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Speaker: Rebecca Benneyworth - £85 plus VAT CPD 3.

Objectives

This very practical session will examine all of the MTD requirements starting in April 2019, and will bring delegates up to date with all of the most recent developments in the MTD project. With the imminency of the first mandatory reporting period this session will provide a recap of where you are and what you still may need to do. Rebecca will be joined by a HMRC speaker who will provide delegates with extra insight into what lies ahead in 2019.

Content

  • Which businesses are affected?
  • When does MTD commence for my clients?
  • Record keeping problem areas
  • Digital links – what they are and how they are important
  • Agent services – new HMRC platform for agents
  • Quick update – other MTD streams
Speaker:SAGE training representatives - £85 plus VAT CPD 3

Objectives

This is a unique opportunity to gain high quality SAGE software training. Two different sessions are on offer, depending on your requirements. The courses gain certification.

Content

Workshop 1 - Become a Sage Business Cloud Accounting Expert
Everything you need to get certified in Sage Business Cloud Accounting
  • Identify the right solution for clients
  • Set up
  • Including day to day processing
  • Using the App
  • Dealing with Stock
  • Automation of processes such as Bank Feeds
  • Getting paid faster using Sage Payments & Stripe
  • Managing VAT (including MTD)
  • Reporting & Analysis including Sage Intelligence Reporting
This workshop is hands-on and delegates will need access to an internet browser (we recommend Google Chrome) via their own tablets, ipads or laptops but do not need SAGE accounts programs on these devices. You will also need to be able to open and enter information into Microsoft Excel.

Workshop 2 - Become an efficiency expert on Sage 50 cloud accounts
Functionality features that can help automate manual processes, collaborate with clients and spend time adding value
  • Import Routines, Recurring Entries, Memorise & Recall, Batch Reporting
  • Getting paid faster using Sage Payments, Stripe & GoCardless
  • Analysis available through projects, departments
  • Cloud connectivity & Office 365 integration (including Sage Intelligence Reporting)
  • Connecting clients with Sage Drive
  • Hints and tips of problem solving

  • This workshop is not hands-on.
Please choose the session you wish to attend on the booking form.
Speaker: John Dunlop - £85 plus VAT CPD 3

Objectives

There has been a flurry of tax cases recently brought by HMRC challenging the employment status of contractors from a tax point of view and more are expected in the near future. Add to this the recent changes to the IR35 rules in the public sector (and the resulting implication for the private sector) and you get an area of tax where there is a huge potential for tax mismatches. This course will take you through the essentials of what an employment status dispute is. It will explain the four cornerstones which need to be examined in correctly identifying employment status and will assist in how to approach/deal with HMRC to get the right result. The case law is the guide and this course will draw the relevant themes from the cases (not just the tax ones) to help you understand how to approach this area.

Content

This course includes
  • A review of the key cases on which every employment status case stands
  • The four cornerstones being:
    • Mutuality of obligations
    • Control
    • Business/Financial matters
    • Substitution
  • Why it matters – who pays and how much is at stake?
  • Does the contract matter?
  • Are their non-tax considerations?
  • What are the recent key cases (and what themes can be learnt from them)
  • What is the difference between the private and the public sector
  • What questions to ask?
  • How to deal with HMRC – What are their concerns?
Speaker: Giles Mooney - £85 plus VAT CPD 3

Objectives

To familiarise attendees with the areas where mistakes most commonly occur in general practice taxation.

Content

The PTP team have over eighty years of experience between them helping tax advisers to help their clients and continue to hear of the same mistakes cropping up time and time again. Together they have chosen 21 common problem areas to review, explain what to watch out for, traps to avoid and tips to turn them into opportunities to impress rather than disappoint. This unmissable course will help you and your colleagues avoid the traps fallen into by too many in the profession. Content will be drawn from personal, employment, OMB and capital taxation
Speaker: Giles Mooney - £85 plus VAT CPD 3

Objectives

TTo familiarise participants with the income tax, corporation tax, capital gains tax and inheritance tax matters that affect owner managers and their businesses. To make them aware of the tax planning opportunities that will enable their clients to minimise their current and potential tax liabilities without falling foul of the various misguided beliefs and understandings that have grown over the years.

