CPD Course Programme 2017/18. icaew.com/eastengland

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1 CPD Course Programme 2017/18 icaew.com/eastengland

2 Welcome to our new CPD Course Programme The South Essex Society s Courses Committee meets annually to discuss the topics our courses should cover to be of the most help to you and your business. This season s programme covers a wide range of topics, which we hope will help add value to your business and your clients businesses too. We hope you find the courses you need within our programme. If not, do please let us know by contacting our Regional Executive, Claire Eve on +44 (0) or claire.eve@icaew.com You can be assured that any comments will be carefully considered by the committee. Duncan Sheekey Chairman, Programme, Conferences and Courses Committee NEW SIMPLIFIED PRICING SCHEME We are pleased to introduce a new simplified pricing scheme and instead of various discount schemes, there is just one price per place. For 2017/18 each place will cost 60 PLUS VAT

3 Course Programme COURSE DATE TIME VENUE FINANCE ACT 2017 (CP285) 18 Oct :15-12:45 Mark Morton Mercia Group Ltd CAPITAL ALLOWANCES REFRESHER AND UPDATE (CP286) 18 Oct :00-17:15 Mark Morton Mercia Group Ltd FRS 102: PRACTICAL SCENARIOS AND HOW TO DEAL WITH THEM (CP287) 15 Nov :15-12:45 Peter Herbert Insight Training MONEY LAUNDERING - WHERE ARE WE NOW? (CP288) 15 Nov :00-17:15 Peter Herbert Insight Training AUDIT UPDATE AND CURRENT ISSUES (CP289) 28 Nov :00-17:15 Phil Frost Mercia Group Ltd EMPLOYMENT TAXES UPDATE (CP290) 21 Feb :15-12:45 VAT UPDATE (CP291) 21 Feb :00-17:15 Mark Ward The Professional Training Partnership Neil Owen VAT Advisory Services Ltd ESSENTIAL LEGAL UPDATE FOR ACCOUNTANTS (CP292) 21 Mar :15-12:45 Louise Dunford LD Consultancy Ltd INTERMEDIARIES - IR5 AND MORE (CP29) 21 Mar :00-17:15 Ros Martin The Professional Training Partnership OMBS - WHAT'S HOT IN TAX (CP294) 19 Apr :00-17:15 FINANCE ACT 2018 (CP295) 17 May :15-12:45 Norman Allison Mercia Group Ltd Dean Wootten Online Tutors Ltd DIRECT AND INDIRECT TAX ISSUES OF PROPERTY TRANSACTIONS (CP296) 17 May :00-17:15 Dean Wootten Online Tutors Ltd MANAGING PEOPLE PERFORMANCE (CP297) 5 Jun :00-17:15 John Sharkey Mercia Group Ltd Hylands House IHT: PRACTICAL AND CURRENT ISSUES (CP298) 20 Jun :00-17:15 Pat Nown Mercia Group Ltd We reserve the right to vary the published programme Cancellations, Refunds and Transfers Transfer of bookings to another course may be made up to seven working days before the course booked on. No refund will be due for cancellations received within seven working days of a course. Replacement delegates may be sent.

4 Finance Act 2017 WEDNESDAY 18 OCTOBER 2017 IVY HILL HOTEL 09:15-12:45 Mark Morton, Mercia Group Ltd This course will cover all of the major clauses in the Finance Act and will concentrate on the practical implications for accountants and their clients. This course will cover all of the major clauses in the Finance Act and will concentrate on the practical implications for accountants and their clients. Key topic areas will include: Personal tax Business and corporate tax changes Employee tax Capital taxes changes VAT and SDLT Other legislative changes CP285 Capital Allowances Refresher and Update WEDNESDAY 18 OCTOBER 2017 Mark Morton, Mercia Group Ltd This course will provide attendees with a review of relief of capital expenditure by businesses. It will consider practical problem areas and current topical issues. Identifying capital expenditure and the meaning of repair Plant and machinery - meaning and eligibility Claiming plant and machinery allowances, including the AIA and integral features Specific issues with capital expenditure on plant Recent developments CP286 4

5 FRS 102: Practical Scenarios and How to Deal with Them WEDNESDAY 15 NOVEMBER 2017 IVY HILL HOTEL 09:15-12:45 Peter Herbert, Insight Training This course considers some of the specific issues arising from the implementation of FRS 102 and includes several worked examples to help participants understand the practical impact on the financial statements. This is likely to include: Property issues including investment properties and those within PPE together with related deferred and current tax issues Intangibles and business combinations including website and software development expenditure; goodwill both positive and negative Consolidations including piecemeal acquisitions Cash flow statements Financial instruments including financing transactions and forward exchange contracts Other areas, such as, equity instruments, lease accounting and revenue recognition Recent and pending changes to FRS 102 CP287 Money Laundering Where are we Now? WEDNESDAY 15 NOVEMBER 2017 Peter Herbert, Insight Training After a long period of consultation, June 2017 finally saw the publication by HM Treasury of new Money Laundering Regulations, effective for regulated businesses from 26 June 2017 and also new BEIS rules on the Persons with Significant Control (PSC) regime which applies for all companies and LLPs from 26 June This course will explain the impact of the new regulations in detail. Feedback from ICAEW and ACCA inspectors often suggests that firms of accountants do not comply as well as they should with their obligations in relation to the money laundering regulations. We will remind and update participants on exactly what they need to do to comply and where firms often go wrong. The course will also provide an insight into common money laundering and fraud offences that affect SMEs and how to spot them. The new Money Laundering Regulations what they are and how they affect practitioners Where firms go wrong regarding anti-money laundering and how to put these problems right PSC register update The meaning of fraud and its implications for business Different types of fraud that affect accountants and their clients and how to stop them happening An insight into recent NCA cases and what accountants can learn from them Practical guidance on essential anti-fraud controls needed in ownermanaged businesses and charities Update on cybercrime what it is and how to address the warning signs CP288 5

