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Northern Society of Chartered Accountants

At the heart of northern business since 1882

Thrive in Retirement – CABA

Explore the practical and emotional aspects of retirement and start planning your transition.

Thrive in retirement – a wellbeing and personal development workshop

Audience: practice / business

Duration: 90 minutes

This workshop offers an introduction to exploring the practical and emotional aspects of retirement for both single people and those in relationships. As well as offering a chance to start planning your transition, it will help you mitigate the risks associated with retirement such as social isolation, loss of confidence and loss of identity so that you can maintain energy, purpose and fulfilment in this chapter of your life.

Key outcomes

  • Reflect on, and identify, key elements in your retirement plan
  • Identify and apply the Six Key Factors for retirement
  • Mitigate the risks in retirement
  • Take away a wide list of tips and ideas for generating a fulfilling retirement

Suitable for

Anyone approaching or in early retirement who would like to gain a better understanding of how to enhance their retirement, focusing on wellbeing rather than financials.

Price

This workshop is free for ICAEW members.

Please note: registration starts 30 minutes earlier than the start time listed.

 

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Munro Walk – Mount Keen

Join us and ICAEW Members in Scotland for a social walk to the Munro summit of Mount Keen in Glen Esk in Angus.

Description

This year our guided Munro Walk, to which all IMS (ICAEW Members in Scotland) members as well as family and friends are welcome, will ascend the Munro summit of Mount Keen in Glen Esk in Angus. Mount Keen is Scotland’s most easterly Munro. It is situated in the eastern Cairngorms, and gives excellent walking with wide panoramic views (weather permitting!).

Cost
Rate Cost
Price No Charge
Guide

Aruthur Custance
Arthur Custance is an ICAEW member who was a partner with Armstrong Watson in Carlisle before retiring from full-time practice and moving north to Kinlochleven. Arthur now has more time to pursue his passion for walking. He has been a keen walker since he was a teenager, and has climbed all the Munros and Corbetts in Scotland as well as all the Wainwright summits in the English Lake District.

Directions to starting point

From all directions other than from Inverness or Aberdeen the best way is to proceed to Perth and then follow the A90 road as far as Brechin. The A90 bypasses Brechin. At the far end of the bypass leave the A90 and take the B966 road and follow this through Edzell. About one mile beyond Edzell the road crosses a bridge over the River North Esk. About 200 yards beyond the bridge take the road on the left signed “Tarfside” and “Invermark”. Follow this road for fifteen miles to the car park near the end of the public road.

If travelling from Inverness take the A9 south as far as Dunkeld. Here take the A923 to Blairgowrie and here join the A926 and follow this through Kirriemuir to its junction with the A90. Directions thereafter as above.

If travelling from Aberdeen take the A90 south as far as Brechin and here take the B966. Directions thereafter as above.

When arriving at the start please introduce yourself to Arthur Custance, who will be leading the walk. For those who do not know him he will be driving a blue Volkswagen Passat.

Accomodation

Anyone wishing to stay at the Glenesk Hotel can make a booking direct with them (phone +44 (0)1356 647 333). There are also a number of b & bs in Edzell: https://www.visitscotland.com/info/towns-villages/edzell-p241451

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Practical Tax Conference 2019

The Residential Tax Conference that covers the topics that matter to you, your practice and your clients.

Save the date – More information will be available as arrangements are confirmed.

Course information

Join some of the UK’s most respected tax experts, industry professionals and other in-demand speakers to explore the latest on the tax developments, issues and changes that matter most to practitioners.

This ever-popular event not only gives you the chance to hear from some of the best speakers on the circuit, but also gives you the opportunity to explore the issues with them via panel sessions and during more informal networking breaks.

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ICAEW Business confidence and economic review breakfast with Bank of England

An overview of business confidence and the latest economic forecasts can provide valuable insights into how a rapidly changing economy is affecting business in the North East and the rest of the UK.

Event information

Presentations will be followed by discussions of the findings and implications for businesses. As well as answering questions, presenters will be keen to hear your views about business conditions in your area.

Business confidence – Steve Plaskitt, Tait Walker on behalf of ICAEW
The latest findings from the quarterly ICAEW Business Confidence Monitor (BCM) will give an indication of the overall direction of the economy, what is driving change and highlights the key concerns of UK.

The UK economy – Mauricio Armellini, Bank of England Agent for North East
An ‘off-the-record’ update on the current economic climate based on the Bank of England’s latest forecasts. This session will examine the most recent economic data as well as the prospects for growth and inflation over the near-term. 

