Northern Society of Chartered Accountants

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

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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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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

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The Compliant Practitioner

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 and will have the opportunity of asking questions of our expert and well informed speaker.

Course information

The course content will reflect changes in practice regulations, it will typically include:

Practice administration issues – drawing on feedback from the professional bodies:

o Practice communications
o Regulatory compliance – review of the implementation of The General Data Protection Regulations, and, the revised anti money laundering regulations
o Professional Indemnity Insurance
o 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:

o Topical engagement/ disengagement issues
o Topical reporting issues, including certificates and other confirmations
o 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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Redworth 2018 – General Practitioners’ Conference

Redworth Brochure 2018 Joining Instructions FINAL

The weekend is a great chance, not just to hear from our experts lectures but also to connect with them and other practitioners throughout the weekend. It’s also an excellent opportunity to achieve your CPD goals as some of the most knowledgeable in the profession bring you up-to-speed with the technical matters that matter.

As always, this year’s programme is packed with talks designed with small and medium-sized practices in mind, and many of the sessions have been scheduled in response to delegate feedback. You can be sure that they will meet your business and professional needs.

The weekend is not all about the lectures. There are lots of opportunities to connect with fellow practitioners (and our experts) during the informal evening events, or even over coffee between sessions.

General Practitioners’ Conference is open to all

Join us for the Tyne & Wear General Practitioners’ Conference 2018 at Redworth Hall Hotel, County Durham.

Our conference is open to all general practitioners.  Whether you are a regular attendee or joining us for the first time, we look forward to seeing you in February 2018.

As usual our speakers will provide up to the minute lectures on the changes affecting the profession as well as tackling topics that are problematic to practitioners.

Our speakers are drawn from all areas – geographically as well as topically – and have a wealth of experience to share. We look forward to welcoming you to another excellent conference.

Topics include

• Tax investigations
• Accounts updates
• How to help your residential landlords
• Why you shouldn’t take things at face value
• How to get more done in a day than your colleagues do in a week
• Employment law
• Tax updates
• GDPR (Data Protection) 2018 regulations
• Evolving client relationships
• Rebecca by request

Accommodation

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

Accommodation charges payable to the hotel on departure. Prices quoted include VAT:

• Single accommodation £228
• Twin or double (per delegate) £148
• Partner/spouse rate (per night) £ 44

Registration from 13:00.

Redworth Brochure 2018 Joining Instructions FINAL

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Farming Conference

This full day conference has been designed to update you on hot topics for those that have farmers are their clients. Lunch and refreshments are included within the cost of the course.

Topics covered and programme for the day:

0900 Registration and refreshments

0930 Welcome & introductions

0930 Succession planning – Heather Wildman, Saviour Associates

1115 Refreshment break

1130 Agriculture and Income tax – some common pitfalls including the HMRC campaign on sideways loss relief – Bob Trunchion, MacIntyre Hudson

1300 Lunch

1400 IHT/CGT Planning – Bob Trunchion, MacIntyre Hudson

1500 Refreshment break

1515 Benefit of Benchmarking – Robert Craig, Dairy Farmer

1600 The state of the farming industry – Neil Wilson, HSBC

1645 Q&A

1700 Close

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Fraud prevention and detection for accountants – a practical insight

This half day seminar is co-presented by Peter Herbert and Tim Holt, a police officer with 30 years’ experience of criminal and financial investigation work, latterly with the National Crime Agency (NCA). It will combine Tim’s vast experience of investigation work and Peter’s knowledge of exactly what accountants need to do to comply with the Anti-Money Laundering Regulations. There will be a big focus on real-life case studies.

The seminar will also reflect on the challenges faced by firms when auditing pension schemes and how they can successfully comply with the Clarity ISAs, whilst still maximising audit efficiency. In addition, we will update delegates on all recent regulatory changes and Pensions Regulator pronouncements which their clients will need to be aware of.

Content will include:

• the meaning of fraud and its implications for business,
• different types of fraud that affect accountants and their clients and how to stop them happening,
• an insight into recent NCA cases and what accountants can learn from them,
• practical guidance on essential anti-fraud controls needed in owner-managed businesses and charities,
• cybercrime – what it is and how to address the warning signs,
• the link to audit – what auditors should actually be doing to comply with ISA 240,
• accountants’ obligations under the Money Laundering Regulations and where they go wrong and
• the 4th Money Laundering Directive – what it is and how it will affect business practices.

After attending this seminar you will:

• understand why fraud arises in private companies and what advice to give clients so that they can prevent and detect it;
• know exactly what accountants need to do to ensure that they comply with their legal obligations under the Money Laundering Regulations and Proceeds of Crime Act; and
• appreciate how auditors should assess fraud risk in practice – and respond to it in an appropriate way.

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