CCH Professional Development Seminar Programme 2012
Welcome
Welcome to our 2012 CPD seminar programme.
The CCH PD programme is now organised by Mercia and as you will see it comprises all the essential seminar topics presented at the usual CCH venues throughout the UK.
Delegates who attend courses in Northern Ireland and Scotland will now receive a separate brochure for their area providing a wider choice of seminars and additional venues.
Full details of new booking procedures are included in the brochure but if you have any queries please call 0844 209 6083.
We look forward to providing you with your CPD training and seeing you on 2012 events.
Kind regards
Emily Bailey
Training Events Manager
PS If you are not already familiar with Mercia, we are one of the UK’s largest providers of training and support services to the accountancy profession. We have been providing independent practices with effective solutions for over 25 years and offer practical professional training as well as a wide range of support products and services.
Price per place 2012
| All Schemes except those shown below |
|
|---|---|
| 1 - 5 places | £95 |
| 6 - 9 places | £60 |
| 10+ places | £49 |
|
Humberside and West Yorkshire |
|
|---|---|
| 1 - 5 places | £62 |
| 6 - 11 places | £51 |
| 12+ places | £48 |
|
South Wales |
|
|---|---|
| 1 - 9 places | £132 |
| 10+ places | £42 |
| Cambridge 09.30-12.45 or 14:00-17:15 |
Humberside 14:00-17:15 |
London Central (am) 09:30-12:45 |
London Central (pm) 14:00-17:15 |
London North West 14:00-17:15 |
London South West 14:00-17:15 |
Manchester 09:30-12:45 or 14:00-17:15 |
Merseyside 09:30-12:45 or 14:00-17:15 |
Midlands 14:00-17:15 |
Northern 09:30-12:45 or 14:00-17:15 |
Salisbury 14:00-17:15 |
Sheffield 14:00-17:15 |
South Wales 09:30-12:45 or 13:30-16:45 |
West of England 13:30-16:45 |
West Yorkshire 09:30-12:45 or 14:00-17:15 |
|
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Accounting and Audit - Spring | Tue 27 Mar |
Wed 7 Mar |
Mon 27 Feb |
Mon 27 Feb |
Tue 13 Mar |
Wed 7 Mar |
Wed 25 Apr |
Tue 20 Mar |
Mon 27 Feb |
Mon 12 Mar |
Tue 28 Feb |
Wed 29 Feb |
Thu 19 Apr |
Tue 28 Feb |
Wed 28 Mar |
| Accounting and Audit - Autumn | Tue 11 Sep |
Wed 26 Sep |
Mon 24 Sep |
Mon 24 Sep |
Tue 16 Oct |
Wed 3 Oct |
Wed 19 Sep |
Tue 18 Sep |
Mon 10 Sep |
Mon 24 Sep |
Tue 9 Oct |
Wed 12 Sep |
Thu 13 Sep |
Tue 25 Sep |
Wed 12 Sep |
| Audit Emerging Issues and Common Problems | Tue 25 Sep |
Wed 17 Oct |
Mon 10 Dec |
Mon 10 Dec |
Tue 20 Nov |
Wed 28 Nov |
Wed 31 Oct |
Tue 30 Oct |
Mon 1 Oct |
Mon 29 Oct |
Tue 4 Dec |
Wed 17 Oct |
Thu 11 Oct |
Tue 6 Nov |
Wed 10 Oct |
| Auditing and Accounting for Pension Schemes | - | - | Thu 22 Mar |
Thu 22 Mar |
- | Wed 22 Feb |
- | - | - | Mon 27 Feb |
- | - | Thu 3 May |
Thu 29 Mar |
Wed 18 Apr |
| Capital Taxes Refresher | Tue 24 Apr |
Wed 2 May |
Wed 6 Jun |
Wed 6 Jun |
Tue 10 Jul |
Wed 16 May |
- | Tue 13 Mar |
Mon 14 May |
Mon 26 Mar |
Tue 22 May |
- | - | Tue 29 May |
Wed 28 Mar |
| Corporation Tax Road Map | Tue 9 Oct |
Wed 16 May |
Mon 12 Nov |
Mon 12 Nov |
Tue 6 Nov |
Wed 13 Jun |
Wed 20 Jun |
Tue 25 Sep |
Mon 5 Nov |
Mon 11 Jun |
Tue 26 Jun |
Wed 18 Apr |
Thu 14 Jun |
Tue 3 Jul |
Wed 26 Sep |
| Dealing with HMRC | Tue 30 Oct |
- | Mon 3 Dec |
Mon 3 Dec |
- | Wed 20 Jun |
- | Tue 15 May |
Mon 11 Jun |
Mon 10 Dec |
Tue 18 Sep |
- | - | Tue 13 Mar |
Wed 22 Feb |
| Employment Taxes Update | - | - | Mon 12 Mar |
Mon 12 Mar |
- | Wed 25 Apr |
- | - | - | Mon 14 May |
- | - | - | Tue 17 Apr |
Wed 7 Mar |
| Latest Tax Strategies for OMBs | Tue 19 Jun |
Wed 28 Mar |
Mon 14 May |
Mon 14 May |
Tue 22 May |
Wed 17 Oct |
Wed 23 May |
Tue 11 Dec |
Mon 2 Jul |
Mon 30 Apr |
Tue 13 Nov |
Wed 28 Nov |
Thu 15 Mar |
Tue 20 Nov |
Wed 6 Jun |
| Laws and Regulations for the Practicing Accountant | Tue 29 May |
Wed 31 Oct |
Mon 18 Jun |
Mon 18 Jun |
Tue 25 Sep |
Wed 5 Dec |
Wed 28 Nov |
Tue 3 Jul |
Mon 19 Nov |
Mon 10 Sep |
Tue 12 Jun |
Wed 19 Sep |
Thu 27 Sep |
Tue 15 May |
Wed 7 Nov |
| Personal Tax Update | Tue 4 Dec |
Wed 5 Dec |
Mon 19 Nov |
Mon 19 Nov |
Tue 4 Dec |
Wed 7 Nov |
Wed 7 Nov |
Tue 13 Nov |
Mon 3 Dec |
Mon 12 Nov |
Tue 20 Nov |
Wed 7 Nov |
Thu 22 Nov |
Tue 11 Dec |
Wed 21 Nov |
| Practitioner Update | - | Wed 6 Jun |
Mon 8 Oct |
Mon 8 Oct |
Tue 23 Oct |
Wed 19 Sep |
Wed 17 Oct |
- | Mon 15 Oct |
Mon 26 Nov |
- | Wed 5 Dec |
Thu 1 Nov |
Tue 9 Oct |
Wed 31 Oct |
| Small Company Tax Update | Tue 3 Jul |
Wed 27 Jun |
Mon 2 Jul |
Mon 2 Jul |
Tue 3 Jul |
Wed 4 Jul |
Wed 29 Feb |
Tue 12 Jun |
Mon 25 Jun |
Mon 25 Jun |
Tue 3 Jul |
Wed 6 Jun |
Thu 28 Jun |
Tue 19 Jun |
Wed 27 Jun |
| Spring Tax Update including Budget Issues | Tue 27 Mar |
Wed 18 Apr |
Mon 23 Apr |
Mon 23 Apr |
Tue 17 Apr |
Wed 28 Mar |
Wed 28 Mar |
Tue 22 May |
Mon 16 Apr |
Mon 28 May |
Tue 17 Apr |
Wed 28 Mar |
Thu 19 Apr |
Tue 22 May |
Wed 16 May |
| Tax Update - Autumn | Tue 11 Sep |
Wed 5 Sep |
Mon 10 Sep |
Mon 10 Sep |
Tue 11 Sep |
Wed 12 Sep |
Wed 19 Sep |
Tue 18 Sep |
Mon 24 Sep |
Mon 24 Sep |
Tue 4 Sep |
Wed 3 Oct |
Thu 13 Sep |
Tue 18 Sep |
Wed 12 Sep |
| VAT Update and Issues for the SME | Tue 20 Nov |
- | Mon 29 Oct |
Mon 29 Oct |
- | Wed 2 May |
Wed 28 Mar |
Tue 9 Oct |
Mon 30 Apr |
Mon 8 Oct |
Tue 1 May |
Wed 16 May |
- | Tue 30 Oct |
Wed 5 Dec |
Accounting and Audit Update - Spring
3 CPD Hours
To update delegates in recent developments relating to auditing and financial accounting assignments.
