Tuesday 28
February 2-00p.m. to 5-00p.m.
Acting for Doctors
Robert Trunchion MSc FCA CTA TEP
£80 plus VAT CPE 8 CPD 3
In this rapidly changing and increasingly competitive niche market it is essential that accountants are aware of the most recent technical developments. Now that the 2004 contract has been in place for a number of years, the practical implications have become clearer. Unfortunately, just as we started to understand the contract the coalition has started the most radical reconstruction of the healthcare sector since 1947. The course is aimed at helping accountants to assist their clients in responding to the changes on both strategic and detailed levels. The course is aimed at delegates who already act for GPs or have some knowledge.
The course
content will include:
- The GP and the NHS. The changing relationship starting with the GP contract and other developments affecting general practice including practical issues arising on:
- Goodwill and negative equity
- Partnership deeds – the main specialist financial clauses
- VAT implications
- Benchmarking
- Where are we with incorporation ?
- Maximising income (such as developing other income streams)
- Marketing tips
- Stop press – the most recent developments on the new structure
top
Thursday 8 March 2-00p.m. to 5-00p.m.
Solicitors Accounts Rules
Janet Taylor ACA
£80 plus VAT CPE 8 CPD 3
The course will ensure that all staff dealing with the Solicitors Regulation Authority (SRA) Accounts Rules work are up to date and are confident in dealing with the testing and reporting requirements. It will deal with all the changes that came into force on 6 October 2011. The course will be aimed at partners and staff who have some experience of the rules but need to refresh their knowledge and ensure they are fully up to date, it will be practical and participative.
The course
content will include:
- A reminder of the key definitions and different time frames under the rules
- Receipt and payment rules
- Billing issues and taking money from the firm’s own costs
- Residual balances
- Common problem areas and breaches most likely to cause concern to the SRA
- Reports to the SRA
- Pre and post October 2011 rules
- Implications of a ‘qualified’ report
- Reporting during the period by the Compliance Officer for Finance and Administration (COFA
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Thursday 15 March 9-30a.m. to 1-00p.m.
NI, Benefits & P11D latest developments
David Heaton FCA CTA
£80 plus VAT CPE 10 CPD 3.5
The course will look at recent and forthcoming changes in the field of employee taxes and NIC, incorporating Budget 2012 announcements and looking at both compliance issues and planning ideas. The course content will select mainly from the following topic areas, subject to the addition of new issues that arise, with time for questions:
- Employer-provided childcare
- Cars: company v private
- Disguised remuneration; the impact of FA 2011, Schedule 2 and old schemes
- Pensions; annual limit, salary sacrifice, Scheme Pays, NEST, NIC & state pension
- Training costs: deductible or not?
- Employee share schemes, latest developments
- Dispensations and PAYE settlement agreements – problem areas
- Case review: classes 1 & 1A, valuation of benefits, accommodation
- Agency workers’ benefits
- Real-time information
- PAYE/NIC merger of operations
- New penalties
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Thursday 15 March 2-00p.m. to 5-00p.m.
Employment Status, Agency Workers, Umbrellas & IR 35
David Heaton FCA CTA
£80 plus VAT CPE 8 CPD 3
The employment market has changed in the last fifteen years, with the growth of part-time and temporary work, personal service companies, managed service companies and umbrella employers. The course will look at the foundations of employment status and the structures now being used to supply the services of workers in a tax-efficient manner. The focus will be on understanding how they work, where the pitfalls for the employers are, and HMRC’s actions through its Labour Providers Unit and through the tribunals. Topics to be covered include:
- Status rules: basic common law distinctions and deemed employment regulations
- Understanding mutuality of obligations; tax and employment law issues
- Control, integration, economic reality
- Contracts: what are they worth after Autoclenz /
- Recategorisation: tax and NIC impacts
- IR35: what triggers a liability and how do you avoid it ?
- Managed service companies : what are they, where are the problems ?
- Agency workers: tax, NIC, expenses, minimum wage, new AWR rights
- Overarching contracts and umbrella employment business: how do they work and where do they go wrong ?
- HMRC: the Employment Status Indicator tool, the Labour Providers Unit
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Wednesday 28 March 9-30a.m. to 1-00p.m.
