Revision Tips (Maximise the Benefit from your Revision Sessions!) | 28 Mar 2021 | 00:31:49 | |
Show notes: thetaxprofessionalspodcast.com/TTPP22 Subscribe: thetaxprofessionalspodcast.com/subscribe Summary of the tips from this episode: https://documents.thetaxprofessionalspodcast.com/8revisiontips You’ll Learn · 8 revision tips to help you pass the CTA/ATT exams · Things you can do to minimise time wasted when revising (i.e. being effective and productive) · How to get maximum benefit from practice questions and past papers you do · Ways to keep your revision interesting to keep you motivated Resources Other episodes to help with the exams: | |||
| TTPP21: How to Publish Articles in Tax Magazines and Reap the Career Benefits with Hannah Hurley | 15 Mar 2021 | 00:34:14 | |
Show notes: thetaxprofessionalspodcast.com/TTPP21 Subscribe: thetaxprofessionalspodcast.com/subscribe Take control of your career progression free course: https://documents.thetaxprofessionalspodcast.com/freecourse You’ll Learn
Resources Take control of your career progression free course: https://documents.thetaxprofessionalspodcast.com/freecourse Hannah’s Taxation articles: https://www.taxation.co.uk/biography/hannah-hurley Hannah’s Tax Journal articles: https://int-taxjournal.azurewebsites.net/authors/hannah-hurley I have been interested in this previously but got put off the idea by not knowing where to start. What would I need to do? Who would I need to contact? Am I experienced enough? Would I get paid for my published articles? These are just a few of the questions that were going through my head, and this episode’s guest, Hannah Hurley, answers all of these, and explains some simple steps that you can take to publish your very own articles. Hannah has had a few articles published across Tax Journal and Taxation magazines, and has impressively done so in relatively early stages of her career. You don’t need 20+ years’ experience to publish your own articles! Hannah has also featured as a panel member in a Women-in-Tax panel discussion on “Rasing Your Profile – Writing for Publications”, is ACA and CTA qualified, and is currently a Corporate Tax Assistant Manager at Blick Rothenberg. Take a listen to learn the benefits of writing tax articles, how to get your articles published, and Hannah’s tips to help you write better articles. | |||
| TTPP20: You’re Tax Qualified! Continue Your Career Progression Post Qualification (How to) | 01 Mar 2021 | 00:37:15 | |
Show notes: thetaxprofessionalspodcast.com/TTPP20 Subscribe: thetaxprofessionalspodcast.com/subscribe Take control of your career progression (free course): https://documents.thetaxprofessionalspodcast.com/freecourse You’ll Learn
Resources TTPP 2 – How to Improve your Productivity with Carl Pullein (Productivity Expert): https://www.thetaxprofessionalspodcast.com/ttpp2/ | |||
| TTPP19: How to pass the May 2021 CTA and ATT Exams with Nitin Rabheru | 15 Feb 2021 | 01:05:00 | |
Show notes: thetaxprofessionalspodcast.com/TTPP19 You’ll Learn
Resources Step-by-step guide to creating your very own revision folder | |||
| TTPP18: How to Explain Tax Rules & Concepts Clearly (to Help Others Understand!) | 01 Feb 2021 | 00:27:54 | |
Show notes: thetaxprofessionalspodcast.com/TTPP18 Subscribe: thetaxprofessionalspodcast.com/subscribe Take control of your career progression free course: https://documents.thetaxprofessionalspodcast.com/freecourse You’ll Learn
Other similar episodes of the podcast TTPP 10: HOW TO WRITE GOOD-QUALITY AND PRACTICAL TAX ADVICE TTPP 7: HOW TO HAVE EFFECTIVE MEETINGS AS A TAX PROFESSIONAL WITH LOREN LAZARONY TTPP 6: HOW TO BUILD AND MAINTAIN STRONG TAX KNOWLEDGE TO EXCEL AS A TAX PROFESSIONAL TTPP 4: HOW TO BE A BETTER DELEGATOR TO PROGRESS YOUR CAREER WITH MIKE CLAYTON | |||
| TTPP17: How the ADIT Qualification Could Benefit Your Tax Career with Catriona Loughran of Extratax Training | 18 Jan 2021 | 00:41:49 | |
Show notes: thetaxprofessionalspodcast.com/TTPP17 Subscribe: thetaxprofessionalspodcast.com/subscribe Take control of your career progression free course: https://documents.thetaxprofessionalspodcast.com/freecourse You’ll Learn
Resources Enrol on Free Course – Take Control of your Own Tax-Career Progression
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| TTPP16: 7 Habits of Highly Effective Tax Professionals | 04 Jan 2021 | 00:46:29 | |
Show notes: thetaxprofessionalspodcast.com/TTPP16 Subscribe: thetaxprofessionalspodcast.com/subscribe Take control of your career progression free course: https://documents.thetaxprofessionalspodcast.com/freecourse You’ll Learn
