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Northern Society of Chartered Accountants

At the heart of northern business since 1882

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

Date: 21 March 2019 13:30 - 16:30

Type: Course, Tax

Organiser: Tyne and Wear

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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Venue

Newcastle Gateshead Marriott Hotel Metro Centre

Address:
Metro Centre
Gateshead
NE11 9XF

Tel No: 0191 493 2233

Speaker

Bob Trunchion

Bob Trunchion

As head of tax training at Macintyre Hudson Advisory Services and a consultant for MHA Macintyre Hudson (as a Tax Partner), Bob is ideally placed to bring his expertise to delegates seeking greater understanding of issues such as capital tax planning, the tax implications of buying and selling companies, and trusts and share valuation work. Bob acquired an MSc in Management Science at Imperial before qualifying as a chartered accountant with Coopers and Lybrand – now PwC. Since joining MHA Macintyre Hudson, he has become a recognised authority on the ever-changing tax landscape; with national media keen to solicit his opinion on inheritance tax and other tax related matters.

How to book

The easiest way to book is online by clicking the button to Book Online at icaew.com – you will be able to log into your account at icaew.com and pay with your debit or credit card.

You can also telephone the ICAEW central events booking team on 01908 248159 and pay over the phone.

Alternatively you can download a booking form or book by email.