Simon has been involved with the CTA and ATT examinations for the last 18 years, since sitting the CTA (then ATII) exams in 1990. Initially, he worked for The Financial Training Company lecturing to ATT and CTA students, before taking overn responsibility for Tax Training within FTC. During this period he lectured regularly on Institute and Association conferences for ATT and CTA students.
He joined Ernst & Young in 2000 as a senior manager in their National Tax Training department with a particular involvement in graduate training. Whilst at Ernst & Young he was involved in developing the firm’s policies with regard to ATT and CTA examinations, and, in particular, the ADIT qualification. In 2003 he became a member of ATT Council and made use of his training background by becoming involved in the implementation of the ATT new syllabus.
He joined LexisNexis in 2006 as Head of Tax Training.
Sophie is a very well known lecturer and has been involved in ATT and CTA training for the last eight years. She started her career as a Chartered Accountant in the tax department of the London office of Andersen, qualifying in 1994, winning prizes at every sitting of her examinations.
She discovered her passion for lecturing through her involvement with internal tax training courses at Andersen and thereafter decided to pursue a full time training role, joining BPP Taxation Courses in 1996. Whilst at BPP Sophie passed her CTA examinations with distinction and was awarded the prize for the Personal Tax paper.
At BPP Sophie quickly established herself as a key member of the tax training team. She became CTA Course Director in 1997 and was appointed Managing Director of BPP Taxation Courses at the end of 2000 with overall responsibility for BPP's CTA and ATT products.
Sophie is now a tutor at Tolley Tax Training in London.
Steve is a former Inspector of Taxes having qualified in 1990. He qualified ATT in 1991 and CTA in May 1993 whilst with Andersen.
Steve joined Coopers and Lybrand (now PwC) in 1994, initially as a manager in practice before joining the National Tax Training team in 1995.
Whilst in National Tax Training, Steve had overall responsibility for the Personal Tax training programme on a national basis where he wrote, managed and taught taxation courses at a variety of levels. He also managed the taxation side of the Immediate Development Programme for new Graduates.
Steve is an established ATT and CTA trainer and is very highly regarded by clients and students alike in the tax training market. Steve is a tutor at Tolley Tax Training in London.
After attaining her Law degree in 1995,
Jo was recruited to join the Andersen
graduate scheme. She worked in
the Customs & International Trade
department in Birmingham. During that
time she passed ATT (November 1996)
and one year later she passed CTA.
Part of Jo’s role at Andersen was to
develop and train junior Customs staff
from all the UK offices in Customs &
International Trade law. She was also
required to train European Indirect Tax
colleagues, ranging from assistant to
She left Andersen after 4 years to pursue a full time career in training and joined BPP Birmingham as a tax tutor. Within 6 months she had overall responsibility for selling, managing and teaching ATT and CTA courses.
After two and a half years at BPP Jo was promoted to Deputy Managing Director, the post she held until leaving to pursue a freelance career in lecturing and material production. Jo joined the Tolley Exam Training team in November 2003 as a writer and tutor. Among other projects, Jo has written the Customs Duty and International Trade CD ROMs for Tolley.
Jo teaches ATT and CTA, in particular
Customs Duty and other Indirect taxes.
She also teaches for the Institute of
Indirect Tax qualification.
Debbie has been training students to pass professional examinations since 1998. Debbie started her career with Coopers and Lybrand in London, where she trained as a Chartered Accountant. On qualifying, Debbie joined Marks and Spencer to gain experience in industry. Debbie’s passion for technical knowledge combined with her people skills led her to becoming a tutor in 1998.
Debbie has been involved in teaching
taxation and accounting for all the
professional accounting and taxation
Debbie joined Tolley Exam Training in
2004 and teaches across the ATT and
CTA qualifications. She is also involved in setting Tax papers for other professional accountancy qualifications.
Victoria joined us from PWC where she was a Corporate Tax Manager concentrating mainly on large, multinational corporates before joining the firm’s National Tax Training team. Victoria’s focus was providing support to the students and being involved with the firm’s examination policies to guide students through their professional examinations including ATT, CTA and ICAEW.
Victoria also wrote and delivered inhouse technical training. The training was designed to help staff members perform their roles complementing training received for professional examinations. Victoria was also involved in ensuring the in-house training met the needs of students, the business and had the flexibility to adapt to the changes within the ATT and ICAEW
Victoria has taught for the AAT
examinations at East Surrey College. She taught both the Personal and Business Tax papers for this examination.
Victoria qualified in 2005 with
having experience with KPMG and in
industry. Victoria has been able to use this breadth of experience bringing illustration to the training room.
John has been involved in tax training
for over 12 years. He joined Tolley Exam
Training in 2008 after spending 25 years
with Kaplan Financial. He lectures on
courses for both CTA and ATT students
and is heavily involved in the production of our course materials. He also lectures on the training conferences organised by the CIOT and ATT for their students.
John qualified as a Chartered Accountant with Peat, Marwick Mitchell & Co in 1981. In 1982, he joined Financial Training as an accountancy tutor lecturing and writing in various areas of accounting. In the mid-nineties he decided to focus on tax training, becoming a Chartered Tax Adviser. He transferred to the tax division, which specialised in training candidates for
the CTA and ATT exams. He subsequently became a member of STEP, developing an expertise in Trusts and Estates.