Content

  • Extracting profits from the business
    • Anti-avoidance obstacles: IR 35, s624A and beyond
  • Corporate structures
  • Corporation tax mitigation
  • Director shareholder issues
  • Maximising CGT and IHT reliefs
  • Planning for sales
  • Passing it on
Speaker: Emma Gilbert-Smith - £75 plus VAT CPD 3

Objectives

To ensure participants are aware of current payroll issues and forthcoming changes. This course is suitable for those participants who have a reasonable working knowledge of payroll issues.

Content

  • Forthcoming changes to PAYE and NI
  • An update on year end procedures
  • RTI update
  • Review of statutory payments
  • Payrolling benefits
  • Pensions auto enrolment update
Case studies may be used as appropriate.
Speaker: Emma Gilbert-Smith - £85 plus VAT CPD 3

Objectives

The aim of the course is to ensure that participants can deal confidently with day to day VAT issues. Through the use of case studies and quizzes the course highlights some of the key areas people get wrong when completing or reviewing their clients’ VAT records. This course is suitable for participants who have been in practice for between 12 and 24 months who have a basic understanding of VAT.

Content

  • Principles of allowable and disallowable expenditure
  • Specific problem areas
  • Overview of capital allowances
  • National insurance contributions
The course covers UK VAT only.
Speakers: Rebecca Benneyworth & Bob Trunchion - £180 plus VAT CPD 6

Objectives

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.

Content

  • 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
Speaker: John Selwood - £85 plus VAT CPD 3

Objectives

This course will look at the real world accounting problems being faced by practitioners, and the real world, practical solutions.

Content

It will cover FRS 102 and FRS 105 and any relevant ICAEW guidance. Presentation, disclosure and accounting issues will all be covered. This is a topical course and the content will reflect that. The course may cover issues such as:
  • Presentation of loans
  • Transactions with directors and other related party transactions
  • Disclosure of guarantees and security
  • Accounting for investment properties
  • Issues for property developers and property investors
  • Revenue recognition
  • Accounting for IR35
  • Meeting minimum disclosure requirements for small and micro companies
  • Accounts filing at Companies House
Speaker: John Selwood - £85 plus VAT CPD 3

Objectives

This is a topical course that aims to keep auditors up to date with:
  • Future changes in standards and legislation relating to audit
  • Practical problems for auditors today
  • The impact of recent changes and how to best comply
  • Feedback from the regulators and professional bodies

Content

TUsing case studies the update will be practical and designed to help auditors better understand the real world impact of current issues. Being a topical course the precise content will be dictated by current events but it is likely that the following issues will be covered:
  • New ISAs, particularly ISA 540 Accounting Estimates and ISA 315 on Understanding the Entity and Risk
  • The impact of the FRC Ethical Standard
  • Feedback from ICAEW monitoring 2019
  • ICAEW guidance on the audit report
  • Issues relation to audit evidence being sufficient and appropriate
Speaker: Mark Ward - £85 plus VAT CPD 3

Objectives

During this seminar a number of CGT and IHT planning opportunities available to individuals and trusts will be considered. The session will include an appraisal of the most recent changes in legislation and case law and the protective steps that clients may need to take.

