- enquiry@offa-group.co.uk
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Speakers
Nicola was a partner in an
Independent Fee based Financial
Planning firm before setting up
Draper Hinks Ltd. Draper Hinks is a
brokerage, covering all of England,
facilitating the buying and selling of
accountancy fees/practices. Nicola
is the MD of a small team and has
successfully brokered over 410 deals
since inception.
Alexandra is a Chartered Accountant and runs her own practice in East Grinstead. She provides audit, tax and
accounting services to her clients, including payroll services and advice. Whilst a partner in a firm of Chartered
Accountants in the City she was responsible for payroll operations, advising clients on PAYE and NI legislation. She
writes and lectures regularly on payroll matters.
Karen is a Chartered Accountant (ICAEW member) of over 25 years and an experienced Group Finance Director. She
trained and qualified at EY in Birmingham, where she worked in audit for nearly 7 years. She then moved into industry,
where she has worked in numerous global Enterprise level and several SME businesses within the IT, service sector and
M&A activity. She is very interested in digital transformation and in 2019 co-founded Lockdown Cyber Security to help
educate business leaders and financial professionals on cyber risks.
Kevin qualified with PwC in 1988, spending his last 18 months there working in the corporate tax department.He worked
as a Tax tutor for BPP from 1989 until 1992, since when he has been self-employed as a Professional Tutor and Training
Consultant. This role involves delivering training courses, both in classrooms and online, as well as writing technical material
for courses and publications. He is a regular presenter of webinars and classroom courses for major training firms and
has been delivering courses for SWAT for several years. He also presents tax updates on a variety of topics to local societies
of the ICAEW and at ACCA conferences. He is known for bringing clarity to even the most complex of areas and for
emphasising tax traps to avoid as well as tips that may reduce your clients’ tax.
Rebecca is a lecturer, writer and consultant on a variety of taxes. She lectures extensively throughout the UK to
accountants, business people, HMRC and the Treasury. She has worked in practice and industry and has a small
accountancy practice in Gloucestershire having an interest in all issues affecting smaller practices and their clients. She is
currently chair of the ICAEW Tax Faculty and writes regularly on tax for a range of publications. She has received an award
from HMRC for promoting transparency in tax and was awarded the MBE for services to the tax profession in 2012.
Since 1987, Louise has been continuously involved in training and consultancy, both for professional firms and for commercial organisations. Until recently she also worked as an associate senior lecturer at the University of Portsmouth where she was mainly engaged on postgraduate teaching on the MBA, MA Personnel Management.
Dean has been involved in tax training since 1994 and lectures on a wide variety of tax matters. He started his career as a Chartered Accountant, qualifying in 1988 and then as an Associate of the Institute of Taxation in 1991. After qualifying Dean spent a number of years in practice, including over five years at partner level enabling him to focus his lecturing on the practical aspects of the issues presented. A founder member of Online Tutors Ltd Dean lectures widely for professional bodies and is an author on the ICAEW Tax Faculty Taxline Tax Planning publication.
William is an experienced business development director and key account manager. Having held a variety of sales and
management roles over the last 10 years, William has dedicated himself towards his passion of Cyber Security; a topic
of interest since his early teens.
An accomplished presenter, William has spoken on behalf of major British retail banks, RBS, NatWest, the British Dental
Association, the Builders Merchants Federation, and numerous professional bodies. In addition, William has been
published and featured in Industry magazines, educating on the topic of Digital Risk..
Peter is a chartered accountant. After qualifying with KPMG in 1993 he spent a number of years in industry. He now
spends much of his time delivering training courses on aspects on financial reporting, auditing, company law and practice
regulation, principally to accountants working in professional practice and in industry. When not training, Peter spends much
of his time carrying out audit file reviews and practice assurance reviews for firms of accountants and advising them on
issues of financial reporting and audit methodology. This allows him to bring a practical insight to the courses and lectures
that he delivers.