The seminar in detail
The exact content changes from session to session but will usually include:
- Accounting standards and abstracts
- Convergence matters
- Auditing standards
- Audit regulation
- Ethical matters
- Practical and topical client service issues
Who should attend
Qualified accountants in practice who need an overview of recent and forthcoming developments to help them identify issues relevant to their clients and firms.
Key benefits of attending
By attending this course you will gain:
- A clear understanding of the forthcoming and recent changes in accounting and auditing standards
- An insight into the practical implications of the changes and their effect on clients
- An understanding of the professional, ethical and regulatory developments affecting general practitioners
| Date | Scheme | Time | Speaker |
|---|---|---|---|
| 27 Feb | London Central | 09:30 - 12:45 | Mike Ulrich |
| 27 Feb | London Central | 14:00 - 17:15 | Mike Ulrich |
| 27 Feb | Midlands | 14:00 - 17:15 | Stephanie Henshaw |
| 28 Feb | West of England | 13:30 - 16:45 | Val Steward |
| 28 Feb | Salisbury * | 14:00 - 17:15 | Stephanie Henshaw |
| 29 Feb | Sheffield | 14:00 - 17:15 | Stephanie Henshaw |
| 7 Mar | London South West | 14:00 - 17:15 | Mike Ulrich |
| 7 Mar | Humberside | 14:00 - 17:15 | Andrew Güntert |
| 12 Mar | Northern | 09:30 - 12:45 | Stephen McAlpine |
| 13 Mar | London North West | 14:00 - 17:15 | Val Steward |
| 20 Mar | Merseyside | 09:30 - 12:45 | Val Steward |
| 27 Mar | Cambridge | 14:00 - 17:15 | Val Steward |
| 28 Mar | West Yorkshire | 09:30 - 12:45 | Stephen McAlpine |
| 19 Apr | South Wales | 13:30 - 16:45 | Mike Ulrich |
| 25 Apr | Manchester | 14:00 - 17:15 | Jeremy Williams |
* This event will be taking place at the Bibury Club, Salisbury Racecourse.
Accounting update - Autumn
3 CPD Hours
This course aims to provide an updating service for the busy general practitioner. It focuses on developments in accounting standards and their practical implications for clients.
The seminar in detail
- Recent and forthcoming developments in UK accounting standards – to include FRSs, UITF abstracts and related exposure drafts
- The latest developments on convergence with IFRS including the progress with the Financial Reporting Standard for Medium-sized Entities and the Financial Reporting Standard for Public Benefit Entities
- Company law update on matters relevant to the accountant
- Accounting issues arising out of the work of the Review Panel and the Professional Oversight Board
- Accounting issues covered by recent ICAEW technical releases
- Any other accounting related developments
Who should attend
General practitioners, accountants and auditors.
Key benefits of attending
By attending this course you will gain:
- A clear understanding of the forthcoming and recent changes in accounting standards
- An insight into changes in company law as they impact on accounting work
- An insight into the practical implications of the changes and their effect on clients
- An appreciation of likely future developments in accounting
Delegates will have the opportunity of asking questions of our expert and well informed speakers.
| Date | Scheme | Time | Speaker |
|---|---|---|---|
| 10 Sep | Midlands | 14:00 - 17:15 | Guy Loveday |
| 11 Sep | Cambridge | 09:30 - 12:45 | Mike Ulrich |
| 12 Sep | West Yorkshire | 09:30 - 12:45 | Mike Ulrich |
| 12 Sep | Sheffield | 14:00 - 17:15 | Jeremy Williams |
| 13 Sep | South Wales | 13:30 - 16:45 | Andrew Güntert |
| 18 Sep | Merseyside | 14:00 - 17:15 | Andrew Güntert |
| 19 Sep | Manchester | 09:30 - 12:45 | David Gallagher |
| 24 Sep | London Central | 09:30 - 12:45 | Andrew Güntert |
| 24 Sep | London Central | 14:00 - 17:15 | Andrew Güntert |
| 24 Sep | Northern | 14:00 - 17:15 | Mike Ulrich |
| 25 Sep | West of England | 13:30 - 16:45 | Guy Loveday |
| 26 Sep | Humberside | 14:00 - 17:15 | Mike Ulrich |
| 3 Oct | London South West | 14:00 - 17:15 | David Gallagher |
| 9 Oct | Salisbury * | 14:00 - 17:15 | Val Steward |
| 16 Oct | London North West | 14:00 - 17:15 | Val Steward |
* This event will be taking place at the Salisbury and Wiltshire Golf Club.
Audit Emerging Issues and Common Problems
3 CPD Hours
This is a highly practical seminar considering the interpretation of the recent changes in auditing. The seminar will look at the practical issues arising from the implementation of changes in auditing standards, ethics and other relevant issues. The contents of this course will both reflect topical issues and the needs of the auditors of SMEs.
The seminar in detail
The exact content changes from session to session but will usually include:
- Developments in auditing standards
- New bulletins from the APB
- Comments arising from monitoring visits
- Issues identified from cold file reviews
Who should attend
Qualified accountants in practice who need an overview of recent and forthcoming developments to help them identify issues relevant to their clients and firms.