Please advise when booking if you have any special dietary requirements.

Cost

The event is free of charge but pre-booking is required.

Programme

07:45 Registration / networking / breakfast (Cinema Café)
08:00 Relocate to Roxy Cinema
08:10 Welcome & introductions (Roxy Cinema)
ICAEW and BoE presentations
Q & A session / Feedback
09:30 Close

Speakers

Mauricio Armellini – Agent, Bank of England North East
Mauricio has been a member of the Government Economic Service since 2008, when he joined the Department for Work and Pensions to lead teams of analysts in areas of key Ministerial attention such as skills and pensions. In 2013 he went on secondment to the North East Local Enterprise Partnership, where he worked as Chief Economist until his appointment as Bank of England’s Agent for the North East in September 2014.

Steve Plaskitt, FCA – Partner, Tait Walker
Steve joined Tait Walker in 2002 and was promoted to partner in 2005. He has over 20 years’ experience of advising owners of small and medium sized businesses in the North of England on company acquisitions and disposals and helps businesses to access fundraising. He has advised on all aspects of SME Corporate Finance from due diligence, valuations, mergers, acquisitions, company disposals, equity fund raising, business planning, bank finance, management buy outs / buy ins and strategic decision making.

 

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Business confidence breakfast and UK Assets in a global context

An overview of business confidence and the latest positioning of markets and currency in a global context.

Event information

Presentations will be followed by discussions of the findings and implications for businesses. As well as answering questions, presenters will be keen to hear your views about business conditions in your area.

Business confidence – Steve Plaskitt, Tait Walker on behalf of ICAEW
The latest findings from the quarterly ICAEW Business Confidence Monitor (BCM) will give an indication of the overall direction of the economy, what is driving change and highlights the key concerns of UK.

Caroline Simmons – UBS Wealth Management
Will cover UK positioning at this time; including valuations; outlook; risks, and covering off monetary tightening and diversification. Will include UK equity market; UK macro and UK real estate markets, and currency.

Cost

The event is free of charge but pre-booking is required.

Programme

07:45 Registration / networking / breakfast (Cinema Café)
08:00 Relocate to Roxy Cinema
08:10 Welcome & introductions (Roxy Cinema)
ICAEW and UBS presentations
Q & A session / Feedback
09:30 Close

Speakers

Steve Plaskitt, FCA – Partner, Tait Walker on behalf of ICAEW
Steve joined Tait Walker in 2002 and was promoted to partner in 2005. He has over 20 years’ experience of advising owners of small and medium sized businesses in the North of England on company acquisitions and disposals and helps businesses to access fundraising. He has advised on all aspects of SME Corporate Finance from due diligence, valuations, mergers, acquisitions, company disposals, equity fund raising, business planning, bank finance, management buy outs / buy ins and strategic decision making.

Caroline Simmons, UBS Wealth Management
Caroline is deputy-head of the Investment Office UK, and in this capacity regularly presents on the global House view, as well as more specific UK topics and markets.
Caroline is a strategist based in London, specialising in UK equities, and UK real estate. She has 15 years of investment experience and has a background as a UK consumer analyst and prior to joining UBS in 2004 she was a fund analyst. Caroline is a graduate of the University of Oxford, a CFA charter-holder, and holds both the Financial Planning Certificate and the Investment Management Certificate.

 

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Practical Tax Conference

The residential Tax Conference that covers the topics that matter to you, your practice and your clients. From making tax digital to Brexit and VAT – and a host of key tax topics in between – this increasingly popular event helps you keep on top of all things tax.

Event information

Join some of the UK’s most respected tax experts, industry professionals and other in-demand speakers to explore the latest on the tax developments, issues and changes that matter most to practitioners.

The packed programme has been designed to meet the real world needs of busy tax professionals – many of the subjects and sessions are based on delegate feedback, ensuring that they cover the areas that really matter to you and your business.

This ever-popular event not only gives you the chance to hear from some of the best speakers on the circuit, but also gives you the opportunity to explore the issues with them via panel sessions and during more informal networking breaks.

This year’s panel is – as always – a mix of new speakers and requested regulars, all handpicked to complement each other’s expertise and give you the essential updates on the issues that count.

The event is always well received; here’s what some of last year’s delegates said:

  • ‘Really excellent, great chance to catch up with other practitioners and the sessions are great as they are targeted at our real world issues’
  • ‘I look forward to this event. I appreciate the informality and easy mix with the speakers. It’s learning, erudite and fun’
  • ‘Really useful, where else can you get a panel of such experts to discuss informally?’
  • ‘Loads of technical detail in a really good format’
    • “Really practical!”

