Thames Valley Accountancy and tax training local to you. CPD Courses from Practical Workshops from Online Training.

Transcription

1 Thames Valley 2018 Accountancy and tax training local to you CPD Courses from Practical Workshops from All prices subject to VAT Online Training from 75

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 in 2018, 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. This 2018 brochure provides details of all courses available in your area, as well as providing you with information on our online training. 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. See pages 40 and 41 to meet the team. s Your Training. Your Way. 4 Prices 5 CPD Course Programme 6 7 Practical Workshop Programme 8 9 Online Training Membership CPD Course Outlines Practical Workshop Outlines How to Book 37 CPD Speaker Profiles Meet the Teams 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 42. 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 43 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 10+ places 62 per place 6 9 places 67 per place 1 5 places 110 per place From 70 per half day From 122 per place Firm wide training for a fixed monthly fee. See pages 1213 for prices Face to Face A wide range of training, at over 50 locations nationwide, with 11 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 Prices Sole Practitioner partners partners or more partners 700 Specialist Webinars 75 per person 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. Specialist Topics Exploring a wide range of specialist areas in detail. Conferences One day events on specialist areas, covering a wide range of practical issues. Practical Workshops Specialist Workshops Membership Packages InHouse Training From oneoff events to a complete inhouse programme 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 1213 for prices Prices From 1,525 per event All prices are subject to VAT 4 Call us on Visit our website at 5

4 CPD Course Programme... from 62 plus VAT Venues and timings For outlines see pages Wimpole St Course Spring Tax Update Accountancy Update and Current Issues Employment Taxes: Current Issues Audit Update and Current Issues Online Options 21 Feb (am & pm) 1 Mar 14 Mar 23 Apr High Wycombe 15 Nov 18 Sep 27 Mar 7 Mar 20 Feb 28 Feb 13 Mar 26 Apr 5 Mar East 15 Mar (am) 15 Mar 16 May (am) 20 Mar GCR 7 Mar (am & pm) 27 Feb (am) 27 Feb 14 May (am) Wimpole St 26 Mar (am & pm) 18 Apr (am & pm) 12 Mar 22 May North West 14 Mar 28 Feb 19 Apr South West 21 Mar 22 Feb 8 Mar 11 Apr Milton Keynes 5 Mar 20 Mar 23 Apr 6 Mar 14 Mar 24 Apr Adams Park Conference Centre HP12 4HJ am courses: 9.30am 12.45pm pm courses: 2.00pm 5.15pm Rugby Football Club RG14 7RW pm courses: 2.00pm 5.15pm Holiday Inn OX2 8JD pm courses: 3.30pm 6.30pm One Wimpole Street at The Royal Society of Medicine W1G 0AE am courses: 9.30am 12.45pm pm courses: 2.00pm 5.15pm North West RAF Museum NW9 5LL pm courses: 2.00pm 5.15pm South West Kempton Park Racecourse TW16 5AQ pm courses: 2.00pm 5.15pm Finance Act 2018 FRS 102: Practical Scenarios and How to Deal with Them Tax Planning for the Family Business Tax: Problem Areas FRS 102 (1A) and FRS 105: Common Issues for Small and MicroEntities Capital Gains Tax: A Current Perspective/Refresher 17 May (am & pm) 5 Jun 11 Jul 6 Sep 27 Sep 8 Oct 2 May 12 Jun 2 Jul 8 Oct 25 Sep 13 Nov 3 May 11 Jun 23 May 17 Sep 9 Oct 8 Nov 26 Jun 16 May 26 Jun 1 May 18 Sep 14 May 30 Apr 30 Apr (am) 27 Sep (am) 10 Sep 27 Sep 11 Jun (am & pm) 2 Jul (am & pm) 22 May (am) 15 Oct (am) 20 Sep (am & pm) 15 Oct 23 May 15 May 12 Sep 4 Oct 19 Nov 9 May 12 Jun 10 Jul 20 Sep 27 Sep 10 Oct 24 May (am & pm) 14 Jun 5 Jul 26 Sep 12 Sep 11 Oct 16 May 13 Jun 3 Jul 8 Oct 19 Sep 1 Nov Sindlesham Court RG41 5EA am courses: 9.30am 12.45pm pm courses: 2.00pm 5.15pm East Best Western Plus Epping Forest IG8 9NY pm courses: 2.00pm 5.15pm GCR Grand Connaught Rooms WC2B 5DA am courses: 9.30am 12.45pm pm courses: 2.00pm 5.15pm Kents Hill Park Training and Conference Centre MK7 6BZ am courses: 9.30am 12.45pm pm courses: 2.00pm 5.15pm Mercure WD25 8JH pm courses: 2.00pm 5.15pm Transactions between a Company and its Directors Accounting, Legal and Tax Implications 18 Oct 26 Nov 11 Dec (am) 3 Dec 19 Nov VAT Roundup 7 Nov 13 Dec 8 Nov (am) 5 Nov (am) 21 Nov (am & pm) 12 Dec 22 Nov 13 Dec 5 Dec Topical Tax Issues 22 Nov (am & pm) 29 Nov 18 Oct 24 Oct 8 Nov 26 Nov 5 Nov 12 Nov (am & pm) 16 Oct 7 Nov 6 Nov 19 Nov The Current Change in Our Profession How to Lead Your Practice, People and Clients 4 Dec 3 Dec 11 Dec 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. These courses are available online 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 outlines see pages Page Course Bookkeeping 25 Introduction to Bookkeeping and Accounts Accounting Online Options Duration 9 days/ 4 days High Wycombe Aug 3 7 Sep (9 days) Sep (4 days) 5 8 Feb (1) (4 days) Sep (1) (4 days) Who should attend 26 Preparing and Finalising Accounts 1 day 29 Oct 13 Mar 12 Mar (2) Practical Accounting Problems 1 day 16 May 15 May 21 May (1) 15 Oct (1) Auditing 27 How to Audit: An Introduction am 20 Mar 5 Mar 26 Nov (2) 27 How to Audit: Case Study 2.5 days Mar 5 7 Mar Nov (2) 28 How to Audit: The Next Stage 1 day 8 Nov (1) 28 Practical Auditing Problems 1 day 17 May 16 May 22 May (1) 16 Oct (1) Taxation of Businesses 29 Taxation of Businesses 1 1 day 16 Nov 27 Feb 15 Feb (1) 29 Taxation of Businesses 2 pm 11 Oct 3 Oct 10 Oct (1) 30 Understanding Capital Allowances am 11 Oct 3 Oct 10 Oct (1) 30 Employment Benefits and P11Ds am 8 Mar 20 Mar 13 Mar (2) 31 Introduction to VAT am / pm 4 Sep 21 Sep (am) 9 Feb (am) (1) 14 Sep (am) (1) 31 VAT Issues for Accounts Staff pm 8 Mar 20 Mar 13 Mar (2) Taxation of Individuals 32 Introduction to Taxation of Individuals 1 day 15 Nov 26 Feb 14 Feb (1) Updates and Refreshers 33 The Audit & Accountancy Update / Refresher 1 day 14 Mar 22 Mar (2) 33 General Tax Update for Accounts Staff 1 day 8 Jun 7 Jun 15 May (1) 34 Something for Everyone Professional Skills: Making the Right Start with Colleagues and Clients am / pm 7 Sep (am) 21 Sep 9 Feb (1) 14 Sep (1) 35 Professional Skills: Managing Yourself 1 day 25 May 21 Mar 19 Apr (1) 36 Excel 2013: Short Cuts, Formulae and Presentation 1 day 20 Nov 16 Oct 18 Apr (1) Venue and timings Cricket Club HP11 1DE am courses: 9.30am 12.30pm pm courses: 1.30pm 4.30pm Venue to be confirmed am courses: 9.30am 12.30pm pm courses: 1.30pm 4.30pm The Cumberland Hotel (1) W1H 7DL am courses: 9.30am 12.30pm pm courses: 1.30pm 4.30pm SWAT UK Ltd (2) Block Two, Angel Square EC1V 1NY am courses: 9.30am 12.30pm pm courses: 1.30pm 4.30pm Key + New to the discipline ++ Have a basic understanding +++ Have a good understanding These courses form part of the Introduction to Bookkeeping and Accounts 9 day series in. See our website for more information on the content covered on the Bookkeeping courses in and. 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. These courses are available online For prices see page 5. 8 Call us on Visit our website at 9

