Sheffield 2018/19. CPD Courses. Practical Workshops. Accountancy and tax training local to you. Online Training. from 62. from 70.

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1 Sheffield 2018/19 Accountancy and tax training local to you Online Training from 75 CPD Courses from 62 Practical Workshops from 70 All prices subject to VAT

2 Here to help you As one of the leading providers of training and support services to the UK accountancy profession we look forward to assisting you with any challenges you may face. We can help improve the knowledge and efficiency of you and your entire team with our broad range of training, support you with marketing your firm successfully and keep you ahead of the ever changing regulations and technological developments. Train your team Face to face or online complete choice Whether you are looking for face to face or online training, we have a complete range including CPD and specialist courses, one day conferences and practical, interactive workshops. Our team We are passionate about achieving excellence and helping you and your firm to maximise the value you receive from using our products and services. We have over 25 highly qualified experts in our dedicated technical team who are central to our product development as well as our delivery. With an inhouse team of this calibre we are often first to market with new offerings and can remain as flexible as you need us to be. s Your Training. Your Way. 4 Prices 5 CPD Course Programme 6 7 Practical Workshop Programme 8 9 Membership How to Book 13 CPD Course Outlines Promote your services 22 Support your practice 23 This 2018/19 brochure provides details of all courses available in your area, as well as providing you with information on our online training. Promote your services Marketing tools and services save time Do you have any questions? A broad range of marketing tools, suitable for firms with or without internal marketing resource. From a complete website service with a comprehensive mix of technical content to a simple client letter explaining relevant changes in legislation. For more details on our marketing services see page 22. Would you like help putting a programme together for your team? Do you have any questions about membership? Feel free to get in touch with one of our training event managers on or them at the addresses below: Support your practice Technical support specialist knowledge An unrivalled range of technical manuals and checklists used by over 2,500 firms. Our audit methodology has also been adopted by Caseware, CCH and IRIS to provide paperless options. We can help you improve compliance and efficiency with a range of file review services, tailored to suit your needs. See page 23 to find out more. Emily Bailey emily.bailey@merciagroup.co.uk Kay Sanders kay.sanders@merciagroup.co.uk Hannah Howe hannah.howe@merciagroup.co.uk Michelle Bruce michelle.bruce@merciagroup.co.uk 2 Call us on Visit our website at 3

3 Your Training. Your Way. Prices We understand that keeping your knowledge up to date is important and with practical and relevant training, we can help you do just that. Whether you prefer attending an event or viewing online, there is something for everyone. All our training gives you access to comprehensive content, with supporting documentation, presented by experienced and professional speakers. Accountancy Audit Tax Soft Skills Face to Face Training CPD Season Ticket Practical Workshops Specialist Courses Membership Packages Prices 1 5 places 110 per place 6 9 places 67 per place 10+ places 62 per place From 70 per half day From 122 per place Firm wide training for a fixed monthly fee. (See pages 1011 for prices) Face to Face A wide range of training, at over 50 locations nationwide, with 4 locations in your programme Online Over 100 webinars and online workshops, if you prefer online training or can t make a face to face course InHouse Training Any course tailored to suit your needs and held at a venue of your choice Online Training Core CPD Webinars / Monthly Bulletins Prices Sole Practitioner partners partners or more partners 700 Specialist Webinars 75 per webinar Core CPD Courses Assumes a high level of existing knowledge and are designed to update you on new developments. Practical Workshops Workshops start with a basic introduction for staff with little or no prior knowledge of the subject and develop these skills as more experience is gained. Practical Workshops Specialist Workshops Membership Packages 80 per person (two weeks access) For firm wide access see Core CPD Webinar prices above 120 per person (two weeks access) For firm wide access see Core CPD Webinar prices above Firm wide access for a fixed monthly fee. (See pages 1011 for prices) Specialist Topics For more details visit Exploring a wide range of specialist areas in detail. Conferences One day events on specialist areas, covering a wide range of practical issues. InHouse Training From oneoff events to a complete inhouse programme All prices are subject to VAT Prices From 1,525 per event 4 Call us on Visit our website at 5

