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Northern Society of Chartered Accountants

At the heart of northern business since 1882

Autumn Tax update

This course is specifically designed to meet the needs of practitioners with family and owner-managed business clients where good all-round tax advice is required.

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.

Course information

The Government have changed the way in which tax law is being promulgated. We now get a Spring Statement with little tax content, an Autumn Budget in Mid November after consultations during the summer with further consultation with draft legislation before the Finance Bill being issued to allow greater scrutiny. We will need to monitor the progress of these changes but also keep abreast of recent tax cases and other tax developments that may impact on our clients. The course is intended not only to alert you to regulatory changes, but to highlight points which can be used in practice.

This course aims to cover the following topics:

  • Budget 2019, Spring Statement 2019
  • Practical implications of Finance Act 2019
  • Consultations etc resulting from the budgetary cycle, their ramifications
  • Future changes proposed elsewhere – such as MTD
  • Recent HMRC guidance
  • Recent Tax Tribunal and Higher Court decisions
  • VAT developments
Cost
Rate Cost
Price £75.00 + VAT
Retired Member £37.50 + VAT
Career Break Member £37.50 + VAT

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Solicitors’ Accounts Rules – Update

This course will be of benefit to anyone advising solicitors in practice, including those involved in the work of reporting accountants under Solicitors Regulatory Authority’s Accounts Rules.

The course will focus on the changes to the SRA’s Accounts Rules and the issues involved. It will ensure delegates are aware of the recent and anticipated changes in enough detail for them to be able to implement the changes as well as converse confidently with their clients about the changes and their impact.

Course information

We aim the course at those who are experienced in dealing with solicitor clients and acting as reporting accountants. At the end of the course, delegates can:

  • Appreciate the recent and expected changes made to the Rules
  • Demonstrate an awareness of the regulatory changes effecting solicitors in practice
  • Understand the commercial outlook for the legal profession.

Content
The exact content might change depending on technical issues that arise before the course, but we expect the material to include:

Introduction

  • Update on recent changes, including ICAEW authorisation of legal services
  • Changes to the SRA Accounts Rules, including:
    – the use of third-party-managed accounts
    – the Transparency Rules
  • Areas of risk
  • Solicitors and money laundering cases
  • Recent disciplinary cases involving Accountants and the Accounts Rules
  • Recent SAR Disciplinary Tribunal Cases
  • Other news and future changes to the Rules
  • Current performance and outlook for the sector
Cost
Rate Cost
Price £75.00 + VAT
Retired Member £37.50 + VAT
Career Break Member £37.50 + VAT

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The Compliant Practitioner

This course will be of benefit to everyone in an accountancy practice responsible for the firm’s compliance with professional standards.

You will gain confidence that you are keeping on top of your compliance obligations. You will have the opportunity of asking questions of our expert and well informed speaker.

Course information

The course content is necessarily a response to changes in practice regulations and recent changes. However, it will typically include:

Practice administration issues – drawing on feedback from the professional bodies. It will typically include:

  • Practice communications
  • Regulatory compliance – review of the implementation of The General Data Protection

Regulations, and, the revised anti money laundering regulations:

  • Professional Indemnity Insurance
  • Dealing with client money

Risk management and client service – looking at practical aspects of servicing clients while ensuring the firm is not exposed to unexpected risks and will typically include:

  • Topical engagement/ disengagement issues
  • Topical reporting issues, including certificates and other confirmations
  • Recent professional guidance on risk management

Practical problems and issues – a review of recent technical changes (last 2-3 years), providing a refresher on the key points and examining their impact in practice

Disciplinary cases – a review of cases which contain lessons for us all

The course is a half day lecture. Delegates are encouraged to ask questions and share experiences for the benefits of others.

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

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Corporation tax refresher and planning

The course is relevant for accountants both in industry and in practice, and tax advisers, who need an update on Corporation Tax, together with illustrations of Tax Planning opportunities available.

This very practical course will review all the latest Corporation Tax changes and developments, together with changes to the legislation, and the impact of recent case law. Case studies will illustrate the changes and provide practical planning tips.

Course information

A very detailed Corporation Tax refresher and an illustration of the latest Corporate Tax Planning areas available.

Course will provide:

  • A very practical refresher, relating to Corporation Tax.
  • Tax planning ideas and strategies to reduce the tax bill for the company and its owners.
  • Structuring the business, including incorporation issues
  • Capital allowances impact
  • Corporation Tax refresher
  • Tax refresher and planning for companies, and tax and NIC efficient extraction of funds from the company
  • R&D refresher and planning
  • The new Capital Allowances regime.
  • The new Structures & Buildings Capital Allowances.
  • The new Corporation Tax loss regime and group relief
  • What’s allowable expenditure for Corporation Tax trading purposes
  • Practical case studies
  • General overview
Cost
Rate Cost
Price £75.00 + VAT
Retired Member £37.50 + VAT
Career Break Member £37.50 + VAT

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Charity financial statements update

The course is relevant to Partners, managers and staff in firms undertaking charity audits and independent examinations. Charity staff who have responsibility for finance and statutory reporting.