6 Online Training An extensive programme of over 100 webinars and online workshops, the perfect option if you prefer online training or can t make a face to face course. Interactive Learning Interactive workshops are an engaging and effective way to learn. You can work through at your own pace, enhance your understanding with visuals, examples and case studies and then test your knowledge. Practical Workshops Designed to teach the basic principles of accounting, auditing and taxation as required in a professional office and to develop these skills as more experience is gained. There are 20 workshops available, including topics such as: Bookkeeping Introduction to Money Laundering Preparing Company Accounts How to Audit: An Introduction Introduction to PAYE and NI Employment Benefits and P11Ds Some of these are also available as face to face workshops, see pages Prices 80 plus VAT per person, per workshop, for two weeks access. For firm wide access (until 31 December) see Core CPD Webinar prices, on page 11. Practical workshops are included in membership packages (except for CPD membership) Specialist Workshops We have a range of online interactive workshops which can be used to teach the fundamentals or as a refresher or update on specialist assignments such as: FCA Charities Academies Solicitors These workshops are available all year round. Prices 120 plus VAT per person, per workshop, for two weeks access. For firm wide access (until 31 December) see Core CPD Webinar prices, on page 11. Included in membershipplus packages Other members receive 25% discount Would you like firm wide access to all online training for a fixed monthly fee? See membership packages on pages Webinars Webinars are a great way to meet your CPD training needs. They are simple to navigate, making it easy to find the section or topic you are looking for, and include a video, comprehensive slides and notes. Core CPD A programme of 12 three hour webinars: recorded versions of our face to face CPD courses Edited into chapters watch in bite size chunks Listen on the move download an MP3 of the audio Can be purchased individually or as a programme Current Issues in VAT Money Laundering Update Employment Taxes: Current Issues Accountancy Update and Current Issues Audit Update and Current Issues Finance Act 2018 FRS 102: Practical Scenarios and How to Deal With Them Succession Planning for the Family Business Tax Implications Business Tax: Problem Areas FRS 102 (1A) and FRS 105: Common Issues for Small and MicroEntities Topical Tax Issues Capital Gains Tax: A Current Perspective/ Refresher Prices Individual courses Access for the whole firm: Sole practitioner 80 plus VAT 24 partners 185 plus VAT 59 partners 360 plus VAT 10 or more partners 700 plus VAT Complete programme Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Subscribe from 370 plus VAT per annum, see page 13. This programme is included in all membership packages Specialist Live and recorded specialist webinars (approximately one hour) which explore in detail a wide range of topics, across accountancy, audit and tax, for example: Academies Money Laundering Charities Quarterly Updates Stay up to date, with our informal, one hour quarterly updates. Each series will consist of informative and entertaining presentations. Quarterly Tax Updates Quarterly Accountancy Updates webinarsquarterly Prices Property tax Trusts Soft Skills These webinars are planned throughout the year, so keep an eye on our website for the latest titles. webinarsspecialist Prices 75 plus VAT per person All webinars are included in MembershipPLUS packages Other members receive 25% discount Updates are included in all membership packages 10 Call us on Visit our website at 11

