The Tax Professionals Podcast

Send us a text Many tax professionals I speak to tell me they don’t feel confident when it comes to looking into technical points and reaching tax conclusions. In this episode, I share why I think many people lack confidence in this area before sharing 6 practical tips to help you improve your confidence. Links Tax Research Masterclass (built the confidence of many tax professionals) Episode show notes Timings

Send us a text In this episode, Jack Bonehill (2023 Taxation’s Rising Star winner) is joined by Charlie Friend (2025 Taxation’s Rising Star winner) to share their advice on how to excel early in your tax career, progress quickly, and create an award-winning Rising Star application. Links Episode show notes The Tax Lab: free webinars to improve your tax skills. Real scenarios, tackled live. Includes past recordings. Materclasses for Tax Professionals: Tax Advice Materclass and Tax Research Masterclass. Timings

Send us a text In accountancy firms, tax teams can easily give away advice for free, often with no recognition, to clients of the wider firm. This can cause friction and can be difficult to manage. In this episode, host Jack Bonehill is joined by David Maslen, Head of Tax at Old Mill, to discuss why this happens and to share practical insights to help you obtain a fee or other recognition for your tax team’s valuable work. Links Episode show notes The Tax Lab: free webinars to improve your tax skills. Real scenarios, tackled live. Includes past recordings. Timings

Send us a text 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. Episode show notes The Tax Lab: free webinars to improve your tax skills. Real scenarios, tackled live. MTD Therapy Timings Guests Robyn MilsteadTom BickleEmma Rawson

Send us a text 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. Episode show notes 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. 01:11 – Client scenario: husband-and-wife partnership selling business units. 03:15 – Simplifying “income tax implications.” 06:13 – Simplifying “capital disposal” and removing jargon. 10:18 – Explaining rollover relief in plain English. 13:17 – Breaking down business asset disposal relief (BADR) simply. 15:45 – Using examples and numbers to make advice tangible. 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

Send us a text 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 [00:00:25][00:02:13][00:03:34][00:04:38][00:06:22][00:07:41][00:09:29]The Tax LabThe 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. Sign up here

Send us a text Claritas Tax started in 2012 as a one-person venture. Today, it’s a 100-strong firm with eight offices across the UK. In this episode, Iain Wright, founder of Claritas, shares the journey from leaving a safe career path to building arguably the UK’s fastest-growing specialist tax firm. We talk about the first business plan, the earliest hires, how Claritas scaled, the challenges of competing without a big brand, and the trust it takes to let go of work in order to grow. Show notes: thetaxprofessionalspodcast.com/TTPP123 The Tax Lab (real scenarios, tackled live: https://www.thetaxprofessionalspodcast.com/thetaxlab/ 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. Sign up here

Send us a text Want to get better at tax research? In this episode, I share my five-step process to always get to the answer — and show you how it worked in a tricky but real client case so you can start using it yourself. Tax Research Masterclass: Go to thetaxprofessionalspodcast.com/trm for details and to enrol. Show notes: https://www.thetaxprofessionalspodcast.com/ttpp122/ Timings [00:00] Introduction — why tax research feels overwhelming [00:00:22] My 5-step process in action: real-life client story [00:07:34] My 5-step tax research process explained [00:08:31] Deep dive into each of the five steps [00:10:47] Typical challenges tax professionals face during tax research [00:13:30] Exercise: try the 5-step process yourself [00:13:59] How the Tax Research Masterclass would help you Resources TTPP60: Improving Your Tax Research Skills - Stories and Tips of 3 Tax Professionals Croner-I's Online Tax Research Platform: Free Trial Subscribe https://www.thetaxprofessionalspodcast.com/subscribe/

Send us a text From this episode, learn what a Tax Editor does and hear advice on how to become one. Andrew Rainsford – Tax Editor at Lefebvre for over ten years, shares what he enjoys, the challenges, and the different types of tax-editing roles that exist. Take a listen if you’re interested in hearing about different tax roles or have a specific interest in editing. Show notes: thetaxprofessionalspodcast.com/TTPP121 Subscribe: thetaxprofessionalspodcast.com/subscribe Tax skills courses: https://www.thetaxprofessionalspodcast.com/masterclasses/ Take control of your career progression free course: https://documents.thetaxprofessionalspodcast.com/freecourse Timings Resources Info on training courses for tax professionals/teams, on tax skills and other skills valuable for working in tax GeniA-L Tax Research Tool – Details and Demo Masterclasses for tax professionals: https://www.thetaxprofessionalspodcast.com/masterclasses/ Recommended podcast episodes: TTPP113: Exceptional Tax Technical Skills: Key Benefits and Why You Should Develop YoursTTPP119: From In-House Tax Apprentice to Manager: How To Succeed with an Unconventional Tax Career with Chloe Radcliffe-ScottTTPP118: How She Reinvented Herself, Her Tax Career and Created Amazing Team Culture with Sehjal Gupta [Tax Career Success Secrets Series]