Key benefits of attending
By attending this course you will gain:
- Clear, practical and authoritative guidance on dealing with common and current audit problems. In particular the seminar will consider the most effective methods ensuring compliance
| Date | Scheme | Time | Speaker |
|---|---|---|---|
| 25 Sep | Cambridge | 14:00 - 17:15 | John Selwood |
| 1 Oct | Midlands | 14:00 - 17:15 | John Selwood |
| 10 Oct | West Yorkshire | 14:00 - 17:15 | John Selwood |
| 11 Oct | South Wales | 13:30 - 16:45 | John Selwood |
| 17 Oct | Sheffield | 14:00 - 17:15 | David Gallagher |
| 17 Oct | Humberside | 14:00 - 17:15 | John Selwood |
| 29 Oct | Northern | 14:00 - 17:15 | John Selwood |
| 30 Oct | Merseyside | 14:00 - 17:15 | John Selwood |
| 31 Oct | Manchester | 14:00 - 17:15 | John Selwood |
| 6 Nov | West of England | 13:30 - 16:45 | Andrew Güntert |
| 20 Nov | London North West | 14:00 - 17:15 | John Selwood |
| 28 Nov | London South West | 14:00 - 17:15 | John Selwood |
| 4 Dec | Salisbury * | 14:00 - 17:15 | John Selwood |
| 10 Dec | London Central | 09:30 - 12:45 | John Selwood |
| 10 Dec | London Central | 14:00 - 17:15 | John Selwood |
* This event will be taking place at the Bibury Club, Salisbury Racecourse.
Auditing and Accounting for Pension Schemes
3 CPD Hours
To provide delegates with an update on recent developments relating to auditing and accounting for pension schemes and a practical approach to dealing with problem areas.
The seminar in detail
- Understanding the terms of your appointment
- The statutory background
- The Trust Deed
- Understanding the financial statements
- Accounting for and reporting on contributions
- Planning and conducting the audit in accordance with ISAs, Practice Note 15 and current best practice
- Reporting
- On the financial statements
- On the contributions
- To the regulators
- Current problem areas
Who should attend
Qualified accountants in practice who need an overview of recent and forthcoming developments to help them identify issues relevant to their clients and firms.
Key benefits of attending
By attending this course you will gain:
- A clear understanding of the forthcoming and recent changes in accounting and auditing for pension schemes
| Date | Scheme | Time | Speaker |
|---|---|---|---|
| 22 Feb | London South West | 14:00 - 17:15 | Bill Telford |
| 27 Feb | Northern | 14:00 - 17:15 | Bill Telford |
| 22 Mar | London Central | 09:30 - 12:45 | Bill Telford |
| 22 Mar | London Central | 14:00 - 17:15 | Bill Telford |
| 29 Mar | West of England | 13:30 - 16:45 | Bill Telford |
| 18 Apr | West Yorkshire | 14:00 - 17:15 | Bill Telford |
| 3 May | South Wales | 13:30 - 16:45 | Bill Telford |
Capital Taxes Reminder
3 CPD Hours
The course will act as a refresher and an update on Capital taxes and show opportunities for tax planning for our clients in order to minimise their potential tax liabilities.
The course will include a review of relevant tax cases to consider when planning, and will include numerous examples and illustrations to make this a practical and informative course.
The seminar in detail
- Capital gains tax planning opportunities
- Entrepreneurs’ relief and a refresher on other CGT reliefs
- Inheritance tax update
- Business Property Relief
- Lifetime and death tax planning, considering CGT and IHT
- The use of trusts
- Managing our trusts
- An update on Probate Opportunities
Who should attend
Practitioners who would like to increase their opportunities for advising clients on how to minimise their current and potential liabilities to capital taxes.
Key benefits of attending
The course will inspire delegates to be more pro-active when dealing with their clients, in looking at their current and potential exposure to capital taxes, and shows ways in which we can assist our clients and thus grow our practice.
| Date | Scheme | Time | Speaker |
|---|---|---|---|
| 13 Mar | Merseyside | 14:00 - 17:15 | Amanda Fisher |
| 26 Mar | Northern | 14:00 - 17:15 | Amanda Fisher |
| 28 Mar | West Yorkshire | 14:00 - 17:15 | Amanda Fisher |
| 24 Apr | Cambridge | 14:00 - 17:15 | Amanda Fisher |
| 2 May | Humberside | 14:00 - 17:15 | Amanda Fisher |
| 14 May | Midlands | 14:00 - 17:15 | Amanda Fisher |
| 16 May | London South West | 14:00 - 17:15 | Amanda Fisher |
| 22 May | Salisbury * | 14:00 - 17:15 | Amanda Fisher |
| 29 May | West of England | 13:30 - 16:45 | Amanda Fisher |
| 6 Jun | London Central | 09:30 - 12:45 | Amanda Fisher |
| 6 Jun | London Central | 14:00 - 17:15 | Amanda Fisher |
| 10 Jul | London North West | 14:00 - 17:15 | Amanda Fisher |
* This event will be taking place at the Salisbury and Wiltshire Golf Club.
Corporation Tax Road Map
3 CPD Hours
This very practical course will provide a general update on corporation tax developments. Changesto legislation, case law and HMRC guidance and practice will be covered. Key planning opportunities will be highlighted.
The seminar in detail
- The very latest changes to corporation tax, cases, HMRC trends and practical planning
- Recent HMRC corporation tax enquiries
- Capital allowances transitional rules and planning
- Research and development – how and what to claim
- Applying for an R&D grant
- The corporation tax computation
- LLPs with corporate partners
- Substantial commercial interdependence for associated companies
- Review of the latest anti-avoidance legislation
- Corporation tax planning mitigation techniques
- How the proposed non-domicile changes will impact investment in UK trading companies
- Companies capital gains computations and planning, and interaction with SDLT
- Substantial shareholdings exemptions
- Corporate loss relief computations and planning
- Case studies
Who should attend
Practitioners who need to keep up to date with changes to corporation tax and so give current and accurate advice to clients, together with the latest corporation tax developments and planning techniques.
Key benefits of attending
In a period of unprecedented change to corporation tax, attendees will gain a clearer understanding of a range of the most important issues and how these could potentially impact on their clients. Case studies will illustrate the latest corporation tax practical planning opportunities.
| Date | Scheme | Time | Speaker |
|---|---|---|---|
| 18 Apr | Sheffield | 14:00 - 17:15 | Tim Palmer |
| 16 May | Humberside | 14:00 - 17:15 | Tim Palmer |
| 11 Jun | Northern | 14:00 - 17:15 | Tim Palmer |
| 13 Jun | London South West | 14:00 - 17:15 | Tim Palmer |
| 14 Jun | South Wales | 13:30 - 16:45 | Tim Palmer |
| 20 Jun | Manchester | 14:00 - 17:15 | Tim Palmer |
| 26 Jun | Salisbury * | 14:00 - 17:15 | Tim Palmer |
| 3 Jul | West of England | 13:30 - 16:45 | Tim Palmer |
| 25 Sep | Merseyside | 14:00 - 17:15 | Tim Palmer |
| 26 Sep | West Yorkshire | 14:00 - 17:15 | Tim Palmer |
| 9 Oct | Cambridge | 14:00 - 17:15 | Tim Palmer |
| 5 Nov | Midlands | 14:00 - 17:15 | Tim Palmer |
| 6 Nov | London North West | 14:00 - 17:15 | Tim Palmer |
| 12 Nov | London Central | 09:30 - 12:45 | Tim Palmer |
| 12 Nov | London Central | 14:00 - 17:15 | Tim Palmer |
* This event will be taking place at the Salisbury and Wiltshire Golf Club.