7 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. Call us to discuss your membership 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* 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*** CPD Local CPD Courses Access to notes and slides 12 Core CPD Webinars Quarterly Update Webinars Practical Workshops Local Workshops Online Workshops Specialist Topics Included in your membership 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 Sole Practitioners Rate*** Included in your membership * 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 5. CPD 62 per place 62 per place 62 per place Local CPD Courses Access to notes and slides 12 Core CPD Webinars Quarterly Update Webinars 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 All prices are subject to VAT. Discounts on Quorum courses for you and your clients 12 Call us on Visit our website at 13

8 CPD Courses 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. 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. Courses available online indicated by this symbol. Thoroughly enjoyed the course; the technical content was well supported by practical examples. U. Alibhai, MHA MacIntyre Hudson How to book Online enrolments@merciagroup.co.uk Phone Post Mercia Group Ltd Best House Grange Business Park Enderby Road Whetstone Leicester LE8 6EP CPD Course Outlines Courses covering topics such as: Charities Pensions Solicitors Academies LLPs plus many more Visit our website at 15

9 CPD Courses CPD Courses Spring Tax Update Speaker: Chris Thorpe, Mark Morton or Pat Nown, Mercia Group Ltd The course will update participants on the latest developments in direct taxes, particularly those that give rise to planning opportunities, and the pitfalls that they and their clients need to avoid. Full coverage will be made of all relevant changes to legislation and HMRC guidance and practice, as well as the most recent case law decisions, in the areas of: Personal Tax Employee Tax National Insurance Business Income Tax Corporation Tax Capital Gains Tax Inheritance Tax Accountancy Update and Current Issues Speaker: Phil Frost, Mercia Group Ltd, John Selwood, Revolution Solutions Ltd, Bill Telford, Telford Financial Training This course provides an up to date summary of the significant changes to financial reporting under UK GAAP over the last two years. The 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. is likely to include: Changes to UK GAAP including the triennial update of FRS 102 Issues affecting micro entities, small companies (including abridged and filleted accounts) and large companies (including strategic reports) Distributable profits including changes to the guidance in the light of New UK GAAP Regulatory issues including changes to the Money Laundering Regulations, Charities, Academies, LLPs and relevant company law changes An overview of changes to international accounting standards and the likely impact on UK GAAP Employment Taxes: Current Issues Speaker: Norman Allison, Pat Nown or Chris Thorpe, Mercia Group Ltd 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. is likely to include: Recent developments and points of interest in administration and collection Status and IR35, etc Salary sacrifice and dispensations Nontaxable payments and benefits Homeworking costs PAYE Audits Company car and van taxation Key issues on expenses including travel and subsistence Other problem areas Audit Update and Current Issues Speaker: Andrew Guntert or Jeremy Williams, 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. 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 Available online Available online Available online 21 Feb (am & pm) 20 Feb 5 Mar East GCR 7 Mar (am & pm) Wimpole St 26 Mar (am & pm) North West South West 21 Mar 1 Mar 15 Nov 27 Mar 28 Feb 15 Mar (am) East 20 Mar GCR 27 Feb (am) Wimpole St 18 Apr (am & pm) North West 14 Mar South West 22 Feb 5 Mar 6 Mar 14 Mar 7 Mar 13 Mar 15 Mar East GCR 27 Feb Wimpole St 12 Mar North West 28 Feb South West 8 Mar 20 Mar 14 Mar 23 Apr 18 Sep 26 Apr 16 May (am) East GCR 14 May (am) Wimpole St 22 May North West 19 Apr South West 11 Apr 23 Apr 24 Apr 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 Finance Act 2018 Speaker: Pat Nown, Norman Allison or 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. Key topics will include: Personal Tax Business and Corporate Tax changes Employee Tax Capital Taxes changes VAT and SDLT Other legislative changes FRS 102: Practical Scenarios and How to Deal With Them Speaker: Phil Frost, Jeremy Williams or David Smith, Mercia Group Ltd 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. 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 Tax Planning for the Family Speaker: Amanda Fisher, AJF Taxation This course will provide a refresher and update on family tax planning opportunities covering a number of taxes at various stages of life and business, with the aim to show ways in which we can assist clients. The course will include a review of relevant tax cases to consider when planning, and will include numerous examples and illustrations to make this a practical and informative course. Topics are likely to include: Sharing tax opportunities around the family Using alternative entities to hold our investments Residences tax planning for the family home and other property Tax implications of Marriage, Separation and Divorce Tax planning with family members Succession and will planning for the family Business Tax: Problem Areas Speaker: Norman Allison or Pat Nown, Mercia Group Ltd or Malcolm Greenbaum, Greenbaum Training and Consultancy Ltd This course will examine the issues and errors encountered by businesses and identified by HMRC, including the consequences of these errors. 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 Recent and pending changes to FRS 102 Available online Available online Available online 17 May (am & pm) Wimpole St 11 Jun (am & pm) 5 Jun Wimpole St 2 Jul (am & pm) 11 Jul Wimpole St 22 May (am) 6 Sep Wimpole St 15 Oct (am) 2 May North West 23 May 12 Jun North West 15 May 2 Jul North West 8 Oct North West 12 Sep 3 May 26 Jun South West 9 May 11 Jun South West 12 Jun 23 May South West 10 Jul 17 Sep South West 20 Sep 16 May 24 May (am & pm) 26 Jun 14 Jun 5 Jul 26 Sep East 1 May 16 May East 13 Jun East 3 Jul East 8 Oct GCR 14 May GCR 30 Apr GCR 30 Apr (am) GCR 27 Sep (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 FRS 102 (1A) and FRS 105: Common Issues for Small and MicroEntities Speaker: David Smith, Mercia Group Ltd or Peter Herbert, Insight Training The withdrawal of the FRSSE has meant that small and microentities have different accounting treatment and disclosures. This course considers common issues arising from the adoption of FRS 102 (1A) and FRS 105 including the differences in accounting treatment and disclosure requirements. is likely to include: Capital Gains Tax A Current Perspective/ Refresher Speaker: Chris Thorpe, Mercia Group Ltd or Malcolm Greenbaum, Greenbaum Training and Consultancy Ltd This course will provide a refresher of key issues in CGT planning as well as considering the impact of recent changes. is likely to include: Review of the fundamentals (chattels, losses etc) Key planning issues on Entrepreneurs Relief Transactions between a Company and its Directors Accounting, Legal and Tax Implications Speaker: Phil Frost, Mercia Group Ltd The correct accounting treatment and disclosures of transactions with directors remains a difficult and complex area, particularly in light of changes made in FRS 102 and the new statutory disclosures for small companies. is likely to include: VAT Roundup Speaker: Mike Thexton, Thexton Training Ltd or Dean Wootten 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 Differences in accounting treatment between FRS 102 (1A) and FRS 105 including tangible assets, intangible assets and financial instruments Filing issues and abridged/filleted accounts Directors and related party transactions disclosure issues, dividends and remuneration Other disclosure issues and differences between FRS 102 (1A) and FRS 105 Is microentity accounting useful? Changing between small and microentity accounting Recent and pending changes Other CGT issues on selling shares, such as Share exchanges Loan notes Earn outs Rollover and deferral reliefs PPR relief Transactions between a company and its directors: Legality of transactions Companies Act disclosure requirements for advances, credits and guarantees FRS 102 accounting treatment of loans Tax implications of financial transactions Disclosure of transactions Company law refresher; including who are directors and what are their duties, distributable profits, procedural matters (including the constitution, company name, statement of capital and the register of PSC), purchase and redemption of shares and reduction of share capital Topical input tax Topical output tax What are the areas within VAT that are currently attracting HMRC s interest? Available online Available online Available online 27 Sep Wimpole St 20 Sep (am & pm) 8 Oct Wimpole St 15 Oct 18 Oct Wimpole St 11 Dec (am) 7 Nov Wimpole St 21 Nov (am & pm) 25 Sep North West 4 Oct 13 Nov North West 19 Nov North West 13 Dec North West 12 Dec 9 Oct South West 27 Sep 8 Nov South West 10 Oct 26 Nov South West 3 Dec South West 22 Nov 18 Sep 12 Sep 11 Oct 19 Nov 8 Nov (am) 13 Dec East 19 Sep East 1 Nov East East 5 Dec GCR 10 Sep GCR 27 Sep GCR GCR 5 Nov (am) Timings vary according to the venue. See page 7 for details. Timings vary according to the venue. See page 7 for details. 20 Call us on Visit our website at 21

