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Northern Society of Chartered Accountants

At the heart of northern business since 1882

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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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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Redworth 2020 General Practitioners’ Conference

Join us for our annual conference for interesting lectures and networking.

The weekend is a great opportunity to gain valuable CPD at a competitive price. Over the weekend you will receive the equivalent of four half-day courses. It is aimed at partners, managers, and seniors in independent practices.

As well as hearing from our expert lecturers you will have the chance to connect with them and other practitioners throughout the weekend.

Conference information

Many of the topics have been suggested by delegates who have attended previous Redworth conferences as well as the NorSCA CPD programme. Also, Rebecca Benneyworth will answer delegates’ specific tax questions in her popular “Rebecca on Request” slot on Sunday morning. You can be sure that the conference will meet your business and professional needs, as well as those of your staff.

As well as the lectures there is an excellent social aspect to the weekend, with delegates and speakers mingling during the free periods. You can benefit from lots of advice from the speakers, as well as comparing notes with other practitioners.

Spouses/partners of delegates are more than welcome to attend on a dinner, bed and breakfast basis.

Topics include:

  • Tax updates
  • Accounting updates
  • Employment Law
  • Rebecca on request
  • CABA – Networking
  • The real world of financial crime
  • Picking winners
Cost
RATE COST
Residential delegate – early bird £205.00 + VAT
Residential delegate – standard £225.00 + VAT
Non-residential delegate – early bird £250.00 + VAT
Non-residential delegate – standard £270.00 + VAT

Early bird rates valid until 30 November 2019.

Accomodation

When you book you will only be charged for the conference element, the accommodation charges are payable to the hotel on departure. On booking please indicate if accommodation is required and we will book this for you at our preferential rates. Prices quoted include VAT:

  • Single accommodation £119 pppn
  • Twin or double £75 pppn
  • Partner/spouse rate £45 pn
Course Information

Please click here for the 2020 final course information

 

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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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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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Farmers – an update with Bob Trunchion

Anyone needing an update into the sector as it goes through a period of dramatic change.

A course to review and provide an update on the particular UK accounting and tax regime applicable to farmers. The course identifies some of the controversial and risk areas of tax planning and compliance for these clients.

Course information

Content will include:

  • Where is farming today – diversification and tax impacts
  • Succession planning, partnership agreements, divorce and death!
  • Where are we on Brexit and the consequences for Agriculture – The Agriculture Bill
  • Loss reliefs general and special legislation – “all one trade”, averaging etc – the HMRC attacks on losses
  • Capital expenditure reliefs
  • Basic payments and their phasing out and other subsidies
  • Alternative farming arrangements – Share Farming and Contracting
  • Farmhouses and IHT planning
  • Where are we with BPR and APR with relevant case updates
  • Entrepreneurs Relief and CGT planning
  • The potential for Compliance checks and enquiries
Cost
Rate Cost
Price £75.00 + VAT
Retired Member £37.50 + VAT
Career Break Member £37.50 + VAT

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Spring Tax Update with Bob Trunchion

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.

Event information

With “Brexit” looming but what type of Brexit remaining a mystery at the point of going to print, the Autumn Budget will be very Brexit related whether or not a General Election is in point to resolve the situation. Depending on the type of Brexit (or lack of it?) we have, we must expect fiscal policy to change course, making attendance very important as we will need to consider these changes and their consequences. 

Content

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 2019 Autumn Budget
• What is in the resultant Finance Bill/ Finance Act?
• 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
• What will happen on IR35 and the private sector – have your clients prepared and what should they be doing?
• Recent Tax cases and HMRC pronouncements
• VAT developments

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

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

An early bird rate will apply automatically at the checkout. Please note that the early bird rate ends 12 March 2020.

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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

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Q3 ICAEW Business confidence monitor breakfast – Newcastle

Q3 ICAEW Business confidence monitor breakfast – Newcastle

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Q3 ICAEW Business confidence & economic review lunch – Middlesbrough

Q3 ICAEW Business confidence & economic review lunch – Middlesbrough

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