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Northern Society of Chartered Accountants

At the heart of northern business since 1882

Q4 General Practitioners’ Lunch

Join us for our quarterly lunch where you will meet like minded practitioners and gain valuable hints and tips.

Come along to our quarterly 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 typical topic. This event is run by members for members.

Event information

The cost of the lunch includes tea, coffee and one of the following items. Please confirm at time of booking which item you require from the list below:

Soup of the day
Or
Roasted red pepper and smoked spicy houmous wrap (v)
Or
Cheese & pickle sandwich (v)
Or
Classic tuna mayo sandwich
Or
Roasted ham, tomato and rocket

Cost
Rate Cost
ICAEW Member £10.41 + VAT
Programme
Time Session
12:30 Arrival
12:45 Lunch
13:15 Speaker/discussion
14:00 Close
2020 General Practitioners’ Lunch Series Schedule
Date Session Speaker
4 March 2020 Cloud Accountancy update Chris Mcleod Sage
3 June 2020 Tax Update Emma Glover Peppercorn Tax
9 September 2020 Use of AI & data analytics Paul Wardle Inflo Software
2 December 2020 TBC TBC

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Q3 General Practitioners’ Lunch

Join us for our quarterly lunch where you will meet like minded practitioners and gain valuable hints and tips.

Come along to our quarterly 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 typical topic. This event is run by members for members.

Event information

The cost of the lunch includes tea, coffee and one of the following items. Please confirm at time of booking which item you require from the list below:

Soup of the day
Or
Roasted red pepper and smoked spicy houmous wrap (v)
Or
Cheese & pickle sandwich (v)
Or
Classic tuna mayo sandwich
Or
Roasted ham, tomato and rocket

Cost
Rate Cost
ICAEW Member £10.41 + VAT
Programme
Time Session
12:30 Arrival
12:45 Lunch
13:15 Speaker/discussion
14:00 Close
2020 General Practitioners’ Lunch Series Schedule
Date Session Speaker
4 March 2020 Cloud Accountancy update Chris Mcleod Sage
3 June 2020 Tax Update Emma Glover Peppercorn Tax
9 September 2020 Use of AI & data analytics Paul Wardle Inflo Software
2 December 2020 TBC TBC

More

Q1 General Practitioners’ Lunch

Join us for our quarterly lunch where you will meet like minded practitioners and gain valuable hints and tips.

Come along to our quarterly 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 typical topic. This event is run by members for members.

Event information

The cost of the lunch includes tea, coffee and one of the following items. Please confirm at time of booking which item you require from the list below:

Soup of the day
Or
Roasted red pepper and smoked spicy houmous wrap (v)
Or
Cheese & pickle sandwich (v)
Or
Classic tuna mayo sandwich
Or
Roasted ham, tomato and rocket

Cost
Rate Cost
ICAEW Member £10.41 + VAT
Programme
Time Session
12:30 Arrival
12:45 Lunch
13:15 Speaker/discussion
14:00 Close
2020 General Practitioners’ Lunch Series Schedule
Date Session Speaker
4 March 2020 Cloud Accountancy update Chris Mcleod Sage
3 June 2020 Tax Update Emma Glover Peppercorn Tax
9 September 2020 Use of AI & data analytics Paul Wardle Inflo Software
2 December 2020 TBC TBC

More

Becoming a woman of achievement – Newcastle

Becoming a Woman of Achievement.

This interactive workshop is part of a programme designed to develop your leadership presence. It is suitable for members at all stages of their work life, in both business and practice, who have career and leadership ambitions.

There are three titles within the programme:

  • Becoming a woman of Power
  • Becoming a woman of Influence
  • Becoming a woman of Achievement

They are suitable for members at all stages of their work life, in both business and practice, who have career and leadership ambitions.

They will help you enhance your reputation, build gravitas, learn how to communicate to create maximum impact and provide an opportunity to network with your professional peers.

Event information

Aimed at helping you to raise your profile, be seen and heard by the right people, demonstrate your skills, talents and suitability for seniority and achieving ‘a seat at the table’, this practical day will ensure that you leave with:

  • a plan for raising your profile and achieving your career and leadership ambitions;
  • practical tips and advice for developing skills in all 14 of the strategies for being visible;
  • tools that will enable you to be seen and heard by key influencers;
  • strategies for building your confidence to step outside your comfort zone;
  • techniques for developing ‘your voice’ and becoming known in your wider industry;
Cost
Rate Cost
Price £50.00 + VAT
Speaker

Susan Ritchie
Susan is an experienced International coach and author who works with women to develop their leadership presence “Leadership presence is about taking your existing attributes, skills and talents and polishing them so they shine so brightly, that others can’t ignore you. And you don’t have to be a world leader to have it! “

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ICAEW Practical Tax Conference 2020

The key tax updates from some of the best in the business.