Resources The 7 Habits of Highly Effective People by Stephen R Covey Related TTPP Episodes TTPP 1: HOW TO UNDERTAKE EFFECTIVE TAX RESEARCH TTPP 4: HOW TO BE A BETTER DELEGATOR TO PROGRESS YOUR CAREER WITH MIKE CLAYTON TTPP 10: HOW TO WRITE GOOD-QUALITY AND PRACTICAL TAX ADVICE TTPP12: ROAD TO TAX MANAGER – ACCELERATE YOUR PROGRESSION WITH 10 TIPS LEARNT FROM MY JOURNEY TTPP 14: HOW TO STEP UP INTO YOUR NEW TAX ROLE/PROMOTION (EXCEL & CONTINUE PROGRESSING!) | |||
| TTPP115: How to be an Excellent Tax Junior, Graduate, Trainee or Apprentice with Olivia Pryer | 03 Mar 2025 | 00:42:46 | |
This episode is all about how to be an excellent ‘tax junior’. By tax junior, I mean someone in the early stages of their career, including tax trainees, tax graduates, and tax apprentices. We are joined by Olivia Pryer, who was an excellent tax junior, loved by her boss, and she joins us to share her mindset, approach and tips, and help you or your colleges be an excellent tax junior and asset to the team. Show notes: thetaxprofessionalspodcast.com/TTPP115 Subscribe: thetaxprofessionalspodcast.com/subscribe Masterclasses for tax professional Take control of your career progression free course: https://documents.thetaxprofessionalspodcast.com/freecourse You’ll Learn
Resources Masterclasses designed for tax professionals to help you master vital career skills:
Register for a free 1-month trial for Croner-I’s tax guidance/resources Book a call with ProTax to talk about your career: thetaxprofessionalspodcast.com/Bookprotax Contact details | |||
| TTPP15: 3 Most Important Skills to Be a Successful Tax Professionals/Advisor ft. Bill Dodwell (Tax Director of OTS), Ian Goodwin (Tax Director), Mark Morton (Head of Tax), and Edmund Paul (Tax Manager) | 21 Dec 2020 | 00:28:32 | |
Show notes: thetaxprofessionalspodcast.com/TTPP15 Subscribe: thetaxprofessionalspodcast.com/subscribe Take control of your career progression (free course): https://documents.thetaxprofessionalspodcast.com/freecourse | |||
| TTPP14: How to Step Up Into Your New Tax Role/Promotion (Excel & Continue Progressing!) | 07 Dec 2020 | 00:32:22 | |
Show notes: thetaxprofessionalspodcast.com/TTPP14 Subscribe: thetaxprofessionalspodcast.com/subscribe Take control of your career progression free course: https://documents.thetaxprofessionalspodcast.com/freecourse You’ll Learn
Resources & Related Episodes of Podcast | |||
| TTPP 13: How to get the Work-Life Balance you Desire for an Enjoyable Life and Successful Career with Jo Maughan | 23 Nov 2020 | 00:47:36 | |
Show notes: thetaxprofessionalspodcast.com/TTPP13
Resources
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| TTPP12: Road to Tax Manager – Accelerate Your Progression with 10 Tips Learnt From My Journey | 09 Nov 2020 | 00:34:19 | |
Show notes: thetaxprofessionalspodcast.com/TTPP12 · 10 tips to help you progress and improve your tax career · About misconceptions that I had about a successful tax career, so that you can throw them out the window and focus on what’s important to progress · The benefits and value of having a tax specialism · How to create your own career USP · Key skills that you should start learning as soon as possible to set you up well for your future career in tax · TTPP 3: How to Obtain Good Quality Feedback (and Why You Should Ask for More!) · TTPP 4: How to be a Better Delegator to Progress your Career with Mike Clayton Calls to Action · Decide on or understand what your USP is Intro A long 5 years ago (yes long!), I started my tax career as a Trainee Tax Consultant. As a naïve and slightly over-confident 21-year-old, I thought I knew exactly what I needed for a successful tax-career and that it would be plain sailing. I can now confidently say that I had no idea. Who would’ve known! Over the past 5 years, I’ve become CTA qualified and most recently, promoted to Tax Manager. Both of which I am proud of. I’m not saying these to brag or show off in any way. I’m saying it to give you confidence that you can achieve it too, and to just say I’ve learnt a thing or two over the past 5 years that I’d like to share that I think you’ll find useful. So, in this episode, I’m sharing tips from what I’ve learnt on my journey to Tax Manager, to help accelerate your progression and improve your tax career. | |||
| TTPP11: How to Increase Your Chances of Winning/Converting Tax Work with Martyn Sloman (Without Being Pushy!!) | 26 Oct 2020 | 01:03:02 | |
You’ll Learn
Introduction Or, if I were to use the dreaded word, ‘selling’ services to clients. As tax professionals, this is not something we are taught how to do. It’s one of those things we are expected to ‘pick up’ on the job. But it is absolutely paramount that you are able to win client work if you want to make it to Senior Manager or above, generally speaking. In some firms, you may even need to do this at more junior roles. So, if you want to progress your career to these levels, you will need to develop and work on the skill of winning client work. That’s why I thought it would be great to invite this episode’s guest, Martyn Sloman, onto the podcast. Martyn is known as the “non-pushy” sales trainer – which instantly caught my attention, as I’ve been worried about coming across as pushy in the past, and maybe you have too. All of Martyn’s advice is provided to help you be “non-pushy” too, but be “professionally persistent”. In the episode, Martyn provides some great tips to improve your chances of winning client work. So, if this is something you are looking to get better at, I highly recommend you take a listen!