4 CPD Course programme...from 62 plus VAT Venues and timings How to book For outlines see pages Course Sheffield United Football Club Aston Hall Hotel Sheffield United Football Club Bramall Lane Sheffield S2 4SU Tel: Online Book online at Topical Tax Issues Acting for Farmers Effective Staff Management 15 Oct Money Laundering Update 2 Oct (am) 17 Oct 8 Nov 14 Nov (am) 26 Nov pm courses: 2.00pm 5.00pm * pm courses: 4.00pm 7.00pm Worksop Road Aston Sheffield S26 2EE Tel: am courses: 9.30am 12.30pm pm courses: 2.00pm 5.00pm Send your requests to enrolments@merciagroup.co.uk Phone Call a member of our enrolments team on Key Issues and Developments in Capital Taxes 2019 Audit and Accountancy Update Acting for Pension Schemes: An Update Charities Update and Current Issues (Including Trustee Responsibilities) Acting for Healthcare Providers 10 Dec 5 Feb* 11 Mar 18 Dec (am) 11 Feb 5 Mar 14 Feb (am) 20 Mar (am) 28 Mar 20 Mar Shore Lane Fulwood Road Sheffield S10 3BU Tel: am courses: 9.30am 12.30pm pm courses: 2.00pm 5.00pm Post Complete the booking form and return by post to Mercia Group Ltd Best House Grange Business Park Enderby Road Whetstone Leicester LE8 6EP VAT Roundup 23 Apr 10 Apr (am) Current Issues in Property Taxation 30 Apr 8 May (am) Finance Act Update 20 Jun* 19 Jun (am) 8 May Online options are also available for many of our courses. Academies: Audit and Accounts Update 4 Jul For details visit our website at Cancellations: No refund will be made where cancellation is received less than 14 days before the date of the course. All other cancellations will be subject to a 20% administration charge. All cancellations must be in writing. Transfers and late bookings: If you wish to transfer and attend an alternative venue, 7 working days notice must be given in writing. When shorter notice is given, Mercia reserve the right to charge a 25 plus VAT administrative fee or refuse the request. Mercia reserves the right to vary the published programme. For prices see page 5. 6 Call us on Visit our website at 7

5 Practical Workshop Programme...from 70 plus VAT Our core practical workshops are designed to teach basic principles across a range of topics. For course outlines visit our website. Course Duration Sheffield United Football Club Sheffield Wednesday Football Club Who should attend Bookkeeping Bookkeeping: The Principles 1 day 3 Sep Bookkeeping: The Next Stage 1 day 4 Sep Bookkeeping Case Study 2 days 5 6 Sep Accounting Understanding Pension Schemes 1 day 25 Sep Practical Accounting Problems 1 day 8 Nov Efficient File Completion am 11 Feb SRA Accounts Rules Workshop pm 11 Feb Preparing and Finalising Accounts 1 day 12 Feb Charities: An Introduction 1 day 4 Apr Academies: An Introduction pm 22 May Auditing Practical Auditing Problems 1 day 9 Nov How to Audit: An Introduction am 2 Jan How to Audit: Case Study 2.5 days 2 4 Jan How to Audit: The Next Stage 1 day 13 Feb The Auditor at Risk 1 day 7 Mar Taxation of Businesses Introduction to VAT am 7 Sep Taxation of Businesses 1 1 day 31 Oct Taxation of Businesses 2 pm 4 Mar Understanding Capital Allowances am 4 Mar Employment Benefits and P11Ds am 5 Mar Payroll Update pm 5 Mar VAT Issues for Accounts Staff am 22 May Updates and Refreshers General Tax Update 1 day 21 May The Audit & Accountancy Update 1 day 3 Apr Something for Everyone Professional Skills: Making the Right Start with Colleagues and Clients pm 7 Sep Professional Skills: Managing Yourself 1 day 14 Feb Professional Skills: Managing Others 1 day 6 Mar Venues and timings Sheffield United Football Club Bramall Lane Sheffield S2 4SU Tel: am workshops: 9.30am 12.30pm pm workshops: 1.30pm 4.30pm Sheffield Wednesday Football Club Hillsborough Sheffield S6 1SW Tel: am workshops: 9.30am 12.30pm pm workshops: 1.30pm 4.30pm Key + New to the discipline ++ Have a basic understanding +++ Have a good understanding Online options are also available for many of our courses. For details visit our website at For prices see page 5. Cancellations: No refund will be made where cancellation is received less than 14 days before the date of the course. All other cancellations will be subject to a 20% administration charge. All cancellations must be in writing. Transfers and late bookings: If you wish to transfer and attend an alternative venue, 7 working days notice must be given in writing. When shorter notice is given, Mercia reserve the right to charge a 25 plus VAT administrative fee or refuse the request. Mercia reserves the right to vary the published programme. 8 Call us on Visit our website at 9

