Bundle includes
Here are all the courses that are included in your bundle.
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All Courses, Tax
Capital Taxes Update - June 2025
1 Lessons Free
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All Courses, Tax
Practical Strategies for Managing your HMRC Interactions
1 Lessons Free
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All Courses, Tax
Corporation Tax Update - June 2025
1 Lessons Free
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All Courses, Tax
VAT Update June 2025 including a Refresher on VAT Rules Post Brexit
1 Lessons Free
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All Courses, Tax
R&D Tax Relief - What's New for 2025
1 Lessons Free
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All Courses, Tax
Property Tax Update - June 2025
1 Lessons Free
CPD Course Speaker
ATT
Helen Thornley
Helen is a technical officer with the Association of Taxation Technicians (ATT) where her role includes looking at the latest changes in tax policy and working with HMRC on developments and improvements to their systems and processes.
Helen’s background is in personal tax, and prior to joining the ATT she worked in the north of England advising family businesses and high net worth individuals. Helen writes for publications including Tax Adviser, AccountingWEB, Accountancy Age and Taxation magazine.
She has appeared on BBC Radio 4's Money Box Live and BBC Radio 5 Live's Wake up to Money in addition to many local radio stations and been quoted in the Financial Times, Times, Telegraph and Guardian. Helen is also a member of the CIOT, ICAEW and STEP (Society of Trust and Estate Practitioners).
Helen’s background is in personal tax, and prior to joining the ATT she worked in the north of England advising family businesses and high net worth individuals. Helen writes for publications including Tax Adviser, AccountingWEB, Accountancy Age and Taxation magazine.
She has appeared on BBC Radio 4's Money Box Live and BBC Radio 5 Live's Wake up to Money in addition to many local radio stations and been quoted in the Financial Times, Times, Telegraph and Guardian. Helen is also a member of the CIOT, ICAEW and STEP (Society of Trust and Estate Practitioners).
OmniPro Strategic Solutions
Lindsay Webber
As a head of Strategic Solutions at OmniPro, Lindsay’s focus is on helping practices achieve on-going best practice compliance, providing in-house training and technical assistance in audit and financial reporting.
Lindsay is a member of the South African Institute of Chartered Accountants and Chartered Accountants Ireland. She trained with KPMG in Johannesburg and specialised in external audit of financial services companies. She then spent six years lecturing audit and financial reporting to under-grad and post-grad students at Rhodes University in South Africa before moving to Ireland and returning to practice in a small, and then a medium sized firm where she was an audit manager. She is passionate about combining her academic and practice backgrounds to provide technical information in a useful and practical way.
Outside of her accounting qualifications Lindsay holds a PGDiploma in Higher Education from Rhodes University, an MBA from Trinity College Dublin and a Diploma in Forensic Accounting from Chartered Accountants Ireland.
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Lindsay is a member of the South African Institute of Chartered Accountants and Chartered Accountants Ireland. She trained with KPMG in Johannesburg and specialised in external audit of financial services companies. She then spent six years lecturing audit and financial reporting to under-grad and post-grad students at Rhodes University in South Africa before moving to Ireland and returning to practice in a small, and then a medium sized firm where she was an audit manager. She is passionate about combining her academic and practice backgrounds to provide technical information in a useful and practical way.
Outside of her accounting qualifications Lindsay holds a PGDiploma in Higher Education from Rhodes University, an MBA from Trinity College Dublin and a Diploma in Forensic Accounting from Chartered Accountants Ireland.
NHD Tax Solutions Ltd
Sarah Scala
Sarah, a Chartered Tax Adviser and tax dispute specialist, is Partner at NHD Tax Solutions and the founder and Chair of The Contentious Tax Group. Sarah supports taxpayers from all walks of life with any form of HMRC dispute. Sarah has experience of a wide variety of HMRC challenges both criminal and civil and has supported taxpayers at Tribunal and has provided expert evidence for the Courts. Sarah regularly speaks on and writes about issues affecting taxpayer mental health. This has included meeting with senior figures in HMRC’s Fraud Investigation Services and attending the Houses of Parliament to bring to the attention of MPs the way in which HMRC are handling enquiries and the length of time those enquiries and investigations are taking
BW Business Accountants & Advisers
Natalie Binstead-Wey
Natalie is an ICAEW Chartered Accountant and Chartered Tax Adviser. She has 8 years’ experience working in the corporate tax teams of several Big 4 and Top 10 accountancy practices in Bristol. Natalie now owns her own digital accountancy practice based in Bristol, with a variety of small business and personal tax clients. Natalie has also previously been a Lecturer in Accounting and Finance for UWE Bristol and is a Past President of ICAEW West of England.