12 CPD Courses Topical Tax Issues Speaker: Mark Morton or Chris Thorpe, 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 The Current Change in Our Profession How to Lead Your Practice, People and Clients Speaker: John Sharkey, Mercia Group Ltd This course will consider the current changes to our profession and look at how your practice and people are going to need to change. Topic areas will include: The strategic change in the nature of work needed, such as more reassurance, advisory work and less compliance work Key drivers, including the impact of digitisation (Cloud Accounting, Social Media & Artificial intelligence) and outsourcing are we going to be redundant as a profession? Implication for people needing to reskill for advisory work Understanding peoples different reactions and helping/supporting them to deal with the change Managing change in the practice as a whole Relationship management with clients why this will become more important than ever Dealing with generational differences InHouse Training 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. Available online We provide: 22 Nov (am & pm) 29 Nov 18 Oct 24 Oct 8 Nov East 26 Nov GCR 5 Nov Wimpole St 12 Nov (am & pm) North West 16 Oct South West 7 Nov 6 Nov 19 Nov 4 Dec 3 Dec East GCR Timings vary according to the venue. See page 7 for details. Wimpole St 11 Dec North West South West 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. For further information please call Call us on

13 Practical Workshop Outlines Practical Workshops Our practical workshops are designed to help your new starters be immediately effective in the office. The 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. With a choice of face to face and online options across the areas below you can select the workshops that best suit your firm and staff needs. Bookkeeping Accounting Auditing Taxation of Businesses Taxation of Individuals Refreshers Something for Everyone See pages for outlines. Courses available online indicated by this symbol. Excellent course, the materials presented were all relevant and the presentation by the speaker was excellent. D.Scott, Simpson Wood Ltd How to book Online enrolments@merciagroup.co.uk Phone Post Mercia Group Ltd Best House Grange Business Park Enderby Road Whetstone Leicester LE8 6EP Bookkeeping Introduction to Bookkeeping and Accounts 1,260 PLUS VAT PER PLACE. (EXCEPT CPD MEMBERS) Practical Workshops A practical way for those new to accountancy to learn and understand the basics of their work and studies. The participants will learn everything from the basic principles of accounts, through the nominal ledger and extended trial balance to simple financial statements, in small, friendly classes. The learning is consolidated in the second week with a case study preparing accounts from incomplete records. The full course includes two tests with personalised feedback and a half day introduction to the personal skills useful in the first few months of training. In this is a 9 day course including Introduction to VAT and Professional Skills: Making the Right Start with Colleagues and Clients. For more information on the content covered on the bookkeeping courses in and see our website. At the end of the course participants will be familiar with the basic principles of double entry bookkeeping, and will have prepared trial balances, profit and loss accounts and balance sheets via a case study. The course will cover the areas of: Books of prime entry, ledgers and control accounts Adjustments depreciation, bad debts, accruals, prepayments Extended trial balance Producing simple financial statements VAT basic concepts, VAT return Case study preparing accounts from incomplete records Professional ethics Making the right start with colleagues and clients CPD Hours: Aug 3 7 Sep (9 days) Online options Sep (4 days) Bookkeeping: The Principles Bookkeeping: The Next Stage Bookkeeping Case Study: Live Classroom 5 8 Feb (1) Sep (1) (4 days) See page 8 and 9 for complete course dates, timings and locations. The complete library of interactive workshops is included in all memberships (excl CPD/online CPD membership). Nonmembers can purchase the library or individual workshops. See pages 10 and 11 for more information. 24 Call us on Visit our website at 25