The world of tax is changing all the time; make sure you’re on top of the latest tax topics at our residential tax conference.

Event information

With an expert panel of speakers made up of some of the most respected – and in demand – tax experts in the UK, the Practical Tax Conference typically delivers around 15 hours of CPD.

The sessions cover the full range of tax topics from corporate restructuring  to Scottish Taxes – and everything in between. With in-depth lectures, informal Q&A opportunities and the chance to explore the hottest tax topics with industry experts, this residential course is not to be missed.

Save the date – more details to follow.

#ICAEWPracticalTax

Speakers

Expert speakers will include:

Paul Aplin, OBE BSc FCA CTA (Fellow)
Paul is a fellow of both ICAEW and CIOT. He was a tax partner with A C Mole & Sons from 1992 to January 2020.

He has served as Chairman of the Tax Faculty and its Technical Committee and as ICAEW President from June 2018 to June 2019. He is a member of the ICAEW and CIOT Councils. He writes for various tax and accountancy journals and is regularly quoted on tax issues in the national press.

Away from the office he is a keen hill walker and climber, with a 21,000′ Himalayan and many high Alpine peaks to his credit; his other interests include photography (he is a licentiate of the Royal Photographic Society), keeping ducks and walking his border collie (a regular at the ICAEW Practical Tax Conference).

Paul was named Tax Personality of the Year in the 2007 UK Tax Awards and received the Outstanding Industry Contribution award in the 2013 British Accountancy Awards. He has featured regularly in the Accountancy Age “Financial Power List” of people who influence tax and financial policy in the UK. He was appointed OBE in The Queen’s Birthday Honours List 2009 for public service and services to the accountancy profession, is a member of both the ICAEW and CIOT Councils and serves on HMRC’s Administrative Burdens Advisory Board.

Carl Bayley, ICAEW Tax Faculty
Carl Bayley is the author of a series of tax guides designed specifically for the layman and 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

Veronica Donnelly, Partner, Campbell Dallas
Veronica, a Partner in our Glasgow office, is a Chartered Tax Adviser and Associate of the Institute of Indirect Taxation. She specialises within VAT and has been a VAT advisor for 30 years, including working in-house for HMRC. Veronica’s clients cover a wide range of sectors including aesthetics, higher education, housing, transport and local government sectors. Her work includes strategic planning as well as assisting with compliance issues and negotiations with HMRC locally and nationally

Peter Rayney FCA CTA (Fellow) TEP
Peter Rayney 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 Rayney on Corporate Tax (previously the Practical Corporate Tax Manual (iCroner) and the very popular Rayney’s Tax Planning for Family and Owner Managed Companies (Bloomsbury Professional). He has won ‘Tax Writer of the year’ at the Taxation Awards an unprecedented three times.

Peter is Deputy President of the Chartered Institute of Taxation and chairman of the ICAEW Tax ‘s Technical Committee.

When he is not engrossed in the world of tax, Peter supports West Ham (he is a founder BM6 member), enjoys spending time with his wife and his ‘grown-up’ children, walking in the countryside, reading, and listening to all genres of music.

Kate Upcraft, AMBCS, mGPA,
Kate 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, national minimum wage and auto-enrolment, systems selection and departmental re-engineering. She is the 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. 

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Latest update for members in business – Carlisle

Designed for accountants working in business giving technical and topical updates.

These updates are designed to give members in business essential updates and the opportunity to network with fellow professionals within the sector. Events are being held in various locations across the north of England.

Event information

Topics include: Tax update; CABA update; ICAEW Business Team update; Automated accountancy & reporting systems; Financial reporting update; Cyber security.

Cost
Rate Cost
ICAEW Member No Charge
Non-Member £50.00 + VAT
Venue

Venue in Carlisle TBC

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Charities update with John Selwood

The course is an update covering the developments in Charity auditing and accounting.

The course covers all major recent changes and is suitable for accountants in practice and the charity’s accountant.

Event information

The course will cover:

  • The latest Charity SORP and any hot accounting topics for charities
  • Impact of the Charities Act 2011
  • Problem audit areas
  • Common disclosure errors
  • A refresher on the external scrutiny regime
  • Problems in reporting to the Charity Commission and whistleblowing
  • Problems arising for different types of charity
  • Accountants and audit reports
  • New developments

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

Cost
Rate Cost
Price £90.00 + VAT
Retired Member £45.00 + VAT
Career Break Member £45.00 + VAT

The early bird rate will apply automatically at the checkout. Please note that the early bird rate ends 01 April 2020.

