Become a better tax advisor by seeing exactly how I think and approach real scenarios with The Tax Lab.
The Tax Lab gives you a glimpse inside my mind — my thoughts and my approach — as I tackle real scenarios live, so you can refine your own way of working.
Sessions of The Tax Lab are free to attend. Sign up so I can invite you to all future sessions.
Upcoming Sessions:
| Date | Topic |
| TBC | TBC |
Sessions Delivered By Jack Bonehill, CTA
• 2023 Tolley’s Taxation’s Rising star
• Employment Tax Director for PKF Smith Cooper
• Trained 400+ tax professionals
• Founded The Tax Professionals Podcast with over 115 episodes and 90,000 downloads
• Member of CIOT Employment Tax Committee since I was 25
The Sessions
- 45-minute webinars over Zoom
- 30 minutes of me walking through a real scenario step by step
- Q&A to help you dig deeper and make the learning practical
Aim is for sessions to be run roughly every 2 months.
Sign Up (for all Upcoming and Future Sessions)
Past Sessions
| Date | Topic |
| 15 October 2025 | Tax advisory skills. Purpose: To help you provide better tax advice by using simpler, plain English language so that clients understand and value you more. Scenario: A tax advisor, advising in the personal tax space, had drafted advice to go to their client. Their client was considering selling some property from the business, and wanted options as well as tax consequences. I ran through the draft tax advice, providing my comments and feedback to improve the advice – most of which was to do with using simpler language and removing unnecessary clutter. Link: Watch on YouTube here |
| 5 November 2025 | Tax advisory skills Purpose: To help you know the steps to go through from start to finish when providing tax advice to clients. Scenario: A tax advisor, working in the private client space, had a tricky advisory scenario to deal with. It involved an offshore trust which owned a limited company (100% of the shares), where the UK-tax resident beneficiary of the trust wanted to loan money from the company. The beneficiary was going through a divorce and needed money to buy a house. Banks wouldn’t lend them it. In this session, I went through the steps I’d go through from receiving the query to establishing and then providing the advice. Link: Watch on YouTube here |
| 10 December 2025 | Tax research, interpretation, and application skills. Purpose To help you get better at tax research, interpreting tax rules, and applying them to real situations. Scenario: Client (a company) allowed directors to use company credit cards to pay for fuel for personal cars. For previous years, they failed to declare this on P11D. This has been declared to HMRC to square up the past. I had an idea: I wonder whether the directors can now have their retrospective mileage reimbursed using the 45/25p rates. In this session, I’ll research/look into the scenario live, using (as appropriate) tax guidance, legislation and case law. I’ll share my thoughts and the reasons behind why I’m taking the action I’m taking. Link: Watch on YouTube here |
| 4 January 2026 | Tax research, interpretation, and application skills. Purpose To help you get better at tax research and interpreting tax rules. Scenario: An owner-managed business (OMB) tax advisor got stuck, trying to get an answer to a tax scenario/query. Their client was a limited liability partnership (LLP). The advisor told me that they needed to determine whether the LLP was like a partnership for tax purposes or whether it was like limited company (i.e. in technical terms is the LLP tax transparent or not)? However, this where they got stuck. The legislation seemed unclear and they were going around in circles. In this session, I will share my thoughts on tackling the scenario, whilst doing some of the actions live. I’ll keep explaining “why” along the way). Link: Watch on YouTube here |
| 11 Feb 2026 at 12:15 to 13:00 | Tax research: analysis, documenting and reviewing. Purpose To help you improve your documented technical analysis and research, particularly when dealing with complex tax positions. Scenario: A Tax Assistant has carried out research to determine how a tax liability should be calculated in the following situation: An employer should have deducted income tax from payments made to an employee through PAYE but failed to do so correctly at the time. As a result, the employer now owes income tax to HMRC — but how should the liability be calculated? The Tax Assistant researched, reviewed and analysed relevant tax legislation and guidance but found the research challenging and was not fully confident in their conclusion. They documented their findings, and during this session, I will review their research document live. What we covered: I covered thoughts, advice and tips on the following: How the tax research could be documented more clearly and effectively How the technical analysis could be strengthened What additional research or considerations might be needed to reach a more robust or complete conclusion Link: Watch on YouTube here |