Content

  • CGT business reliefs
  • Entrepreneurs’ relief
  • Gifts of business assets
  • Incorporations
  • CGT on sale or winding up of a business
  • Replacement of business assets
  • Gifts of non-business assets
  • EIS relief
  • Emigration
  • Inheritance tax
  • Agricultural property relief
  • Business property relief
  • Gifts with reservation of benefit and pre-owned assets
  • Will drafting/reviewing
  • Deeds of variation
  • Use of trusts
Speaker: Mark Ward - £85 plus VAT CPD 3

Objectives

The course will deal with a number of issues affecting individuals, their families and businesses. At any stage of life it may be necessary to consider and plan for the effects of income tax, NIC, corporation tax, capital gains tax, inheritance tax, possibly VAT and even stamp duty land tax. This event is aimed at those practitioners who need to look at various options to efficiently structure personal and business matters efficiently for tax. It will be a discussion forum session based on a number of short case study questions to ensure maximum benefit to participants. This is a great chance to deal with a number of planning issues in a more relaxed setting, and works particularly well as an in-house session, allowing participants to fully consider the issues within the context of their own client list.

Content

The content will depend on duration and topicality at the time but is likely to cover:
  • Husband and wife planning
  • Residences
  • Children’s income and gains
  • Planning the business: income
  • Planning the business: structure
  • IHT mitigation including wills and trusts
  • Agricultural and business property reliefs
Speaker: Kevin Salter - £85 plus VAT CPD 3

Objectives

This IT course will cover a wide array of topics – with something for everyone…..and is aimed to be as practical as possible. It will focus on how IT is being used in the practice and how IT could be used more effectively. Drawing on experiences of visits and consulting to practices of all sizes over many years this will highlight systems, methodologies, working practices and software that could make a big difference to your IT usage, product delivery and drive efficiencies in the workplace.

Content

Topics will include:
  • First impressions – what IT can be seen when visiting?
  • In house servers or a hosted system?
  • The payroll department – do you really know what goes on?
  • The paperless office, document management, portals and encrypted mail.
  • Business advisory services and tools
  • Accounts and Working papers
  • Taxation and tax planning
  • Essential cloud products and services
  • Practice what you preach!
Speakers: Simon Hurst - £85 plus VAT CPD 3

Objectives

PivotTables are one of Excel’s most powerful features but they seem to divide Excel users into fanatical advocates and those who just don’t see the point. This course will explain how PivotTables can be useful to almost any Excel user. Starting with the basics of using a simple PivotTable to summarise financial data it will show how PivotTables can simplify a range of practical Excel tasks from identifying best selling products to consolidating branch data and acting as the engine for an automated performance dashboard. If your use of Excel includes summarising, analysing, auditing and reporting on any form of financial data you should find this course of value. Please note this is not a ‘hands-on’ course, but will provide practical advice, demonstrated through examples and with comprehensive documentation.

Content

  • Introduction to PivotTables - from raw data to your top ten products in 5 minutes with no formulae
  • Dealing with data - different ways of getting at your data and keeping it updated automatically. Consolidating data from different parts of your organisation
  • Manipulating PivotTables - sorting, filtering, grouping and formatting
  • Advanced techniques - ad hoc grouping, adding formulae and working with values
  • PivotTable as report engine - using a PivotTable to automate the production of management reports
  • Using a PivotTable to create an automated performance dashboard
  • Latest PivotTable developments - conditional formatting, Excel 2010 slicers. PowerPivot, Power View, Power Map and Power Query (now known as ‘Get & Transform’ in Excel 2016) - possibly the most significant Microsoft Office development of the millennium?
Speaker: Robert Jamieson - £85 plus VAT CPD 3

Objectives

Following the Budget towards the end of 2018, the latest tax proposals will be examined and fully explained. The speaker also intends to give his initial planning thoughts on the key aspects of the new legislation.

Content

The course will cover business, corporate, personal and capital tax changes.
Speaker: Robert Jamieson - £85 plus VAT CPD 3

Objectives

This course looks at some of the key tax issues when advising private clients on how best to pass on their assets. Particular attention will be given to the continuing opportunities for tax planning with trusts.

Content

  • Pre-owned assets – what can still be done?
  • Trusts in 2019 – some tax planning thoughts
  • Tax-efficient will planning
Speaker: Steven Bone & Martin Wilson - £85 plus VAT CPD 3

Objectives

This course aims to help advisers save their clients’ money by maximising capital allowances and revenue deductions for expenditure, with a particular focus on rural businesses.