Charity financial statements continue to present challenges for accountants, examiners and auditors. The SORP poses many questions day to day and the rules now change again with the publication of ‘Update Bulletin 2’.

Course information

This half day seminar will reflect on the challenges that the new accounting and disclosure rules have created, point delegates in the direction of recent guidance and highlight a range of topical regulatory issues relevant to accountants and auditors who work in the sector.

After attending the seminar, you will able to:

• Understand latest developments in charity financial reporting, in particular those covered by ‘Update Bulletin 2’.
• Consider likely future changes to charity accounts resulting from the ongoing consultation process for a revised SORP;
• Tackle tricky areas of accounting for charities with confidence (e.g. accounting for grants; accounting for restricted funds); and
• Understand the most common fieldwork and documentation deficiencies when producing charity audit and independent examination files and how to put these right.

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

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An introduction to charities

This introductory course is targeted at accountants with limited prior experience of charity accounts – either working in professional practice or in a charity.

The charity sector is fascinating but challenging for accountants in terms of financial statements preparation, financial management and day to day administration.

Course information

This seminar is targeted at those working in professional firms and within the charitable sector. Case studies and real-life examples will be used to provide a detailed insight into what is required to manage a charity’s finances, produce a set of SORP compliant accounts and undertake or survive an independent examination or audit.

After attending the seminar, you will be able to:

• Appreciate the key features of the regulatory and legal framework applying to charities, including the requirement for audit and independent examination;
• Understand the format and content of charity accounts under the charity SORP and how these differ from accounts in the ‘for profit’ sector;
• Understand different charitable structures, which works best and when;
• Apply best practice guidance in running a charity and managing or playing the role of a trustee
• Understand how to approach/survive a charity audit or independent examination and how to deal with some of the more challenging issues it throws up.

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

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Accounting for LLPs

It’s been a busy few years for LLPs, with three SORPS being published in quick succession (2014, 2017 and 2018). This course will give you all the relevant information to keep you up to date.

This seminar will navigate you through all the changes and highlight common problem areas faced by accountants and auditors acting for clients within this sector and how these are addressed.

After attending the seminar, you will:

• Understand the changing face of the LLP SORP and what this means in practice for the accounts of large, medium, small and micro-sized LLPs
• Be able to produce financial statements for LLPs which comply with the SORP
• Understand how to construct a members’ interests table and how to present and allocate both profits and losses therein
• Be able to apply recent changes resulting from the introduction of FRS 102 and further changes to FRS 102 and the SORP resulting from the FRC’s ‘triennial review’ and reflected in SORP 2018

Course is relevant to partners, managers and staff in accounting firms preparing and auditing accounts for limited liability partnerships

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Accounts update – Penrith

The course is aimed at all levels of staff involved in the preparation of company accounts.

This is a topical course that aims to keep auditors up to date with future changes in standards and legislation, solutions to current problems and current ICAEW guidance.

Course information

The course will cover FRS 102 and FRS 105 and any relevant ICAEW guidance. Presentation, disclosure and accounting issues will all be covered. The course will also include a brief update on IFRS issues. This is a topical course and the content will reflect that. The course may cover issues such as:

  • Problems arising from the triennial reviews
  • Transactions with directors and other related party transactions
  • Accounting for investment properties and PPE
  • Revenue recognition
  • Accounting for IR35
  • Meeting minimum disclosure requirements for small and micro companies
  • Accounts filing at Companies House
  • IFRS 16 and leasing

If you attend both the morning and afternoon course a light lunch will be served. 

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

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Audit update – Penrith

The course is aimed at all levels of staff involved in the audit of company accounts.

This is a topical course that aims to keep auditors up to date with: Future changes in standards and legislation relating to audit, practical problems for auditors today, the impact of recent changes and how to best comply and feedback from the regulators and professional bodies.

Course information

Using case studies the update will be practical and designed to help auditors better understand the real world impact of current issues. Being a topical course the precise content will be dictated by current events but it is likely that the following issues will be covered:

  • New ISAs
  • The impact of the FRC Ethical Standard
  • Feedback from ICAEW monitoring
  • ICAEW guidance on the audit report
  • Issues relation to audit evidence being sufficient ad appropriate

Attending both sessions?

If you attend the morning and afternoon session lunch will be provided.

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

 

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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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The Compliant Practitioner

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3 September 2019

Everyone in an accountancy practice responsible for...

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Q3 ICAEW Business confidence & economic review lunch – Middlesbrough

Q3 ICAEW Business confidence & economic review lunch – Middlesbrough

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Q3 ICAEW Business confidence monitor breakfast – Newcastle

Q3 ICAEW Business confidence monitor breakfast – Newcastle

18 September 2019

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