6 Membership Packages If you want firm wide access to training for a fixed monthly fee then why not consider membership? There are a number of great options available to suit your needs, ranging from a programme of core CPD webinars through to the full range of online and face to face courses. All membership packages include discounts on other products and services. Focusing on Face to Face Training Options 1 and 2 focus on face to face training complemented by certain online training. Option 3 includes access to ALL training face to face and online. Focusing on Online Training Options 4 and 5 focus on core online training needs. Option 6 includes access to ALL online training. Option 1 Option 2 Option 3 CPD Membership Membership MembershipPLUS Fee per firm Fee per partner and senior member of staff* Fee per trainee and junior member of staff* Sole Practitioners Rate*** Included in your membership CPD Local CPD Courses Access to notes and slides 12 Core CPD Webinars Monthly Bulletins Practical Workshops Local Workshops Online Workshops Specialist Topics Specialist Courses face to face 25% discount 25% discount One Day Conferences 25% discount 25% discount ** Specialist Webinars 25% discount 25% discount Online Specialist Workshops 25% discount 25% discount Other Products and Services Quarterly Audit and Tax Newsletter Discounts on other products and services 10% discount 10% discount 10% discount Discounts on Quorum courses for you and your clients All prices are subject to VAT. Option 4 Option 5 Option 6 Online CPD Membership Online Membership Online MembershipPLUS Fee per firm Fee per partner and senior member of staff* Fee per trainee and junior member of staff* Sole Practitioners Rate*** Included in your membership CPD 62 per place 62 per place 62 per place Local CPD Courses Access to notes and slides 12 Core CPD Webinars Monthly Bulletins Practical Workshops Local Workshops Online Workshops Specialist Topics 25% discount 25% discount 25% discount Specialist Courses face to face 25% discount 25% discount 25% discount One Day Conferences 25% discount 25% discount Specialist Webinars 25% discount 25% discount Online Specialist Workshops Other Products and Services Quarterly Audit and Tax Newsletter 10% discount 10% discount 10% discount Discounts on other products and services Discounts on Quorum courses for you and your clients All prices are subject to VAT. * All staff involved in chargeable work should be included and not just those who will be attending courses. Any staff working 20 hours or less per week should be included as a half. Partners / principals / directors are treated as full time regardless of the number of hours worked. ** There will be a 50 charge where lunch is included. *** The definition of a Sole Practitioner is a Partner with no staff members. For prices per course see page Call us on Visit our website at 11

