Handbook. and. Courses S E L A S SOUTH EAST LONDON AREA SOCIETY OF CHARTERED ACCOUNTANTS

Transcription

1 S E L A S SOUTH EAST LONDON AREA SOCIETY OF CHARTERED ACCOUNTANTS Handbook and Courses 2018 Attendance at SELAS events may contribute to your CPD requirements under the terms of your professional body s CPD policy. See or for details.

2 Colfe s Leisure Centre conference facilities: Hosting events for accountants dipping into SELAS seminars

3 Dear Members Letter from the Chair SELAS had a successful year in 2017 with a full programme of events. We expect to enjoy a similar level of activity in 2018, as this brochure testifies. There are, however, a couple of major changes on which I would like to comment as follows: Due to rising costs beyond our control, the Committee has, with regret, decided to increase the annual subscription for 2018 to 60, as well as removing the free tea and coffee at Free Members Meetings (hot and cold drinks can be purchased at the bar, then brought to the meeting). The increase may seem excessive, but it enables us to provide: 1) Access to seven three-hour evening seminars at a substantially lower cost than similar courses offered by the main commercial providers -sandwiches and soft drinks included! 2) Eight Free Members Meetings of 1.5 hours each 3) Ten expert-led Tax Discussion Group meetings of 2 hours each These last two amount to 32 hours of presentations and seminars, which works out at less than 2 per hour for formal CPD. Most importantly, we have been able to keep our Course fees at last year s prices and believe we now offer the best value CPD seminars, given by the country s top speakers, anywhere in London. Our Helpline providers for the past few years, RSM UK, have informed us that they are no longer able to provide this service. An was sent out to all members in October to gauge the effect of this decision. As a result of responses received, the Committee has decided not to seek an alternative provider, but to review the situation for In the meantime, if any of you could not respond at the time but would like to comment now, please feel free to contact me at millcove1912@gmail.com. Not all members appear aware that SELAS operates an informal round robin system through which technical (mostly tax) queries can be posed and, hopefully, answered. If you would like to be included in the group, please let me know. In addition, I have found the SELAS Tax Discussion Group sessions an excellent way of resolving queries. Please the chairman Andrew McKenzie-Smart in advance of meetings with your questions: mac@smartsolutionsllp.com. Finally, when it comes to needing help, some SELAS members will have access to alternative facilities such as the ICAEW Tax Faculty referral scheme. At the risk of sounding like a broken record, may I reiterate a few points which I have mentioned before: The committee is working hard to reach potential new members. Please do your bit by spreading the word, and bringing guests to Free Members Meetings. This association doesn t run itself. We are constantly on the lookout for new committee members please contact me if you would like to come to our next meeting as an observer. For members of both ICAEW and Linked In, LSCA is looking to increase engagement through its Linked In Group, so if you and your colleagues are members of both, please sign up. We greatly value your feedback, so please hand in your completed form after each event which you attend. Wishing you all a healthy and prosperous 2018 Victoria Andrew

4 Committee Members Victoria Andrew (Chairman, LSCA and ASDAC representative) Mike Argent (Vice Chairman) Malcolm Bacchus ((Chairman, LSCA and ICAEW Council Member Susan Field (ICAEW Council Member) Nigel Hewson Graham Iliffe (Secretary) Deborah Kelledy (Treasurer) Philip Landergan NB: SELAS welcomes new committee members: contact the Chairman for information NB: SELAS welcomes new committee members: contact the Chairman for information Administrator Gina Raggett T M Website (Area Societies: South East London) Support Members ICAEW has set up a network of voluntary support members to provide immediate help to chartered accountants with a problem. They offer a confidential, nonjudgmental person-to-person or telephone counselling service to members of any age and in all areas of professional activity. Support members are not subject to the duty to report. Our representative is: Susan Field susan@fieldsullivan.co.uk If you do not wish to speak to a representative in the SELAS area, details of those in other areas may be obtained from the ICAEW. Call free 24/7 on or support.members@icaew.com.

5 Lawyers that make sense... Our expertise and professional approach gives clients the peace of of mind of of knowing that the present and future interests of their business are secure in in our team s hands. Just some of the areas we can help with are: Boardroom/shareholder disputes Business sales and acquisitions Contractual disputes Commercial property sale/purchase Employment law issues Share restructures Shareholder agreements Supply of goods and services agreements cwj@cwj.co.uk Call us now on SELAS Discussion Group SELAS Tax Discussion Group meetings are held jointly with Croydon District Society members and are led by tax experts. They take place on the second Wednesday of the month throughout the year apart from July and August from 7.00pm until 9.00pm at Ripley Arts Centre, 24 Sundridge Avenue, Bromley BR1 2PX. There is no charge but note that the group is open to paid-up SELAS members only. For further information or to put questions in advance of meetings, Andrew McKenzie-Smart at mac@smartsolutionsllp.com.