Content

  • Recap on the fundamentals
  • Sale and purchase of second-hand property
  • Succession to qualifying activity by inheritance
  • Interaction between plant & machinery allowances and agricultural buildings allowances claims
  • Rural businesses
  • Renewables
  • Cars and other vehicles
  • Caravans
  • Furnished holiday lets and dwellings
  • Repairs
Speaker: Dean Wootten - £85 plus VAT CPD 3

Objectives

The course is aimed at those individuals who need an awareness of the tax issues affecting property transactions.

Content

  • Calculating rental profits on buy to lets, houses in multiple occupancy and commercial property
  • Cash basis for unincorporated landlords
  • How do the new finance charge rules work?
  • Interest relief on capital withdrawals
  • Changes to rent a room relief
  • Property appropriations
  • Furnished holiday lets
  • Making Tax Digital for VAT registered landlords
  • Principal private residence issues
  • Dealing with inter-spouse transfers of property
  • Changes to reporting of gains on residential property
  • Extension of CGT to non-residents owning commercial property
Speaker: Dean Wootten - £85 plus VAT CPD 3

Objectives

The course is aimed at those individuals who deal with the tax affairs of owner managed businesses.

Content

  • Lessons learnt from recent cases
  • Common mistakes when optimising profit extraction for OMBs
  • Knowing when unincorporated businesses are better than corporates
  • Common errors in tax computations
  • When compliance errors are costly
  • Decisions that cost our client’s money
  • When limited knowledge is dangerous!
Speaker: Peter Herbert - £85 plus VAT CPD 3

Objectives

This course will explore recent areas of regulatory change affecting smaller practices and what you need to do to comply.

Content

The exact programme will depend on what is topical at the time of the course, but it is likely to include:
  • Anti-Money Laundering and Bribery Act Update
  • IT security and data protection – including the impact of GDPR
  • Top tips for handling client monies and Designated Professional Body Registration
  • CPD and appraisal processes
  • 2017 Criminal Finances Act – including the Corporate Tax Offence
  • Quality control – minimum requirements for accounting and taxation
  • Accounts production for audit exempt companies – what the regulators are looking for
  • Changes in practice structure – what’s required, what’s allowed and what goes wrong
  • Regulator feedback on Practice and Quality Assurance compliance
Speaker: RPeter Herbert - £85 plus VAT CPD 3

Objectives

This course will provide an update on accounting and scrutiny issues affecting charities together with other relevant regulatory changes.

Content

The exact programme will depend on what is topical at the time of the course, but it is likely to include:
  • The key accounting issues arising from implementation of the Charities SORP FRS 102 and current best practice
  • Likely future changes to charity accounts resulting from the FRS 102 triennial review
  • Tackling tricky areas of accounting for charities with confidence including accounting for grants, restricted funds and groups
  • Common deficiencies in charity audit files and how to avoid these
  • Charities Commission rules on independent examination – what has changed and how to comply
  • Other regulatory issues affecting charities and the implications for charity advisors
Speaker: Rebecca Benneyworth - £85 plus VAT CPD 3

Objectives

This session will highlight tax developments in the last 18 months which have a practical impact on your clients and the advice you give. It will focus on areas of advice most relevant to the smaller practice dealing with a wide variety of clients.

Content

The taxes covered will include:
  • Business income tax and corporation tax
  • Personal income tax
  • Capital taxes
  • VAT
  • Savings and pensions
  • Tax administration measures
Speaker: Rebecca Benneyworth - £85 plus VAT CPD 3

Objectives

This course will examine the rules and planning issues across a range of taxes in a family environment.

