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Northern Society of Chartered Accountants

At the heart of northern business since 1882

Northern Society Business and Awards Dinner with Jo Caulfield

Northern Society of Chartered Accountants Business and Awards Dinner will be on Friday 11 October 2019.

Join Keith Proudfoot, President of Northern Society of Chartered Accountants, fellow Northern Society members and their guests for an inspiring talk by our keynote speaker Jo Caulfield.

Our Business and Awards Dinner will be held on Friday 11 October 2019 in the Banqueting Hall, Civic Centre, Newcastle upon Tyne from 6.45pm until late to allow for informal networking after the meal.

Event information

Our principal guest speakers this year will be Jo Caulfield and ICAEW President Fiona Wilkinson.

During the course of the evening we will raise funds in support of Macmillan Cancer support.

Event information

Why you should attend:

  • meet fellow ICAEW members, their guests and ICAEW staff – it’s a great chance to network
  • meet ACA students and celebrate their exam successes and achievements
  • Order of Merit, Presidents Awards will be announced
  • we will raise funds in support of Macmillan Cancer Support.

Recognition awards will be presented to:

  • Order of Merit Advanced Stage ICAEW exams – highest scoring student of the year
  • Order of Merit Professional Stage ICAEW exams – highest scoring student of the year
  • The Presidents’ Award

Pre-dinner drinks 18:45, Dinner 19:30.

Dress Code: Black Tie/Posh frocks

Special message for sole practitioners and members in business:
Again we will be hosting tables exclusively for Members in Practice and Members in Business allowing the opportunity to be seated with fellow chartered accountants.
If you think that this would be applicable to you then please contact Joanne Lucking to discuss this further.

Programme
Time Description
18:45 Drinks reception
19:30 Guests take their seats
Dinner
Awards Ceremony
Charity raffle
Keynote speaker
Followed by networking
01:30 Carriages
Cost
Rate Cost
Early bird (Expires 30 August 2019) £58.33 + VAT
Standard rate £62.50 + VAT
Retired/younger members (under 35)/Students/Past Presidents* £41.67 + VAT
   

*Please email the Events information team at events@icaew.com confirming which discount would need to be applied to your booking. We will apply the discount for you and place in your online basket so that you can proceed to book online.

Speaker – Jo Caulfield

Jo Caulfield is a stand-up comedian, host, and comedy writer. She has worked on some of the biggest shows, and with some of the biggest names, in British comedy.

Not only has Jo been the regular warm-up performer for Have I Got News For You for many years, she has appeared as a guest on the show, as well as on Mock The Week and Never Mind The Buzzcocks. Jo has also appeared on Michael McIntyre’s Comedy Roadshow.

On Radio 4, Jo has her own acclaimed shows, It’s That Jo Caulfield Again and Jo Caulfield Won’t Shut Up, as well as regularly appearing on shows including The News Quiz, The Now Show, and The Unbelievable Truth. She has written for Ruby Wax, Joan Rivers, Ant and Dec, and Graham Norton, who said of Jo, ‘I never knew I could like a woman so much’.

Charity

Helping everyone with cancer live life as fully as they can.

We provide practical, medical and financial support, and campaign for change.

At Macmillan, we know how a cancer diagnosis can affect everything. So we’ll help you find your best way through. From advice about money and work, to someone who’ll listen if you just want to talk, we’re here when you need us most. Read more at Macmillan Cancer Support.

 

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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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Return to work with confidence – CABA

Gain practical tips to boost your confidence and develop the skills to make returning to work a smooth process.

Return to work with confidence – a wellbeing and personal development workshop

Audience: practice / business

Duration: 3 hours

Having a break from working life can leave you feeling you lack the confidence to return to work. Your own thought patterns and feelings of fear and anxiety can make the process even more difficult. This workshop will help you overcome these challenges. With a focus on overcoming negative thinking and practical tips to boost your confidence, you will develop the skills to make returning to work a smooth process.

Key outcomes

  • Explore the thoughts and feelings experienced when returning to work after a period of absence
  • Know how to deal with negative thoughts
  • Identify some strategies of how to minimise fears and manage anxiety
  • Recognise the importance of acknowledging yourself and what you have to build self-esteem and confidence

Suitable for

Anyone who has had a career break for any reason and would like to build their confidence to help them return to work.

Price

This workshop is free for ICAEW members.

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

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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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Tyne and Wear Sole Practitioners Lunch – February – Small Loan Fund

Join us for our monthly Tyne and Wear Sole Practitioners’ lunch to meet like minded ICAEW members.

Come along to a monthly lunch for sole practitioners or those working in 1-2 partner firms to meet members with similar situations to support and share best practice.

Our monthly event will commence with a light lunch followed by a speaker or discussion on a topical matter. This event is run by ICAEW members for ICAEW members.

Event information

For the first half of 2019 we have the following topics planned:

Session Speaker
6 February – Small Loan Fund Yvonne Gale, NEL Fund Managers
6 March – A Practical Tax Q&A Emma Glover
3 April – Cyber Security Jonny Green
1 May – Making Tax Digital General Discussion
5 June – QAD update Christine Lawrence, Quality Assurance Manager, ICAEW
3 July – Key issues accountancy firms have with their practice marketing & client communication and how to solve them Laurence Vogal
Cost
Rate Cost
ICAEW Member £12.50 + VAT
Programme
Session Description
12:30 Arrival
12:45 Lunch
13:15 Speaker/discussion
14:00 Close
About Northern Society of Chartered Accountants

Northern Society of Chartered Accountants (NorSCA) represents 4,000 ICAEW members and ACA students working in business and the finance profession across the North East of England, Teesside, northern Yorkshire and Cumbria.

We have been assisting businesses in the north of England and producing chartered accountants for over 130 years.

