ICAEW South West: Sole and small practice insight groups | 2025

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Join one of our discussion groups - one for sole practitioners and one for members working in or owning a small to mid-sized practice. In both forums you will find valuable sounding boards for discussing options, seeking advice, and gaining objective opinions from experienced professionals in the same field. Choose which group suits your situation the best

Sole Practitioner insight group

Bring issues and problems to sound out peers in the group. A confidential environment to share best practice and ideas with like-minded professionals.

Who should attend?

• Sole practitioners, who are looking to build a professional network for peer support, idea collaboration, and sharing best practices on common issues
• Individuals contemplating the transition to sole practice, who are eager to learn more about expectations
• Those in early stages of setting up as sole practitioners, who are aiming to benefit from valuable advice and insights.

Small Practitioners insight group

For partners or those working in practices with up to 5 partners. Learn from others about best practice, often based around a theme or from a guest speaker.

Who should attend?

• Owners/partners in small to medium sized practices, who are looking to build a professional network for peer support, idea collaboration, and sharing best practice on common issues
• Owners/partners driving the operational needs and strategic goals of the practice, using the forum as a useful sounding board for discussing common challenges and share best practice.

Please use the drop down to choose which group and the date that suits you.

Why should I attend?

Working as a sole practitioner or being the owner of a small to medium sized practice can often leave you without a valuable sounding board; perhaps you’d welcome the opportunity to discuss your options, seek the advice and objective opinions of others experienced in their field, and share your ideas & knowledge.

You have a busy schedule and the demands placed on you by your clients are likely to leave you with insufficient time to focus on building an extended and trusted network of like-minded professionals – and perhaps you’d welcome the benefits and opportunities that would bring to you, your practice, and your clients.

Our discussion groups, which meet virtually and in-person, provides the perfect forum for those working as a sole practitioner or in a small or medium sized practice, connecting you across the South West.

All sessions are confidential and non-judgmental, allowing you to discuss your issues openly, seek advice on common issues, and pose your questions to like-minded and supportive fellow professionals.

Costs

Legal Disclaimer

The Institute of Chartered Accountants in England and Wales (ICAEW) does not endorse or recommend any third-party products, services, or companies mentioned during this event or in related materials. References to any such products, services, or companies are for informational purposes only and do not constitute an endorsement or recommendation by ICAEW.

The views and opinions expressed by third-party speakers are their own and do not necessarily reflect the views, positions, or policies of ICAEW. ICAEW does not assume any responsibility or liability for the accuracy, completeness, or legality of the content presented by third-party speakers.

For further information or clarification, please contact ICAEW directly.