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Northern Society of Chartered Accountants

At the heart of northern business since 1882

Pensions & other year end tax planning

Northern Society of Chartered Accountants www.norsca.co.uk

This course will look at the world of pensions to see how they impact upon clients, especially in the area of retirement and estate planning.

With people living to a much greater age, various governments, to try to encourage people to save for the future, changed the pensions’ regime dramatically in 2006 and have played around with it incessantly thereafter.

Event information

So the system remains horrendously complex but the rules present many opportunities. The course will look at the world of pensions to see how they impact upon clients especially in the area of retirement and estate planning. It is not a financial services course and will not be dealing with products from a financial services aspect but will be looking at how the latest available products can assist the tax planner!

We are also going to have to deal with the delayed Budget – will this start to raise taxes to pay for the massive borrowings caused by Covid?
So we need to have a look apart from Pension Contributions at what is feasible to do before 5 April 2021

Content

  • Contributions – quantum and pitfalls – Lifetime limits, Annual Allowances, Employer contributions – a quick reminder – why should we make a contribution now?
  • Planning advice – not just registered pension schemes;
    • What else can you save into that could be tax efficient? What about Cash rich companies…. How is BADR and BPR developing alongside pensions;
    • Why spend your pension when you could spend your ISAs?
    • Third party contributions;
    • Capital Tax planning in the light of the changes – is it more counter intuitive than you think?
  • Other Year End Planning including looking at:
    • Cash extraction,
    • Tax efficient benefits,
    • Is there any thing we need to do on loss relief?

Who should attend:
Partners and staff involved in the provision of advice to clients particularly in the area of estate planning and related items.

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Chamber Presidents Club lunch with Sir John Curtice in association with the NEECC and CISI

An exclusive invitation for ICAEW members to join the Chambers Presidents Club lunch.

An exclusive invitation for ICAEW and CISI members to join the Chambers Presidents Club lunch with prominent polling guru and Professor of Politics Sir John Curtice.

Event information

The Chamber President’s Club are the largest and most influential businesses in our region employing over 250 people. Consisting of our largest public and private organisations including Colleges, Universities and NHS trusts.

The Chamber hosts three lunches each year for the most senior representatives from these organisations with past speakers including Frances O’Grady, Sir John Major, Nicola Sturgeon and the US Ambassador to the UK.

We’re delighted to join forces with the Chamber and CISI for this exclusive event with Sir John Curtice, polling guru and Professor of Politics at Strathclyde University. Following the unpredictability of political polling in recent elections and referendum, it will be really interesting to hear Sir John’s take on the recent and future political climate.

This will be a fantastic opportunity to network with wider contacts and it’s anticipate this will be a very well attended event.

Tickets include a two course lunch with refreshments on arrival.

Dress code: Business/Smart Casual

This invitation is for ICAEW members that their organisations are not members of the President’s Club. Members of the President’s Club should book directly with the Chamber.

Bookings close on 31 January 2020.

How to book

Please click the ‘view’ button for further information and to book your place.

Once on the external site you will need to enter the following password to access the booking page: ICAEWCISI

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Munro Walk – Schiehallion

Join IMS members, friends and family for our eighth guided Munro walk. Schiehallion is a prominent mountain overlooking Loch Rannoch, and at a height of 3555 feet provides superb views. Its conical shape has rendered it suitable for scientific experiments.

The walk will start at 10.30 am at the Braes of Foss car park which is not far from Loch Rannoch, and about 8 miles from Aberfeldy.

The walk is on a good track and involves walking about six/seven miles. It is suitable for anyone with experience of walking on hills or moors. Boots should be worn, and walkers should bring with them warm and waterproof clothing, including gloves.

In order that we have some idea of numbers it would be helpful if you could let us know if you are planning to take part in the walk. All members as well as friends and relatives are welcome to participate (four legged companions are also welcome). Or you could just turn up on the day if you wish.

For information regarding the walk please contact Arthur Custance, +44 (0)1855 831590, +44 (0)7836 219528, arthur.custance@btinternet.com

We also intend, for those walkers who are interested, to have a meal together after the walk in a local hotel. If you would like to participate in this please indicate when you are booking.

Dinner Arrangements / accommodation

For those staying for dinner in the evening the meal will be at the Kenmore Hotel in Kenmore village at 7.30 pm.

Overnight accommodation can be obtained at the hotel, or at various other establishments in the village. Those requiring accommodation should arrange this direct with the hotel. (Telephone 01887 830205)

Directions to starting point – Grid Reference NN753557

From the south : Follow the A9 north from Perth. About 25 miles from Perth you reach Ballinluig. Here take the A827 to Aberfeldy. At Aberfeldy take the B846 towards Kinloch Rannoch. Follow this for about eight miles and near the top of a long climb take the road to the left and follow it for about two miles to the Braes of Foss car park, which is signposted.

From the north : Follow the A9 south from Inverness. After you pass Blair Atholl and its castle on your left, take the next exit and proceed on the B8079 to Killiecrankie. Continue through Killiecrankie and after another two miles turn right on to the B8019. Follow this for about 8 miles to Tummel Bridge, and here turn left on to the B846 and follow this for about 4 miles. Near the road summit take the road to the right and follow this for two miles to the Braes of Foss car park, which is signposted.