Dealing with HMRC
3 CPD Hours
HMRC enquiries can be difficult for both client and adviser especially when faced with an intransigent Inspector on the other side. The new array of powers given to HMRC from 2009 provide extra ammunition for the Inspector.
This course will enable the adviser to get and keep control of an enquiry and ensure that the Inspector operates within defined limits.
The seminar in detail
The exact content changes from session to session but will usually include:
- The impact of an investigation
- Can an investigation be avoided?
- How to get control
- HMRC powers to obtain information and visit premises
- Key issues in finishing a case
- Negotiation of penalties
Who should attend
This course is designed for partners and staff who advise clients on HMRC accounts and PAYE investigations.
Key benefits of attending
By attending this course you will gain:
- Practical advice on how to negotiate with HMRC
- Guidance on managing an enquiry from start to finish
| Date | Scheme | Time | Speaker |
|---|---|---|---|
| 22 Feb | West Yorkshire | 14:00 - 17:15 | Ros Martin |
| 13 Mar | West of England | 13:30 - 16:45 | Mark Morton |
| 15 May | Merseyside | 14:00 - 17:15 | Will Silsby |
| 11 Jun | Midlands | 14:00 - 17:15 | Will Silsby |
| 20 Jun | London South West | 14:00 - 17:15 | Will Silsby |
| 18 Sep | Salisbury * | 14:00 - 17:15 | Andrew Burgess |
| 30 Oct | Cambridge | 14:00 - 17:15 | Andrew Burgess |
| 3 Dec | London Central | 09:30 - 12:45 | Andrew Burgess |
| 3 Dec | London Central | 14:00 - 17:15 | Andrew Burgess |
| 10 Dec | Northern | 14:00 - 17:15 | Mark Morton |
* This event will be taking place at the Salisbury and Wiltshire Golf Club.
Employment Taxes update
3 CPD Hours
Employment tax covers a wide area which is constantly changing and this is particularly true for the next two years. Its complexity means that practitioners need to be continually aware of the current state of play.
This course will give delegates and participants a thorough and wide update on all employment related tax matters including tips on identifying any problem areas. The course will also concentrate on recent developments, issues of current interest and prospective changes and their impact in practice.
The seminar in detail
- Employment income changes
- Developments affecting benefits and expenses
- PAYE developments including the introduction of real time information
- P11D and other end of year returns problem areas
- NIC developments including changes for statutory payments
- CIS developments
- Employment status – latest state of play including IR35
- Termination payments
- Developments impacting mobile employees including changes to residence in 2012 and beyond
Who should attend
Practitioners who need to know about all the changes and developments which will affect their clients’ affairs and maybe even their own affairs
Key benefits of attending
By attending this course you will gain:
- A clear and detailed understanding of the recent and forthcoming changes relating to employment taxation and NICs
- Practical application enabling accountants to avoid the pitfalls and exploit the opportunities arising out of these developments
Delegates will have the opportunity to ask questions of our expert and well informed speaker.
| Date | Scheme | Time | Speaker |
|---|---|---|---|
| 7 Mar | West Yorkshire | 14:00 - 17:15 | Tony Jenkins |
| 12 Mar | London Central | 09:30 - 12:45 | Tony Jenkins |
| 12 Mar | London Central | 14:00 - 17:15 | Tony Jenkins |
| 17 Apr | West of England | 13:30 - 16:45 | Tony Jenkins |
| 25 Apr | London South West | 14:00 - 17:15 | Tony Jenkins |
| 14 May | Northern | 14:00 - 17:15 | Tony Jenkins |
Latest Tax Strategies for OMBs
3 CPD Hours
This course aims to provide a range of tax planning ideas with particular emphasis on their usefulness to OMBs. Also examined are some of the pitfalls and opportunities produced by recent statutory changes and decided cases.
The seminar in detail
The exact content changes from session to session but will usually include:
- Incorporation planning in 2012
- Tax efficient business structures
- Profit extraction strategies
- Dealing with EBTs, EFRBs, and the impact of the ‘disguised remuneration’ rules
- Optimum use of capital allowances
- Company sale planning
Who should attend
Accountants and tax practitioners wishing to refresh or update their knowledge of topical tax planning for income and corporation tax.
Key benefits of attending
This course will bring participants up to date on the practical aspects of tax planning for owner managed businesses, enabling practitioners who act for them to discuss and implement planning points where appropriate.
Delegates will have the opportunity of asking questions of our expert and well informed speakers.
| Date | Scheme | Time | Speaker |
|---|---|---|---|
| 15 Mar | South Wales | 13:30 - 16:45 | Peter Rayney |
| 28 Mar | Humberside | 14:00 - 17:15 | Peter Rayney |
| 30 Apr | Northern | 14:00 - 17:15 | Peter Rayney |
| 14 May | London Central | 09:30 - 12:45 | Peter Rayney |
| 14 May | London Central | 14:00 - 17:15 | Peter Rayney |
| 22 May | London North West | 14:00 - 17:15 | Peter Rayney |
| 23 May | Manchester | 14:00 - 17:15 | Peter Rayney |
| 6 Jun | West Yorkshire | 14:00 - 17:15 | Tim Palmer |
| 19 Jun | Cambridge | 14:00 - 17:15 | Tim Palmer |
| 2 Jul | Midlands | 14:00 - 17:15 | Peter Rayney |
| 17 Oct | London South West | 14:00 - 17:15 | Peter Rayney |
| 13 Nov | Salisbury * | 14:00 - 17:15 | Peter Rayney |
| 20 Nov | West of England | 13:30 - 16:45 | Gerry Hart |
| 28 Nov | Sheffield | 14:00 - 17:15 | Peter Rayney |
| 11 Dec | Merseyside | 14:00 - 17:15 | Peter Rayney |
* This event will be taking place at the Bibury Club, Salisbury Racecourse.
Laws and Regulations for the Practicing Accountant
3 CPD Hours
Accountants in practice need familiarity with a wide range of laws and regulations, both those that have been in existence for some time (such as minimum wage, working time and data protection regulations) and those which are relatively new.