14 Practical Workshops Accounting Auditing Practical Workshops Preparing and Finalising Accounts 140 PLUS VAT PER PLACE. NO CHARGE FOR Practical Accounting Problems 140 PLUS VAT PER PLACE. NO CHARGE FOR How to Audit: An Introduction 70 PLUS VAT PER PLACE. NO CHARGE FOR How to Audit: Case Study 350 PLUS VAT PER PLACE. NO CHARGE FOR The course is suitable for anyone who has knowledge of the principles of bookkeeping and has been involved in accounts preparation assignments for between 3 and 9 months. The course is intended to ensure any basic problems or misunderstandings are eliminated at an early stage and give a complete overview of preparing and finalising accounts from start to finish. Most of the day revolves around a case study incorporating both individual and group work where participants will develop skills in: Producing a set of accounts from source records, together with supporting working papers Interpreting accounts, including the identification of problem areas Interviewing clients in order to gain information and resolve queries Establishing the journals required to finalise a set of accounts and completing a final sense check of the accounts CPD Hours: 6 The course will be beneficial for staff who have been involved with the preparation of company accounts for between 18 and 36 months and wish to gain exposure to more difficult / less common accounting problems. The course consists of a mixture of formal lecturing, case studies and discussions designed to highlight a range of common disclosure and accounting errors in company accounts. This can be especially prevalent where there are changes in company law and accounting standards or where the company undertakes a transaction. The course also covers: Companies Act and FRS 102 disclosure requirements Small company exemptions including FRS 102 section 1A Provisions and contingencies Director disclosures and other related party disclosures Basic financial instruments Revaluations Substance over form (Revenue Recognition, Leases) The course is an essential introduction to the purpose and principles of auditing and is suitable for anyone who has recently become involved in auditing and has at least 3 months in the profession. Knowledge of the principles of bookkeeping is assumed. The course will include a mixture of lecturing, discussions and exercises answering the questions; What is an audit? And why are audits conducted? The course will provide an overview of the audit process discussing the requirements of the International Standards on Auditing (UK and Ireland) and the key aspects of: Planning, controlling and recording Accounting systems and internal controls Audit evidence (including how to gather and record it) Reporting Ethical aspects of auditor independence and integrity This 2.5 day course is designed to put theory into practice for anyone who has recently become involved in audit and has at least 3 months in the profession. Equally the course is also suitable for anyone wishing to revise basic techniques and learn about current auditing methodologies. It builds on the theory covered in How to Audit: An Introduction and knowledge of the principles of bookkeeping is assumed. Participants will work through examples and practical work based on a case study. This will include reviewing source documentation, gathering sufficient audit evidence and performing testing to meet audit objectives across the key audit areas of: Bank and Cash Debtors Creditors Fixed Assets Stock Please note: At all venues, this course starts in the afternoon on the first day. CPD Hours: 15 CPD Hours: 6 29 Oct 13 Mar 12 Mar (2) 16 May 15 May 21 May (1) 15 Oct (1) 20 Mar (am) 5 Mar (am) 26 Nov (am) (2) Mar 5 7 Mar Nov (2) See page 8 and 9 for complete course dates, timings and locations. Online options Preparing Company Accounts Company Size Issues Fraud and the Accountant Related Parties Introduction to Money Laundering See page 8 and 9 for complete course dates, timings and locations. Online options How to Audit: An Introduction Understanding Analytical Procedures Auditing Accounting Estimates Fraud and the Accountant Related Parties Introduction to Money Laundering The complete library of interactive workshops is included in all memberships (excl CPD/online CPD membership). Nonmembers can purchase the library or individual workshops. See pages 10 and 11 for more information. The complete library of interactive workshops is included in all memberships (excl CPD/online CPD membership). Nonmembers can purchase the library or individual workshops. See pages 10 and 11 for more information. 26 Call us on Visit our website at 27