Social media
Keep up with all the latest updates and news on the event via the Twitter hash tag #ICAEWPracticalTax (and don’t forget you can also use the hash tag to share your thoughts, photos and ideas ahead of, during and after this year’s event)

For the latest discussion on Tax follow the ICAEW Tax Faculty: @ICAEW_Tax

Price
Residential conference rates include the full programme of conference lectures, refreshments during scheduled breaks, lunch on Friday and Saturday, plus dinner on Friday night.

Non-residential rates include the full programme of conference lectures, refreshments during scheduled breaks and lunch on Friday and/or Saturday.

CABA will fund places for unemployed ICAEW members to attend this conference. Please contact Alison Tait for more information if you’re interested in this this option.

The cost of your room(s) will be charged in addition to your conference fees and must be paid directly to the hotel on departure. Book your accommodation now to ensure that you secure the special conference rates (only available until 6 September – see above)

We have arranged a dinner, bed and breakfast rate (DB&B) per room per night (prpn)

DB&B Single £110 prpn
DB&B Twin / double £145 prpn

When booking for the conference please tick the type of room you require so we can match our records with the hotel booking sheet.

Early bird price ends 5 July
Accommodation price end 6 Sept
Online booking closes 28 Sept

Partners’ accommodation
If you wish to bring your spouse/partner please book double accommodation and tick the “Partner” box on the booking form.

Partners’ lunch
Partners are welcome to join us for lunch at a rate of £15.00 (£12.50 net) – please tick the “Partners’ lunch” for each day(s) they are required.

Canine companions are welcome too!
As always, we’re delighted to welcome our four legged friends – dogs can be accommodated at the hotel for an additional charge of £20 per dog. Please email Alison directly to arrange this, as we have a special agreement with the venue to allow non-assistance dogs to stay in the hotel especially for this event.

Delegates may extend their weekend to include accommodation on Thursday and/or Saturday evening (£110 single DBB or £145 DBB – if booked prior to 6 Sept). Please book directly with the hotel

* Twin rates are only available where booking is for multiples of two delegates.

** Partner rate is for a spouse/partner to join the delegate (and attend certain meals etc. as specified) but not to attend the conference.

Cost

Day Delegate – Friday £129.99 + VAT
Day Delegate – Friday (earlybird rate, please book by 05 July 2018) £109.99 + VAT
Day Delegate – Saturday £129.99 + VAT
Day Delegate – Saturday (earlybird rate, please book by 05 July 2018) £109.99 + VAT
Non-residential weekend delegate £259.98 + VAT
Non-residential weekend delegate (earlybird rate, please book by 05 July 2018) £219.98 + VAT
Residential weekend delegate  £239.99 + VAT
Residential weekend delegate (earlybird rate, please book by 05 July 2018) £199.99 + vat
ICAEW unemployed members (CABA Funded) £0.00
Partner lunch (Friday) £12.50 + VAT
Partner lunch (Saturday) £12.50 + VAT

*CABA will fund places for unemployed ICAEW members to attend this conference. Please contact Alison Tait for more information if you’re interested in this option.

Speakers

Carl Bayley, ICAEW Tax Faculty
Carl Bayley is the author of a series of tax guides designed specifically for the layman and the non-specialist professional. Carl’s particular speciality is his ability to take the weird, complex and inexplicable world of taxation and set it out in the kind of clear, straightforward language that taxpayers themselves can understand. As he often says himself, “my job is to translate ‘tax’ into English”.

Rebecca Benneyworth MBE, ICAEW Tax Faculty
Rebecca trained in London with Kidsons and on qualifying spent some time as chief accountant of a manufacturing company. She now has her own small practice in Gloucestershire with a client list that comprises owner managed businesses and small companies. She lectures extensively for a range of professional bodies, accountancy firms, commercial organisations and HM Revenue and Customs.
@rbeccabeneworth

Ray McCann, CIOT President 2018-2019
Ray McCann is a partner in the London law firm New Quadrant partners and is a former HMRC Inspector. Ray is a member of the Joint Professional Standards Committee and was Chairman of the Committee between 2013 and 2015. Ray acts for both private wealth and corporate tax clients mainly in relation to disputes with HMRC. Ray also assists Tax Help and regularly speaks at conferences and other events. Ray is a member of the Association of Taxation Technicians and the Chartered Management Institute.