Partnership Tax Planning
Tim Good BA (Oxon) ACA
£80 plus VAT CPE 10 CPD 3.5
Partnership remains a flexible manner in which to carry on a trade or profession, enabling the interests of the individual to be balanced against those of the business. Under self assessment each partner is treated as carrying on his or her own business. However there are commercial and fiscal pressures on partnerships to make the most efficient use of the existing structure and to consider others, notably a corporate structure or a merger of practices. The LLP can represent a comfortable compromise structure.
This course will review the income and capital gains tax rules before considering the current issues for both partners and partnerships. The emphasis will be on identifying the areas in which planning opportunities and pitfalls lurk. Participants will most likely be general practitioners and their staff who need to consider all the tax implications for themselves or their partnership clients. The course will cover :
- Income tax – basic issues and current problem areas
- Incorporation or not?
- Limited liability partnerships
- Admissions, retirements, mergers and splits
- Capital tax issues
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Wednesday 28
March 2-00p.m. to 5-00p.m.
Pensions and Tax Planning Tax credits – why you need to advise and how
Tim Good BA (Oxon) ACA
£80 plus VAT CPE 8 CPD 3
This course will be split into two one and a half hour sessions to cover both topic areas.
Pensions and Tax planning
The Coalition Government has made significant changes to the rules under which individuals can get tax relief for pension contributions. During this session the rules and regulations governing tax relief on pension contributions will be explored and explained. It is intended for all accountants in general practice who advise individuals on their tax affairs.
The course content will include:
- Tax rates associated with retirement
- Maximising pension contributions
- Types of pension scheme
- Other pension planning opportunities
Tax Credits – why you need to advise and how
The Coalition Government has begun to tighten the rules which will undoubtedly lead to a reduction in some tax credit claims. During this session the rules and regulations governing child tax credits will be explained. There will be an emphasis on the interaction between traditional tax planning techniques and tax credit entitlement.
The course content will include;
- Child tax credit
- The basic rules and rates
- Calculation of income
- Definition of income
- Claims procedure and time limits
- Periods of awards and payment
- Change of circumstances
- Enquiries and appeals
- Penalties
- Working tax credit
- The basic rules and rates
- Childcare element
- Period of awards and payment
- Employers obligations and penalties
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Thursday 19 April 9-30a.m. to 1-00p.m.
Do the Figures make sense – a practical approach to analytical procedures
Bill Telford BA ACA
£80 plus VAT CPE 10 CPD 3.5
ISA 520 imposes mandatory requirements for the use of analytical procedures. Regulatory reviews from QAD and AIU regularly criticize the application of this ISA. Analytical procedures should form a cost-effective basis for the auditor’s opinion, and if used effectively, can reduce the amount of detailed substantive testing required. This course is designed for partners and staff involved in audit to assist them in applying the ISA in a cost effective manner.
The course content comprises of:
- What does ISA 520 require
- Objectives and definitions
- Substantive analytical procedures
- Analytical procedures that assist when forming a conclusion
- Investigating results of analytical procedures
- Analytical procedures in practice
- How do I build my expectations?
- How do I use my expectations to draw conclusions?
- What conclusions can I draw from my analytical procedures?
- What additional work do I need to do?
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Thursday 19
April 2-00a.m. to 5-00p.m.
The interaction between Tax and Accounts
Bill Telford BA ACA
£80 plus VAT CPE 8 CPD 3
Recent developments in legislation and in case law mean that, in the absence of specific tax rules, the tax treatment will follow that adopted in the accounts. The requirement for sole traders and partnerships to include profits calculated on a true and fair basis in their self assessment tax returns means that there is a clear requirement for sole traders and partnerships to follow accounting standards for measurement and valuation purposes. The appointment of investigating accountants by the Inland Revenue emphasises the importance to practicing accountants of being able to demonstrate that their clients’ accounts are prepared in accordance with generally accepted accounting practice.
The course will cover, inter alia:
- The relationship between GAAP and taxable profit
- Developments in case law
- A review standard by standard of the practical impact on the tax computation
- Dealing with the tax charge under FRS 16, Current Taxation / FRSSE
- Accounting for deferred tax
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Wednesday 25 April
9-30a.m. to 1-00p.m.
Topical Tax Topics
Rebecca Benneyworth BSc FCA
£80 plus VAT CPE 10 CPD 3.5
This course will examine key tax topics for the average practice developing in early 2010. The session will highlight key developments of concern to practitioners and consider what advice might be appropriate for your clients. The course will look at both technical tax developments and HMRC service and practice issues.
