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Northern Society of Chartered Accountants

At the heart of northern business since 1882

Financial reporting update and current issues with Bill Telford

To update delegates on recent developments relating to financial accounting assignments and to highlight their practical implications.

During late 2018 and early 2019 there are expected to be few new issues in financial reporting but there are many practical audit related issues and we have therefore decided to run two separate courses.

Course information

In order to ensure the continued relevance of the course, the detailed content will be determined nearer the date of delivery, but will include:

  • Accounting Update – to include changes to company law,
  • the micros and small company accounting regimes,
  • topical issues plus other recent and forthcoming changes to UK accounts giving a true and fair view and feedback from regulators and others.

This will also cover practice regulatory and compliance issues related to accounts preparation and related services

The financial reporting course will be relevant to qualified accountants in practice who need an overview of recent developments to help them identify issues relevant to their clients and firms. It will also be relevant for finance directors and controllers in small and medium sized businesses.

You may also be interested in this event – Audit update and current issues – 9 April 2019.

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

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Audit update and current issues with Bill Telford

To update delegates on recent developments relating to auditing and to highlight their practical implications.

During late 2018 and early 2019 there are expected to be few new issues in financial reporting but there are many practical audit related issues and we have therefore decided to run two separate courses.

Course information

In order to ensure the continued relevance of the course, the detailed content will be determined nearer the date of delivery, but will include:

  • Audit Update – to include developments in audit and ethical standards,
  • reports and related issues, including audit issues under new UK GAAP and audit monitoring feedback;

This session will also include developments in the provision of and reporting on limited assurance services.

You may also be interested in this event – Financial reporting update and current issues: 27 November 2019

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

More

Spring Tax Update with Bob Trunchion

This course is specifically designed to meet the needs of general practitioners, concentrating on matters that really affect your clients.

An essential update for all practitioners and staff involved with clients affected by tax issues, as well as tax specialists. This course aims to keep your technical knowledge up to date to comply with the ever-changing regulatory environment. The course is intended not only to alert you to regulatory changes, but to highlight points which can be used in practice.

Course information

With ‘Brexit’ looming but what type of Brexit remaining a mystery at the point of going to print, the Autumn Budget (which promised much and produced little, and with a minority government, we expect fiscal policy to change course, making attendance very important as we will need to consider these changes and their consequences.
These courses aim to provide delegates with a practical and intensive review of developments over the last six months as well as changes likely to occur in the near future.

This course aims to cover the following topics:

  • Tax announcements in 2018 Autumn Budget
  • What is in the resultant Finance Bill?
  • Is there anything our clients should be doing now in the light of ‘Brexit’
  • Where are we on MTD and how should we be preparing our firms and our clients
  • Recent Tax cases and HMRC pronouncements
  • VAT developments

Join us in the afternoon for Audit Update and current issues. Complimentary lunch will be provided for those attending both sessions.

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

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Finance Act 2019 with Rebecca Benneyworth

Designed for the general practitioner in an accountancy practice to provide them with up to date knowledge.

The Finance Act is expected to receive Royal Assent before the start of the 2019/20 tax year. The Bill includes measures announced in the October 2018 Budget and other changes which had been announced earlier. This course will update you on all of the changes relevant to the general practitioner.

Course information

Course content will include:

  • Income Tax
  • Corporation Tax
  • Capital Gains Tax
  • National Insurance Contributions
  • VAT
  • Other property Taxes
  • Tax administration, including: Making Tax Digital, Inheritance Tax, Tax Avoidance and Tax Administration
Cost
Rate Cost
Price £75.00 + VAT
Retired Member £37.50 + VAT
Career Break Member £37.50 + VAT

More

Preparing your client for Making Tax Digital with Rebecca Benneyworth

Rebecca Benneyworth will provide you with the latest developments in Making Tax Digital.

To provide a full understanding of the current state of implementation of the Making Tax Digital project.

Course information

Content

MTD for VAT
• What the law requires
• Transition to the new system
• Options for those not within mandation
• HMRC guidance
• MTD for income tax

Proposed timetable
• Progress of the pilot
• Preparing your practice
• Preparing your client

MTD for corporation tax
• The proposals

Target audience

The course will appeal mainly to members in practice. Members in business may find the VAT content useful.

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

 

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Employment Taxes – a must not miss update! with Rebecca Benneyworth

Essential update on employment taxes.