7 Specialist Courses Our selection of specialist courses provide an indepth understanding of topical areas, explaining how they will affect you and your clients. Both face to face and online courses are delivered from a practical perspective by experienced and knowledgeable speakers. Courses covering topics such as: Charities Pensions Solicitors Academies LLPs plus many more How to Book The booking forms can be found in the middle of the brochure. Online Book online at Send your requests to enrolments@merciagroup.co.uk Phone Call a member of our enrolments team on Post Complete the booking form and return by post to Mercia Group Ltd Best House Grange Business Park Enderby Road Whetstone Leicester LE8 6EP Humorous but informative presentation very good. R. Peach, Dexter & Sharpe The Small Print After processing your booking we will send you an to confirm the places we have reserved on your behalf. Where appropriate an invoice will be sent by covering the course fee. Our payment terms are 30 days. We reserve the right to cancel, or make changes to, any course shown without prior notice. All prices are plus VAT, where applicable. Face to Face Courses If you have not received confirmation within 10 days of making your booking please call us on to make sure your booking has been received. Joining instructions will be sent by to your enrolment or main contact 10 days before the date of the course. These will include venue directions and should be forwarded on to those attending the course. Places are limited on all courses. Places are allocated on a strict first come, first served basis. If you wish to transfer and attend an alternative venue, 7 working days notice must be given in writing. When shorter notice is given, Mercia reserves the right to charge a 25 administrative fee or refuse the request. Refunds will be subject to a 20% administrative charge. Where notice of cancellation is received less than 14 days prior to the course on which you have booked a place, no refund will be made. Tea, coffee and biscuits are provided during morning and afternoon breaks of all CPD courses. The course fee does not include lunch, except where shown or indicated on the joining instructions. Course documentation can only be provided to those who book to attend the course concerned. Where the course is presented by a Mercia member of staff, copies of the course notes can be purchased. In the event of Mercia cancelling or postponing a course or workshop, our liability will be limited to a full refund of the course fee. Mercia cannot be held responsible for any personal belongings left at any course venue. The content of the course may vary dependant on the speaker and course location. Online Training Once the course has been made available cancellations will not be accepted. The course will be available to view up until the date specified. The content of recorded online training is the content as at the time of recording and neither Mercia nor its presenters are liable for any errors or omissions in that content. Mercia reserves its copyright in the online training and all materials and recordings associated with them, and no licence is hereby granted for you or others in your organisation to copy or distribute, whether as a commercial activity or otherwise any recording of it, or the materials associated with it, including all links to such recordings and materials that may be sent to you. Visit our website at 13

8 CPD Courses CPD Courses Topical Tax Issues Acting for Farmers All of our courses are presented by highly experienced, first class speakers, drawn either from our internal lecturing team or a pool of external presenters. Every course is supported by detailed course notes, which serve as a guide during the presentation and a reference document at a later date. See pages for outlines. How to book Online Book online at Send your requests to enrolments@merciagroup.co.uk Phone Call a member of our enrolments team on Post Complete the booking form and return by post to Mercia Group Ltd Best House Grange Business Park Enderby Road Whetstone Leicester LE8 6EP Speaker: Norman Allison or Mark Morton, Mercia Group Ltd The course will aim to make participants aware of developments in direct taxation over the last six to twelve months and issues of current concern, together with highlights of the tax planning opportunities available. The course will review developments and planning points under the following headings: Business and Corporate Tax Personal Tax Employment Issues Capital Taxes Administration and Other Taxes Developments in Case Law and HMRC Practice Speaker: Charles Cowap This course aims to give participants a general understanding of farmer clients, the pressures they are under and how we act for them. It will consider a wide range of aspects with an emphasis on the planning opportunities associated with the taxation of farmers. In particular we will focus on practical ways in which we can help clients to cope with volatile agricultural trading conditions. will include: Review the latest developments in Income and Corporation Tax as they affect farming clients Analyse planning and development issues for Inheritance Tax and Capital Gains Tax for the farm business Review VAT and other taxation developments, including ATED, SDLT and other levies, in farming and rural businesses Consider wider developments in business structure, succession and inheritance planning as they affect the farmer or landowning client Informative and entertaining brilliant as ever! M. Williams, Harding & Humphries 15 Oct 2 Oct (am) 17 Oct Timings vary according to the venue. See page 7 for details. 14 Visit our website Call us at on Visit our website at 15

