Several practice members based with ICAEW South Wales have established a series of meetings to improve communications, engagement and support for practice members throughout the Wales region.
These meetings will be held as monthly one-hour virtual sessions on the second Thursday of every month. They are open to sole practitioners and members of smaller practice firms. The group will meet to discuss best practice, to debate common challenges and to share knowledge.
Most importantly, the sessions offer an opportunity to broaden your network of key contacts and, because we are meeting virtually, members who live further afield can easily join. There will be a Chatham House rules agreement, so we can share thoughts, opinions or issues in confidence.
This web page will be updated with details of forthcoming meetings – we may invite experts to lead on some of the discussions, while others are open sessions. All views are welcome, though feel free to join simply to listen, if you prefer.
A member of the District Society committee will chair each session and is keen to hear practice member views on future topics, speakers and any additional support you would like from ICAEW.
Full joining instructions will be emailed at least 48 hours before each meeting.
Should you experience any difficulties booking onto the event, please go to our events support page - how to book. If you need assistance making a booking, please contact the Events Information team who will be happy to support with the online booking process. Just click contact us.
Your local event organiser will also be able to assist with any last minute questions if you are unable to reach our Events Information team.
Event Organiser - Kara Williams FCA
Having trained as an auditor and having continued with the specialism since qualifying over ten years ago, Kara heads up the audit and accounts department at Ellis Lloyd Jones, undertaking audit work and other work similar to audit, such as SRA Accountant’s reports.
Kara has an extensive and varied portfolio and is an expert in the preparation of financial statements for limited companies, partnerships, charities and not for profit organisations. Her experience of different businesses over the years has furnished her with the perfect background for providing clients with good quality and relevant business advice.
Kara sits on the ICAEW South Wales Committee and is a past president. Kara is also is a District Society representative on the ICAEW Practice Committee, which convenes in ICAEW headquarters in London, dealing with topical issues affecting members in practice in the UK and all over the world.
Harri Lloyd Davies
A graduate in Mathematics and Management, Harri is a fully qualified ACA accountant and was appointed as a partner in May 2010. Harri works within the audit team of Bevan & Buckland, bringing his skills and experience in developing systems and controls and in assessing risk to all of his clients.
Harri is a regular business presenter, TV and Radio commentator. He is also very passionate about raising the profile of local businesses and sits on the West Wales committee for the South Wales Chamber of Commerce and the ICAEW South Wales Committee and is a past president of ICAEW South Wales.
Harri is also a fluent Welsh speaker.
Leighton, is a qualified Chartered Tax Advisor and Chartered Accountant, heads up the tax team at Azets (South Wales) who offer corporate and personal tax advice to clients. He is particularly focused on tax efficient company, family and shareholder structures, tax advice on business, acquisitions and disposals, succession planning and exit strategies for shareholders. Creation of share schemes to reward and motivate staff. Minimising tax on inward and outward investment. All aspects of property investment and development including capital allowances.
As well as vast experience on UK and International tax matters, Leighton offers extensive commercial experience gathered from working with blue chip clients and complex family company structures. He is able to communicate tax in a way that people understand so that his clients understand the benefits of his advice, the tax costs and related risks in order to make an informed decision on the way ahead.
Leighton sits on the ICAEW South Wales Committee and is a past president.
ICAEW’s Sole Practitioners Community
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