15 Practical Workshops Auditing Taxation of Businesses Practical Workshops How to Audit: The Next Stage 140 PLUS VAT PER PLACE. NO CHARGE FOR Practical Auditing Problems 140 PLUS VAT PER PLACE. NO CHARGE FOR Taxation of Businesses PLUS VAT PER PLACE. NO CHARGE FOR Taxation of Businesses 2 70 PLUS VAT PER PLACE. NO CHARGE FOR The course is aimed at those who already have a basic understanding of the main auditing concepts and are starting to get involved in more complex areas. It may also be of use if you have had a break from auditing and are in need of a refresher. The course will use case studies and exercises throughout and will cover: General overview and revision of International Standards on Auditing (UK and Ireland) and Ethical Standards Planning processes including: appointment, risk assessment procedures and audit approach Fieldwork and testing approaches such as tests of control, analytical procedures and other substantive tests Completion process CPD Hours: 6 The course will be suitable for audit assistants and seniors who have responsibility for preparing audit files up to manager review stage, and will generally be appropriate for those who have completed between 12 and 36 months audit experience. While many areas of audit fieldwork are routine, this course will cover the common weaknesses encountered in more complex or unusual cases as well as the methods and techniques to be employed to prove particular assertions. The course consists of a mixture of formal lecturing, case studies and discussions designed to highlight a range of common problem audit areas such as: Causes of inefficiency within audit fieldwork Demonstrating professional scepticism Fixed assets (including intangible, investments and impairment reviews) Stock and work in progress Income recognition and completeness of income testing Related party transactions and directors benefits Provisions Laws and regulations Going concern and subsequent events This course will be suitable for those who have between 3 and 15 months experience in the profession, are familiar with a set of accounts and have little or no existing tax knowledge in this area. It will not normally be suitable for those participants who are studying and have sat their first professional tax exam. With the use of case studies throughout, participants will become familiar with the basic rules governing the calculation of taxable profits for a selfemployed client and a company including: General principles of allowable/disallowable expenditure Calculation of plant and machinery capital allowances Trading income computations CPD Hours: 6 This course is aimed at staff who have worked between 12 and 24 months in the profession and require a better understanding of the calculation of taxable profits and corporation tax for the corporate client. The course builds on the theory covered in Taxation of Businesses 1 and knowledge of the calculation of both trading profits and capital allowances is assumed. The course is structured around a corporate case study and participants will gain an understanding of: Charging provisions for a company calculation of total taxable profits Periods of account and accounting periods Payment of corporation tax The implications of overdrawn directors loan accounts CPD Hours: 6 8 Nov (1) 17 May 16 May 22 May (1) 16 Oct (1) 16 Nov 27 Feb 15 Feb (1) 11 Oct 3 Oct 10 Oct (1) See page 8 and 9 for complete course dates, timings and locations. Online options How to Audit: An Introduction Understanding Analytical Procedures Auditing Accounting Estimates Fraud and the Accountant Related Parties Introduction to Money Laundering See page 8 and 9 for complete course dates, timings and locations. Online options Calculating Trade Profits Addbacks Capital Allowances The Basics Capital Allowances The Next Stage Business Tax Commencement and Cessation Rules Calculating Corporation Tax Introduction to PAYE and NI Employment Benefits and P11Ds Introduction to VAT VAT Issues for Accounts Staff The complete library of interactive workshops is included in all memberships (excl CPD/online CPD membership). Nonmembers can purchase the library or individual workshops. See pages 10 and 11 for more information. The complete library of interactive workshops is included in all memberships (excl CPD/online CPD membership). Nonmembers can purchase the library or individual workshops. See pages 10 and 11 for more information. 28 Call us on Visit our website at 29

16 Practical Workshops Taxation of Businesses Taxation of Businesses Practical Workshops Understanding Capital Allowances 70 PLUS VAT PER PLACE. NO CHARGE FOR Employment Benefits and P11Ds 70 PLUS VAT PER PLACE. NO CHARGE FOR Introduction to VAT 70 PLUS VAT PER PLACE. NO CHARGE FOR VAT Issues for Accounts Staff 70 PLUS VAT PER PLACE. NO CHARGE FOR This course is suitable for participants who have worked between 12 and 24 months in the profession and who have a basic knowledge of capital allowances. This course reviews capital allowance principles, including a look at some of the key areas. Using case studies throughout, this course looks at: Assets and expenditure qualifying for capital allowances Computation of capital allowances including: Annual Investment Allowance considerations Short and long life assets Cars This course is suitable for participants who have worked between 12 and 24 months in the profession and have little or no knowledge of employment benefits and P11D completion. This course aims to familiarise participants with the calculation of common benefits together with the tax and NI implications. Using case studies and examples this course looks at: Calculation and treatment of the main benefits e.g. company cars, beneficial loans, reimbursed expenses National insurance PAYE settlement agreements Administration and penalties This course is suitable for people who have up to 12 months experience in the profession and have little or no experience in this area. Participants will be expected to be familiar with basic bookkeeping entries. Through a case study this course aims to familiarise participants with basic areas of VAT including: Scope of VAT Accounting for VAT The VAT return This course is suitable for participants who have been in practice for between 12 and 24 months who have a basic understanding of VAT. This course provides participants with knowledge to 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 including: Review of day to day issues, such as credit notes, bad debts, part exchanges, entertaining costs, vehicles and related expenses Review alternative VAT schemes, such as flat rate and cash accounting The course covers UK VAT only. 11 Oct (am) 3 Oct (am) 10 Oct (am) (1) 8 Mar (am) 20 Mar (am) 13 Mar (am) (2) 4 Sep 21 Sep (am) 9 Feb (am) (1) 14 Sep (am) (1) 8 Mar 20 Mar 13 Mar (2) See page 8 and 9 for complete course dates, timings and locations. Online options Calculating Trade Profits Addbacks Capital Allowances The Basics Capital Allowances The Next Stage Business Tax Commencement and Cessation Rules Calculating Corporation Tax Introduction to PAYE and NI Employment Benefits and P11Ds Introduction to VAT VAT Issues for Accounts Staff See page 8 and 9 for complete course dates, timings and locations. Online options Calculating Trade Profits Addbacks Capital Allowances The Basics Capital Allowances The Next Stage Business Tax Commencement and Cessation Rules Calculating Corporation Tax Introduction to PAYE and NI Employment Benefits and P11Ds Introduction to VAT VAT Issues for Accounts Staff The complete library of interactive workshops is included in all memberships (excl CPD/online CPD membership). Nonmembers can purchase the library or individual workshops. See pages 10 and 11 for more information. The complete library of interactive workshops is included in all memberships (excl CPD/online CPD membership). Nonmembers can purchase the library or individual workshops. See pages 10 and 11 for more information. 30 Call us on Visit our website at 31