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| TTPP 10: How to Write Good-Quality and Practical Tax Advice | 11 Oct 2020 | 00:31:33 | |
Show notes: thetaxprofessionalspodcast.com/TTPP10
Related Episodes
Resources
o https://www.thepunctuationguide.com/apostrophe.html o For Acronyms in particular: here
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| TTPP 9: Impact of COVID-19 on Tax Job Market and Tips to Secure a New Job with Georgiana Head | 27 Sep 2020 | 00:50:16 | |
You’ll Learn
Introduction Some working in tax have been furloughed for prolonged periods, and some will be at risk of, or have already been faced with, redundancy. It is inevitably a difficult time, and I wanted to help in some way through the podcast, to help those of you who are in an unfortunate position and need to look for a new job in an unprecedented market. So, Georgiana Head, an experienced and well-known tax recruiter, joined me on the podcast to explain from her experience what the current tax-job market looks like, how it is changing, and to provide you with tips to improve your chances of successfully landing your next job. Georgiana first trained in tax, becoming ATT qualified and working for PwC, before moving to recruitment. She works closely with candidates to help them understand suitable and available jobs, even if this is for a role which she is not recruiting for, and helps them to increase their chances of being offered a tax job by improving CVs and helping them to properly prepare for interviews. Take a listen to find out what Georgiana has to say! | |||
| TTPP 8: Essential Excel Tips for Tax Professionals | 13 Sep 2020 | 00:33:54 | |
Show notes: thetaxprofessionalspodcast.com/ttpp8
All I thought would be important was learning tax rules and being able to advise accordingly. But, as you probably know, there’s much more to being a tax professional. You may not see it as essential but being able to use Excel well will save you SO MUCH time and hassle in the long term. And there will probably be times where you have no choice but to use it! I got thrown in the deep end within weeks of my first tax job, with what was a large and difficult Excel task, with another one to follow shortly after. I had no prior knowledge or experience in Excel at this point (apart from the basics of adding and subtracting!), which made this all the more tricky. At the time I didn’t realise what a great opportunity this was. I just wanted to get stuck into learning tax. But looking back, it really was an excellent experience for me in building my Excel skills. I was enrolled on a thorough online Excel course and then immediately after able to apply what I’d learn in a practical, real scenario. Since, I’ve built many spreadsheets since which I’ve been proud of. Yes – it is possible to be proud of a spreadsheet! The only thing with courses for Excel is they are, generally speaking, very generic. Only some of what you learn will be useful on the job, and if my experience is anything to go by, you’ll probably never use large amounts of it again. That’s not a good use of time and personally I think unnecessary for many people to do. To save you time, energy and effort, I bring you this episode to give you what I think are the key Excel essentials. From my own experiences, these will enable you to do most things that you’ll ever need to do in Excel as a tax practitioner and will enable you to do these quickly to save time, which is such a precious resource in today’s world. There’s so much more I could have put into this episode but to keep it brief and relevant, I’ve only included what I think are the must-knows. So, there’s a good chance there will be future episodes supplementing this. Take a listen to find out more – I think you’ll find it useful. | |||
| TTPP 7: How to Have Effective Meetings as a Tax Professional with Loren Lazarony | 30 Aug 2020 | 00:53:53 | |