9 CPD Courses CPD Courses Effective Staff Management Speaker: John Sharkey, Mercia Group Ltd Money Laundering Update Speaker: Jane Mather, SWAT Key Issues and Developments in Capital Taxes Audit and Accountancy Update Speaker: David Smith, Mercia Group Ltd Speaker: Pat Nown, Mercia Group Ltd Getting the best out of your team members can be one of the most challenging aspects of management. By setting objectives, understanding the fundamentals of coaching and being able to review performance with effective feedback you will be able to develop your team effectively. This workshop will help you achieve this through a clearer appreciation of what your people need to perform at their best and how you can help them do this. You will also have to be able to spot opportunities and devote time to act as a coach and mentor to unlock the potential of your team members. Understanding the essentials that your people need to perform at their best Understanding different learning styles and how to use this Identifying and resolving development needs An introduction to your role as coach and mentor Delegation taking advantage of opportunities and avoiding the pitfalls Handling poor performance and high achievement In the summer of 2017, HM Treasury published new Money Laundering Regulations, effective for regulated businesses from 26 June The Consultative Committee of Accountancy Bodies (CCAB) also issued complementary guidance. This course will explain the impact of the new regulations and guidance in detail and provide a practical insight into how to apply them. The course will also provide an insight into common money laundering and fraud offences that affect SMEs and how to spot them. We will also provide regulator feedback on where firms often go wrong when applying the regulations in practice. This course will cover: The new Money Laundering Regulations what they are and how they affect practitioners Recently published sector guidance and how to apply it in practice The new risks management practices what they are and what firms need to do to comply Different types of fraud that affect accountants and their clients and how to stop them happening Update on cybercrime and GDPR what it is and what it means for firms and their clients in practice New rules on beneficial owners, officers and managers (BOOMs) What the new Criminal Finances Act means for accountants and when it applies This course will act as a refresher and update for delegates covering opportunities for tax planning when dealing with their clients, in looking at their current and potential exposure to capital taxes. The course will include a review of recent tax cases and developments to consider when planning, and will include illustrations to make this a practical and informative course. Topics are likely to include: Capital gains tax update Entrepreneurs Relief developments including pitfalls and opportunities Problem areas on other CGT reliefs Inheritance tax update including relevant planning opportunities Risk areas in Business and Agricultural Property Relief Lifetime and death tax planning, considering CGT and IHT Significant changes are affecting financial reporting under UK GAAP, and indeed auditing. The accounting changes affect micro, small and medium sized entities in different ways whether through changes in legislation driven by the EU or the implementation of FRS 102 and FRS 105 as well as the work of the auditor. The content is likely to include: The implementation of new UK GAAP specifically in FRS 102, and the implications for auditors The withdrawal of FRSSE (2015) and the implications for small and micro entities Opportunities on transition from old to new GAAP Regulatory roundup Audit feedback from Professional Regulators Implications of increases in audit thresholds 8 Nov 14 Nov (am) 26 Nov 10 Dec 18 Dec (am) 5 Feb 11 Feb 14 Feb (am) Timings vary according to the venue. See page 7 for details. Timings vary according to the venue. See page 7 for details. 16 Call us on Visit our website at 17