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Payroll taxes update Cumbria with Rebecca Benneyworth

This course will update you on changes to payroll measures over the last 12 months.

This course will update you on changes to payroll measures over the last 12 months, and flag up any forthcoming changes to keep you right up to date. In April 2020 we are likely to see the introduction of off payroll working rules for all those working through intermediaries, and this will be a major change to deal with. Final legislation may be issued quite close to the commencement date so it is important to ensure that you can advise clients appropriately.

Event information

The course will cover:

  • Basic changes – PAYE and NIC thresholds; changes affecting the basic operation of PAYE and NIC; Scottish and Welsh income tax changes
  • Minimum wage update and plans for the future. Minimum wage compliance cases reported recently.
  • Changes to taxation of benefits in kind in the last 12 months; future changes that have been announced; amendments to earlier changes
  • Off payroll working – what are the rules; obligations on engagers; the Status Determination Statement; advising affected clients effectively
  • Director rates of pay – what are the issues this year?
  • Auto enrolment – re-enrolment
Cost
Rate Cost
Price £90.00 + VAT
Retired Member £45.00 + VAT
Career Break Member £45.00 + VAT

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Budget & Finance Bill 2020 Cumbria with Rebecca Benneyworth

This course will explain the content of the Budget and Finance Bill 2020 relevant to the general practice adviser; It will highlight areas of advice and issues to raise with clients.

Event information

The course will focus on the Finance bill, and is therefore dependent on the exact material in the legislation but is expected cover the following tax areas:
• Business and corporation tax
• Personal income tax including employment taxes and benefits in kind
• Off payroll working – the final version
• Savings and pension tax measures
• Capital gains tax – including changes to private residence relief
• Other capital taxes
• Tax administration.

The course is aimed at all practitioners and staff who work in tax and have a reasonable level of tax knowledge.

Cost
Rate Cost
Price £90.00 + VAT
Retired Member £45.00 + VAT
Career Break Member £45.00 + VAT

 

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What does Brexit really mean for you and your clients?

This course is aimed at equipping the practitioner in the North East with the right tools to deal with Brexit whether their clients are directly affected or not!

Whilst it is clear we will be leaving the EU, by the time of the Course, the position should be clearer and we should be in the process of negotiating free trade agreements. Initially this will be with just the EU but what about access to all those countries like Canada and Japan where we currently use the EU free trade agreements?

Event information

The course is not going to be a detailed analysis of customs duties but will look at what this will all mean for your clients (or you if you are in industry) in terms of what consequences will it have on margins and processes. Whilst few clients actually import or export directly, most will have items either in their supply chain or sales chain which mean that tariffs could indirectly hit them. Clearly, we will look at direct exporters and importers and what they need to be doing. We will look at the VAT implications too!

We also need to think about the “quick fixes” on VAT which were brought in from 1 January 2020 by the EU which will hit our clients who are already trading in the EU.

However, we need to look at some of the many other aspects – from immigration proposals – what will that do to labour supplies, to “should we incorporate any operations abroad”, “will us leaving the EU affect dividends and royalties”, and “what about EU adopted IFRS”?

The course also needs to look at what a client ought to think about if they are thinking of expanding and therefore of setting up abroad.

Cost
Rate Cost
Price £90.00 + VAT
Retired Member £45.00 + VAT
Career Break Member £45.00 + VAT

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News

ICAEW announces cancellations and changes to summer exams

ICAEW announces cancellations and changes to summer exams

23 March 2020

ICAEW has announced cancellations and changes to...

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COVID-19 (Coronavirus) leads to digital approach to CPD courses

COVID-19 (Coronavirus) leads to digital approach to CPD courses

18 March 2020

COVID-19 (Coronavirus) is not just a world...

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End of ICAEW Economia

End of ICAEW Economia

23 February 2020

In February 2012 ICAEW launched a new...

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Events

Q3 General Practitioners’ Lunch

Q3 General Practitioners’ Lunch

9 September 2020

Join us for our quarterly lunch where...

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Q3 ICAEW Business confidence monitor breakfast – Newcastle

Q3 ICAEW Business confidence monitor breakfast – Newcastle

11 September 2020

Our resident experts will explore the latest...

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Q3 ICAEW Business confidence & economic review lunch – Middlesbrough

Q3 ICAEW Business confidence & economic review lunch – Middlesbrough

17 September 2020

Our resident experts will explore the latest...

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