The precise content of the course will depend on tax developments in the lead up to the course, but is expected to include the following topics:
- Budget 2012 – the key issues for businesses
- Capital allowance changes on 2012 – planning issues
- Penalties for late returns and late payment, penalties for late notification – key points to watch, implementation dates
- Other penalty issues – appeals, reasonable care and reasonable excuse
- Tax compliance issues – business records checks, the single Compliance Process, more penalties ! Other current compliance initiatives
- Corporation tax and associated companies : reminder of the key issues and problems
- iXBRL and other online issues – a current perspective
- HMRC agent strategy – where next?
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Wednesday 25
April 2-00p.m. to 5-00p.m
VAT Update and Review
Rebecca Benneyworth BSc FCA
£80 plus VAT CPE 8 CPD 3
The course
will provide an update on important changes in VAT
in the 12 to 18 months preceding the course. It will
review recent cases and other VAT developments and
thus identify potential problem or planning areas
for clients and will benefit all practitioners who
advise on VAT as well as accountants in business
responsible for VAT.
The content
will include:
- Changes in
the 2012 Budget and Finance Acts 2011.
- Other
changes in the past 12-18 months; Revenue and
Customs Briefs on VAT topics.
- Summary of
the place of supply of services rules after 2010 and
2011 changes
- Review of Tribunal cases:
identification of particular trends in cases or in
the approach of Customs to topical matters.
- Major VAT
cases in the preceding 12 months: what the case
established; likely
impact on clients generally
- VAT
changes in the pipeline.
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Tuesday 15 May 9-30a.m. to 1-00p.m. and
2-00p.m. to 5-00p.m.
21th Annual Audit and Accounts Update
Stephanie Henshaw BA ACA and John Selwood
ACA
£160 plus VAT (including a buffet lunch) CPE
18 CPD 6.5
This course
seeks to update delegates on recent developments and
financial accounting assignments. It will benefit
partners and their senior staff who need an overview
of developments to help them identify issues
relevant to their clients and firms.
The content
will include:
-
Developments in accounting standards and extracts
-
Practical problems in accounts and preparation and
disclosure
- Developments in Auditing
Standards
- Topical and practical audit
issues
- Company law update
- Practice
regulatory and compliance matters
In order to ensure the
continued relevance of the course, the detailed
content will be determined nearer the date of
delivery.
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Wednesday
23 May 9-30a.m. to 1-00p.m.
Employment Law Update
Louise Dunford LLM LLB Barrister,Cert Ed.
£80 plus VAT CPE10 CPD 3.5
An interactive session covering all the latest issues in employment law. The content will include:
- Employment status review, including recent cases
- Implementing the Agency Workers Regulations
- Three useful clauses to include in your contract of employment
- Discrimination update – the latest cases
- Dealing with misconduct – a practical guide
- The problems of electronic communication in the workplace, e-mail, social networking and timewasting
- Unfair dismissal and redundancy – recent cases
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Wednesday 23 May 2-00p.m. to 5-00p.m.
Company and Business Law Update
Louise Dunford LLM LLB Barrister,Cert Ed.
£80 plus VAT CPE 8 CPD 3
An update of all aspects of Company and Business Law, the course will cover :
Company Law
- Directors’ duties – recent cases and developments
- Personal liability of directors – how far does it extend ?
- The continuing impact of the Companies Act 2006 – practical guidance and observations
- Full company law case update – anything interesting on directors and companies generally
- Pre-pack administrations – impact of OTG Ltd V Barke on application of TUPE and proposals for reform of pre-packs, Silentnight and pensions
Business Law
- Bribery Act 2010 – key provisions and consideration of what difference it has made so far
- Developments in professional negligence
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Tuesday 12 June 9-30a.m. to 1-00p.m.
STAFF COURSE Payroll Update
Shan Hughes CTA ATT
£70 plus VAT CPE10 CPD 3.5
Please bring pens and paper
The course is suitable for participants with a reasonable knowledge of payroll issues. It will ensure that delegates are aware of current payroll issues and recent changes in legislation. The course will use appropriate case studies.
The course content will include
- Recent changes in legislation affecting PAYE and NI
- Payroll year-end procedures
- Online filing
- SSP, SMP and SPP
- Student loan deductions
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Tuesday 12 June 2-00p.m. to 5-00p.m.