6 Audit Update and Current Issues TUESDAY 28 NOVEMBER 2017 Phil Frost, Mercia Group Ltd Auditing is subject to continual change and requires exacting standards to be applied rigorously. This course will provide an update on the most recent changes and current issues affecting auditing in the UK and their practical implications for the planning and execution of audits. Content is likely to include: Guidance on the application of revised UK and Ireland International Standards on Auditing Issues arising following the publication of the revised Ethical Standard for Auditors Auditing disclosures and the revised ISAs Getting the audit report right in light of recent changes Going concern documentation and reporting Auditing under New UK GAAP common issues Feedback from the main Regulators (QAD/ACCA/AQR) and the FRC annual report together with issues identified on file reviews Revisions to Practice Notes CP289 Employment Taxes Update WEDNESDAY 21 FEBRUARY 2018 IVY HILL HOTEL 09:15-12:45 Mark Ward, The Professional Training Partnership This course will review the current practice and procedures relating to the taxation of employees and the national insurance implications, with particular focus on recent and impending developments, and potential problem areas. Content is likely to include: Recent developments and points of interest in administration and collection Status and IR5, etc. Salary sacrifice and dispensations Non-taxable payments and benefits Homeworking costs PAYE Audits Company car and van taxation Key issues on expenses including travel and subsistence Other problem areas CP290 6

7 VAT Update WEDNESDAY 21 FEBRUARY 2018 Neil Owen, CVAT Advisory Services Ltd In addition to reviewing general VAT changes in the last 12 months, this course will provide you with an insight into the hot topics HMRC are currently looking at in the VAT arena, so that you can identify pertinent clients and add some value to your services. Review of VAT changes in the previous 12 months Summary of the more far reaching cases of the last year Topical input tax Topical output tax What are the areas within VAT that are currently attracting HMRC s interest? CP291 Essential Legal Update for Accountants WEDNESDAY 21 MARCH 2018 IVY HILL HOTEL 09:15-12:45 Louise Dunford, LD Consultancy Ltd The content of the course will be flexible in order to cover any issues which may become apparent as a result of the vote to exit the European Union. GENERAL PRACTICE REGULATION AND MONEY LAUNDERING General Data Protection Regulation a practical guide important implications for small businesses Money Laundering 4th Directive what does it mean for your procedures? PSC Register changes Bribery Act recent developments Summary of new corporate offences in relation to - Failure to prevent tax evasion - Fraud, false accounting and money laundering LEGAL UPDATE EMPLOYMENT LAW Employment status, the gig economy, IR 5 and reform Payroll related developments, including minimum wage, working time and holiday pay Disability and Sickness Redundancy and Unfair Dismissal COMPANY LAW Directors duties and Dickinson how not to run a small company Shareholder issues including unlawful dividends, differing classes of shares and status of articles Important cases in last 12 months PROFESSIONAL NEGLIGENCE Recent cases and general update PURCHASE AND SALE OF A BUSINESS Restrictive covenants TUPE brief update CP292 7

8 Intermediaries IR5 and More WEDNESDAY 21 MARCH 2018 Ros Martin, The Professional Training Partnership Many practitioners will be familiar with the basics of the provisions attacking intermediaries but not with the detailed application of those basics. This course aims at reviewing the provisions and considering when clients may be at risk of attack from HMRC This course will cover the following topics: IR5 the basics IR5 anatomy of a review and what HMRC will really look at IR5 the new provisions for those working for public sector bodies Intermediaries the rules affected on-shore and off-shore intermediaries How HMRC are applying the intermediary provisions Information requirements for intermediaries CP29 OMBs What s Hot in Tax THURSDAY 19 APRIL 2018 Norman Allison, Mercia Group Ltd This course aims to cover the practicalities of dealing with key areas of advice for the owner managed business. Planning issues will be discussed and supplemented by practical examples where relevant. The course topics are likely to include: Working from home claims Incorporation issues and maximising capital allowances Benefits in kind The dividend regime and planning thereon Low salary, high dividend case studies Optimum profit extraction Alphabet shares Dividend waivers Overdrawn loan accounts CP294 8