Ever come out of a meeting, thinking that it was a complete waste of time? Like it was not necessary for you to attend the meeting? That your time could be better spent elsewhere? You’re not alone. This is a common problem for those who work in professional services (and not just restricted to us who work in tax!). Learning how to run an effective meeting is one of those things we are not taught. We end up learning from observing, and there’s a good chance the people we observe haven’t been taught how to run an effective meeting either. Can you see the problem? The thing is, running an effective meeting is not rocket science, as this episode’s guest, Loren Lazarony put it, as long as you know HOW. Once you know how and have a little practice, it is easily doable! Loren is the owner of Laz International Training, and has been providing business skills and project management training to global professionals for over 8 years. He has particular expertise in relation to running effective meetings, which he has distilled down into an online course. Meetings are an integral part of being a tax professional. For me, being able to run effective meetings is especially important in relation to client ones, but regardless of whether you work for an advisory firm, within an in-house tax team, or otherwise, being able to run effective meetings will benefit your career. In the episode, Loren provides lots of great straightforward, practical tips that you can implement to enable you to run more effective meetings. Take a listen to this episode, and let’s put an end to bad meetings! | |||
| TTPP 6: How to Build and Maintain Strong Tax Knowledge to Excel as a Tax Professional | 16 Aug 2020 | 00:18:13 | |
In this episode, I share the strategies and methods that I, myself, have and still use to build and maintain my tax knowledge, to help you do the same. When it comes to building your tax knowledge, the end goal should not be to know the answer to every tax question that you could ever be asked without checking (that would be impossible given the amount of tax legislation!), but having a good foundation will mean you have a good gut feeling of what the answer will be and will allow you to spot potential risks before things turn ugly. Tax research can then be undertaken as necessary to ratify the position, and the appropriate consideration given to any risks. Building your tax knowledge may seem like an overwhelming task – given the vast volume of information – but like with anything, if you approach it in the right way, you’ll be able to build it quicker than you think. It doesn’t matter whether you’re new to working in tax, have decided to swap specialism, or are more experienced and are looking for ways to bolster and maintain your knowledge – I think you’ll take away some useful points and ideas from this episode. | |||
| TTPP114: Pass Your CTA Exams by Not Being One of These 10 Types of Students with Nitin Rabheru | 17 Feb 2025 | 01:06:40 | |
There are common reasons why, time and time again, students fail their Chartered Tax Adviser (CTA) exams. To explain these, Nitin and I have created the “10 types of bad CTA students”, and to make it more memorable, we have assigned a name (hopefully fun names) to each one. In the episode, we talk through each bad type of student to help you identify any bad traits in yourself or you staff, and then we summarise our advice to increase the changes of you or your staff passing. Show notes: thetaxprofessionalspodcast.com/TTPP114 Subscribe: thetaxprofessionalspodcast.com/subscribe Take control of your career progression free course: https://documents.thetaxprofessionalspodcast.com/freecourse You’ll Learn
Resources – Other CTA Podcasts: All other exam-support related podcast episodes: https://www.thetaxprofessionalspodcast.com/category/podcast/att-cta/ Particularly recommend: TTPP96: Why She Failed One CTA Paper Multiple Times but Then Passed and Qualified with Amy Rylance Free Downloads FREE – CTA Study Phase Checklist so you can make sure you ‘complete’ the study phase before revision, going into revision as prepared as you can FREE – ATT/CTA revision folder guide, which was made when the exams became open book. This is somewhat outdated now, but there is still useful information in there FREE – 8 CTA/ATT revision tips summary, which does exactly what it says on the tin | |||
| TTPP 5: How to Pass the November 2020 ATT and CTA Exams (Open Book for the First Time) with Nitin Rabheru | 02 Aug 2020 | 01:00:41 | |
For the first, and maybe even the last, time ever, the November 2020 ATT and CTA exams will be ‘open book’, which means that you can take materials into the exam. Whilst it is arguably going to be ‘easier’ (I say that with caution), don’t fall into the trap of thinking that the exams are now going to be easy. The standard of questions is not changing, and so you will still need to adequately prepare in order to ensure pass. Studying towards an open book exam requires a different approach than if the exam was not open book. If you’re like me, however, you may have never sat an open book exam before, and so have no clue on the approach you should take or where to start. Fortunately for you, Nitin Rabheru, a CTA, ATT and other professional exams lecturer for BPP, knows exactly what to do, and is here to help! Nitin is a passionate lecturer that has, and still does, teach students on how to pass open book exams. He has over 20 years’ experience and really cares about the success of students, providing lots of great material on LinkedIn. In this episode, Nitin shares some invaluable, unique advice on how to properly prepare for the open-book November 2020 sittings. | |||
