Our popular one-day conference will look at the challenges facing tax practices today and tomorrow. During this practical conference, designed with you and your clients in mind, our speakers will suggest new ways in which agents can add value for their clients in an uncertain climate.
09:00 - 17:00
ICAEW, Chartered Accountants' Hall
Moorgate Place, London EC2R 6EA
TO BOOK PLEASE REGISTER HERE
DoubleTree by Hilton Hotel Manchester
1 Auburn Street, Manchester, Lancashire M1 3DG
Chaired by Tax Faculty chairman Carl Bayley and with a line-up of expert speakers, the conference will give you the benefit of ICAEW’s latest consultation work with government. Topics covered will include Making Tax Digital, VAT and what Brexit might mean, and what you need to know about offshore compliance, the common reporting standard and PCRT.
There will also be sessions on the Budget and finance bill, what’s new in employment taxes, the latest changes in the accounting arena (including FRS 102) and ideas for offering inheritance tax services. And as the profession continues to work with HMRC, we will consider developments in HMRC’s agent strategy and services.
The day will include the opportunity to put questions to our experts, lunch and networking opportunities, and displays from tax publishers and software houses, plus an optional breakfast session about how to make your practice (and your clients) digital.
'Excellent speakers and content'
'It was all very practical'
'Excellent content mixed with a light hearted approach which really kept the audience’s attention throughout'
'The detailed notes as well as speaker slides will be very useful for future reference'
Optional breakfast sessionsJoin us at 8am for complimentary breakfast and a chance to attend one of our two optional breakfast sessions
A. Journey to the cloud, Archna Tharani, Director, Oculus Accountancy
Archna Tharani will take you through the key steps you need to take to become a cloud based practice. She will outline how to choose the software, train your staff and clients and implement a successful conversion strategy.
B. Capital allowances: Uncovering the value, Mark Tighe, MD, Catax Solutions
Join ICAEW member rewards partner Catax, at the Tax Conference breakfast session, to uncover the value and benefits of capital allowances for your clients. Mark will use real life examples to highlight this beneficial form of tax relief and how it can positively impact your clients tax position.
09.00 - 09:15
Registration & Refreshments
09:15 - 09:20
Welcome & chairman's opening remarks
Carl Bayley, Chairman, ICAEW Tax Faculty
09:20 - 10:20
Finance Bill and Spring Budget 2017 - an analysis of the headline announcements and an update on MTD
Rebecca Benneyworth BSc FCA MBE, Owner, Rebecca Benneyworth Training
Rebecca Benneyworth examines the latest changes announced in the budget and considers how MTD is moving forward, including what practitioners can do to help clients make the transition to digital.
10:20 - 10:40
10:40 - 11:30
The 2017 compliance landscape - including offshore compliance and the CRS, the 'enablers' rules and PCRT
John Cassidy FCA CTA, Tax Partner, Crowe Clark Whitehill
What does the revised PCRT mean for you and in what circumstances will the new enablers regime apply?
11:30 - 12:20
Employment taxes - what do employers and employees need to know?
Kate Upcraft AMBCS, Director, Kate Upcraft Consultancy Ltd
A practical session explaining the implications of various finance bill 2017 clauses and how to navigate through the new rules.
12:20 - 12:40
Questions & answers
12:40 - 13:10
13:10 - 14:00
VAT - a review of recent changes including what might Brexit mean
Nick McChesney, Partner, PKF Littlejohn LLP
This session recaps topical VAT issues including changes to the flat rate scheme, ICAEW's work with the OTS and the possible implications of Brexit.
14:00 - 14:50
FRS 102- UK GAAP - what has changed and does tax follow the accounts?
Sharon Cooke FCA CTA, Director, SWAT UK Ltd
A practical session highlighting the key elements of FRS 102 which will impact tax practices and clients.
14:50 - 15:05
15:05 - 15:55
Working with HMRC - what's new for agents?
Caroline Miskin, Technical Manager (Practitioner Support), ICAEW Tax Faculty
An update on HMRC's agent services and plans to implement agent strategy.
15:55 - 16:45
IHT - inheritance tax and probate - services you could offer your clients.
Sue Moore, Technical Manager (Private Client), ICAEW Tax Faculty
An insight into other services could you offer your clients.
16:45 - 17:00
Carl began his career as a Chartered Accountant in 1983 with one of the ‘Big 4’ accountancy firms. After qualifying as a double prize-winner, he immediately began specialising in taxation.
After honing his skills with several major international firms, Carl began the new millennium by launching his own tax and accounting practice, Bayley Miller Limited, through which he provides advice on a wide variety of taxation issues; especially property taxation and tax planning for small and medium-sized businesses. Carl is a member of the governing Council of the ICAEW and is currently Chairman of the Tax Faculty. He is also a former President of ICAEW Scotland and has co-organised the annual ICAEW Scottish and northern regions tax conference for the last 11 years.
