CPD Course Programme 2018/19. icaew.com/eastengland

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1 CPD Course Programme 2018/19 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 PRICING 60 PLUS VAT PER PLACE

3 Course Programme COURSE DATE TIME VENUE Acting as an Executor and Trustee (CP299) 18 Oct Amanda Fisher AJF Taxation Capital Taxes and the Family Business (CP00) 18 Oct Amanda Fisher AJF Taxation Audit Quality V Efficiency (CP01) 1 Nov Phil Frost Accountancy Update (to include IFRS 16) (CP02) 1 Nov Phil Frost Practice Risk Areas (CP0) 11 Dec Employment Taxes Update (CP04) 1 Feb Peter Herbert Insight Training Pat Nown VAT Common Problems and How to Solve Them (CP05) 1 Feb Neil Owen VAT Advisory Services Limited Charities: Current Issues (CP06) 19 Mar Payroll Update (CP07) 19 Mar Share & Business Valuations (CP08) Apr Finance Act Update (CP09) 22 May Andy Holton Jeremy Mindell The Professional Training Partnership Jenny Nelder Bruce Sutherland & Co Mark Morton Tax Reliefs for SMEs - What Every General Practitioner Needs to Know (CP10) 22 May Mark Morton The Current Change in Our Profession - How to Survive and Thrive (CP11) 12 Jun John Sharkey Hylands House Business Structures - Tax Issues (CP12) 25 Jun Martyn Ingles Ingles Tax & Training 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 Acting as an Executor and Trustee THURSDAY 18 OCTOBER 2018 IVY HILL HOTEL 09:15-12:45 Amanda Fisher, AJF Taxation This course is a good insight for those wishing to carry out trust and probate advisory work as an additional service to clients and grow their businesses. It is also an ideal opportunity to appraise the planning opportunities and risk areas of these services to ensure we are minimising tax liabilities and avoiding pitfalls. A review of relevant tax cases to consider when acting in a capacity as a trustee or an executor, together with numerous examples and illustrations make this a practical and informative course. Acting as an Executor: Probate services, regulations and related work The application for a Grant of Probate or Letters of Administration The IHT400 inheritance tax return Obtaining the Grant and finalising the Period of Administration Paying tax liabilities and making distributions Acting as a Trustee: Responsibilities, powers and risks of acting as a Trustee Trustees expenses Managing our trusts and minimizing tax Planning income and capital distributions The formalities of ending a trust Case study of a will trust created at death, showing tax implications CP299 Capital Taxes and the Family Business THURSDAY 18 OCTOBER 2018 Amanda Fisher, AJF Taxation This course will be suitable for any practitioner who advises clients on the Capital Taxes Issues of a Family Business. A review of relevant tax cases and numerous examples and illustrations make this a practical and informative course. Amanda will bring a client case study to each of the course to offer some practical experience on achieving the maximum tax efficiency. The course will include: Recent updates and developments including Entrepreneurs relief Incorporation issues Ensuring BPR is obtained, where necessary An actual case study of a family business and the objective of maximum tax efficiency o ostructuring the company and business assets and IHT impact o oconsidering the effect on capital gains tax in the future o otax efficiency and pension planning Considering a trust for the family company Disincorporation and winding up CP00 4

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6 Practice Risk Areas TUESDAY 11 DECEMBER 2018 Peter Herbert, Insight Training This seminar will provide an update on GDPR and practice regulation as they affect smaller firms of accountants. New regulatory requirements will be explained and an insight provided into hot topics based on the feedback we receive from ICAEW inspectors. The exact programme will depend on what is topical at the time of the seminar but it is likely to include: GDPR update and hot topics Anti-Money Laundering and Bribery Act update Top tips for handling client monies and Designated Professional Body registration CPD and appraisal processes 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 Assurance compliance CP0 Employment Taxes Update WEDNESDAY 1 FEBRUARY 2019 IVY HILL HOTEL 09:15-12:45 Pat Nown, 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 CP04 6

7 VAT Common Problems and How to Solve Them WEDNESDAY 1 FEBRUARY 2019 Neil Owen, VAT Advisory Services Limited To review recent developments in VAT, including case law decisions and changes in legislation, and identify key issues and opportunities affecting businesses. The course is not aimed at VAT specialists, but is intended to provide an understanding of the situations in which VAT problems arise, and when advice from a specialist might be helpful. The exact programme will depend on what is topical at the time of the seminar but it is likely to include: Review of VAT changes in the previous 12 months Registration: where to begin The penalty area: avoiding trouble and getting out of it Input tax recovery: holding companies and other issues Bad debts and credit notes Mistakes and putting them right: time limits and claims Summary of the more far reaching cases of the last year CP05 Charities: Current Issues TUESDAY 19 MARCH 2019 IVY HILL HOTEL 09:15-12:45 Andy Holton, This three hour update will cover developments in accounting and auditing for charities as well as topical regulatory issues. Content will include: Charities SORP (FRS 102) - practical accounting and disclosure issues faced by accountants and how to resolve them Update Bulletins including Cash Flow statements Trustees reports Future changes to the SORP Scrutiny changes and reporting issues Audit changes for p/c 17 June 2016 Common issues when auditing charities - a file reviewer s perspective Update on recent Charities Commission guidance and consultations Regulatory round-up CP06 7