| TTPP 4: How to be a Better Delegator to Progress your Career with Mike Clayton | 19 Jul 2020 | 00:55:49 | |
Delegation is one of those skills that, once mastered, will become an exceptionally useful tool for you. It will help you progress, develop and get more out of your tax career, as well as help to improve your work-life balance (if this is something you desire!). But if you’ve had to opportunity to delegate, you’ve probably encountered a situation where delegation hasn’t gone to plan, leaving you feeling frustrated, annoyed, and like it’s quicker to do the work yourself. You’re definitely not alone with that experience. Delegation is a skill, and like any other skill, it must be learnt, developed, and improved over time. In this episode, Mike Clayton, from his extensive experience as a business trainer, author and speaker in helping professions, managers and leaders to excel, provides some great insights and advice so that you can become a better delegator. | |||
| TTPP 3: How to Obtain Good Quality Feedback (and Why You Should Ask for More!) | 06 Jul 2020 | 00:22:25 | |
Feedback. It is one of those things that many of us know is beneficial to help us develop and grow, but despite this, we choose to avoid it. Obtaining feedback is feared. It can make us feel uncomfortable, threatened, and defensive. But by not taking advantage of feedback, we are depriving ourselves of a useful resource. As tax professionals, a lot of the skills we need to are learnt through experience and practice alone, rather than taught to us in a classroom. And this makes feedback even more valuable to us. Feedback doesn’t need to be this big scary task that is dreaded. In fact, we should embrace it, and see if for what it is – an opportunity to help us grow and develop. I hear you. Easier said than done, I know, but still doable. To reap the full benefits of obtaining feedback, you should:
Want to learn how? Take a listen to this episode! Oh, and equip with the knowledge learnt in this episode, I challenge you to ask for 5 pieces of feedback in the next week. | |||
| TTPP 2: How to Improve Your Productivity with Better To-Do List and Email Management with Carl Pullein | 05 Jul 2020 | 00:48:06 | |
As tax professionals, there are times when we are exceptionally busy. Dreading tax return seasons, or that one client demanding immediate advice. We become stressed. We work long hours. And we end up neglecting those non-urgent important tasks that we know we should do. The solution? Increase your productivity. But how, I hear you ask? If you’d have told it was this simple a year ago, I wouldn’t have believed you. But by making some simple changes to how you approach your to-do list and emails, you can save time, become less overwhelmed, less stressed, and… More productive! I learnt this from productivity expert, Carl Pullein, who has helped thousands of people around the work to become more productive. So I invited him on the show to help you too become more productive, too! Take a listen, improve your approach, and get more done in less time! | |||
| TTPP 1: How to Undertake Effective Tax Research | 05 Jul 2020 | 00:19:36 | |
Undertaking tax research is one of those tasks that many taxes professionals dread. After all, the thought of reading complex legislation and unclear guidance over a cuppa isn’t most people’s idea of fun, although I definitely come close to the line. Fun or not, it is an essential part of being a tax professional. At some point, you will need to find the answer to questions you don’t know the answer, and that is done by – well – tax research. So being able to do it effectively is key! I’ve dedicated a lot of time to developing my technical ability and research skills, to the extent they’re probably my strongest skills right now. So, in this episode, I share with you my personal tips to become better at undertaking research, to allow you to more easily obtain the answers to those complicate tax queries, and – I dare say – enjoy it. Or at least not dread it! Take a listen – I think you’ll find it useful. | |||
| TTPP 0: Introduction to the Podcast | 30 May 2020 | 00:03:54 | |
The Tax Professionals Podcast is dedicated to helping tax professionals to improve their tax careers.