10 CPD Courses CPD Courses Acting for Pension Schemes: An Update Speaker: Bill Telford, Telford Financial Training The world of pensions is changing and challenging. We ve seen a new Pensions Scheme Act, a pensions bill and regularly changing advice and regulation from TPR. This course will consider the practical implication of these changes and build on experience of the first years of compliance with new UK GAAP, and anticipate changes in audit requirements to be brought about by the revision of Practice Note 15. will include: An overview of pension scheme regulation The Pension Regulator The Pension Protection Fund Accounting for pension schemes FRS 102 The Pensions SORP and its main requirements Practical problems Pension Scheme Investments including alternative investments and audit issues Contributions and funding The Employers Covenant Practice Note 15 and Auditing Issues Reporting and whistle blowing Winding Up Current Developments Charities Update and Current Issues (Including Trustee Responsibilities) Speaker: Andrew Paul, Mercia Group Ltd The updated Charities SORP Auditing charities key issues to be aware of Regulatory round up and recent Charities Commission guidance and consultation Fundraising regulation where are we now? Trustees responsibilities CC3 The Essential Trustee The Charity Governance Code Review of recent Charity Commission investigations and the issues arising for trustees Acting for Healthcare Providers Speaker: Bob Trunchion, MacIntyre Hudson The course will look at the two niches on a compare and contrast basis and will not be 1 ½ hours on Doctors followed by 1 ½ hours on Dentists. A recap on the Health Professional & the NHS as before the tax is dealt with, the changing relationship between the GP or the dentist and the NHS must be considered. Indeed, as the sector is under immense pressure, the Government will hopefully inject new money into the sector with new NHS contracts / provisions in the pipeline these would clearly be analysed. However, the course will cover what is topical including: The economy and the impact on contracts What structures can be awarded NHS contracts and which cannot! Successions and sales the rules Goodwill implications arising from this Superannuation and pensions including the interaction between superannuation and taxation Partnership deeds the main specialist financial clauses Associates/performers/salaried positions Where are we with incorporation and other structures? Specific operational tax problems IR35, intermediaries, VAT, mileage, personal expenses & HMRC Surgeries capital gains and capital allowances Stop press the most recent developments in the sector! VAT Roundup Speaker: Simone Hurst, VATease 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. will include: 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? 5 Mar 20 Mar (am) 11 Mar 28 Mar 20 Mar 23 Apr 10 Apr (am) Timings vary according to the venue. See page 7 for details. Timings vary according to the venue. See page 7 for details. 18 Call us on Visit our website at 19

11 CPD Courses CPD Courses Current Issues in Property Taxation Speaker: Mark Morton, Mercia Group Ltd Finance Act Update Speaker: Norman Allison, Mercia Group Ltd Academies: Audit and Accounts Update Speaker: David Smith, Mercia Group Ltd InHouse Training The course will cover topical issues that practitioners encounter when dealing with clients with residential and commercial property interests. will include: Identifying capital expenditure Plant and machinery meaning and eligibility Changes for landlords Entrepreneurs Relief and property SDLT for additional properties Principal private residence Toolkit terrors Maintaining conditions for Business Property Relief Increased nilrate band where the home is inherited by descendants 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 topics will include: Personal Tax Business and Corporate Tax changes Employee Tax Capital Taxes changes VAT and SDLT Other legislative changes This course will provide a timely and informed update on the key issues facing academy accountants and auditors in The specific course content will vary as requirements develop though will cover the following areas: UK GAAP for academies Accounts Direction 2018 to 2019 Acting for multiacademy trusts Academies Financial Handbook key changes Regularity reporting update Academy audit and accounting common issues and hot topics Other financial reporting developments Our inhouse training gives a more personal approach to meeting your firm s requirements. We can deliver any of our courses or workshops, at a time and venue of your choice. Our expert speakers will work with you to understand the day to day challenges you face in order to deliver training that is most relevant to your firm. We provide: a speaker course documentation the precise content of the course, tailored to suit the needs of your firm. CPD courses are from 1,525 plus VAT and travel expenses. 10% discount is available for members. 30 Apr 8 May (am) 20 Jun 19 Jun (am) 8 May 4 Jul For further information please call Timings vary according to the venue. See page 7 for details. Timings vary according to the venue. See page 7 for details Call us on Visit our website at 21