8 Payroll Update TUESDAY 19 MARCH 2019 Jeremy Mindell, The Professional Training Partnership This course will ensure participants are aware of current payroll issues and forthcoming changes. Content will include: 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. CP07 Share and Business Valuations WEDNESDAY 0 APRIL 2019 Jenny Nelder, Bruce Sutherland & Co The objective of this course is to provide an understanding of the fundamental concepts of valuation, issues arising, the differences in approach for tax & other purposes and how to minimise your risk. Valuation principles and methodologies Factors affecting valuation The role of the valuer Approaches to giving advice to minimise risk Valuing different sizes of shareholdings The difference between valuation for commercial and fiscal purposes Principles from statute & case law, for tax and other valuations Valuations for tax purposes: Negotiating with HMRC - shares and assets valuation The information standard Valuation of employment related securities Valuing shares at 1 March 1982 or other base dates Goodwill CP08 8

9 Finance Act Update WEDNESDAY 22 MAY 2019 IVY HILL HOTEL 09:15-12:45 Mark Morton, 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 CP09 Tax Reliefs for SMEs - What Every General Practitioner Needs to Know WEDNESDAY 22 MAY 2019 Mark Morton, Over the last decade, the Government has introduced a number of new tax reliefs, predominantly aimed at companies, to encourage them to develop and invest in new business areas. Many of these reliefs are complicated but, more importantly, under used by the businesses concerned. The course is designed, with the use of examples, to give an overview of these new reliefs and how they can be used to minimise a company s tax bill. Particular areas that will be covered include: Relief for contaminated land Research and development tax credits The intangibles regime Relief for employee share acquisitions The substantial shareholdings exemption Patent box Business premises renovation allowance CP10 9

10 The Current Change in Our Profession - How to Survive and Thrive WEDNESDAY 12 JUNE 2019 HYLANDS HOUSE 14:00-17:15 John Sharkey, This course will consider the unprecedented changes in our profession and look at how everyone in the practice will need to adapt to these changes in order for the practice and those who work within it to survive and thrive. The strategic change in the nature of the service we provide; more re-assurance and advisory work; less compliance work Key drivers, including the impact of globalisation, digitisation (Cloud Accounting, Social Media & Artificial Intelligence) and outsourcing Implications for people needing to re-skill and up-skill Understanding your own and other people's different reactions to change and enabling people to deal with the change Managing change across the practice as a whole Relationship management with clients - why this will become more important than ever Dealing with generational differences CP11 Business Structures - Tax Issues TUESDAY 25 JUNE 2019 Martyn Ingles, Ingles Tax & Training Ltd The best structure for start-up businesses is not necessarily appropriate as the business grows and it will often be necessary to review and possibly revise the structure in the future. The business structure chosen will also have an impact on the tax treatment of the eventual sale or exit from the business. The course will include: Tax advantages of limited companies Tax treatment of partnerships and LLPs Incorporation of the partnership o o comparison of company with LLP o o CGT on incorporation o o no entrepreneurs relief on goodwill now Hybrid structures involving corporate members and service companies Anti-avoidance targeting the use of corporate partners by partnership and LLP Tax consequences of forming a group Tax implications of demerging the business Selling the business - tax implications of different structures. CP12 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) ACTING AS AN EXECUTOR AND TRUSTEE (CP299) CAPITAL TAXES AND THE FAMILY BUSINESS (CP00) 18 Oct Oct 2018 AUDIT QUALITY V EFFICIENCY (CP01) 1 Nov 2018 ACCOUNTANCY UPDATE (TO INCLUDE IFRS 16) (CP02) 1 Nov 2018 PRACTICE RISK AREAS (CP0) 11 Dec 2018 EMPLOYMENT TAXES UPDATE (CP04) 1 Feb 2019 VAT COMMON PROBLEMS AND HOW TO SOLVE THEM (CP05) 1 Feb 2019 CHARITIES: CURRENT ISSUES (CP06) 19 Mar 2019 PAYROLL UPDATE (CP07) 19 Mar 2019 SHARE & BUSINESS VALUATIONS (CP08) Apr 2019 FINANCE ACT UPDATE (CP09) 22 May 2019 TAX RELIEFS FOR SMES - WHAT EVERY GENERAL PRACTITIONER NEEDS TO KNOW (CP10) THE CURRENT CHANGE IN OUR PROFESSION - HOW TO SURVIVE AND THRIVE (CP11) BUSINESS STRUCTURES - TAX ISSUES (CP12) 22 May Jun Jun 2019 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