STAFF COURSE – VAT Update and Problem Areas
Shan Hughes CTA ATT
£70 plus VAT CPE8 CPD 3
Please bring pens and paper
The course is suitable for those delegates who have an understanding of VAT and who would like to be able to give clients assurance on VAT matters. As a guide it will normally be suitable for those participants who have been in practice for between 24 and 36 months. The aim of the course is to ensure that delegates can deal confidently with day to day VAT issues. The course highlights some of the key areas people get wrong when completing or reviewing their clients VAT records.
The course content will include:
- Review of day to day issues, such as credit notes, bad debts, part exchanges, entertaining costs, vehicles and related expenses, etc.
- Review of second hand margin schemes
- Review of the Flat rate scheme
- Case studies to illustrate specific possible VAT traps
top
Tuesday 12 June
2-00p.m. to 5-00p.m.
Farming Related Tax Issues
Julie Butler FCA
£80 plus VAT CPE 8 CPD 3
In this current complicated economic climate this course will focus on tax issues affecting farmers and landowners and will cover the following areas :
- Renewable heat initiatives – tax planning considerations
- Commerciality – aggressive stance taken by HMRC and the effect of a business plan
- Chadwick need for strong defence on values
- Golding the new farmhouse case
- The importance of active husbandry
- Capital or revenue costs?
- Capital allowances – what constitutes plant?
- Subsidies – accounting basis
- Review of IHT and passing to the next generation
- Furnished holiday lets – tax planning around the new rules
top
Monday 18 June 9-30a.m. to 1-00p.m.
VAT Problem Areas for the General Practitioner
Dean Wootten FCA CTA
£80 plus VAT CPE 10 CPD 3,5
This course deals with practical issues that the general practitioner will encounter on a regular basis. The course content will include:
- Registration
- Common output tax issues
- Problems with input recovery
- Impact of owners and employees private use
- VAT and the P11D
- Bad debt relief
- Flat rate scheme
- Cash accounting
- Annual accounting
- Mitigation of penalties
- VAT on charities
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Monday 18 June 2-00pm to 5-00pm
Corporation Tax Update
Dean Wootten FCA CTA
£80 plus VAT CPE 8 CPD 3
The course will be aimed at partners, managers and seniors who deal with companies. This course deals with practical issues affecting the owner managed corporates.
The course content will include:
- What’s hot right now?
- Taxable profits – recent issues
- Maximising the use of capital allowances
- Incorporation issues
- Directors loans
- Tax efficient extraction of profits
- Simplification review of associated companies
- Latest on ESC C16
- Charging rent to your company
- Other close company issues
top
Wednesday 27 June 9-30p.m. to 1-00p.m.
Finance Bill 2012 – Practical Aspects
Robert Jamieson MA FCA CTA(Fellow)
£80 plus VAT CPE 10 CPD 3.5
The course will review the main tax changes announced by the Chancellor in his Spring 2012 Budget and the speaker will then give his initial planning points on the new provisions. The course is designed to benefit tax partners and senior staff together with audit partners and managers.
The course content will include:
- Personal tax changes
- Business tax changes
- Corporate tax changes
- Capital Tax changes and developments
top
Wednesday 27 June 2-00pm to 5-00pm
Practical Tax Tips for Recession and Recovery
Practical Tax Tips for Recession and Recovery
£80 plus VAT CPE 8 CPD 3
The course will benefit partners, managers and tax staff seeking to give practical advice to their clients in the current economic climate. This course will provide a number of planning ideas for both business and private clients during the present recession and its aftermath. The course will cover :
- An NIC charge on dividends revisited
- Income shifting bites the dust – what still works
- Company dissolutions and ESC C16
- Sideways loss relief – tax generated losses
- Irrecoverable loans
- Freezing operations
- Business property relief and property companies
- Pension contributions
- The impact of an election under s431 ITEPA 2003
- Main residence relief and inter-spouse transfers
- An entrepreneurs’ relief loophole
- Capital allowances and business cars
top
Thursday 20 September 9-00am to 1-00pm
Charities: Common Accounting Issues
David Gallagher BA ACA
£80 plus VAT CPE 10 CPD 3.5
Accounting for charities is a complex area due to requirements laid out in both legislation and the Charities Statement of Recommended Practice (SORP). This course will review the latest position in relation to legislative requirements as well as addressing key accounting issues from the SORP.