VAT Director Rayner Essex
Jason Croke
Jason has over 20 years’ experience working exclusively in indirect taxes (VAT, import duty, SDLT) with owner-managed businesses, corporates and not for profit sectors. He particularly enjoys challenging HMRC decisions, representing clients in tribunals or during inspections.
His experience includes land and property, partial exemption and European VAT matters but equally happy with a VAT registration request too. Jason also advises on other indirect taxes such import duty and Stamp Duty Land Tax.
VAT and duty is a complicated subject, his main strength is being able to explain complex law in an easy-to-understand manner, enabling clients to understand what the problem is and crucially, what the solution is too.
It has often been said that he actually makes the subject of VAT sound interesting, but we will let you be the judge of that!
In his spare time, Jason likes cycling, regular (but not obsessive) trips to the gym, skiing in winter and hiking in the summer and is married with one teenage daughter.
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His experience includes land and property, partial exemption and European VAT matters but equally happy with a VAT registration request too. Jason also advises on other indirect taxes such import duty and Stamp Duty Land Tax.
VAT and duty is a complicated subject, his main strength is being able to explain complex law in an easy-to-understand manner, enabling clients to understand what the problem is and crucially, what the solution is too.
It has often been said that he actually makes the subject of VAT sound interesting, but we will let you be the judge of that!
In his spare time, Jason likes cycling, regular (but not obsessive) trips to the gym, skiing in winter and hiking in the summer and is married with one teenage daughter.
Quantify.Tax
Simon Briton
Simon has 20 years' experience working with innovative companies and their advisers on R&D tax relief claims and the other tax incentives that support business growth.
As a tax-qualified lawyer, Simon handles R&D tax enquiries from a wide range of sources and has much more experience than most advisers in this space.
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As a tax-qualified lawyer, Simon handles R&D tax enquiries from a wide range of sources and has much more experience than most advisers in this space.
George Hay Chartered Accountants
Barry Jefferd
Barry Jefferd is the Taxation Partner at George Hay Chartered Accountants. He is a Chartered Accountant, Chartered Tax Adviser and member of the Society of Trust and Estate Practitioners.
He advises on the complete range of taxes, with a particular interest in Capital Gains Tax, Inheritance Tax, and property and land transactions. Barry lectures widely on taxation on behalf of Taxation Institutes who are providing training for other professionals and is the co-author of two publications; Tax planning, a joint publication between the UK200 Group and the Daily Telegraph, and the Innovation Handbook, endorsed by the Intellectual Property Office.
He is an expert in Share and Business Valuations and has appeared in both the High and County Courts as an expert witness. Barry was also one of the first accountants in the country to pass the Institute of Chartered Accountants in England and Wales’ probate qualification. He is now director of GH Probate Ltd, our company providing probate services, and also a director of GH Wills Ltd, our company providing Will writing services.
As well as his services to clients, Barry offers a tax consultancy service for smaller practices throughout the UK, as well as advising on one off tax problems for other accountants and taxpayers.
He is currently Vice President of the Association of Tax Technicians (ATT), the country’s leading professional body dealing with tax compliance.
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He advises on the complete range of taxes, with a particular interest in Capital Gains Tax, Inheritance Tax, and property and land transactions. Barry lectures widely on taxation on behalf of Taxation Institutes who are providing training for other professionals and is the co-author of two publications; Tax planning, a joint publication between the UK200 Group and the Daily Telegraph, and the Innovation Handbook, endorsed by the Intellectual Property Office.
He is an expert in Share and Business Valuations and has appeared in both the High and County Courts as an expert witness. Barry was also one of the first accountants in the country to pass the Institute of Chartered Accountants in England and Wales’ probate qualification. He is now director of GH Probate Ltd, our company providing probate services, and also a director of GH Wills Ltd, our company providing Will writing services.