This need arises firstly in the auditing context, where ISA+ 250A on the Consideration of Law and Regulations requires auditors to consider the implications of non-compliance and to carry out certain procedures. Secondly the accountant is the key adviser to clients on the relevant legislation they need to be aware of to run their businesses and finally the practice itself needs to comply with the appropriate statutory regulations.
The seminar in detail
- Employment law including recent significant changes
- Health and safety
- Licences, regulations and other laws.
NB. This course is not intended for staff who already have an in-depth knowledge of the legislation mentioned above (ie. Personnel or Human Resources Specialists).
Who should attend
Partners, managers and other professional staff involved in auditing, accounts preparation, the provision of business advice and administration.
Key benefits of attending
To gain a sound understanding of the laws and regulations relevant to today’s practising accountant.
| Date | Scheme | Time | Speaker |
|---|---|---|---|
| 15 May | West of England | 13:30 - 16:45 | Louise Dunford |
| 29 May | Cambridge | 14:00 - 17:15 | Louise Dunford |
| 12 Jun | Salisbury * | 14:00 - 17:15 | Louise Dunford |
| 18 Jun | London Central | 09:30 - 12:45 | Louise Dunford |
| 18 Jun | London Central | 14:00 - 17:15 | Louise Dunford |
| 3 Jul | Merseyside | 14:00 - 17:15 | Andrew Güntert |
| 10 Sep | Northern | 14:00 - 17:15 | Andrew Güntert |
| 19 Sep | Sheffield | 14:00 - 17:15 | Andrew Güntert |
| 25 Sep | London North West | 14:00 - 17:15 | Andrew Güntert |
| 27 Sep | South Wales | 13:30 - 16:45 | Louise Dunford |
| 31 Oct | Humberside | 14:00 - 17:15 | Andrew Güntert |
| 7 Nov | West Yorkshire | 14:00 - 17:15 | Andrew Güntert |
| 19 Nov | West Midlands | 14:00 - 17:15 | Andrew Güntert |
| 28 Nov | Manchester | 14:00 - 17:15 | Andrew Güntert |
| 5 Dec | London South West | 14:00 - 17:15 | Andrew Güntert |
* This event will be taking place at the Salisbury and Wiltshire Golf Club.
Personal Tax Update
3 CPD Hours
This course will provide participants with a wide ranging and practical update on personal and employment tax matters. This will include a review of relevant problem areas.
There will be a particular emphasis on topical issues, recent developments and changes ahead. The main individual tax areas to be covered are income tax and national insurance though related capital taxes issues will be included as appropriate.
The seminar in detail
The exact content changes from session to session but will usually include:
- Income tax changes ahead for individuals and trusts
- PAYE and NIC developments and changes ahead
- P11d pitfalls and problem areas
- Employment benefit changes and recent tax cases
- Topical property investment matters including FHL and PPR
- Investment scheme changes and maximising related reliefs
- Tax credits – recent changes including developments towards the new Universal Tax Credit
- New penalties and other administrative changes
- Other topical issues and developments including the new statutory residence test
Who should attend
Practitioners who need to be aware of the many changes which affect their clients’ own tax positions.
Key benefits of attending
Full coverage will be made of all relevant press releases, statements of practice and case law decisions, and the emphasis will fall heavily on the practical ways in which accountants can help their clients to exploit the opportunities and avoid the pitfalls.
| Date | Scheme | Time | Speaker |
|---|---|---|---|
| 7 Nov | London South West | 14:00 - 17:15 | Martyn Ingles |
| 7 Nov | Sheffield | 14:00 - 17:15 | Gerry Hart |
| 7 Nov | Manchester | 14:00 - 17:15 | Will Silsby |
| 12 Nov | Northern | 14:00 - 17:15 | Pat Nown |
| 13 Nov | Merseyside | 14:00 - 17:15 | Pat Nown |
| 19 Nov | London Central | 09:30 - 12:45 | Gerry Hart |
| 19 Nov | London Central | 14:00 - 17:15 | Gerry Hart |
| 20 Nov | Salisbury * | 14:00 - 17:15 | Mark Ward |
| 21 Nov | West Yorkshire | 14:00 - 17:15 | Will Silsby |
| 22 Nov | South Wales | 13:30 - 16:45 | Pat Nown |
| 3 Dec | Midlands | 14:00 - 17:15 | Pat Nown |
| 4 Dec | Cambridge | 14:00 - 17:15 | Will Silsby |
| 4 Dec | London North West | 14:00 - 17:15 | Martyn Ingles |
| 5 Dec | Humberside | 14:00 - 17:15 | Pat Nown |
| 11 Dec | West of England | 13:30 - 16:45 | Pat Nown |
* This event will be taking place at the Salisbury and Wiltshire Golf Club.
Practitioner Update
3 CPD Hours
Today’s accountant in practice has to deal with constant technical change in order to continue servicing clients effectively. There are plenty of courses to introduce and explain those changes, but the rate and extent of change means there is little time to revisit previous developments or to look at broader practice administration issues.
The seminar in detail
The course content is necessarily a response to changes in practice regulations and recent changes. However, it will typically include:
- Practice administration issues – this session will draw on feedback from the professional bodies including the ICAEW Practice Assurance Committee
- Risk management and client service – this session will look at practical aspects of servicing clients while ensuring the firm is not exposed to unexpected risks
- Practical problems and issues – this session will review a selection of recent technical changes (last 2-3 years), providing a refresher on the key points and examining their impact in practice. Due to the topical nature of the course, the exact content of the course may vary
Who should attend
Accountants in practice who need an overview of constant technical changes to help them identify and deal with issues relevant to their clients and firms.
Key benefits of attending
This course is designed to provide confidence that practitioners are keeping on top of their compliance obligations and to focus on recent changes and examine how they have worked out in practice.
Delegates will have the opportunity of asking questions of our expert and well informed speakers.
| Date | Scheme | Time | Speaker |
|---|---|---|---|
| 6 Jun | Humberside | 14:00 - 17:15 | Stephen McAlpine |
| 19 Sep | London South West | 14:00 - 17:15 | Stephanie Henshaw |
| 8 Oct | London Central | 09:30 - 12:45 | Stephanie Henshaw |
| 8 Oct | London Central | 14:00 - 17:15 | Stephanie Henshaw |
| 9 Oct | West of England | 13:30 - 16:45 | Stephanie Henshaw |
| 15 Oct | Midlands | 14:00 - 17:15 | Stephanie Henshaw |
| 17 Oct | Manchester | 14:00 - 17:15 | Stephen McAlpine |
| 23 Oct | London North West | 14:00 - 17:15 | Stephen McAlpine |
| 31 Oct | West Yorkshire | 14:00 - 17:15 | Stephen McAlpine |
| 1 Nov | South Wales | 13:30 - 16:45 | Stephanie Henshaw |
| 26 Nov | Northern | 14:00 - 17:15 | Stephen McAlpine |
| 5 Dec | Sheffield | 14:00 - 17:15 | Stephen McAlpine |
Small Company Tax Update
3 CPD Hours
Dealing with small companies involves not only an appreciation of the corporation tax regime but also an understanding of the issues peculiar to owner managed and family businesses. The session will make participants who act for small companies aware of the latest developments in corporation tax and also include an appraisal of the most recent changes in legislation and case law and the protective steps that clients may need to implement to take maximum advantage of these.