The course content will include:
- Accounting requirements / thresholds of the Charities Act 2008 and implementation dates
- Key accounting / disclosure issues arising from the SORP including
- Fund accounting
- Recognition and classification of income
- Recognition of resources expended and allocation of support costs
- Fixed assets – functional, investments and heritage
- Disclosure of trustees’ remuneration and expenses and other related party transactions
- Content of the trustees’ report including
- Reserves policy
- Risk management
- Achievements and performance
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Thursday 20 September 2-00pm to 5-00pm
Tax Issues for Charities
Andrew Burgess MA
£80 plus VAT CPE 8 CPD 3
The UK direct tax system provides many significant benefits for charitable organisations. Those benefits are not unlimited and need to be exercised with care otherwise they can cause serious problems. This course will identify the key tax benefits and highlight the areas where problems can arise for the unwary or the careless. The course will not deal with VAT issues as they affect charities. The course content will include:
The basic tax exemption
- What is it?
- The extension into Europe
- The problem when things go wrong
Trading by charities
- Identifying that there is a trade
- The trading exemptions
- Dealing with fundraising events
Using a trading subsidiary
- How it works in theory
- Where the problems can arise in practice
Gift Aid & other tax efficient giving
- Getting the admin right
- Taking full advantage of the relief
- Identifying and tackling the problem of benefits
- Payroll giving
- Gifts of shares and land, legacies
top
Wednesday 26 September 9-30am to 1-00pm
Anti money Laundering : Refresher and Update
Stephanie Henshaw BA ACA
£80 plus VAT CPE 10 CPD 3.5
This course focuses on the current anti money laundering requirements on firms and the parts that seem to cause the most problems in practice. It also provides a refresher on the key points to address in dealing with clients. The session will include frequently asked questions and practical examples drawn from (anonymous) real life situations.
By the nature of the subject it is not possible to specify in detail what will be covered until nearer the date of delivery but topics will include:
- Overview of the anti money laundering regime currently
- The latest on AML legislation
- Feedback from SOCA
- Status of current professional guidance .
- Current supervision and registration issues
- MLR 2007 and CCAB guidance
- Feedback from our regulators
- Focus on common areas of difficulty, including client due diligence and ongoing monitoring
- Practical points to consider
- Reporting to SOCA
- Recap on our statutory obligations
- Practicalities of making reports
- Disengagement issues.
- What next?
top
Wednesday 26 September 2-00pm to 5-00pm
Essential Issues for the Busy Practitioner
Stephanie Henshaw BA ACA
£80 plus VAT CPE 8 CPD 3
This course is designed to provide confidence that practitioners are keeping on top of their compliance obligations and to focus on recent changes and examine how they have worked out in practice. The course is necessarily a response to changes in practice regulations and recent changes and will typically include :
- Practice administration issues – feedback from the professional bodies including ICAEW Practice assurance Committee. It will typically include
- Practice communications – developments affecting websites, letter headings, terms of business, marketing documents
- Regulatory compliance – data protection, money laundering, DPB
- Professional indemnity insurance
- Dealing with client money
- Risk management and client service – practical aspects of servicing clients while ensuring the firm is not exposed to unexpected risks and will typically include
- Topical engagement/disengagement issues
- Topical reporting issues, including certificates and other confirmations
- Recent professional guidance on risk management
- Practical problems and issues – this session will review a selection of recent technical changes, providing a refresher on the key points and examining their impact in practice
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Tuesday 2 October 9-30am to 1-00pm and 2-00pm to 5-00pm
33rd Annual Tax Update and Review
Rebecca Benneyworth BSc FCA and Francesca Lagerberg LLB ACA
£160 plus VAT including a buffet lunch, CPE 18 CPD 6.5
This popular course is presented by two of the country’s leading taxation lecturers and will benefit all practitioners and staff involved in giving tax advice to their clients and who need to keep abreast of current developments. To ensure that delegates are kept fully up to date the content of this course will be set shortly before presentation to take account of the changes as they occur. All major changes will be explained and tax planning opportunities identified.