12 Promote your services A range of timesaving, costeffective solutions to market your practice, whatever your internal marketing resource and expertise. Support your practice A range of tried and trusted technical support products and services created, or delivered, by our experienced technical team. Websites Cutting edge websites and firstclass content for your firm, with excellent value for money. Modern, responsive designs Automatically updated content Whole process managed by us From 99 * plus VAT per month. No set up fee. * 12 month minimum contract. One month rolling contract. Taxapp All the tax content and tools your clients need, in the palm of their hands. Latest tax content Mileage tracker Expenses logger 999 * plus VAT setup fee with 50 * plus VAT per month. Social Media Give your online presence a boost with technical and engaging content posted daily. Twitter LinkedIn Facebook From 45 plus VAT per month. Audit and Specialist Manuals Providing you with all of the guidance and documentation needed to undertake a range of audit and other assurance assignments for: Academies Charities FCA Designated Investment Firms FCA Mortgage and General Insurance Intermediaries Limited Companies (audit, audit exemption and assurance) Limited Liability Partnerships Pension Schemes Solicitors Accounts Rules Plus many more... Compliance Manuals Take the worry out of compliance with our guidance and documentation to help ensure that your practice remains up to date and compliant with legislation, regulation and best practice. Practice Assurance Money Laundering DPB (Investment Business) Compliance Prices from 190 * plus VAT. compliance Budget and Tax Rates Products includes engagement letters, example reports, proforma accounts, disclosure checklists and detailed work programmes. Prices from 225 * plus VAT. Our range of printed and digital products will ensure your clients are kept up to date with changes that will affect them. Whether you are looking for a detailed summary of the Budget Report or a simple breakdown of tax rates, all our products are written with your clients in mind by our Inhouse team of renowned tax lecturers and technical consultants. Compliance Reviews We offer a wide range of independent reviews which we can deliver at your premises, or through our postal file review service. Our experienced team can review your audit files to assess audit quality and compliance with audit regulations and standards. Client Communications It is important to keep in touch with your clients on a regular basis. To help you, we produce a variety of client communication tools including Quarterly Updates, Letters and Factsheets. Audit Compliance Review Cold File Audit Quality Review Hot File Audit Quality Review Prices from 480 * per individual audit file plus VAT. * Discount for members, see pages Call us on Visit our website at 23

13 CPD Course Booking Form I would like to book the following courses: Venue Date No of Places Delegate Names Topical Tax Issues Acting for Farmers Effective Staff Management Money Laundering Update Key Issues and Developments in Capital Taxes Audit and Accountancy Update Acting for Pension Schemes: An Update Charities Update and Current Issues (Including Trustee Responsibilities) Acting for Healthcare Providers VAT Roundup Current Issues in Property Taxation Finance Act Update Academies: Audit and Accounts Update Personal Details (Required for all bookings, including members.) Firm Address Payment Details Total 62 if 10 or more places booked Total 67 if 6 9 places booked Total 110 if 1 5 places booked plus 20% TOTAL or I have enclosed a membership form. Please book me on the above courses as part of my membership Tel No Contact Name I enclose a cheque payable to Mercia Group Ltd I would like to pay by credit card and will contact Mercia Group with my details once I have received my invoice Please return by or post to the address below Mercia Group Limited, Best House, Grange Business Park, Enderby Road, Whetstone, Leicester, LE8 6EP t or to enrolments@merciagroup.co.uk you can also book online at Cancellations: No refund will be made where cancellation is received less than 14 days before the date of the course. All other cancellations will be subject to a 20% administration charge. All cancellations must be in writing. Transfers and late bookings: If you wish to transfer and attend an alternative venue, 7 working days notice must be given in writing. When shorter notice is given, Mercia reserve the right to charge a 25 plus VAT administrative fee or refuse the request. Mercia Group Ltd is a company registered in England and Wales with company number Registered office: 5th Floor, 10 Whitechapel High Street, London, E1 8QS [SHEFFIELD]

14 Practical Workshops Booking Form Course Title Date Venue Delegate Names Cost Personal Details (Required for all bookings, including members.) Firm Address Payment Details There is no need to complete the following payment details if applying for membership or membershipplus. Sub total plus 20% TOTAL I enclose a cheque payable to Mercia Group Ltd Tel No I would like to pay by credit card and will contact Mercia Group with my details once I have received my invoice Contact Name Please return by or post to the address below Mercia Group Limited, Best House, Grange Business Park, Enderby Road, Whetstone, Leicester, LE8 6EP t or to enrolments@merciagroup.co.uk you can also book online at Cancellations: No refund will be made where cancellation is received less than 14 days before the date of the course. All other cancellations will be subject to a 20% administration charge. All cancellations must be in writing. Transfers and late bookings: If you wish to transfer and attend an alternative venue, 7 working days notice must be given in writing. When shorter notice is given, Mercia reserve the right to charge a 25 plus VAT administrative fee or refuse the request. Mercia Group Ltd is a company registered in England and Wales with company number Registered office: 5th Floor, 10 Whitechapel High Street, London, E1 8QS [SHEFFIELD]

