About Tax Training World

Tax specialist Stephanie Churchill launched Tax Training World to give accountants, solicitors and other intermediaries the skills to spot tax issues and business opportunities before their clients act.

Whether you’re a sole trader or a small or mid-sized firm, you can use the practical framework and workflow tools available here to reduce the level of risk for yourself and your business.

Our training material will give you and your team the confidence to ask the right questions, identify areas that may need more detailed review and understand when to refer for expert support. It can also support your team’s continuing professional development (CPD).

We’ve not produced the educational content to be used as tax advice or any other form of professional advice, and you should seek specialist advice where needed for specific transactions. But while the toolkits won’t turn you into a tax specialist, they will show you how to spot tax red flags, give your clients a better service and strengthen your relationships with those customers.

Stephanie Churchill

Tax Through Life toolkits

Our training material covers all the key tax areas for England and Wales that intermediaries, businesses, families and individuals face during their personal and working life.

Over the coming months, we’ll be launching different bundles of toolkits under the ‘Tax Through Life’ banner, starting with Lifetime Gifting, which is available to buy now.

Other bundles to be released soon, include:

  • Divorce
  • Family home
  • Leaving the UK
  • Birth, school fees and university

Who it’s for: tax awareness training for intermediaries and firms

The Tax Through Life content is an essential source of information for a range of professional intermediaries and businesses, including:

  • Small and mid-sized accountancy firms
  • Private client solicitors
  • Financial planners
  • Training managers
  • Probate practitioners
  • Non-tax professionals
  • Owner-managed business advisers
  • Paraplanners
  • Estate planning teams
  • Tax managers
  • General practice firms supporting private clients and family businesses

What you’ll learn:

With our Tax Through Life toolkits, you won’t be simply ‘buying’ information.

Instead, you’ll be gaining access to indispensable tools that will teach you how to:

Ask the right questions and deal with potentially ‘messy’ client conversations about tax with confidence
Spot tax issues and opportunities early – and know how to turn those ‘leads’ into valuable work or refer to a specialist for expert input
Understand basic compliance
Record issues safely on file
Give your customers a consistent service, so they trust you to manage their affairs professionally and to bring in specialist support where needed
Reduce mistakes that could lead to HMRC scrutiny, unforeseen extra costs and reputational damage
Stephanie Churchill

About Stephanie Churchill

  • A graduate of the University of Birmingham, Stephanie has been in the tax profession for more than 30 years.
  • She trained at one of the big four accountancy firms and worked in mid-tier companies for several years before founding her own tax advisory firm, Churchill Taxation.
  • Stephanie is known for her work with wealthy business owners and high net worth individuals (HNWIs), and her clients include high-profile names from the worlds of broadcasting and sport.
  • She’s a Fellow of the Chartered Institute of Taxation (CIOT), a practising member of the Association of Accounting Technicians (AAT), and a member of the Society of Trust and Estate Practitioners (STEP).
  • Stephanie regularly gives presentations for the AAT on hot topics like the UK Budget.
  • Known as the ‘Tax Queen’ and ‘Tax Oracle’, she’s built a reputation for translating complex UK tax issues into plain English.

  • Away from her tax work, you’ll find her with her family and two dogs – or beside the pitch supporting her son’s football team.

  • Plus, she’s a keen reader and writer, having penned two fiction books and a tax book, Entrepreneurs’ Relief.

Contact Steph

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“Stephanie ‘Tax Queen’ Churchill is my go-to expert for my AAT Birmingham Branch post-Budget events. At our last event, the room was at full capacity, with attendees ranging from members working in practice to students and apprentices from Levels 2 to 4. Stephanie broke down the latest tax changes and worked through examples with the room to show how the new rules work in the real world. It was a pleasure to hear Stephanie talking to the audience about tax.”

Eve Jones, Chair of the AAT Birmingham Branch