The course content will include:
- Budget and Finance Act Review
- Statements of Practice
- Changes in Personal, Tax Business Tax, Corporation Tax and VAT
- Employee Taxation
- Changes in Capital Taxes
- Tax administration
top
Wednesday 10 October 9-30am to 1-00pm
IT Challenges & Opportunities facing the Accountant in Practice
Alex Gannon B Eng (Hons) C Eng MIET & Russell Greene BA (Hons) CPA
£80 plus VAT CPE 10 CPD 3.5
Changing technology continues to have a massive impact on business organisations of all types and sizes. The rapid pace of change underscores the need for continuous learning to remain competitive. We must consider how technology impacts the practice and anticipate client questions relating to IT. The proliferation of technology raises increasing concerns about the security of data. The course highlights the following areas to address these needs :
XBRL
XBRL (Extensible business Reporting Language) provides the ability to tag specific element of financial information so that they can be used and reused in a variety of reports. The session will
- Provide an overview of the current landscape
- Explain the process and define the key components
- Demonstrate a tagging solution offered by an accounts production software vendor
- Identify the advantages of tagging data in this manner
- Discuss potential problems with implementation
- Develop understanding of potential applications further down the reporting chain
Cloud Computing Strategies
Many people are talking about cloud computing, however what it means to a business is not always well understood. The session will discuss
- What does cloud computing mean to a small business
- Intermediate steps – transitioning to a paperless environment
- Use of Excel and Adobe in paperless client files
- Data security issues
- Governance and regulatory compliance
Disaster Recovery Measures
A disaster recovery plan (DRP) is essential to the practice and issues considered are :
- Increased reliance on digital data
- Risk assessment
- Documentation of processes
- Testing the plan
- Cost benefit analysis
- Common mistakes associated with disaster recovery
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Wednesday 10 October 2-00pm to 5-00pm
IT Tools & Resources available to the Practicing Accountant
Alex Gannon B Eng (Hons) C Eng MIET & Russell Greene BA (Hons) CPA
£80 plus VAT CPE 8 CPD 3
This is a practical session and will build on the discussions gained from the morning session. Delegates will need to bring laptops which has Microsoft with windows operating system or AppleMac running windows and Microsoft Office software.
Demonstrations will be provided and participation encouraged using some key resources and tools with an emphasis on maximizing efficiency and productivity. The session will cover
XBRL
Two areas are identified to enhance the understanding of how this technology works
- Using an imported excel spreadsheet to manually tag selected data
- Using a SAGE Instant Account Production tool to demonstrate how to build a set of accounts from final trial balance involving the creation of the XBRL document and word document for final formatting
Cloud Accounting
The term ‘cloud accounting’ refers to the performance of computer tasks using services delivered entirely over the internet and discussions will cover
- Common business applications currently deployed through cloud which provide e-mail,data storage, collaboration and a virtual office environment
- Demonstrate differences between a web application and its traditional counterpart
- Use a basic file synchronization tool – dropbox
Tools for a Paperless Environment
Issues around the term ‘paperless’ will be discussed and some common tools will be used to identify
- Transition and planning issues
- Document management and project management
- Key applications used
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Thursday 18 October 9-30am to 1-00pm
John Selwood’s Accounting Pitfalls & Tips
John Selwood ACA
£80 plus VAT CPE 10 CPD 3.5
This course provides a no-nonsense update and refresher for busy professionals who assist businesses with accounts preparation and other related issues. By focusing on areas that are important for both small and large entities it will ensure that delegates keep totally up to date with relevant standards, guidance and law. The course is suitable for partners, managers and qualified staff who prepare accounts and regularly have to apply accounting standards.
The course will cover:
- Relevant, recent FRSs, UITF abstracts, etc
- Frequently asked questions in topical areas
- Updates from CCAB, ACCA and ICAEW on accounting issues
- Notice of imminent changes to relevant standards – particularly changes to UK GAAP in order to converge with IFRS
- Practical examples of dealing with complex standards relating to small companies
- Small Company Law
top
Thursday 18 October 2-00pm to 5-00pm
QAD and ACCA Audit Visits and how to survive them
John Selwood ACA
£80 plus VAT CPE 8 CPD 3
Auditing standards and regulations are changing at an unprecedented pace and all of the professional bodies monitor their members to ensure that they are keeping up to date. This course will help delegates better understand what happens during a monitoring visit and what standards in auditing are expected of them. The course is aimed at statutory auditors and is suitable for partners, managers and qualifies staff.