Taxation of employment income continues to be a challenging area, with rafts of changes every year. This course will update practitioners on the changes they need to know about, and suggest suitable advice points for clients.

Event information

Content will include:
• Basic changes – PAYE and NIC thresholds; changes affecting the basic operation of PAYE and NIC; Scottish tax devolution
• Specific NIC issues
• Apprenticeship levy
• Employment allowance for very small companies; what should director’s salary be?
• Living wage and minimum wage update.
• Auto enrolment issues coming up
• Travel and subsistence expenses
• IR35
• Taxation of benefits in kind 

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

More

Procedures, PI Time Bombs, Regulation and Risk in the tax engagement with Bob Trunchion

The course builds on Bob’s experience in this complex area and is aimed at not just tax practitioners but, particularly, all general Partners and staff dealing with any client’s tax affairs.

Recent Finance Acts have not only increased the complexity of the tax engagement, they have dramatically increased HMRC’s powers, massively changing the landscape in our relationship with both HMRC itself and with our clients. This combined with our clients restricted cash flow means that in this increasingly litigious age, anybody involved in tax could be on the receiving end of a claim.

Course information

The course will look at equipping participants with a refresher on how we should be reacting to this world on increasing complexity and if we don’t, an understanding of the world of PI, how claims arise, procedures to be adopted and, just as importantly, ways of reducing the chances of them arising in the first place.

The course also needs to outline some of the myriad of complex rules governing what we can or cannot do as accountants.

When Bob joined MHA MacIntyre Hudson, he became involved in a PI claim that took years and years to sort out. Since then, he has become devoted to trying to stop accountants from falling into bear traps when dealing with the tax affairs of their clients. Recently, he has been approached by several of the larger players in the PI market to amplify the facts that tax claims are the most likely claims for accountants to be caught over and the numbers are going through the roof!

Course content

• A refresher on Regulatory problems such as the Criminal Finances Act, GDPR, Reserved Activities which all can hit the complexities of giving tax advice and compliance!
• How are we doing on DPB activities – are the QAD interested?
• Where are we on PCRT?
• How does it affect the tax planning you offer your clients – what would QAD be looking for?
• How are we adapting (or have we) to a digital age?
• An introduction to PI and risk management
• A selection of case studies that look at where things have gone wrong in areas such as the following:
– Failed tax planning
– PAYE
– VAT
– CT etc

The case studies are all based on real PI or reported tax cases.

Join us for the morning session: CGT and IHT Planning. Lunch will be included for delegates attending both sessions.

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

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CGT and IHT planning with Bob Trunchion

Course content aimed at all partners and staff who advise business owners and SMEs.

Capital tax planning is essential if the shares in the family company are to be passed down to the next generation. The course will consider the protection and transfer of shares within the company and the key capital gains tax and IHT issues.

Event information

With the Baby Boomers approaching ‘that’ age, even the CBI have woken up to the 55:55 rule (55% of OMB are owned and managed by people over 55). The trouble is that so many of these businesses do not have a succession plan in place!

This course is intended to provide delegates with a refresher and to keep them up to date with the capital gains tax and the inheritance tax changes affecting this area. The course will be particularly relevant to those advising business owners and high net worth individuals to alert them to the latest tax planning opportunities. With MTD on the horizon, remaining the close trusted advisor for the client will be vital for our future profitability and this is a vital where we can contribute.

The course will include:

  • Tax tips when spreading shares between family members
  • ER pitfalls and planning
  • Protecting businesses on divorce/bankruptcy
  • Maximising inheritance tax business reliefs
  • pensions
  • Share schemes and other sets of golden handcuffs
  • Pros and cons of lifetime and death transfers to family members
  • Use of trusts as planning vehicles for business assets
  • Purchase of own shares, Transactions in Securities, alphabet shares and lots of other areas

Join us for the afternoon session: Procedures, PI Time Bombs, Regulation and Risk in the tax engagement. Lunch will be included for delegates attending both sessions.

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

More

Tyne and Wear Sole Practitioners Lunch – July – Marketing

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.

More

Tyne and Wear Sole Practitioners Lunch – June – QAD update

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.

More

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

Message from the President

1 February 2019

As all of my predecessors told me...

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Redworth conference – 25 years of Quality CPD

Redworth conference – 25 years of Quality CPD

9 January 2019

When it comes to CPD that counts,...

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Events

M-Sport Factory tour

M-Sport Factory tour

25 April 2019

Join us for a tour around M-Sport....

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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

The course is aimed at all levels...

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