6 Free Members Meetings pm 9.00pm unless otherwise indicated. Meetings are held in the Function Room at The Crown Tavern, 117 Burnt Ash Hill, London SE12 0AJ (see map inside back cover). Talks are free to SELAS members who may bring a guest. Attendance may contribute to CPD requirements under the terms of your professional body s CPD policy. Tuesday 20 February Tuesday 20 March Tuesday 24 April Tuesday 22 May Tuesday 26 June Tuesday 10 July Tuesday 25 September Tuesday 20 November PENSIONS UPDATE Kevin Hains/Matthew Bond Wingate Financial Planning MONEY LAUNDERING AND GDPR Speaker tba PROTECTING THE FAMILY ASSETS Jeremy Wilson CWJ COMPANIES HOUSE UPDATE Neil Butler Companies House INSOLVENCY Lauren Cullen Cullen & Co CHARITIES UPDATE and AGM Susan Field Field Sullivan Ltd BUSINESS ADVISORY SCHEME Speaker tba ICAEW EFFECTIVE MARKETING FOR ACCOUNTANTS - How to Increase Your Fee Income Victoria Andrew FCA Millcove Solutions Ltd ANNUAL GENERAL MEETING The 2018 SELAS AGM will take place on Tuesday 10 July at 8.30pm The meeting will be preceded at 7.30pm by a Charities Update by Susan Field (Field Sullivan Ltd)

7 SELAS 2018 ANNUAL SUBSCRIPTION AND COURSES APPLICATION FORMS Some of the many benefits of joining SELAS CPD-relevant evening courses and shorter talks in your area The opportunity to hear the country s top speakers at ultra competitive rates Reduced rates for extended evening seminars A minimum of 7 free members only talks each year Admission to the lively and informative SELAS Tax Discussion Group, led by tax experts The chance to meet and talk to old and new colleagues

8 S E L A S ANNUAL SUBSCRIPTION AND COURSES APPLICATION FORM The annual subscription for January - December 2018 is 60. This entitles members to attend Free Members Meetings and the Discussion Group and to obtain the reduced rate for courses. The annual subscription for retired members is A single annual subscription covers all employees of the same company. Course Fees SELAS Members Non Members Individual courses booked 65 per course 75 per course If 5/6 booked 55 per course 65 per course 1) I wish to subscribe to the following SELAS courses in 2018: Date Subject No of places Cost 1 March IR 35 and Status Issues April Taxation of Property.. 5 June Accounts for Small Businesses September VAT Latest October Tax for Small businesses November MTD or Other Topical Issues December Autumn Budget Total No of Courses... 2) I wish to take out/renew my subscription to SELAS for 2018 ( 60).. TOTAL Notes 1 - An alternative delegate may be substituted for the one named on the application form 2 - Fees are not refundable unless the course content, speaker or venue varies from the published programme 3 - Please note that membership of ICAEW does not include SELAS membership

9 2018 Subscription/Courses application form (continued) Please complete the form below, ticking which payment method you are using, and send with your cheque (if applicable) to the Administrator at the address below. To keep a record of your booking, we suggest you return a photocopy of these pages. YOUR DETAILS Name Qualifications... ICAEW/ACCA Membership No. Practice Name.... State whether: Sole Practitioner [ ] Employee in Practice [ ] Industry [ ] Other (e.g. Charity, Local Government) [ ]... Address Tel:. Mobile*: *Required in case of cancellation at short notice [ ] PAYMENT BY CHEQUE I enclose my cheque payable to SELAS for.... in payment for Membership and/or Courses listed opposite [ ] DIRECT PAYMENT Bank account name: SELAS (South East London Area Society of Chartered Accountants) Sort code: Bank account number: Reference** Date. **Please quote your name/firm name to help us identify your payment Signature... Date / /.. Please return the completed form to: The Administrator, SELAS, 23 Pagoda Gardens, London SE3 0UX T M selasgr@hotmail.com A Membership List has been compiled for distribution to SELAS members only. To obtain a copy, please contact the Administrator. If you do NOT want your details to appear on this list, please indicate by ticking here [ ]. Please note that the list is for internal circulation only and must not be used for marketing or publicity or for any purpose not approved by SELAS in writing. In accordance with the Data Protection Act, SELAS undertakes not to share personal data with third parties.