As well as his services to clients, Barry offers a tax consultancy service for smaller practices throughout the UK, as well as advising on one off tax problems for other accountants and taxpayers.
He is currently Vice President of the Association of Tax Technicians (ATT), the country’s leading professional body dealing with tax compliance.
Company Law Solicitor
David Impey
David Impey is a company law solicitor, professional services marketer, writer, and lecturer. His specialities include company law, professional services marketing, strategic planning and implementation, and interactive e-marketing.
As well as specialising in company law, David also works with law firms and other law businesses, helping them with strategy, and marketing, and majoring particularly on overcoming barriers to implementation of strategic and marketing plans and tactics
From 2008 to 2014, he led and worked on a major project for the UK Intellectual Property Office, through Atom Content Marketing (formerly BHP), building and developing an online IP HealthCheck resource that helps small and medium-sized businesses to identify, protect and commercially exploit their intellectual property.
He also worked in-house for 14 fun and profitable years for leading services provider Jordans, becoming Marketing Director responsible for developing, managing and marketing its service and product range. Particularly, he led significant projects to commoditise UK and overseas ‘factory’ professional services and promote them into the UK and other legal markets.
David lectures in the UK and overseas on both UK company law and professional services firm strategy and marketing.
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As well as specialising in company law, David also works with law firms and other law businesses, helping them with strategy, and marketing, and majoring particularly on overcoming barriers to implementation of strategic and marketing plans and tactics
From 2008 to 2014, he led and worked on a major project for the UK Intellectual Property Office, through Atom Content Marketing (formerly BHP), building and developing an online IP HealthCheck resource that helps small and medium-sized businesses to identify, protect and commercially exploit their intellectual property.
He also worked in-house for 14 fun and profitable years for leading services provider Jordans, becoming Marketing Director responsible for developing, managing and marketing its service and product range. Particularly, he led significant projects to commoditise UK and overseas ‘factory’ professional services and promote them into the UK and other legal markets.
David lectures in the UK and overseas on both UK company law and professional services firm strategy and marketing.
Calathea Solutions Ltd
Lucy Brown
After initially working in a range of bookkeeping and accounting roles, Lucy took up a role in a team administering the £17 billion pension fund of one of the Top 3 UK banks. Later moving on to a project working with an international partner to scope a new pensions administration system. This work drew on expertise in:
• Workflow Management
• Process mapping
• Systems design
• Test design and implementation
• Interpretation of scheme rules and legislation
After a career break, Lucy went into practice as a bookkeeper, growing and developing a successful bookkeeping practice that she then sold. Whilst in practice as a bookkeeper, Lucy developed and implemented policy and processes to ensure that the business was compliant with all legislative requirements, including Anti Money Laundering legislation.
Having successfully sold the business, Lucy worked for one of the supervisory bodies supporting members to meet their legislative obligations and satisfy professional standards. In this role Lucy provided training, worked to raise awareness, and provided advice to a wide variety of members – alongside overseeing the mandatory penalty regime and developing an independent appeals process.
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• Workflow Management
• Process mapping
• Systems design
• Test design and implementation
• Interpretation of scheme rules and legislation
After a career break, Lucy went into practice as a bookkeeper, growing and developing a successful bookkeeping practice that she then sold. Whilst in practice as a bookkeeper, Lucy developed and implemented policy and processes to ensure that the business was compliant with all legislative requirements, including Anti Money Laundering legislation.
Having successfully sold the business, Lucy worked for one of the supervisory bodies supporting members to meet their legislative obligations and satisfy professional standards. In this role Lucy provided training, worked to raise awareness, and provided advice to a wide variety of members – alongside overseeing the mandatory penalty regime and developing an independent appeals process.