17 Practical Workshops Taxation of Individuals Refreshers Practical Workshops Introduction to Taxation of Individuals 140 PLUS VAT PER PLACE. (EXCEPT CPD MEMBERS) This course is suitable for those participants who have worked between 3 and 15 months in the profession and have little or no existing tax knowledge in this area. It will not normally be suitable for those participants who are studying and have sat their first professional tax exam. Using case studies and examples, by the end of the course participants will be familiar with the basic principles of calculating an individual s income tax liability including the areas of: Reviewing the different sources of income Tax rates and allowances Income tax computations and payment National insurance contributions CPD Hours: 6 The Audit & Accountancy Update / Refresher 140 PLUS VAT PER PLACE. NO CHARGE FOR The course will be essential for those who need to keep their technical knowledge up to date (semisenior level and above) who would value a practical update and refresher of both auditing and accounting. At the end of the course participants will be aware of the current position and common areas of difficulty encountered in auditing and accounting. The programme will be changed annually, thus enabling participants to attend in consecutive years, and will cover topical and emerging issues such as: Recent changes to Accounting Standards Other financial reporting and regulatory changes e.g. changes to Company Law Common accounting problems and developments in specialist areas Common audit file review issues and ISA+ requirements Audit exemption Ethical standards CPD Hours: 6 General Tax Update for Accounts Staff 140 PLUS VAT PER PLACE. NO CHARGE FOR Audit and accounts staff who have a good working knowledge of the main taxes and who have already attended other practical workshops and wish to be kept up to date with the recent legislative changes. This course is NOT intended for anyone who has attended the CPD Finance Act session. By the end of the course, staff will have been given an overview of recent changes in legislation in particular those areas relevant to accounts staff. With the use of case study questions the course will illustrate current topical issues and review recent developments under the following headings: Business and corporate tax Personal tax Employment issues Capital taxes Administration and other taxes CPD Hours: 6 15 Nov 26 Feb 14 Feb (1) See page 8 and 9 for complete course dates, timings and locations. Online options Calculating Personal Tax 14 Mar 22 Mar (2) 8 Jun 7 Jun 15 May (1) The complete library of interactive workshops is included in all memberships (excl CPD/online CPD membership). Nonmembers can purchase the library or individual workshops. See pages 10 and 11 for more information. See page 8 and 9 for complete course dates, timings and locations. 32 Call us on Visit our website at 33

18 Practical Workshops Something for Everyone Something for Everyone Practical Workshops Professional Skills: Making the Right Start with Colleagues and Clients 70 PLUS VAT PER PLACE. (EXCEPT CPD MEMBERS) This course is aimed at junior staff in their first year working in a professional environment. It is suitable for both technical and support staff at this level. It is vital when starting work that people are aware of the importance of projecting the right image both in the office and when dealing with clients. Through a mixture of group discussions, exercises and role plays this course introduces the principles of good communication both when dealing with people face to face and on the telephone. This highly interactive course will cover: Presenting a professional image to both colleagues and clients Importance of good communication skills Body language basics Telephone tips Professional Skills: Managing Yourself 140 PLUS VAT PER PLACE. (EXCEPT CPD MEMBERS) This course is aimed at staff that have been working for 1 to 2 years and are starting to take more responsibility for their own workload and more interaction with clients. As pressures on time and workloads increase it is vital to appreciate the importance of good time management. With a mixture of group discussions, exercises and role plays this course is designed to help people make the transition from a junior to semisenior role. This course will cover: The importance of good time management and organisation skills Prioritisation of task with reference to importance and urgency Using assertive behaviour to handle situations and how to say no when necessary The importance of good written communication CPD Hours: 6 7 Sep (am) 21 Sep 9 Feb (1) 14 Sep (1) 25 May 21 Mar 19 Apr (1) See page 8 and 9 for complete course dates, timings and locations. See page 8 and 9 for complete course dates, timings and locations. 34 Call us on Visit our website at 35

19 Practical Workshops Something for Everyone Excel 2013: Short Cuts, Formulae and Presentation 170 PLUS VAT PER PLACE. 30 CHARGE FOR This course will benefit all staff who wish to expand their Excel knowledge, improve their Excel productivity or need a refresher in Excel. This course covers a variety of useful Excel features selected with the aim to increase productivity and introduce some of the more advanced Excel functions, such as: Refresher of short cuts and other speed tips Essentials; including Relative, Absolute and mixed cells and rounding / precision Range names Formulae; including IF, SUMIF and VLOOKUP Conditional formatting Data Validation Database and Pivot Table tools Presentation; including custom headers/footers or number formats and charts Numbers limited to 12 participants CPD Hours: 6 20 Nov 16 Oct 18 Apr (1) The complete library of interactive workshops is included in all memberships (excl CPD/online CPD membership). Nonmembers can purchase the library or individual workshops. See pages 10 and 11 for more information. 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 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. 36 Call us on Visit our website at 37