10 M V Hunter Catering M V Hunter - Catering for SELAS number-crunchers for over a decade Mary has worked within the catering industry for the past 25 years, providing: Corporate lunches and dinners Party buffets and sit-down meals Children's parties Wedding catering Notable clients include the Environment Agency, Greenwich Yacht Club, Colfeians Sports Club and many more. No matter what the event, Mary can meet your catering requirements Small Enough to Care Large Enough to Cope M V H U N T E R C A T E R I N G 62 Heathlee Road Blackheath London SE3 9HP Phone: maryhunter8@ntlworld.com

11 PROFESSIONAL TRAINING COURSES All professional training courses are held at Colfe s School, Horn Park Lane, Lee, London SE12 8AW. (For prices and application form, please see centre of Handbook.) IR 35 AND STATUS ISSUES Thursday 1 March pm 9.00pm Course objectives: The new rules on IR 35 will affect many companies which have contracts either directly or indirectly with the public sector. This course looks at how the new regulations will work in practice and includes a review of recent cases such as Pimlico Plumbers, Uber and Deliveroo which have been decided on status in the courts. The Taylor Review on working practices will undoubtedly lead to changes in the legal status regarding employment and self-employment, leading to the possibility of further rules on status on status. All tax practitioners need to be aware of the risks and opportunities in this area. The course will include: IR 35 calculations Defining relevant engagements New issues with the public sector Interaction with CIS How to treat IR 35 income in the accounts Using the new employment status indicator Speaker: Jeremy Mindell CTA CIPD TAXATION OF PROPERTY Tuesday 17 April pm 9.00pm Course objectives: This talk will draw attention to finance cost restrictions for individuals renting out residential property and provide a reminder on how this is being phased in. Options will be presented for those facing much higher tax bills and there will be an overview of recent cases and any other major developments. The course will include: Furnished holiday lets: key conditions and tax advantages PPR relief: Deemed periods of occupation/letting relief/planning for spouses SDLT: Key issues including the 3% supplement on second homes Incorporation: Property businesses including Care homes Annual tax on enveloped dwellings (ATED) CGT: on residential property for non-residents Defining relevant engagements/compliance issues and planning IHT Residence NRB: When it applies/transferability/downsizing addition Capital allowance issues VAT issues: Principles/Options to tax Speaker: Kevin Read CTA

12 ACCOUNTS FOR SMALL BUSINESSES Tuesday 5 June pm 9.00pm Course objectives: The course will ensure that delegates are aware of the legal and professional requirements regarding the preparation of accounts for small businesses. This course will include examples derived from practical experience of businesses transitioning to new UK GAAP. The course will include: Small and micro-companies Legal requirements for accounts for shareholders and filing/ FRS 102 and FRS 105 in practice Unincorporated businesses ICAEW Technical release HMRC and accounts for unincorporated businesses LLPs The key issues including similarities and differences from companies and other unincorporated businesses Speaker: Bill Telford BC FCA (Telford Financial Training) VAT LATEST Tuesday 4 September pm Course objectives: Working as it does according to its own rules quite different from those applying to other taxes VAT is an area where an experienced navigator can be especially helpful in demonstrating how to negotiate the pitfalls. The aim in this session is to guide delegates through a series of topics of current interest and to offer advice about what opportunities exist for the well-informed. The course will include: Any significant legal developments Changes in HMRC practice The latest on VAT and Brexit MTD for VAT Speaker: Neil Owen (VAT Advisory Services) TAX FOR SMALL BUSINESSES Tuesday 16 October pm 9.00pm Course objectives: Small businesses may feel they are under attack from both HMRC and the government, with the former challenging their claims for EIS relief and the latter trying to increase their tax and NIC. However, with good advice, there is still a lot of scope for legitimately reducing tax liabilities. The course will include: Tax liability from "profit to pocket" for sole traders and companies EIS pitfalls in recent cases and how to avoid them Self-employed status - where are we now and where are we going? Speaker: Mike Truman CTA (Taxation training Services Ltd)