9 Finance Act 2018 THURSDAY 17 MAY 2018 IVY HILL HOTEL 09:15-12:45 Dean Wootten, Online Tutors Ltd This course will cover all of the major clauses in the Finance Act and will concentrate on the practical implications for accountants and their clients. Key topic areas will include: Personal tax Business and corporate tax changes Employee tax Capital taxes changes VAT and SDLT Other legislative changes CP295 Direct and Indirect Tax Issues of Property Transactions THURSDAY 17 MAY 2018 Dean Wootten, Online Tutors Ltd The course will cover areas that practitioners encounter when dealing with clients with residential and commercial property interests. Repairs v improvements Wear and tear allowance Rent a room relief Loan interest and planning thereon Claiming capital allowances on property Issues affecting UK and overseas holiday homes Practical issues with PPR relief and second homes CGT on UK residential property for non-residents Annual Tax on Enveloped Dwellings (ATED) IHT on main residence VAT issues when building, renovating or converting residential property Key issues with the VAT option to tax CP296 9

10 Managing People Performance TUESDAY 5 JUNE 2018 HYLANDS HOUSE 14:00-17:15 John Sharkey, Mercia Group Ltd To enable participants to: manage their people more effectively by skilful goal setting, clear briefings and constructive reviews spot opportunities and devote time to act as coach and mentor to less experienced team members Setting effective objectives Developing effectively choosing the right route Identifying and resolving development needs An introduction to manager as coach and mentor Coaching fundamentals Effective delegation Reviewing performance and delivering effective feedback Handling poor performance CP297 IHT: Practical and Current Issues WEDNESDAY 20 JUNE 2018 Pat Nown, Mercia Group Ltd The course will focus on recent developments and key issues affecting the opportunities for IHT tax planning. It will also include a refresher for participants of the essential areas of IHT planning during lifetime and at death including trusts, in order that clients may minimise their potential tax liabilities. Topics will include: Recent developments - IHT and the family home - Domicile issues and IHT planning - Changes to IHT trust calculations - Pension fund changes on IHT planning Lifetime planning Will planning including post death variations The business succession planning and other exits including trusts The key reliefs: BPR and APR CP298 10

11 Booking Form PLEASE PHOTOCOPY THIS FORM Please complete the form and send with payment to the address below. Book online at icaew.com/southessex COURSE DATE NO OF PLACES DELEGATE NAME(S) FINANCE ACT 2017 (CP285) 18 Oct 2017 CAPITAL ALLOWANCES REFRESHER AND UPDATE (CP286) FRS 102: PRACTICAL SCENARIOS AND HOW TO DEAL WITH THEM (CP287) MONEY LAUNDERING - WHERE ARE WE NOW? (CP288) AUDIT UPDATE AND CURRENT ISSUES (CP289) 18 Oct Nov Nov Nov 2017 EMPLOYMENT TAXES UPDATE (CP290) 21 Feb 2018 VAT UPDATE (CP291) 21 Feb 2018 ESSENTIAL LEGAL UPDATE FOR ACCOUNTANTS (CP292) INTERMEDIARIES - IR5 AND MORE (CP29) 21 Mar Mar 2018 OMBS - WHAT'S HOT IN TAX (CP294) 19 Apr 2018 FINANCE ACT 2018 (CP295) 17 May 2018 DIRECT AND INDIRECT TAX ISSUES OF PROPERTY TRANSACTIONS (CP296) MANAGING PEOPLE PERFORMANCE (CP297) IHT: PRACTICAL AND CURRENT ISSUES (CP298) 17 May Jun Jun 2018 PLACES REQUIRED DETAILS COURSE FEES FEE (excluding VAT) NO. PEOPLE TOTAL COST Booking Queries - Name in BLOCK CAPITALS please Adult SUB TOTAL. VAT 20%.. Total remittance enclosed (payable to SES Chartac) Changes can be made at a later date but must be notified in writing To download a booking form or book online go to: icaew.com/southessex Address Postcode/Zipcode County Telephone No Fax No Address EVENTS BOOKING TEAM ICAEW, PO Box 608, Milton Keynes, MK10 1PG T +44 (0) / +44 (0) F +44 (0) E events@icaew.com 11

12 ICAEW SOUTH ESSEX CPD COURSES We hope you find the courses you need within our programme. If not, do please let us know by contacting our Regional Executive, Claire Eve on +44 (0) or ICAEW connects over 147,000 chartered accountants worldwide, providing this community of professionals with the power to build and sustain strong economies. Training, developing and supporting accountants throughout their career, we ensure that they have the expertise and values to meet the needs of tomorrow s businesses. Our profession is right at the heart of the decisions that will define the future, and we contribute by sharing our knowledge, insight and capabilities with others. That way, we can be sure that we are building robust, accountable and fair economies across the globe. ICAEW is a member of Chartered Accountants Worldwide (CAW), which brings together 11 chartered accountancy bodies, representing over 1.6m members and students globally. ICAEW Chartered Accountants Hall Moorgate Place London EC2R 6EA UK T +44 (0) E generalenquiries@icaew.com icaew.com ICAEW XXXXXXXXXXX 07/17