then this Podcast is for you! Want to find out more, to decide whether The Tax Professionals Podcast will benefit you, and to know what to expect from the podcast? Then listen to this episode! | |||
| TTPP113: Exceptional Tax Technical Skills: Key Benefits and Why You Should Develop Yours | 03 Feb 2025 | 00:24:29 | |
I share the key benefits of exceptional tax technical ability is and why you should aim to have this, illustrated through a real client story with highs, lows, disappointment, and me being considered a charlatan, by two lawyers. But who was right? Show notes: thetaxprofessionalspodcast.com/TTPP113 Subscribe: thetaxprofessionalspodcast.com/subscribe Take control of your career progression free course: https://documents.thetaxprofessionalspodcast.com/freecourse You’ll Learn
Resources Masterclasses for tax professionals: Register for a free 1-month trial for Croner-I’s tax guidance/resources | |||
| TTPP112: Winning Tax Work: From 0 Clients to Hundreds in 4 Years with James Edwards | 20 Jan 2025 | 00:56:51 | |
Hear how James Edwards has won so much tax work that he’s become too busy, so that you can win more work yourself. Show notes: thetaxprofessionalspodcast.com/TTPP112 Subscribe: thetaxprofessionalspodcast.com/subscribe Take control of your career progression free course: https://documents.thetaxprofessionalspodcast.com/freecourse You’ll Learn
Resources Masterclasses for tax professionals: Register for a free 1-month trial for Croner-I’s tax guidance/resources | |||
| Podcast Break for Christmas, Recommended Eps from 2024, and Update From Me | 09 Dec 2024 | 00:10:46 | |
Info re Christmas podcast break, when the next episode will be, what the next two episodes will be, recommended eps from 2024 to listen to if you haven't already, and mini update from me. Show notes: thetaxprofessionalspodcast.com/Xmas24 Subscribe: thetaxprofessionalspodcast.com/subscribe Recommended Episodes from 2024 TTPP98: How and Why I Moved Tax Role After Being Loyal for 7 Years (Interviewed by Sam Hart) Resources Masterclasses for tax professionals: Register for a free 1-month trial for Croner-I’s tax guidance/resources Contact Me: | |||
| TTPP111: HMRC Tax Fraud Investigations: What COP9 Is and How To Prevent Disaster with Lucy Sauvage | 25 Nov 2024 | 00:54:33 | |
Better serve your clients, should they be caught up in tax fraud or a Code of Practice 9 (COP9) situation. Lucy Sauvage, our guest for this episode, explains what COP9 is, what a typical COP9 enquiry looks like, advice to prevent you messing up a COP9 enquiry, examples of common tax frauds and a story where Lucy’s client left HMRC with almost no choice but to pursue a criminal investigation into them. Show notes: thetaxprofessionalspodcast.com/TTPP111 Subscribe: thetaxprofessionalspodcast.com/subscribe Take control of your career progression free course: https://documents.thetaxprofessionalspodcast.com/freecourse You’ll Learn
Resources Masterclasses for tax professionals: Register for a free 1-month trial for Croner-I’s tax guidance/resources Contact Me: | |||
| TTPP110: Has HMRC's ADR Become Pointless or Worthwhile to Solve a Tax Dispute? with Barbara Bento | 11 Nov 2024 | 00:58:30 | |
Learn about HMRC’s alternative dispute resolution (ADR) process, which you can use to help solve your client’s tax disputes with HMRC – but is it worthwhile or is it a waste of time? Barbara Bento, our expert guest, explains. Show notes: thetaxprofessionalspodcast.com/TTPP110 Masterclasses for tax professionals: Subscribe: thetaxprofessionalspodcast.com/subscribe Take control of your career progression free course: https://documents.thetaxprofessionalspodcast.com/freecourse You’ll Learn