15 Online Membership Application and Online Course Booking Form Firm Tel No Address Main Contact Main Online Membership Options please select 4 Online CPD Membership 5 Online Membership 6 Online MembershipPLUS Fees 4 Online CPD Membership To purchase individual courses Course Title Cost Per firm fee 260 No. of Partners/Managers/Senior staff x 190 Sole Practitioner x Online Membership Per firm fee 260 No. of Partners/Managers/Senior staff x 190 No. of Trainees/Junior staff x Online MembershipPLUS Per firm fee 460 No. of Partners/Managers/Senior staff x 390 No. of Trainees/Junior staff x 190 Sole Practitioner x 770 Full Online Practical Workshops Library Per firm fee 260 No. of Trainees/Junior Staff x 190 Sub total plus 20% TOTAL Payment Details Sub total plus 20% TOTAL I enclose a cheque payable to Mercia Group Ltd I would like to pay by credit card and will contact Mercia Group with my details once I have received my invoice All staff involved in chargeable work should be included. The definition of a Sole Practitioner is a Partner with no staff members. The fee will be invoiced in advance but can be paid in monthly instalments. A Direct Debit Mandate will be sent to you on receipt of your application. Please note that credit card payments must be made in full. Please return by or post to the address below Mercia Group Limited, Best House, Grange Business Park, Enderby Road, Whetstone, Leicester, LE8 6EP t or to enrolments@merciagroup.co.uk Mercia Group Ltd is a company registered in England and Wales with company number Registered office: 5th Floor, 10 Whitechapel High Street, London, E1 8QS [SHEFFIELD]

16 Membership Application Form Firm Address Tel No Main Contact Main Enrolment Contact Enrolment Staff Names Partners/ Principals/ Directors Managers/ Senior Staff (Those for whom CPD courses are relevant) Please include all staff who are involved in chargeable work. Those working on a part time basis (less than 20 hours per week) should be included as 0.5 (not applicable to Partners/ Principals/Directors). Membership Options please select 1 CPD Membership 2 Membership 3 MembershipPLUS Fees 1 CPD Membership Per firm fee 160 No. of Partners/Managers/Senior staff x 445 Trainees (Those for whom Practical Workshops are relevant) Other Junior Staff (Those for whom Practical Workshops are relevant) 2 Membership Per firm fee 160 No. of Partners/Managers/Senior staff x 445 No. of Trainees/Junior staff x 320 Total No. of Staff 3 MembershipPLUS Per firm fee 360 No. of Partners/Managers/Senior staff x 660 No. of Trainees/Junior staff x 320 I enclose a cheque payable to Mercia Group Ltd I would like to pay by credit card and will contact Mercia Group with my details once I have received my invoice plus 20% TOTAL The fee will be invoiced in advance but can be paid in monthly instalments. A Direct Debit Mandate will be sent to you on receipt of your application. Please note that credit card payments must be made in full. Please return with completed course booking form by or post to the address below Mercia Group Limited, Best House, Grange Business Park, Enderby Road, Whetstone, Leicester, LE8 6EP t or to enrolments@merciagroup.co.uk Mercia Group Ltd is a company registered in England and Wales with company number Registered office: 5th Floor, 10 Whitechapel High Street, London, E1 8QS [SHEFFIELD]

17 One Day Conferences Essential one day conferences that focus on specialist areas. Gain a wider appreciation of the factors affecting your clients, presented by a panel of industry experts. Conferences include: Academies Charities Farming Solicitors Healthcare Plus many more... Mercia Group Ltd, Best House, Grange Business Park, Enderby Road, Whetstone, Leicester LE8 6EP merciagroup.co.uk enquiries@merciagroup.co.uk Mercia Group Ltd is a company registered in England and Wales with company number Registered Office: Wilmington plc, 5th Floor, 10 Whitechapel High Street, London, E1 8QS