Content

It will cover:
  • Tax planning before marriage or civil partnership
  • Tax planning and children : HICBC and fall-out therefrom; employing children
  • Tax issues associated with providing for student children
  • Supporting elderly relatives – tax traps
  • VAT oddities – modifying the home for disabled and elderly residents
  • Private residence issues – traps for the unwary; separation, divorce; SDLT problems
  • Resolving the joint business interests on divorce
Speaker: John Selwood & Peter Herbert - £180 plus VAT CPD 6

Objectives

On completion of the course, participants will:
  • Be aware of all Audit and Accounting Standards and Practice Notes issued and relevant changes to Company Law occurring since the last update course
  • Understand the practical effect of these changes on their clients and their own firms, and any action that should be taken
  • Understand the probable practical impact of any other pronouncements and discussion papers that affect accounting and auditing
  • Be aware of the key areas of focus as regards the quality of their work and matters of particular interest to professional bodies

Content

The precise content of the seminar will be determined nearer the date of the course.
Speaker: Sarah Woodall - £85 plus VAT CPD 3

Objectives

Sarah is a barrister highly experienced in handling tax correspondence, enquires and disputes. Much of her work has been focussed on tax compliance including tax avoidance, through holding senior positions within HMRC and latterly in practice advising private clients both locally and in London. Sarah will share her experience of what works well when trying to establish effective working relationships with HMRC, and what generally does not.

Content

  • HMRC tax compliance update, latest news and case studies
    • Code of practice 9 (civil investigation of serious fraud)
    • Disguised remuneration schemes
    • Increasing opportunity for covert human intelligence sources
    • Advice to property portfolio holders
  • Trusts, wills and estates
    • Opportunities and risks of using trusts in tax planning
    • Importance of expert advice in intergenerational wealth protection
    • Advantages and costs of bespoke wills
  • Wider tax matters
    • Strategy proposals for register of foreign owners of UK property
    • Record tax take from non-domiciles – why?
    • Spike in HMRC investigations into high net worth individuals
    • Drop in HMRC property search rate
    • Risks to stay at home parents losing out on pensions
Speaker: Ros Martin - £85 plus VAT CPD 3

Objectives

As practitioners we are often required to help our clients when they are having personal or business problems. Whilst tax may not be the main issue, it is important to be able to advise clients to act in a way which is not going to make their position worse by crystallising tax liabilities which they are not expecting. This session is aimed at general practitioners with business and personal clients.

Content

EThe course will cover all tax aspects of areas including:
  • Divorce and separation
  • HMRC enquiries
  • Business disputes and separation of business interests including company and partnership demergers
  • Recovery of tax by HMRC from business owners
Speaker: Ros Martin - £85 plus VAT CPD 3

Objectives

The course will cover the following areas:

Content

The course will look at
  • Loans to participators
  • Borrowing money to invest
  • Raising funds via EIS and other venture capital schemes
  • Capital reductions
  • Distributions and planning involving share structuring
  • IHT issues including transfers of value
  • ATED
  • Winding up
  • Anti-avoidance provisions for close companies
Speaker:David Norris - £85 plus VAT CPD 3

Objectives

The correct accounting treatment and disclosures of transactions with directors remains a difficult and complex area, particularly in the light of changes made in FRS 102 and the new statutory disclosures for small companies. The legality and taxation implications are areas which often cause difficulties for practitioners.

Content

  • Legality of transactions – particularly loans and substantial property transactions
  • Legality of dividends
  • Companies Act disclosure requirements for advances, credits and guarantees
  • Related parties – disclosure issues in FRS 102 and FRS 102(1A)
  • FRS 102 – accounting treatment of loans from directors
  • Tax implications of transactions involving directors including financial instruments
Speaker: Mark Morton - £85 plus VAT CPD 3

Objectives

This course will examine the issues and errors encountered by businesses and identified by HMRC, including the consequences of these errors.

Content

Specifically the course is likely to cover the following areas:
  • Directors loan accounts
  • Capital v. revenue
  • Capital allowances issues
  • Benefit in kind problem areas
  • CGT problem areas for businesses
  • Tax losses
  • Does IR35 apply (or anything else)?
  • Other points of interest

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