CPD Course Speaker
striveX
Rachel Harris
Rachel Harris is disrupting what it means to be an accountant, a business owner and an employer in 2024. She is a TEDx speaker, Forbes contributor, content creator, author, business owner and most importantly... an accountant! As the official accounting personality of the year 2023 & breakout star of the year 2023, Rachel adds value to her audience of 90,000 by creating completely free long and short form content delivering financial education! She is passionate about free financial education for everyone, she is the founder of @accountant_she, her £1m firm striveX accountants, striveX audit, striveX consulting and striveX mortgages.
gracehardy.com
Grace Hardy
Grace Hardy started her accounting practice 'Hardy Accounting' at 21 years old after gaining her qualification during her apprenticeship. She has grown her platform and scaled her business using organic social media marketing. She started the 'Unconventional Podcast' to help Gen Z learn accounting, marketing and how to start a business. Hardy now advocates for financial education and speaks about her journey to inspire other young people to start their own businesses.
The Corporate Finance Network
Kirsty McGregor
Kirsty McGregor is founder and Chairman of The Corporate Finance Network, a group of independent regional accountancy firms. As an experienced SME Corporate Financier, she now shares her knowledge and practical resources with accountants who aim to assist owner-managed businesses to grow profitable businesses and ultimately to exit.
As Accountant-in-Residence at Capitalise.com she relishes sharing with firms how they can support clients to access sufficient working capital for growth and resilience.
She is also a speaker, professional trainer and is regularly called upon to provide commentary on SME issues to the press and media and was awarded the Accounting International Bulletin’s “Personality of the Year” in 2021.
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As Accountant-in-Residence at Capitalise.com she relishes sharing with firms how they can support clients to access sufficient working capital for growth and resilience.
She is also a speaker, professional trainer and is regularly called upon to provide commentary on SME issues to the press and media and was awarded the Accounting International Bulletin’s “Personality of the Year” in 2021.
Founder & CEO - Your Crypto Coach
Alan Sellers
Alan Sellers has been an accredited Executive Coach for 26 years, helping practices in the financial and legal sectors succeed. He is an established blockchain and digital asset influencer. Alan is the official blockchain and crypto specialist for the London Chamber of Commerce, and the only cryptocurrency and blockchain expert on the Institute of Directors Fintech and Finance Group.
His TikTok account provides educational content about cryptocurrency and has over 3.7m views.
As Founder of Your Crypto Coach Limited Alan’s vision is to educate as many people as possible about the exciting world of blockchain and crypto in a ‘sound, practical and safe’ way.
“Blockchain is how the internet was 30 years ago. I’m not sure people realise what an enormous impact this amazing technology will have on all aspects of their lives. I’ve made it my mission to educate them in a safe and secure way”
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Red Button Marketing & Training
Margaret Bradshaw
Margaret began her career in hospitality management and operated in a number of hotels around the South of England before moving to the North East in her early 20’s. From there she moved into the field of recruitment where she worked with Manpower for 3 years covering a range of disciplines. A change of environment when Margaret took a post with a radio station selling advertising before a move into professional services where she spent 20 years as the marketing manager with a leading regional firm. Starting this role in 1998 was at a time when marketing in accounting firms was quite new and it presented a wonderful range of challenges and opportunities. Margaret developed the role, established & supported commercial relationships, introduced processes and made the department a key selling aspect of the firm by introducing a telemarketing function.
The department grew and this cascaded throughout the firm. An exciting marketing led culture was established and results were achieved through communication internally, service focus and putting in systems to track activity and outcomes.
Throughout her career, Margaret has been involved in relationship building, the development of processes, the joining of people and opportunities as well as passionately bringing a sense of focus towards customer service and the associated rewards.
In 2017, the button was born! Margaret set up her own business with a focus on marketing planning. The vision was to highlight the role of a marketing plan in a business so that business owners could access the very process required to make a difference. Now with an accredited training programme and award winning technology solution, Margaret and her team are striving forward and reaching out to new markets. On a personal note, Margaret enjoys music where she is a singer with a local band, loves time with her children, walking around North Yorkshire as well as a good chat over a cuppa with friends.
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The department grew and this cascaded throughout the firm. An exciting marketing led culture was established and results were achieved through communication internally, service focus and putting in systems to track activity and outcomes.
Throughout her career, Margaret has been involved in relationship building, the development of processes, the joining of people and opportunities as well as passionately bringing a sense of focus towards customer service and the associated rewards.