Maria McConnell, VAT Director, French Duncan
Maria started her career in HMRC some 20 years ago in the Thames Valley, where she was involved in both VAT and Excise and Inland Customs. From there, she returned to Scotland to join a Big Four practice, specialising in VAT before spending a number of years with PKF and BDO, before joining French Duncan in 2015.
Having spent two decades working in VAT, Maria has a gained extensive experience in dealing with HMRC and assisting clients to understand and manage how VAT applies to their business.
With experience in dealing with businesses across all sectors, Maria has been widely involved in the charity and not for profit sector, manufacturing, leisure industries, international businesses and, more recently, the renewable energy sector. Advice provided to clients includes issues such as: partial exemption; business/non-business calculations; land and property advice; place of supply advice and general business VAT planning as well as the provision of in-depth VAT reviews and bespoke VAT training courses.
Maria adopts a down to earth approach to VAT as it affects her clients, keeping them informed on relevant issues and events of interest.
@M_McConnellFD

Pete Miller, CTA (Fellow), Partner, The Miller Partnership
Pete formed The Miller Partnership in April 2011 to offer expert advice to other advisers on all business and corporate tax issues. Pete’s specialist areas include the transactions in securities rules, reorganisations, reconstructions, distributions, partnerships, Patent Box, HMRC clearances, disguised remuneration and the taxation of intangible assets.
Pete has worked in tax for 30 years, including nearly 10 years as an Inspector of Taxes, working in Birmingham and London with roles in both Policy and Technical Divisions, where he was the Inland Revenue’s expert on all matters relating to the distributions legislation. He then worked for 11 years in ‘Big 4’ firms.
Pete speaks and writes regularly on tax issues.. He is General Editor of Whiteman and Sherry on Capital Gains Tax and on Income Tax, a member of the Editorial Boards of Taxation, The Tax Journal and Simon’s Taxes and a Consulting Editor to TolleyGuidance. He is lead author of Taxation of Company Reorganisations (5th edition, Bloomsbury Professional, November 2016), co-author of CCH’s book on Taxation of Partnerships and author of Tax Digests on Transactions in Securities, Changes to Partnership Taxation, Disguised Remuneration, the Substantial Shareholdings Exemption and the Patent Box.
@PeteTaxMiller

Peter Rayney, Peter Rayney Tax Consulting Ltd
Peter practises as an independent tax consultant through his own practice, advising owner-managed companies, accountants, lawyers and tax practitioners on a wide range of tax issues. He specialises in company sales/acquisitions, reconstructions, succession planning and all aspects of owner managed business taxation.
He is always in demand as a tax lecturer and regularly contributes tax articles to the professional press. Peter is also an author of various books and journals including The Practical Corporate Tax Manual (iCroner) and the very popular Tax Planning for Family and Owner Managed Companies (Bloomsbury Professional).
Peter is Vice President of the Chartered Institute Of Taxation and chairman of the ICAEW Tax ‘s Technical Committee
@Peter4tax

Kate Upcraft
Kate Upcraft AMBCS mGPA is a regular conference speaker, lecturer and writer on legislative issues, including tax and National Insurance, benefits and the whole range of employer compliance responsibilities. She undertakes consultancy work with employers and payroll agents assisting them with topics such as payroll health checks, RTI and auto-enrolment, systems selection and departmental re-engineering. She is vice Chair of the ICAEW Employment Taxes and NI committee and Chair of the pan-professional Reward and Employment Engagement Forum
Prior to setting up her own company in 2005, she was the Payroll Legislation Manager at M&S, for whom she worked for 20 years, eleven of them in payroll.
@kateupcraft

Ray McCann CTA (Fellow), ATT
Ray McCann is the current President of the Chartered Institute of Taxation (CIOT) and a Partner in Joseph Hage Aaronson LLP the international law firm based in London and New York. Ray was formerly a senior HMRC Inspector where he held various roles during a thirty year career including SCO, SIS the AAG, the Large Business Service and Revenue Policy. In 2004 Ray oversaw the introduction of the UK’s ‘DOTAS’ rules and prior to that had set up the Business Tax Clearance Team and the Avoidance Intelligence Unit.
On leaving HMRC in 2006, Ray joined the Big 4 firm PwC as part of the banking and capital markets team and led the tax dispute resolution team for financial services. Ray has specialised in high value HMRC disputes and investigations and regularly writes for the tax press and appears on television and radio.
Ray is a member and past Chairman of the CIOT/ATT joint Professional Standards Committee. He has also acted as an adviser for Tax Help a charity that helps those on low incomes obtain assistance with tax matters.