The course content will include;
- The workings of a QAD monitoring visit
- A summary of what the professional bodies are looking for
- Practical examples of what can go wrong
- Feedback from QAD and ACCA
- A refresher on problem areas complying with the APB Ethical Standards
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Tuesday 6 November 9-30am to 1-00pm
STAFF COURSE – Tax Issues arising from Accounts Review
Shan Hughes CTA ATT
£70 plus VAT CPE 10 CPD 3.5
The course will enable participants to identify potential tax issues when reviewing a set of accounts. It will consider the taxation matters that need to be considered both during the accounts preparation and when preparing the draft corporation tax computation. The course is aimed at seniors and staff responsible for the accounts and preparation of draft tax computations and as a guide is suitable for those who have worked at least 24 months in the profession.
The course will include :
- A review of corporation tax charging provisions
- Trading income computation considerations
- Capital allowances and recent developments
- Associated companies
- Loans to participators
- National insurance issues
- Case studies may be used where appropriate
Participants will be expected to have a basic understanding of the main tax rules.
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Tuesday 6 November 2-00pm to 5-00pm
STAFF COURSE – Communication : The Essential Skills
Shan Hughes CTA ATT
£70 plus VAT CPE 8 CPD 3
This course is essential for junior staff who wish to improve their ability to communicate effectively with clients in writing, on the phone or face to face.
At the end of the course participants will be aware of the principles of good communication and the effect of key aspects of their behaviour on working relationships with clients and colleagues. They will have been given practical tools to help them communicate more effectively on the telephone and will have acquired some writing and editing skills.
The course will cover:
- Importance of communication – ways, means and barriers
- Helping and hindering behaviours – informal presentations
- Body language basics
- Telephone training tips – role plays
- Business writing skills and techniques
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Thursday 8 November 2-00pm to 5-00pm
Advising the Elderly : Asset Protection & Long-Term Care Latest Developments
Jonathan Wilkey
£80 plus VAT CPE 8 CPD 3
Advising the elderly on the financial implications of long-term care is a rapidly expanding area of Law and Finance which has brought with it added complications for the practitioner.The course will bring together recent changes that have taken place and will cover :
- An overview of funding long-term care and asset protection
- Professional issues
- Financial assessments, the Notional Capital Rule and Local Authority recovery procedures
- Asset protection – immediate, medium and long term
- Asset protection – the options
- Interaction with IHT planning
- Protection of business assets
- Effective gifting
- Amendments to CRAG Guidelines 2011
- Practical case studies
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Tuesday 13 November 9-30am to 1-00pm
Partnerships, Hybrids & Other Structures
Robert Truchion MSc FCA CTA TEP
£80 plus VAT CPE 10 CPD 3.5
Everything you ever wanted to know about structures ! More specifically, the course will provide an outline of how the various taxes affecting traditional partnerships, companies and limited liability partnerships and combinations thereof have changed with particular emphasis on the latest tax planning opportunities in the light of the 50% tax rate, the declining corporation tax rates and the new restrictions on excessive relief for pensions.
The course content includes :
- LLP and partnership capital gains
- Should we incorporate ? If so, LLP or Ltd company ?
- Treatment of hybrids, corporate partners and service companies
- Which to use and when
- Other tax planning opportunities and specific anti-avoidance
- Personal investment Companies – a thing of the past ?
- A consideration of the use of these structures in the medical, farming and other niche areas
top
Tuesday 13 November 2-00pm to 5-00pm
Powers, Penalties, Procedures & ……PI Time Bombs
Robert Truchion MSc FCA CTA TEP
£80 plus VAT CPE 8 CPD 3
Recent Finance Acts have not only increased the complexity of the tax engagement, they have dramatically increased HMRC’s powers, massively changing the landscape in our relationship with both HMRC itself and with our clients. This combined with our clients restricted cash flow means that in this increasingly litigious age, anybody involved in tax could be on the receiving end of a claim.
The course will look at equipping participants with a refresher on the new Revenue powers and penalty legislation, how we should be reacting and if we don’t, an understanding of the world of PI, how claims arise, procedures to be adopted and, just as importantly, ways of reducing the chances of them arising in the first place.
The course includes:
- A refresher on Revenue powers and penalties and how they are settling in – use & abuse
- How have we adapted - or have we?
- An introduction to PI and risk management
- A selection of real life case studies that we look at where things have gone wrong in areas such as:
- Failed tax planning
- PAYE
- VAT
- CT etc
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