Send us a text AI tools for tax research: the role they can play, how to use them well, and the safeguards to avoid getting things wrong and manage risk – this is what’s covered by this episode. AI can help save time, make our lives easier, and make tasks less frustrating as part of the research process. We are joined by Tony Court, who has worked in tax for over 40 years, and who has been testing and helping refine a tax-research AI tool. From his experience, he has learn a few tricks along the way about how to use them better. He shares them in this episode. Show notes: thetaxprofessionalspodcast.com/TTPP120 Subscribe: thetaxprofessionalspodcast.com/subscribe Take control of your career progression free course: https://documents.thetaxprofessionalspodcast.com/freecourse Masterclasses for tax professionals: https://www.thetaxprofessionalspodcast.com/masterclasses/ Timings Resources Info on training courses for tax professionals/teams, on tax skills and other skills valuable for working in tax GeniA-L Tax Research Tool – Details and Demo Masterclasses for tax professionals: https://www.thetaxprofessionalspodcast.com/masterclasses/ Recommended podcast episodes: TTPP119: From In-House Tax Apprentice to Manager: How To Succeed with an Unconventional Tax Career with Chloe Radcliffe-ScottTTPP118: How She Reinvented Herself, Her Tax Career and Created Amazing Team Culture with Sehjal Gupta [Tax Career Success Secrets Series]TTPP113: Exceptional Tax Technical Skills: Key Benefits and Why You Should Develop Yours

Send us a text Chloe Radcliffe-Scott has made a success of her squiggly tax career to date, despite living with a long-term health condition, Crohn’s. She started off as an in-house tax apprentice, before moving to accountancy practices, back to in-house and then also swapping specialism from corporation tax to employment taxes! You don’t need a traditional, linear path to have success, and Chloe shares her story which proves that along with her associated career advice. Show notes: thetaxprofessionalspodcast.com/TTPP119 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 jack@thetaxprofessionalspodcast.com and we can have a chat. Register for a free 1-month trial for Croner-I’s tax guidance/resources Book a call with ProTax Recruitment to talk about anything related to your tax career: http://thetaxprofessionalspodcast.com/bookprotax

Send us a text This episode is mainly a slice of my story – from childhood, to tax, to side hustle – and I thought you might find this insight interesting, learn a few tips along the way, particularly around winning tax work, business development (BD) and hear what I’ve learnt from the podcast that has helped me with my tax career and may help you with yours too. The episode is from me being interviewed by Craig McKeller, for The Professional Speaks podcast, and he kindly agreed for me to share it on my podcast, too! Show notes: thetaxprofessionalspodcast.com/TTPP117 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. Register for a free 1-month trial for Croner-I’s tax guidance/resources

Send us a text Sehjal’s divorce supercharged her tax career, going from tax consultant to director in three years. Hear her story, how she did it, how she’s created a team with a culture where people don’t leave, and her advice if you want to be successful in your own tax career. Show notes: thetaxprofessionalspodcast.com/TTPP118 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

Send us a text 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

Send us a text 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 TTPP 26: 8 Tax-Research Sins 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!)

Send us a text 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: Take a look and enrol, here. 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 jack@thetaxprofessionalspodcast.com LinkedIn: https://www.linkedin.com/in/jackbonehill94/

Send us a text 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 Webinars Get access here: https://www.pro-recruitment.co.uk/microsite/att-cta-webinars

Send us a text 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: 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 a free 1-month trial for Croner-I’s tax guidance/resources

Send us a text 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: 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 a free 1-month trial for Croner-I’s tax guidance/resources

Send us a text 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 TTPP96: Why She Failed One CTA Paper Multiple Times but Then Passed and Qualified with Amy Rylance TTPP98: How and Why I Moved Tax Role After Being Loyal for 7 Years (Interviewed by Sam Hart) TTPP107: Most Desired Skills and Attributes re Tax Professionals by Accounting Firms with Maisie and Sam from ProTax TTPP109: One Year Into Being Tax Partner - What Did it Look Like? With Ele Theochari of Blick Rothenberg Resources 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 a free 1-month trial for Croner-I’s tax guidance/resources Contact Me: jack@thetaxprofessionalspodcast.com LinkedIn: https://www.linkedin.com/in/jackbonehill94/