20 CPD Speaker Profiles Norman Allison FCCA Before returning to Mercia, Norman was a Senior Tax Manager in the heart of the City of dealing with the tax affairs for a number of High Net Worth clients. Prior to that he was with H&R Block Inc for nearly 10 years dealing with the tax affairs of a wide range of clients and managing a national project with Barclays Bank. Amanda Fisher CTA ATT(Fellow) TEP Amanda Fisher began her career with HM Revenue and Customs and later moved over into practice and qualified with Grant Thornton where she gained considerable experience dealing with private tax clients and their businesses, trusts and estates. Since becoming self employed in 2004, Amanda has her own tax and accountancy practice of private clients, alongside her other freelance work as a lecturer, examiner and author. She also regularly works as a consultant to firms and practitioners on an array of tax matters, specialising in capital taxes, trust and estate matters. Amanda has devoted time as a committee member for STEP and ICAEW and is currently a branch committee member for ATT/CIOT. Phil Frost BA ACA Phil qualified with Coopers & Lybrand in his home town of Sheffield, before joining Financial Training (now Kaplan). He subsequently moved to the midlands and became FTC s regional director before joining Mercia in He lectures on auditing and accounting areas with a wide portfolio of specialisms including charities; company law; properties and international accounting standards. Malcolm Greenbaum ACA CTA Malcolm is a director at Greenbaum Training and Consultancy Limited. He is a UK Chartered Accountant and Chartered Tax Advisor winning the John Wood Medal in the November 1995 CIOT sitting for the best paper on business taxation. He was previously Director of Finance and Taxation Programmes at BPP Professional Education. Andrew Güntert MSc FCA Andrew specialises in auditing, financial reporting and associated areas and has been delivering CPD lectures for some years. He was with ATC before joining Mercia. He has a strong interest in technical issues, writing regularly for the specialist press and is an active member of the ICAEW s Audit and Assurance faculty serving on several committees including the Technical and Practical Auditing Committee. Peter Herbert BSc FCA Peter qualified as a Chartered Accountant with an international accountancy firm before moving in to industry. He writes and presents technical updates for national firms of accountants and qualified accountants of private and listed companies. Peter specialises in financial reporting, auditing and practice regulation, and regularly carries out compliance reviews for firms of accountants. Mark Morton BA CTA ATT Mark joined HMRC in 1989 and undertook their full training exams. In 1996 he was made Deputy District Inspector for the Derby area and had detailed experience of all types of Revenue enquiries. Mark joined Mercia as an experienced lecturer and now provides a wide variety of CPD training around the country. He is also a well known contributor to professional publications and provides technical consultancy to the accountancy profession. Pat Nown ACA CTA ATT Pat joined Mercia in 2008 as a tax consultant lecturer, bringing a wealth of experience with her. She worked for many years with FTC Kaplan where she was Tax Product Director for the Midlands. Building on her successful exam based lecturing career she has become an experienced CPD lecturer and technical consultant across a wide range of tax areas as well as being involved in our marketing support publications. John Selwood ACA John is a chartered accountant and independent training consultant. He lectures on money laundering, auditing and financial reporting. He also writes technical material for publishers. Previously, he has been the technical partner for a top thirty firm of accountants and head of CharterGroup the accountancy network. John Sharkey BA(Econ) ACA John is Director of Mercia s Management Training Division and specialises in leadership, management and personal skills training for accountants in practice. He joined the Mercia consultancy team in 1998 and has built Mercia s Management Training Division into one of the leading providers of management and personal skills training to the independent accountancy sector. His presentations are renowned for their energy, enthusiasm and practical relevance and for challenging participants to achieve their full potential. David Smith FCCA David lectures on Mercia s Audit and Accountancy courses. He is also a member of Mercia s audit quality review team and editor of a number of Mercia s technical manuals including our Companies Audit, Assurance and Academies Specialist Assignment Manuals. As a member of various working groups and committees at the ICAEW and ESFA David has also published articles and helped develop guidance for the profession covering ethics, audit, assurance and UK financial reporting requirements. Bill Telford BA FCA Bill runs Telford Financial Training but for ten years prior to that was a partner in Baker Tilly, responsible for their national training programme. Bill is an experienced trainer with many years of experience on the CPD circuit. Mike Thexton MA FCA CTA Mike qualified as a Chartered Accountant in 1983 and as a Chartered Tax Adviser in 1984, and has been training accountants since that time. He presents general tax updates for practitioners and accountants in industry throughout the UK, as well as more detailed courses on CGT for stockbrokers and VAT for general practitioners/vat specialists. He runs the ATII programme for VAT specialists for a large firm. Mike also writes on a variety of tax topics in the professional press. Chris Thorpe LLB CTA TEP Chris is a Fellow of the Chartered Institute of Taxation and full member of the Society of Trust & Estate Practitioners, having previously qualified as a barrister (nonpractising) and worked as a primary school teacher. He qualified with Grant Thornton in Kettering within the agricultural sector of which he has retained a particular interest. Prior to joining Mercia he was a tax director with Haines Watts in Exeter where he lives. He specialises primarily in capital and personal taxes with a particular interest in trusts and inheritance tax. Jeremy Williams ACA Jeremy joined Mercia in 2000 as an audit and accounts lecturer, having qualified with KPMG in Leicester. As well as lecturing on a wide variety of audit and accounting topics, Jeremy is responsible for FCA related products as well as providing technical support and developing our online practical workshops. Jeremy is also a member of the ICAEW Audit & Assurance Faculty Committee. Dean Wootten FCA CTA Dean has been involved in tax training since He lectures extensively on the CPD circuit on a wide variety of tax topics. Dean was previously a tax partner in a provincial practice and this helps him to ensure that his presentations are of particular relevance to practitioners. 38 Call us on Visit our website at 39

21 Meet the Teams Directors Training Admin Team Our excellent training admin team are dedicated to providing a high quality service to all of our clients. The team are led by our training event managers, (see page 3), who are all qualified accountants and together with the rest of the team look after everything from planning events to taking bookings and printing course material. Nicola Hurley Managing Director Wayne Watson Director of Business Development Emily Bailey Director of Training Technical Team Andrew Güntert Audit Team Andrew Paul Audit Team Belinda Auchimowicz Audit Team Chris Thorpe Tax Team David Smith Audit Team David Southern Audit Team Design & Marketing Support Team Our design and marketing support teams are dedicated to providing the tools to help you to market your practice effectively. Led by Matt Green and Dave Goodyear the team have years of experience assisting the accountancy profession! Hannah Howe Ian Pickering Jenny Faulkner Jeremy Williams John Sharkey Kay Sanders Training Team Audit Team Audit Team Audit Team Training Team Training Team Kaye Davis Audit Team Pat Nown Mark Morton Tax Team Phil Frost Michael Siviter Tax Team Phil Williams Michelle Bruce Training Team Sally Hutchings Mike Rees IT Team Shan Hughes Norman Allison Tax Team Support Teams Made up of accounts, IT and marketing staff, our support teams are a real asset to Mercia. Our efficient accounts team will deal with any of your accounts queries and the IT team keep our systems running smoothly. They can also provide useful support to you on accessing your online library. The marketing team take responsibility for marketing our products and services, maintaining a strong online presence including blogs, social media posts and our monthly Newswire. Tax Team Audit Team Tax Team Audit Team Tax Team 40 Call us on Visit our website at 41

22 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 43

23 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 enquiries@merciagroup.co.uk Mercia Group Ltd is a company registered in England and Wales with company number Registered Office: 614 Underwood Street N1 7JQ