About ICAEW

There are over 1.7m chartered accountants around the world – talented, ethical and committed professionals who use their expertise to ensure we have a successful and sustainable future.

Over 149,000 of these are ICAEW Chartered Accountants. We train, develop and support each one of them so that they have the knowledge and values to help build local and global economies that are sustainable, accountable and fair.

We’ve been at the heart of the accountancy profession since we were founded in 1880 to ensure trust in business. We share our knowledge and insight with governments, regulators and business leaders worldwide as we believe accountancy is a force for positive economic change across the world.

ICAEW (Institute of Chartered Accountants in England and Wales) is a founder member of Chartered Accountants Worldwide and the Global Accounting Alliance.

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Visit to Nissan Manufacturing UK factory in Sunderland

Join us for a tour of one of the most productive car plants in Europe.

We are delighted to announce that Nissan Manufacturing UK (NMUK) has kindly agreed to again host a tour of its car manufacturing plant in Sunderland.

Event information

The NMUK plant was opened in 1986 and became the sole supplier of the Nissan Bluebird to the UK market. Ongoing development has brought Britain’s largest car plant to today’s impressive employment figure of circa 7,000 people and the fastest in UK Automotive history to reach the three million mark with one model, the Nissan Qashqai.

During a full tour of the site, we will get the chance to visit the Press Shop where steel panels are pressed with over 5,000 tonnes of force, the Body Shop which is home to over 1,000 robots and Final Assembly where around 3,000 parts are fitted to the car body.

The visit at its plant just off the A19 on Washington Rd, Sunderland, Tyne and Wear SR5 3NS, will comprise a short introductory session followed by the tour at 5pm. As the tour will involve walking up to 3 miles, it is physically demanding. Anyone who has a heart pacemaker fitted cannot take the tour.

Numbers are strictly limited and bookings will therefore be allocated on a first-come-first-served basis. Please therefore only book if you intend to come otherwise you could be taking a place that could have been taken by someone else.

The use of cameras, phones or recording devices is forbidden and all attendees must:

  • Wear long trousers, long sleeved tops and enclosed, flat, sturdy shoes;
  • Having parked, please check-in at the main security gate at 4.15pm. You will then be directed to an on-site meeting point. Please be aware of traffic conditions at that time!

Unless all places have been taken beforehand, the closing date for online bookings is Friday 1st February 2019. It is essential that you specifically name all attendees as security will check all visitors against the list of bookings that they will have received in advance.

Cost
Rate Cost
Price No Charge

Numbers are strictly limited and bookings will therefore be allocated on a first-come-first-served basis. Please therefore only book if you intend to come otherwise you could be taking a place that could have been taken by someone else.

Programme and security
Session Description
16:15 Check in at main security gate
Introductory session
17:00 Tour of plant*
20:30 Close

As the tour will involve walking up to 3 miles, it is physically demanding. Anyone who has a heart pacemaker fitted cannot take the tour. Wear long trousers, long sleeved tops and enclosed, flat, sturdy shoes.

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Lifetime tax and financial issues

This course will look at tax and other financial issues throughout the lifetime of an individual. Each key life event will be viewed alongside the relevant tax and financial issues, identifying key advise issues for clients, appropriate for the general practitioner and their likely client base.

Course information

The course will include a review of the tax and financial issues relating to the following lifetime events:

  • Marriage and civil partnership – the tax consequences
  • Student loan issues
  • The birth or adoption of children
  • Issues for the self employed with children
  • Providing for university education and accommodation
  • Separation and divorce – the key tax issues
  • Elderly care arrangements – the issues to watch

Registration from 13:00.

Cost
Rate Cost
Price £75.00 + VAT
Retired Member £37.50 + VAT
Career Break Member £37.50 + VAT

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Residence and domicile refresher

The subject of residence for tax purposes has been a constantly changing picture for the last few years. Numerous cases have changed the way we view those moving abroad and their residence position, and we also have the long awaited statutory residence test.

Course information

This course will refresh you on what the problems are, and then look at how the legislation works in a variety of situations. The session will also cover recent changes to the remittance basis, and the new deemed domicile rules, and consider the practical impact of the new rules.

Course content

  • Statutory residence test – Automatic UK residence; automatic overseas residence; the substantial connections rule; problem areas
  • Sensible advice for clients – how their residence status affects their tax position; what steps they might take to improve their tax position
  • Domicile for tax purposes – the changes and the impact of those changes
  • Remittance basis – how the recent changes affect the remittance basis and how to advise clients going forward

Suitable for staff with a good grasp of tax principles who would like an update on this area.

Registration from 09:00.

Cost
Rate Cost
Price £75.00 + VAT
Retired Member £37.50 + VAT
Career Break Member £37.50 + VAT

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Afternoon Tea for retired members

 Join us for afternoon tea at Jesmond Dene House.

Event information

Calling all retired members! Whether you are long retired, newly retired or are simply edging towards retirement, you (and your partner) are welcome to join our President Alan Johnston for afternoon tea in the delightful surroundings of Jesmond Dene House in Newcastle.

Registration from 14:30.

Cost
Rate Cost
Price £15.00 + VAT
Speaker

Paula Parkes from CABA will be joining us and will give a short talk with some interesting facts about CABA, and the type of things they will support – including, for example, guide dogs.

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News

Northern Society Awards winners

Northern Society Awards winners

1 February 2019

Congratulations once again to the finalists and...

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Message from the President

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1 February 2019

As all of my predecessors told me...

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M-Sport Factory tour

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Tyne and Wear Sole Practitioners Lunch – May – Making Tax Digital

Tyne and Wear Sole Practitioners Lunch – May – Making Tax Digital

1 May 2019

Join us for our monthly Tyne and...

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Audit update  – Penrith

Audit update – Penrith

15 May 2019

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