The seminar in detail
Taxable profits and minimising corporation tax
- Specific problem areas in practice
- Capital allowances and the new code
- Taking advantage of trading losses
- Associated companies
Shareholder/directors: current issues
- Changing tax and NIC rates and the incorporation decision
- Distributing profits with increases in income tax and NICs
- Entrepreneurs’ relief – is this available to your client?
- Business premises owned outside the company
Finance Bill and Act 2012
- Changes and developments affecting small companies
Administration of corporation tax
- IR35: recent case law developments
- Tax enquiries and other topical areas
- Business record checks
Who should attend
All practitioners involved in a corporation tax engagement for small companies.
Key benefits of attending
This course will bring participants up to date on the familiar and not so familiar elements of corporation tax. It will enable any practitioner who deals with companies to discuss the current issues and point the way to resolving them.
Delegates will have the opportunity of asking questions of our expert and well informed speakers.
| Date | Scheme | Time | Speaker |
|---|---|---|---|
| 29 Feb | Manchester | 14:00 - 17:15 | Martyn Ingles |
| 6 Jun | Sheffield | 14:00 - 17:15 | Martyn Ingles |
| 12 Jun | Merseyside | 14:00 - 17:15 | Tim Good |
| 19 Jun | West of England | 13:30 - 16:45 | Gerry Hart |
| 25 Jun | Midlands | 14:00 - 17:15 | Giles Mooney |
| 25 Jun | Northern | 14:00 - 17:15 | Mark Ward |
| 27 Jun | West Yorkshire | 14:00 - 17:15 | Tim Good |
| 27 Jun | Humberside | 14:00 - 17:15 | Will Silsby |
| 28 Jun | South Wales | 13:30 - 16:45 | Will Silsby |
| 2 Jul | London Central | 09:30 - 12:45 | Will Silsby |
| 2 Jul | London Central | 14:00 - 17:15 | Will Silsby |
| 3 Jul | Cambridge | 14:00 - 17:15 | Mark Ward |
| 3 Jul | London North West | 14:00 - 17:15 | Gerry Hart |
| 3 Jul | Salisbury * | 14:00 - 17:15 | Tim Good |
| 4 Jul | London South West | 14:00 - 17:15 | Gerry Hart |
* This event will be taking place at the Salisbury and Wiltshire Golf Club.
Spring Tax Update including Budget Issues
3 CPD Hours
This course is to provide an updating service for the busy practitioner. Not only does the practitioner have to understand any changes announced in the Budget, they also have to be aware of the masses of changes affecting their practice through case law, decisions of the first-tier and Upper Tribunals, and other changes in HMRC practice.
The seminar in detail
The very nature of an update seminar makes it difficult to predict what will be topical at the time. However, it is expected that the following will be covered:
- Important cases both in the courts and at the various tribunals and their implications
- An analysis of recent HMRC notices, briefs, consultations and announcements made in the preceding six months looking especially at the draft or full Finance Bill 2012 (depending which is available by the date of the seminar)
- Any other practical points which need to be drawn to practitioners attention
- An analysis of the 2012 Budget as it effects clients (assuming the Budget pre-dates the course)
Who should attend
All practitioners and staff who have to understand the impact of taxation on their clients.
Key benefits of attending
An intensive session which covers what people need to know about developments in tax that affect their clients.
| Date | Scheme | Time | Speaker |
|---|---|---|---|
| 27 Mar | Cambridge | 09:30 - 12:45 | Bob Trunchion |
| 28 Mar | London South West | 14:00 - 17:15 | Bob Trunchion |
| 28 Mar | Sheffield | 14:00 - 17:15 | Mark Ward |
| 28 Mar | Manchester | 14:00 - 17:15 | Martyn Ingles |
| 16 Apr | Midlands | 14:00 - 17:15 | Bob Trunchion |
| 17 Apr | London North West | 14:00 - 17:15 | Bob Trunchion |
| 17 Apr | Salisbury * | 14:00 - 17:15 | Martyn Ingles |
| 18 Apr | Humberside | 14:00 - 17:15 | Martyn Ingles |
| 19 Apr | South Wales | 09:30 - 12:45 | Bob Trunchion |
| 23 Apr | London Central | 09:30 - 12:45 | Bob Trunchion |
| 23 Apr | London Central | 14:00 - 17:15 | Bob Trunchion |
| 16 May | West Yorkshire | 14:00 - 17:15 | Bob Trunchion |
| 22 May | West of England | 13:30 - 16:45 | Bob Trunchion |
| 22 May | Merseyside | 14:00 - 17:15 | Mark Morton |
| 28 May | Northern | 14:00 - 17:15 | Mark Morton |
* This event will be taking place at the Bibury Club, Salisbury Racecourse.
Tax Update Autumn
3 CPD Hours
This seminar will familiarise delegates with the provisions of FA 2012 and provide a round up of other recent relevant tax developments including press releases, changes to HMRC guidance, current areas of consultation and recent court decisions.
The seminar in detail
The exact content will of course depend on the Chancellor’s plans, but will cover the following areas:
- Personal tax
- Employee tax and NIC
- Corporation tax
- Capital taxes
- VAT
- Taxes administration
Who should attend
Accountants in practice who need an overview of the annual Finance Act to help them identify and deal with issues relevant to their clients and firms.
Key benefits of attending
By attending this seminar you will gain:
- An update on the tax changes implemented by Finance Act 2012
- An insight into how these changes will affect your daily tax work
- An overview of the impact of these changes on your clients
| Date | Scheme | Time | Speaker |
|---|---|---|---|
| 4 Sep | Salisbury * | 14:00 - 17:15 | Pat Nown |
| 5 Sep | Humberside | 14:00 - 17:15 | Andrew Burgess |
| 10 Sep | London Central | 09:30 - 12:45 | Tim Good |
| 10 Sep | London Central | 14:00 - 17:15 | Tim Good |
| 11 Sep | Cambridge | 14:00 - 17:15 | Gerry Hart |
| 11 Sep | London North West | 14:00 - 17:15 | Tim Good |
| 12 Sep | West Yorkshire | 14:00 - 17:15 | Tim Good |
| 12 Sep | London South West | 14:00 - 17:15 | Tony Jenkins |
| 13 Sep | South Wales | 09:30 - 12:45 | Martyn Ingles |
| 18 Sep | West of England | 13:30 - 16:45 | Mark Ward |
| 18 Sep | Merseyside | 09:30 - 12:45 | Giles Mooney |
| 19 Sep | Manchester | 14:00 - 17:15 | Tony Jenkins |
| 24 Sep | Midlands | 14:00 - 17:15 | Pat Nown |
| 24 Sep | Northern | 09:30 - 12:45 | Martyn Ingles |
| 3 Oct | Sheffield | 14:00 - 17:15 | Tony Jenkins |
VAT Update and Issues for the SME
3 CPD Hours
Although in some ways a neglected topic, VAT can have a profound impact on many business transactions and is an important tax for accountants in practice and in industry to master.