Karen has been lecturing taxation to
students sitting ATT and CTA as well as
writing their study material for over 20
years. She has a reputation for her passion for tax combined with a clear, enthusiastic style.
Karen trained with Andersen passing her
ACA whilst working in their tax division. It was with Andersen that she first became involved with student training. In 1990 she joined Financial Training, passed her CTA exam five months later and within one year was heading up the ATT / CTA courses for the Manchester office.
In 1993, on moving to London, she became a freelance lecturer and writer and worked for many firms teaching many different kinds of tax student until joining Tolley Exam Training in 2010 to head up their Manchester centre.
Karen regularly lectures and tutors on the ATT / CIOT Student Conferences.
Karen is also responsible for the VAT
Compliance Diploma for Tolley.
Sarah started her career as a Chartered
Accountant working for Coopers and
Lybrand, Birmingham in first audit and
then tax, winning prizes in her ACA exams. Sarah quickly realised that her vocation was in training and after doing some internal tax training at Coopers joined BPP in 1993 where she was able to take a full time training role.
Sarah has been teaching accountancy
and tax courses for all professional
qualifications at BPP for the past 17
years. She has also been responsible for management and delivery of the ATT
and CTA programme in Glasgow since
2000, where she has gained an excellent reputation for her clear, informed and enthusiastic tax lectures.
Sarah was a prizewinner in the CTA exams which she sat recently in order to firmly establish herself as a tax specialist in her teaching, (and to remind herself of the stresses of exam day as felt by the students!) In 2010, she joined the Tolley Exam Training team and is now involved in
both writing and teaching across the CTA and ATT qualifications, particularly in the North and Scotland.
decided to specialise in tax. Late in 1980 he left to join Financial Training in Newcastle teaching tax at all levels plus a few other topics for good measure.
After a few years he decided to go back into the profession firstly as a Senior Tax Manager with Ernst & Young and later as a Group Tax Manager with Pannell Kerr Forster. Both firms made good use of Robert’s outstanding
lecturing ability involving him in both local and national in-house training and client seminars.
In 1992 Robert set up on his own; providing accounting services and tax advice to local professionals, individuals and companies. It was not long before his lecturing skills were called upon again for both exam based training and CPD lectures. By 2000 Robert was in such demand as a freelancer he had
to fully focus on lecturing and could take with him the invaluable experience of being in practice.
Until it was discontinued in 2006 Robert
ran the entire CTA residential course at
Reed College enjoying much success and several prizewinners: made more rewarding because most students were from small regional firms.
Robert continues to teach students at
various levels for different tax examination bodies both in the UK and in Europe as well as writing and delivering CPD lectures in the UK.
Claire started tutoring students whilst at
University studying for a Maths degree.
She joined Deloitte in 2003 where she
worked in the Expatriate Tax team dealing with secondments to and from the UK. Whilst working at Deloitte, Claire studied both ATT and CTA and also continued to tutor GCSE/A Level maths students in her spare time.
Given her love of tax and teaching, after
qualifying for CTA Claire joined BPP where she trained students in ATT, CTA, ICAEW, ACCA and AAT qualifications. She was also involved in producing materials for the ATT and CTA courses.
Claire is known for bringing her wacky
methods into classrooms and in June
2009 she had her maths notes published into a GCSE textbook ‘Maths the Wacky Way’.
She is currently involved in marking one
of the tax papers for ACCA and also
regularly lectures and tutors on the ATT/
CIOT Student Conferences.
In 2011, she joined the Tolley Exam
Training team and teaches across the
CTA and ATT qualifications in our London venue.
Chris Siddle joined the Exam Training team in 2012 to teach on a range of tax
exam courses including ATT, CTA and the ICAS Tax Qualification.
Chris joins us from Kaplan where he was head of the Newcastle centre for a number of years before becoming National Head of Tax Courses.
Chris started his career with Deloitte where he qualified as a chartered accountant and then progressed to
do his CTA exams where he was a Stanley Spofforth Medal winner.
Chris is a wellknown personality in the tax world, particularly in the North-East, where he has taught tax on a wide range of exam courses and CPD events. He is a committee member of the North East Branch of the Chartered Institute of Taxation (having previously been Chairman) and also sits of the general committee of the Northern Society of Chartered Accountants.
Liz started her career with Ernst & Young in Bristol in 1992, where she passed the AAT exams and then trained as a Certified Accountant. Once qualified, she became involved in the recruitment and internal training of graduate accounting and tax trainees at Ernst & Young. She joined BPP Bristol as a tutor in 1999.
Liz initially taught Financial Reporting and Auditing, but discovered that Tax was where her passion lay so she opted to specialise as a tax tutor. To this end she passed CTA in May 2007, winning The Ian Walker Medal for the highest mark in Paper I.
Over her last 5 years at BPP Liz managed Bristol Tax Courses, taught across a broad range of qualifications and subjectareas and wrote materials for CTA, ATT and ICAEW exams.
Liz joined Tolley®Exam Training in 2012 as a tutor and a writer. She will be based in Bristol in order to provide an unrivalled level of service to local clients and students.
Liz teaches all of the ATT papers, CTA papers including Advisory Individuals,
Owner Managed Businesses and Advanced Corporation Tax, Law and Ethics.