Venue

This is the first time that the Conference has been held in Fife – and where better than a hotel with stunning views of the iconic Forth Bridges?

The venue is easily reached by road and rail, and boasts a gym, plus restaurants and bars with stunning views across the Firth of Forth to Edinburgh. There are some great walks along the Fife coast nearby, and Edinburgh is less than an hour away, should you wish to spend time in the Capital.

If you wish to extend your stay, you and your guests can enjoy a special discounted rate on the Thursday and/or Saturday night(s). These exclusive rates are only guaranteed until 6 September; so early booking is essential if you wish to take advantage of this offer.

Please be aware that any accommodation booked after that date will be subject to availability and be charged at the best available rates at that time, so may be significantly more expensive, depending on demand.

Book your accommodation direct with the hotel using the unique login portal

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Designated Professional Body Investment Licence: Why should I get one?

ICAEW firms are well positioned to provide Holistic financial planning to their clients. Working with specialist financial advisers who have detailed technical and product knowledge of the pensions market, a DPB (Investment Business) licence enables firms to provide their clients with complementary advice on these financial matters.

45% of accountants expect their work with financial advisers to increase over the next two years, citing changes to pension rules as a major contributor.

A DPB (Investment Business) licence enables firms to provide an enhanced service to clients who are looking for financial advice on pensions and inheritance tax in an increasingly complex market.

This event will cover the benefits and requirements of the DPB (Investment Business License) including:

  • Eligibility
  • Scope of Licence
  • Reporting Requirements
  • Application Process 

This is event is part of the NorSCA General Practitioners Group (GPG) series of events

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Latest BCM update and Brexit – What are the Banks’s doing to help?

Business Confidence Monitor can provide valuable insights into how a rapidly changing economy is affecting business in the North East and the rest of the UK.  Lloyds Banking will give an update on post Brexit Business Response, how the Banks can provide Practical Support in Managing working capital and in working with Clients to access overseas markets.

Business confidence – Keith Proudfoot, ICAEW Regional Director The

Latest findings from the quarterly ICAEW Business Confidence Monitor (BCM) will give an indication of the overall direction of the economy, what is driving change and highlight the key concerns of UK PLC.

Richard McEvoy, Lloyds Bank Area Director, Manufacturing, SME banking

The challenges of banking in the post-recession and now post-Brexit period and how banks seek to help not just clients but also the wider business community.

Breakfast refreshments will be available from 07:45hrs, the briefing will start 08:00hrs. Please advise when booking if you have any special dietary requirements.

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Achieving growth for your practice by increasing value to your clients.

Would you believe anyone who said that most of your processes have only 5% value add for your client?

Have you ever wondered why some businesses fly and others fail? The answer isn’t better marketing or sales, but in understanding value and delivering more of it to your clients. Learn how identifying, creating and providing increased value in your business will improve your bottom line. This session will help you identify the 95% of waste in your processes so that you can begin to reduce it – increasing your profit and benefit to your clients.

Whether you are a small practice or global enterprise lean thinking has its place at the core of your organisation.
The session will show you how lean thinking can create breakthrough shifts in performance. Whether your aim is to reduce cost of fixed fee processes, generate capacity for growth, or increase competitive advantage, the key is delivering more value to your customers.
We will answer;

  • Why is there a need to change
  • How lean thinking is relevant to accountancy
  • What you need to do to get started on reducing process waste and increasing value to your clients

‘At its heart, Lean is an operating philosophy focused on creating customer value- in simple terms Lean is about doing more of the right tasks with less wasted effort’. Finance Transformation – A Lean Approach to Increased Value, PwC, July 2013
Thank you to PwC North East for hosting this event

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Q1 ICAEW Business confidence and economic review breakfast – Newcastle

Our resident experts will explore the latest BCM results for our region.

ICAEW Business Confidence Monitor (BCM)™ started in 2003 and is one of the UK’s longest running, most comprehensive and highly respected business confidence surveys.

Event information

Business confidence – Yvonne Gale, Chief Executive Officer, NEL Fund Managers on behalf of ICAEW
The latest findings from the quarterly ICAEW Business Confidence Monitor (BCM) will give an indication of the overall direction of the economy, what is driving change and highlights the key concerns of UK.

North East LEP – Victoria Sutherland, Senior Economist, North East Local Enterprise Partnership (LEP).
The North East LEP will discuss the region’s economic performance, and an in-depth look at a topic affecting the North East

Chatham House rules apply at all events.

Registration begins 15 minutes prior to start time. 

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