Resources Masterclasses for tax professionals: Register for a free 1-month trial for Croner-I’s tax guidance/resources Contact Me: | |||
| TTPP109: One Year Into Being Tax Partner - What Did it Look Like? With Ele Theochari of Blick Rothenberg | 28 Oct 2024 | 00:59:41 | |
Ele recently completed her first year of being a tax partner. Hear what her first year looked like, which will help you decide whether being a tax partner is for you AND will teach you a masterclass in how you can be successful as a tax partner. Show notes: thetaxprofessionalspodcast.com/TTPP109 Masterclasses for tax professionals: Subscribe: thetaxprofessionalspodcast.com/subscribe Take control of your career progression free course: https://documents.thetaxprofessionalspodcast.com/freecourse Rough timings
Resources Previous podcast ep with Ele: TTPP88: Her Spectacular Route to Tax Partner at 29 with Ele Theochari [Tax Career Success Secrets Ep 12] Masterclasses for tax professionals: Tax Research Masterclass – finding the answer to tax questions, using tax legislation and guidance Tax Advice Masterclass – how to provide high-quality tax advice that clients value Register for free 1-month trial for Croner-I’s tax guidance/resources | |||
| TTPP124: Two Questions That Make Your Tax Advice Instantly Better in Your Clients' Eyes | 12 Oct 2025 | 00:10:29 | |
You might be giving technically perfect tax advice — but if it’s too long or too complicated, it won’t land well with clients. In this episode, Jack Bonehill shares a real story where two simple questions helped turn a colleague’s advice from technical to client-friendly. You can use these questions to instantly make your advice clearer, shorter, and more valuable from a client’s perspective. If you want to deliver better advice that clients truly value — this episode is for you. Show notes: thetaxprofessionalspodcast.com/TTPP124 The Tax Lab (real scenarios, tackled live: https://www.thetaxprofessionalspodcast.com/thetaxlab/ Masterclasses for tax professionals: https://www.thetaxprofessionalspodcast.com/masterclasses/ Timings
The Tax Lab Sharpen your skills as a tax advisor by seeing exactly how I think and approach real scenarios that we encounter as tax professionals, with The Tax Lab. The Tax Lab gives you a glimpse inside my mind — my thoughts and my approach — as I tackle real scenarios live, so you can refine your own way of working. Sessions of The Tax Lab are free to attend. Sign up so I can invite you to all future sessions. | |||
| TTPP108: How to Conquer all Types of Imposter Syndrome for Tax Career Success & Happiness with Estelle Read | 13 Oct 2024 | 01:03:39 | |
From this episode, you will learn what the different types of impose syndrome are, how they may be negatively impacting your tax career/your life, and how to deal with them. Our expert guest for this episode, Estelle Read, shares all of this with you, after many years of helping professionals that fix burnout, remove stress, and perform better. Show notes: thetaxprofessionalspodcast.com/TTPP108 Tax Advice Masterclass – Details and Enrol Here Subscribe: thetaxprofessionalspodcast.com/subscribe Take control of your career progression free course: https://documents.thetaxprofessionalspodcast.com/freecourse Rough timings
Resources Tax Advice Masterclass – Details and Enrol Here Register for free 1-month trial for Croner-I’s tax guidance/resources Estelle’s free resources: https://linktr.ee/EstelleAtBeee | |||