In 2017, the button was born! Margaret set up her own business with a focus on marketing planning. The vision was to highlight the role of a marketing plan in a business so that business owners could access the very process required to make a difference. Now with an accredited training programme and award winning technology solution, Margaret and her team are striving forward and reaching out to new markets. On a personal note, Margaret enjoys music where she is a singer with a local band, loves time with her children, walking around North Yorkshire as well as a good chat over a cuppa with friends.
Kate Shepherd Associates
Kate Shepherd
Kate Shepherd is a charismatic employment lawyer who specialises in online employment law training and HR consultancy. She trains and advises a diverse set of employers from small and medium sized enterprises to charities, public sector organisations and international companies, as well as taking board level director roles for clients. Prior to establishing her consultancy, Kate Shepherd Associates in 2005, Kate qualified as a solicitor, and practised employment law at a senior level with a leading firm in the Midlands.
Kate is an associate for leading organisations involved in learning and development including the CIPD, Pearson Business School and MBL Seminars and is a published author.
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Kate is an associate for leading organisations involved in learning and development including the CIPD, Pearson Business School and MBL Seminars and is a published author.
Nick Elston
Nick Elston
Nick Elston is one of the highest-profile and leading Inspirational Speakers on the Lived Experience of Mental Health.
In life, we can either let our adversities, our challenges, define us negatively for the rest of our lives…or…we can choose for it to forge something beautiful, something powerful – something that never would have existed without you going through your ‘stuff’ in the first place.
Described as a ‘BIG man, BIG heart, BIG story & BRUTAL honesty!’, ‘Utterly inspirational, absolutely engaging!’ and ’10/10 – a Speaking Masterclass!’ – Nick shares his experiences of Mental Illness, Mental Ill-Health & Breakdown worldwide – through his powerful, inspiring, engaging & emotional talks.
Most importantly, Nick shares his ‘Lived Experience’ through insights, tools, tips and techniques on how to manage Anxiety in Life, in Business – to implement immediately.
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In life, we can either let our adversities, our challenges, define us negatively for the rest of our lives…or…we can choose for it to forge something beautiful, something powerful – something that never would have existed without you going through your ‘stuff’ in the first place.
Described as a ‘BIG man, BIG heart, BIG story & BRUTAL honesty!’, ‘Utterly inspirational, absolutely engaging!’ and ’10/10 – a Speaking Masterclass!’ – Nick shares his experiences of Mental Illness, Mental Ill-Health & Breakdown worldwide – through his powerful, inspiring, engaging & emotional talks.
Most importantly, Nick shares his ‘Lived Experience’ through insights, tools, tips and techniques on how to manage Anxiety in Life, in Business – to implement immediately.
Simplify Climate
Jose Antonio Hopkins
José Antonio Hopkins is a chartered accountant, sustainability consultant, associate lecturer, and keynote speaker with over 14 years of international experience supporting accountants, auditors, and finance professionals in integrating climate and sustainability considerations into business strategy and financial reporting.
After senior roles at KPMG and MHA, a member firm of Baker Tilly UK, and working as a sustainability and ESG specialist, Jose founded Simplify Climate to help professionals turn frameworks such as TCFD, UK-CFD, ISSB, and EU-CSRD into practical tools for risk management, compliance, and long-term value creation.
He has trained and advised leading organisations including Minera Escondida, BHP Billiton, Syngenta, Virgin Group, Infinis, Trainline, KAZ Minerals, Ferrexpo, and Polymetal—simplifying the integration of climate risk and sustainability into financial reporting, audit readiness, and internal controls. His work also includes helping teams navigate evolving sustainability requirements under IFRS, FRS 102, and related assurance expectations. He has supported both PCAOB and FRC-reviewed audit engagements and helped audit teams challenge climate-related assumptions and disclosures.
Bilingual in English and Spanish, Jose regularly delivers training, workshops, and thought leadership at events including the House of Lords and ExCeL London, equipping professionals with the clarity and confidence to address the fast-evolving sustainability landscape.
In addition to his professional work, Jose is a strong advocate for high performance and wellbeing in the accounting profession. Drawing from his personal experience transforming focus and resilience through weightlifting, dietary change, and mindset training, he shares practical strategies to help individuals maintain energy, clarity, and performance under pressure.