A partner with Mercer & Hole and past president of the Chartered Institute of Taxation, Robert is much in demand on the lecture circuit for his clear and comprehensive presentations. He is one of the country’s leading experts on Capital Gains Tax. For several years he ran the specialist tax and consultancy division of Financial Training before becoming a partner in Adam Broke and Co., which merged with Mercer & Hole in 2001. Robert has written on taxation matters for Sweet and Maxwell and Tolleys Tax and is the author of a Tax Digest for Accountancy Books on Close Company Problems; and one of the original editors of Croners Tax Handbooks.
Rik is a Director and Solicitor of
Pattersons Commercial Law. He is
a specialist corporate transactional
solicitor and set up Pattersons
Commercial Law in 2016. He
has an office in Leicestershire and
Nottingham City. He has been
the lead advisor for around 90+
transactions involving the sale,
restructure or purchase of an
accountancy practice.
Giles is a Chartered Accountant and Chartered Tax Adviser and has been involved in UK tax training for over ten years.
He has been presenting across various media channels for seven years. Giles started his career with a small firm of
accountants and tax advisers, before working as a director of a large professional training company. He has written
for a number of publications on various UK tax and business issues including writing PTP’s own monthly publication
– Professional Tax Update. Giles entertains and educates professionals several days each week running tax seminars
throughout the country. He is also the presenter of of TAXtv and Payroll TV.Giles is a partner of The Professional Training
Partnership, Managing Director of PTP Ltd and a director of PTP Interactive Ltd and Absolute Software Ltd.
“Giles Mooney is extremely knowledgeable in his subject and is full of practical advice. Extremely amusing speaker.”
Dave began working in the
insolvency sector in 1997. He
created Broadbents Business
Recovery Services (in 2010) which
was purchased by Begbies Traynor
in 2015. Dave specialises in small
to medium-sized owner-managed
businesses, using the experience and
skills obtained from a number of years
within the sector, as well as those
gained from running his own company.
Mark qualified with Arthur Andersen in 1989, having previously worked in the tax departments of a small and a medium size
firm. Since 1993, he has been lecturing on a wide variety of tax matters to both students and qualified practitioners. Mark is
a Director of PTP Ltd.
Malcolm is a Chartered Accountant and Chartered Tax Advisor winning the John Wood Medal in the November 1995 CIOT
sitting for the best paper on business taxation. He was previously Director of Finance and Taxation Programmes at BPP
Professional Education.
He has particular experience in delivering bespoke training programmes to multi-nationals in the financial services, transport
and energy sectors as well as delivering UK tax and VAT update programmes to accounting and law firms.
Malcolm also provides consultancy services to companies and accounting firms, including provision of VAT advice, reviewing
accounting policy manuals and advising on accounting treatments of various transactions.
Tim is one of the UK’s best known and popular tax presenters. He lectures frequently all over the UK on a wide variety
of taxation subjects. He has been presenting such tax lectures for over 30 years now ! Alongside his lecturing, Tim also
provides tax consultancy services and specialist tax advice on many tax areas, NIC and VAT and has written numerous
articles in the tax press.
Previously, Tim was a senior Tax Manager with Howarth Clark Whitehill LLP, advising on all areas of tax and NIC for the
firm to their clients. He was also a member of the tax department of P&O where he specialised in Corporation Tax and the
Construction Industry, being involved in the Bovis Construction Industry tax deduction scheme within the P&O Group.
Tim is currently the Senior Partner of Palmer Consultancy Partnership.
Having originally qualified as a barrister, Chris qualified ATT and CTA whilst at Grant Thornton. He is currently a technical
officer at CIOT, prior to which he was a full time lecturer at Mercia and has worked in several accountancy practices
including Haines Watts in Exeter over the last 13 years.
His specialisms lie within the agricultural sector and capital taxes and he still lectures for Mercia on a freelance basis.He
spent several years on the West of England STEP committee, is a regular contributor to Tax Insider magazine and his
book ‘Implied Trusts and Beneficial Ownership in Modern UK Tax Law’ was published at the end of 2021.