Rebecca Benneyworth MBE trained in London with Kidsons and on qualifying spent some time as a 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 also lectures extensively for a range of professional bodies, accountancy firms, commercial organisations and HM Revenue and Customs
John Cassidy, FCA CTA, is a tax partner at Crowe Clark Whitehill. He has many years’ experience in tax and is highly regarded in the tax investigations field. His areas of expertise include: fraud investigations, HMRC’s disclosure facilities, disputes with HMRC, offshore evasion and the common reporting standard, professional negligence claims and expert witness work. John is a regular writer and lecturer. He represents ICAEW on HMRC’s Fraud Forum and is deputy chairman of the Tax Faculty’s Enquiries and Appeals Committee and a committee member of the Tax Investigation Practitioners Group. He is also a member of the Management of Taxes sub-Committee at the Chartered Institute of Taxation.
Sharon is a Director of SWAT UK Ltd, a company specialising in accountancy training and compliance. As well as being an ICAEW and Tax Faculty member, Sharon is a Chartered Institute of Taxation prize-winner and sits on the London Society of Chartered Accountants tax committee. She authors and presents a number of tax CPD courses, including quarterly general tax updates and the SWAT UK Certificate in Probate and Estate Administration. Sharon’s role at SWAT UK means keeping in touch with the issues faced by the accountancy profession and, at present, this of course includes the implementation of new GAAP. Sharon started developing a tax course on the topic in 2014 and has lectured extensively on it since then.
Nick is a Fellow of the Institute of Chartered Accountants in England and Wales. He is Chair of the VAT Committee of the Tax Faculty and a member of the Joint VAT Consultative Committee, meeting regularly with HMRC and assisting the Institute in the development of its policy on indirect tax issues raised by HMRC. He regularly gives lectures and webinars on topical VAT issues and has previously presented papers at the annual conferences of the Tax Faculty and of the VAT Practitioners Group. Before joining PKF Littlejohn LLP in 2016, Nick spent 7 years as an independent VAT consultant and prior to that was a partner at PwC.
Caroline Miskin, Technical Manager (Practitioner Support), ICAEW Tax Faculty
Caroline joined the ICAEW Tax Faculty in early 2016 as Tax Practitioner Support Manager having previously worked at TaxAid, the charity that gives free tax advice to those on low incomes, latterly as Technical Director. She continues to volunteer for TaxAid. Previously, Caroline worked at the other end of the size scale, for ExxonMobil UK, and advised on corporation tax and employee matters including expatriate taxation, becoming a Chartered Tax Adviser during this period. Caroline started her career as a trainee Chartered Accountant in a small firm in Dublin and remains a member of Chartered Accountants Ireland.
Sue Moore, Technical Manager (Private clients), ICAEW Tax Faculty
Sue Moore has specialised in private client tax since the early 1980s. She trained and qualified as a chartered accountant with Price Waterhouse in Leicester and was an audit manager before becoming manager of personal tax, trusts and estates. Following a career break Sue joined Grant Thornton in Leicester where she ran the Private Client Department which combined personal tax, trust and personal financial planning services. Whilst there Sue became one of the early members of STEP and also qualified as an associate of The Chartered Institute of Taxation. She has also worked at BDO and Baker Tilly. Sue now works for the Tax Faculty three days per week and runs her own practice the rest of the time.
Mark Tighe, MD, Catax Solution
Mark’s background exists of several MD roles including FTSE top 100 with over 13,000 people and a group turnover of £2.1 billion. Mark then embarked on founding Catax Solutions over 5 years ago with four fellow directors, who’s combined experience of 36 years in the Capital Allowances field and direct accountancy experience working for KPMG, have created the perfect structure for Catax Solutions. Mark and the directors have a vast, educated and up-to date knowledge of the complex area that is capital allowances. As such Mark has regularly presented too many of the top law and accountancy firms across the country.
Driven by the focus and direction of Mark in effectively managing partner relationships with accountants, solicitors and financial advisors Catax solutions have become the leading specialist in maximising capital allowances for all manner of commercial property owners both nationally and internationally. This approach has led to the opening of three offices across the country, in Manchester, London and the Birmingham.
Archna Tharani, Director, Oculus Accountancy
Archna Tharani ACA qualified as a Chartered Accountant with KPMG. She then worked in industry and later provided consultancy to a range of small businesses. She now runs her own accountancy practice which she acquired just over 2 years ago. The practice was then being run on desktop software and an office based server. Archna made a rapid transformation of the traditional firm and converted it to a paperless and cloud based practice in less than a year using various cloud solutions .
Catax specialises in carrying out current and retrospective capital allowances claims for all entities right across the commercial property sector. They provide advice and support to professional bodies, by maximising the potential benefit for them and their clients.
Over 4000 Practices rely on us to protect their clients from the costs associated with an HMRC Enquiry. Our dedicated Consultancy and Advice Teams are available to provide the expert advice and support on all matters relating to Tax and VAT including specialist concerns such as IR35, Capital Allowances and R&D.
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