The seminar in detail
The aim of the course is to cover a range of aspects of VAT, with special attention to difficult areas where mistakes can be costly or where opportunities exist for the well-informed. Case studies will be used to illustrate the principal issues. The course will look at the most important developments over the last 12 months with a further look at some of the most topical issues. Some of the topics covered will be:
- Any significant legislative changes
- Important developments in case law
- Selected land and property issues
- The latest on the new penalty regime
- Registration, deregistration and associated input tax issues
- Academy schools
- Salary sacrifice
Who should attend
The course will be of relevance to all accountants and accounts staff who have any involvement with VAT or with advising businesses registered for VAT.
Key benefits of attending
Delegates should leave the course with a clearer understanding of the operation of VAT in the key areas covered and an appreciation of the importance of the subject to their commercial activities and those of their clients.
Delegates will have the opportunity of asking questions of our expert and well informed speaker.
| Date | Scheme | Time | Speaker |
|---|---|---|---|
| 28 Mar | Manchester | 09:30 - 12:45 | Neil Owen |
| 30 Apr | Midlands | 14:00 - 17:15 | Neil Owen |
| 1 May | Salisbury * | 14:00 - 17:15 | Neil Owen |
| 2 May | London South West | 14:00 - 17:15 | Neil Owen |
| 16 May | Sheffield | 14:00 - 17:15 | Neil Owen |
| 8 Oct | Northern | 14:00 - 17:15 | Neil Owen |
| 9 Oct | Merseyside | 14:00 - 17:15 | Neil Owen |
| 29 Oct | London Central | 09:30 - 12:45 | Neil Owen |
| 29 Oct | London Central | 14:00 - 17:15 | Neil Owen |
| 30 Oct | West of England | 13:30 - 16:45 | Neil Owen |
| 20 Nov | Cambridge | 14:00 - 17:15 | Neil Owen |
| 5 Dec | West Yorkshire | 14:00 - 17:15 | Neil Owen |
Speakers
Andrew Burgess MA
Andrew joined Mercia in 2003 as an experienced tax lecturer and consultant. After 14 years with the Revenue, Andrew joined Neville Russell, which became Mazars following the merger in 1998. At the time of leaving he was senior tax partner in the firm and had overall responsibility for the running of the personal tax department. His expertise lies in the areas of employment taxation, investigation work, charity tax and personal tax planning.
Louise Dunford
Louise Dunford has since 1987 been continuously involved in training and consultancy, both for professional firms and for commercial organisations. Until recently she also worked as an associate senior lecturer at the University of Portsmouth where she was mainly engaged on postgraduate teaching on the MBA, MA Personnel Management and MA Business Law, and she retains an active relationship with the University, having taught on their IPD courses in Grand Cayman and Guernsey. Louise specialises mainly in aspects of practical employment law, company law and on professional negligence, and has published widely in leading academic and professional journals.
Amanda Fisher
Amanda began her career with HM Revenue and Customs and later moved over into practice and qualified with Grant Thornton, where she gained considerable experience dealing with private tax clients and their businesses, trusts and estates. Since becoming self-employed in 2004, Amanda continues to build her own tax and accountancy practice of private clients and regularly consults to other local practices, alongside her other freelance work as a tax examiner, lecturer and author. She is a member of committees for STEP, and the ATT. Amanda also updates tax technical material for publishers and is the author of the Financial Times Guide to IHT, Probate and Estate Planning.
Tim Good BA (Oxon) ACA
One of the founding partners of The Professional Training Partnership, Tim is also a director of PTP Ltd, PTP Interactive Ltd and Absolute Accounting Software Ltd and is Chairman of The Tax Club. Tim is one of the most prolific lecturers on the post-qualified tax lecture circuit and lectures several times each week to professional audiences all over the country. He has the ability to make even the most obscure tax point crystal clear and the most mundane topic entertaining and informative.
David Gallagher BA ACA
David is a senior audit and accounts consultant within the Mercia team and has become one of our charity specialists. He qualified with Grant Thornton in Leicester where he had his first experience of lecturing. His role at Mercia includes lecturing, conducting file reviews, answering technical queries, responsibility for the Mercia Audit Manual and editing the charities section of the Mercia Specialist Assignments Manual.
Andrew Güntert MSc FCA
Andrew specialises in auditing, financial reporting and associated areas and has been delivering CPD lectures for some years. He was with ATC before joining Mercia. He has a strong interest in technical issues, writing regularly for the specialist press and is an active member of the ICAEW’s Audit and Assurance faculty serving on several committees including the Technical and Practical Auditing Committee.
Gerry Hart
Gerry Hart is an experienced Chartered Tax Adviser who provides technical tax support to other professional advisers such as accountants and solicitors. He is also a prolific lecturer on a variety of tax subjects, with an enthusiastic style ensuring that delegates get the most out of the presentation. Over the years he has created and developed several tax practices, including The Tax Team which he formed in 1994 and sold to H & R Block in 1997; he was then Head of UK Operations for nearly five years. He was the 1995/96 National President of the Chartered Institute of Taxation and founder chairman of the Sussex Branch.
Stephanie Henshaw BA (Hons) ACA
Stephanie Barber is a Technical Principal for MacIntyre Hudson LLP. She is responsible for maintaining and updating quality control procedures for audit, ethics and regulation purposes as well as providing practical problem solving advice. Stephanie presents a variety of audit and financial accounting courses across the country for district societies, town groups and individual firms of accountants and lawyers. She has been one of the regular lectures on the half-yearly update courses since their inception.
Martyn Ingles FCA CTA
Martyn qualified as a Chartered Accountant in 1982 and trained in taxation with an international firm. He has been a partner in a medium-sized firm of accountants and now runs his own tax consultancy. In addition to being a highly-experienced presenter, Martyn has also written many articles for specialist tax publications.
Tony Jenkins
Tony Jenkins is a freelance tax lecturer with his own small practice and has over 30 years experience in training and advising clients in all types of businesses gained at senior levels in Robson Rhodes, Horwath Clark Whitehill and Ernst & Young. Tony currently provides monthly tax updates to major firms of accountants and bespoke specialist training to other business organisations on a wide variety of topics. His practical experience with clients gives him a flair for demonstrating the financial value that can be added through rapid and focused technical training. In addition to his own practice Tony provides consultancy advice to other firms of accountants.