13 MAKING TAX DIGITAL AND OTHER TOPICAL ISSUES Tuesday 6 November pm 9.00pm Course objectives: By the time this course is run we should have an idea of how the system is going to work although it will be early days! The intention is to consider the practical implications of the new regime; when clients will have to engage with the new procedures and provide practical help in how to manage the transition. There will be a review of the current HMRC guidelines and initial thoughts about the practical problems being encountered by clients. As this is a new topic, changes to the course may be introduced at the last minute but the intention is to provide attendees with a full and robust understanding of this fundamental change in the way we will engage with HMRC. Please note that if changes to MTD render this course irrelevant, it will be replaced by another topical subject. Speaker: Dr Ros Martin CTA, Consultant Adviser and Lecturer AUTUMN BUDGET 2018 Wednesday 5 December pm Course objectives: This will be the Chancellor s last Budget before Brexit finally happens and he may have to introduce a number of measures to stimulate the economy. This course will focus on planning actions to be taken before the end of the tax year as well as new measures announced in the Autumn Budget. The course will include: Planning actions to take before the end of the tax year Changes to employment and personal tax Capital tax changes Business and corporate tax changes VAT developments Speaker: Martyn Ingles (Ingles Tax and Training) The Chartered Accountants' Benevolent Association CABA provides lifelong support for past and present ICAEW members and their families whether in training, practice or business, have left the profession or retired. Our services are free, impartial and strictly confidential. Wellbeing is at the heart of everything we do, and our services reflect this. From a listening ear in troubled times, through personal and professional development, to carer support and financial assistance, we re with the people we support for life. 24hr support: +44 (0) enquiries@caba.org.uk

14 How to find us... Events listed in blue in the calendar opposite are held at in the Beardwood Arts Centre, Colfe s School, Horn Park Lane, Lee, London SE12 8AW. to/from Lewisham/ New Cross Buses: 122/261/273/321 to/from Blackheath/Greenwich Buses: 202 to/from Eltham Buses: 160/321 Beardwood Arts Centre C The Crown Tavern The Crown PH to/from Sidcup/Orpington to/from & Chislehurst Bromley/Beckenham Buses: Buses: 160/273/321 Events listed in black (see opposite) 261 are held in the upstairs Function Room at The Crown PH, 117 Burnt Ash Hill (east side), Lee, London SE12 0AJ. The area is served by Lee mainline station (a 10-minute walk) and buses 202, 261, 273 and 284. Events listed in black (see opposite) are held in the upstairs Function Room at The Crown For items Tavern, printed 117 in italics, Burnt Ash see entry Hill (east under side), SELAS Lee, Tax London Discussion SE12 Group. 0AJ. For items printed in italics, see entry under SELAS Tax Discussion Group. There is is free car parking parking at at all all venues venues

15 SELAS Year 2018 Calendar 10 January pm Tax D Wednesday 10 January pm Tax Discussion Group Wednesday 14 February pm Tax Discussion Group Tuesday 20 February pm Free Members Meeting Pensions Thursday 1 March pm Course IR 35 and Status Issues Wednesday 14 March pm Tax Discussion Group Tuesday 20 March pm Free Members Meeting Money Laundering and GDPR Wednesday 11 April pm Tax Discussion Group Tuesday 17 April pm Course Taxation of Property Tuesday 24 April pm Free Members Meeting Protecting the Family Assets Wednesday 9 May pm Tax Discussion Group Tuesday 22 May pm Free Members Meeting - Companies House Update Tuesday 5 June pm Course Accounts for Small Businesses Wednesday 13 June pm Tax Discussion Group Tuesday 26 June pm Free Members Meeting Insolvency Tuesday 10 July pm Free Members Meeting AGM Charities Tuesday 4 September pm Course VAT Latest Wednesday 12 September pm Tax Discussion Group Tuesday 25 September pm Free Members Meeting Business Advisory Scheme Wednesday 10 October pm Tax Discussion Group Tuesday 16 October pm Course -Tax for Small Businesses Tuesday 6 November pm Course - Making Tax Digital and Other Topical Issues Wednesday 14 November pm Tax Discussion Group Tuesday 20 November pm Free Members Meeting Effective Marketing for Accountants Wednesday 5 December pm Course Autumn Budget 2018 Wednesday 12 December pm Tax Discussion Group Items printed in black will be held at The Crown Tavern, 117 Burnt Ash Hill, London SE12 0AJ Items printed in black will be held at The Crown Tavern, 117 Burnt Ash Hill, London SE12 0AJ Items printed in blue will be held at Colfe s School, Horn Park Lane, Lee, London SE12 8AW Items printed in italics will be held at Ripley Arts Centre, 24 Sundridge Avenue, Bromley BR1 2PX

16 FOR ALL YOUR PRINTING NEEDS CALL Established 1984 Established 25 years Tel: Fax: or