When arriving at the car park please introduce yourself to Arthur, who will be leading the walk. For those who do not know him he will be driving a silver Volkswagen Passat registration number SY14 WUC.

You are in safe hands…..

Arthur 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 – A truly knowledgeable and expert guide.

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Auto-enrolment & business growth seminar

With Auto-enrolment staging dates now one of the biggest talking points within SMEs, we would like to invite you and your clients to our annual seminars on Employment Law for NorSCA members to help make the process as smooth and simple as possible. We have been working with NOW Pensions for over a year now and found they can provide practical advice and solutions to any sized business as well as answering the most commonly asked question, “what will this cost my business?”

We have also invited Red Sky along to give a brief presentation on how they can assist your clients during what is now considered to be genuine growth in British Business. As always, we will be providing a full Employment Law update as well as dealing with the most common Auto-enrolment HR issues.

All of our seminars are free to attend for you and any of your clients you may wish to bring along.

Our seminars have been specifically tailored to address both the Employment Law implications of Auto-enrolment, as well as explaining the basic facts and what is required of every UK employer.

Avensure, Andrew Drummond – Auto-enrolment and the implications on employment law: • Protecting your business in line with Auto-enrolment legislation • Introducing and updating contracts of employment • Avoiding potential work place issues • Practical advice on introducing essential policies.

NOW:PENSIONS, Rob Walker – Auto-enrolment explained: • An overview of Auto-enrolment legislation and what is required • The financial implications of implementing an Auto-enrolment scheme • An accurate forecast of the cost to your business • The Now: Pensions solution for your business.

RedSky, Peter Beresford – Business growth through funding: • An overview of the current business funding market • Alternative sources of finance, including crowdfunding • Grant schemes.

More

Auto-enrolment & business growth seminar

With Auto-enrolment staging dates now one of the biggest talking points within SMEs, we would like to invite you and your clients to our annual seminars on Employment Law for NorSCA members to help make the process as smooth and simple as possible. We have been working with NOW Pensions for over a year now and found they can provide practical advice and solutions to any sized business as well as answering the most commonly asked question, “what will this cost my business?”

We have also invited Red Sky along to give a brief presentation on how they can assist your clients during what is now considered to be genuine growth in British Business. As always, we will be providing a full Employment Law update as well as dealing with the most common Auto-enrolment HR issues.

All of our seminars are free to attend for you and any of your clients you may wish to bring along.

Our seminars have been specifically tailored to address both the Employment Law implications of Auto-enrolment, as well as explaining the basic facts and what is required of every UK employer.

Avensure, Andrew Drummond – Auto-enrolment and the implications on employment law: • Protecting your business in line with Auto-enrolment legislation • Introducing and updating contracts of employment • Avoiding potential work place issues • Practical advice on introducing essential policies.

NOW:PENSIONS, Rob Walker – Auto-enrolment explained: • An overview of Auto-enrolment legislation and what is required • The financial implications of implementing an Auto-enrolment scheme • An accurate forecast of the cost to your business • The Now: Pensions solution for your business.

RedSky, Peter Beresford – Business growth through funding: • An overview of the current business funding market • Alternative sources of finance, including crowdfunding • Grant schemes.

More

Auto-enrolment & business growth seminar

With Auto-enrolment staging dates now one of the biggest talking points within SMEs, we would like to invite you and your clients to our annual seminars on Employment Law for NorSCA members to help make the process as smooth and simple as possible. We have been working with NOW Pensions for over a year now and found they can provide practical advice and solutions to any sized business as well as answering the most commonly asked question, “what will this cost my business?”

We have also invited Red Sky along to give a brief presentation on how they can assist your clients during what is now considered to be genuine growth in British Business. As always, we will be providing a full Employment Law update as well as dealing with the most common Auto-enrolment HR issues.

All of our seminars are free to attend for you and any of your clients you may wish to bring along.

Our seminars have been specifically tailored to address both the Employment Law implications of Auto-enrolment, as well as explaining the basic facts and what is required of every UK employer.

Avensure, Andrew Drummond – Auto-enrolment and the implications on employment law: • Protecting your business in line with Auto-enrolment legislation • Introducing and updating contracts of employment • Avoiding potential work place issues • Practical advice on introducing essential policies.

NOW:PENSIONS, Rob Walker – Auto-enrolment explained: • An overview of Auto-enrolment legislation and what is required • The financial implications of implementing an Auto-enrolment scheme • An accurate forecast of the cost to your business • The Now: Pensions solution for your business.

RedSky, Peter Beresford – Business growth through funding: • An overview of the current business funding market • Alternative sources of finance, including crowdfunding • Grant schemes.

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Direct & indirect tax issues of property transactions

 

http://my.mercia-group.co.uk/Event/EventInfo?EventID=22851

 

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Auto enrolment seminar

http://avensure.com/icaew-scotland/

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Auto enrolment seminar

http://avensure.com/icaew-scotland/

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Auto enrolment seminar

http://avensure.com/icaew-scotland/

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