Pat joined Mercia Training in 2008 as a tax lecturer. She worked for many years with FTC Kaplan where she was Tax Product Director for the Midlands and has been a tax lecturer for many years both for exam based training and for the profession in general. Pat also continues to be involved in the Association of Taxation Technicians where she served as a council member for twelve years.
Guy is a partner in the Professional Training Partnership and a director of PTP limited. He is a member of the lecturing panels for the Institute of Chartered Accountants in England and Wales, the Institute of Chartered Accountants of Scotland and the Chartered Association of Certified Accountants. He specialises in Auditing and Financial Reporting updates (new UK GAAP, IFRS and US GAAP) for accountants in practice and in industry, and in finance courses for members of the wider financial community. He also provides a consultancy service to assist companies in preparing their annual financial statements. Guy makes occasional television appearances and co-presents Accounting TV, a quarterly on-line programme, with Giles Mooney.
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.
Shan is an effective and popular lecturer on the Offa Group’s staff training taxation courses. She joined the tax team at the Mercia Training Group from practice in 1999. She lectures extensively throughout the UK on taxation topics and personal professional development.
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.
John qualified with a small firm and has subsequently been head of Chartergroup the accountancy network and technical partner for Reeves and Neylan, a top 30 firm. He is now a freelance lecturer and consultant and has written and presented the ICAEW’s Audit and Assurance Faculty roadshows on International Auditing Standards. He is heavily involved with the Faculty’s work on Ethical Standards of Auditors and also edits Auditing & Reporting and writes technical material for publishers.
Head of Agriculture at MHA, David is a former partner in, and continuing consultant to Larking Gowen, based in East Anglia, specialising in agriculture and associated private client work. Originally from Suffolk, he is a graduate of Reading University and has an in-depth understanding of the issues affecting farm businesses and farming families. David is a founder member and past chairman of the ICAEW Farming and Rural Business Group and for many years was the editor of Farming & Rural Business Group News. He is also co-author of “Agriculture: an industry accounting and auditing guide”. Since stepping down from a full time accountancy role he is actively involved in his own arable and solar farm.
Bob is a tax principal with MacIntyre Hudson LLP. After service in the Royal Navy he qualified as a Chartered Accountant with Coopers & Lybrand. Bob has a wide range of tax knowledge, and is a specialist in a number of industries or niches such as solicitors, farmers and the medical profession. He has a high reputation as a lecturer for various professional bodies. Bob continues to be involved with clients on both a consultancy and portfolio basis.
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.
Russell is an independent taxation consultant, author and lecturer. He is an experienced presenter for a number of professional training organisations on a variety of UK taxation topics. Formerly an Inspector of Taxes with a range of tax experience in HMRC he joined the profession in 1987 as a corporate tax manager becoming head of tax at Lamont-Pridmore Chartered Accountants. In 1989 Russell established his own specialist taxation consultancy practice, Bluebell House Consultants LLP, based in Cumbria specialising in personal and business tax consultancy services to a wide range of clients throughout the UK. Russell also writes on tax matters for a number of well known publications, is regular Corporation Tax correspondent for the Institute of Chartered Secretaries and is also author of several books on taxation matters.
Jonathan Wilkey is a solicitor, lecturer and training consultant, and a partner in the Wye Valley and Forest of Dean firm of Gwyn James Solicitors, specialising in the law relating to the elderly with a particular regard to asset protection, long-term funding, and equity release. He lectures nationally on these matters to solicitors, accountants and financial advisers on accredited courses, conferences and in-house training. He is a contributor to a variety of publications.
After spending a couple of years in this family business, Jeremy entered the world of taxation. He started with Coopers & Lybrand and for the next 15 years was in three of the “Big Four” accountancy firms. He ended up as a Senior Manager with Deloitte & Touche, having worked issues such as profit related pay, share schemes, expatriate tax, tax investigations and corporate tax. He moved in-house to work at AMP and then Henderson Global Investors. He has lectured for a number of years on different tax topics and is now an independent lecturer.
Mark is an independent speaker, trainer, mentor, author and debunker. More interestingly he is also Treasurer of The Magic Circle. He loves working with sole practitioners to help them secure more success and reward for their time and effort. He started training accountants in the 1980s and has long focused on sharing commercial practice-focused advice for general practitioners. During his career in practice he worked for all sizes of practice and was a partner at two top firms. Nowadays, when not speaking at events and conferences for accountants more generally, he works with sole practitioners who access his support through his email, webinar, round table and 1-2-1 mentoring programmes. Mark is a frequent blogger and contributor to various accounting journals and websites. He has written over 200 practicefocused articles for AccountingWeb, which have been viewed over one million times. He is consistently identified as one of the most influential accountants online. He is very active on social media but often debunks the way this is over-hyped to accountants.
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. In his spare time, he enjoys flying having gained a Private Pilot’s Licence in 2014.

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