Guy Loveday BSc (Econ) FCA
Guy is joint author of Butterworth’s Financial Reporting and Accounting Service and a member of the lecturing panels for the Institute of Chartered Accountants in England and Wales and the Chartered Association of Certified Accountants. He specialises in Auditing and Financial Reporting updates for accountants in practice and industry, and in Finance courses for members of the wider financial community. He also provides a consultancy service to assist companies in preparing their annual financial statements. He is a Director of PTP Limited.
Ros Martin
Ros has worked in the Large Business Office in Birmingham and the local District office as Deputy District Inspector, where she undertook a full range of technical and investigation work involving income tax, corporation tax and capital gains tax as well as gaining familiarity with all procedure aspects of the work done by the Department. Ros left the Inland Revenue in 2000 and worked for the PTP group before setting up her own business in 2004.Ros covers tax planning for large and small businesses and individuals, HMRC enquiries and all areas of direct tax including Stamp Duty LandTax.
Stephen McAlpine
Steve McAlpine is a Chartered Accountant with considerable practical and training experience. He has been responsible for accountancy training to a variety of organisations, including open courses; ranging from small businesses to major quoted companies.
Steve had almost ten years experience as training manager in two medium size firms of Chartered Accountants before becoming a freelance trainer. As a complement to his training commitments, Steve runs a small audit and accountancy practice. The clients are generally owner managed, and Steve provides them all the routine professional services they require from an accountant.
Giles Mooney BSc ACA CTA
Giles Mooney is a Chartered Accountant and Chartered Tax Adviser and a Director of PTP. He has been involved in UK tax training for 9 years.
Giles started his career with a small firm of accountants and tax advisers, before working as a director of a large professional training company. He has written for a number of publications on various UK tax and business issues including writing PTP’s own monthly publication – Professional Tax Update.
Mark Morton BA CTA ATT
Mark joined HMRC in 1989 and undertook their full training exams. In 1996 he was made Deputy District Inspector for the Derby area and had detailed experience of all types of Revenue enquiries. Mark joined Mercia as an experienced lecturer and now provides a wide variety of CPD training around the country. He is also a well known contributor to professional publications and provides technical consultancy to the accountancy profession.
Pat Nown ACA CTA ATT
Pat joined Mercia in 2008 as a tax lecturer bringing a wealth of experience with her. She worked for many years with FTC Kaplan where she was Tax Product Director for the Midlands and has been a tax lecturer for many years both for exam based training and for the profession in general. Pat also continues to be actively involved in the Association of Taxation Technicians, where she served as a council member for twelve years.
Neil Owen
Neil is a freelance speaker and writer. He has almost 20 years involvement in VAT, having worked for 6 years for HMCE, and then for 12 years with a firm of Chartered Accountants in the Thames Valley, where he was VAT Director until August 2002. Neil is also a consultant with Southern VAT, providing advice on a wide range of topics to businesses of all sizes. He also regularly provides consultancy advice to other professionals such as solicitors and accountants.
Tim Palmer CTA ATT
Tim Palmer lectures all over the UK, several times a week on a wide variety of taxation and NIC subjects. He also writes regular magazine articles for the leading taxation publications. Tim provides specialist tax advice on the Construction Industry Scheme, most areas of Corporation Tax and Stamp Duty Land Tax. He was previously a senior taxation manager with Clark Whitehill, and a member of the Group Tax Department of P & O.
Peter Rayney
Peter has recently joined Poole Waterfield as our Tax Technical Consultant. He is widely regarded as one of the most eminent tax experts in the country and prior to joining the team was National Tax Technical Partner at BDO. Well known as a leading lecturer and writer he has a wealth of practical taxation experience.
Away from the office, Peter enjoys music, food, West Ham United F.C. and time with his grown up family.
John Selwood ACA
John is a chartered accountant and independent training consultant. He lectures on money laundering, auditing and financial reporting. He also writes technical material for publishers. Previously, he has been the technical partner for a top thirty firm of accountants and head of CharterGroup the accountancy network. John is also finance director of Passion of the Planet Ltd, a group of digital radio broadcasting companies.
Will Silsby
Will worked for a short time in university administration in Reading before joining the Inland Revenue as a direct-entrant Inspector of Taxes. He then worked for a major Birmingham firm of chartered accountants during which time he qualified as a Chartered Tax Adviser (taking the national prize for business taxation). He then worked for Arthur Andersen & Co for four years before joining PKF where he became a Tax Partner in 1989. Will then joined Rabjohns at the end of 2004. Will specialises in Tax Investigations, Business Tax Planning, CGT and Inheritance Tax and many more.
Valerie Steward
Valerie Steward has for over 20 years worked with accountancy practices, helping them to develop their businesses and remain compliant. She is the author and co-author of a number of technical guides and work programmes including the ACCA Audit Programmes, the Practice Society Anti-Money Laundering Procedures and Training Manual and the CCH Industry Audit and Accounting Guide for Clubs and Associations. She enjoys helping firms to develop, advising on training and staffing policy and all aspects of practice management. She also lectures widely on auditing, management skills and assurance services.
Bill Telford BA FCA
Bill has recently set up Telford Financial Training but for the last ten years has been a partner in Baker Tilly where he was responsible for their national training programme. Bill is a very experienced trainer and prior to joining Baker Tilly in 2000 had spent many years on the CPD circuit, including a four year period with Mercia in the late 90s.
Bob Trunchion MSc FCA CTA TEP
Bob is a Partner with MacIntyre Hudson. He qualified as a chartered accountant with Coopers & Lybrand where he specialised in corporate taxes. He has a wide range of tax knowledge and is also a specialist in a number of industries or niche markets such as solicitors, farmers and the medical profession. Bob is a major technical contributor for Legal Network Television and ATC’s TaxTV and continues to be involved with clients on both a consultancy and portfolio basis.
Mike Ulrich
Mike Ulrich has been involved in training the professional accountants for over 20 years. He presents courses and seminars for a number of organisations covering a wide range of auditing and accounting topics. In addition he is a technical consultant to a number of firms and organisations. As well as general courses on auditing and accounting issues he also presents courses in respect of charities, pension schemes, solicitors, property professionals and LLPs. In addition he also has his own practice and is a registered auditor.
Mark Ward LLB CTA
Mark Ward qualified with Arthur Andersen in 1989, having previously worked in the tax departments of a small and a medium size firm. Since 1993, he has been lecturing on a wide variety of tax matters to both students and qualified practitioners. Mark was admitted as a partner of the Professional Training Partnership in January 1999 and is a Director of PTP Ltd.
Jeremy Williams ACA
Jeremy joined Mercia in 2000 as an audit lecturer, having qualified with KPMG in Leicester. As well as lecturing on a wide variety of audit and accounting topics, Jeremy is responsible for FSA-related products as well as providing technical support and peer review services.