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ICAEW London and South East: Sole and small practice insight group | 2025

ICAEW London and South East: Sole and small practice insight group | 2025

No Charge
Available
UK
London & East Region
Feb
21
Fri
-
Nov
28
Fri
Schedule Description: Join our insight group tailored for sole practitioners and small practice owners. In these in-person and virtual forums, you'll discover a valuable so
CPD hours: 1

Description

Join our insight group tailored for sole practitioners and small practice owners. In these in-person and virtual forums, you'll discover a valuable sounding board for discussing options, seeking advice, and gaining objective opinions from experienced professionals in similar fields. This group offers a platform to share ideas, knowledge, and build a trusted network of like-minded professionals, providing benefits and opportunities for you, your practice, and your clients.

Please choose from the dates below to view more details.
Event Details
ICAEW London and South East: Sole and small practice insight group | 6 June 2025 | Virtual
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ICAEW London and South East: Sole and small practice insight group | 6 June 2025 | Virtual

No Charge
Available (8 left)
Virtual
London
London & East Region
Jun
6
Fri
12:30
-
13:30 BST
Schedule Type Title: Weekdays
Schedule Description: Join our insight group tailored for sole practitioners and small practice owners. In this virtual forum, you'll discover a valuable sounding board for
Sessions: 1
Session Hours: 1.00
CPD hours: 1
Zoom Passcode: akin.dogankaya@icaew.com
Virtual
Virtual

Description

Join our insight group tailored for sole practitioners and small practice owners. In this virtual forum, you'll discover a valuable sounding board for discussing options, seeking advice, and gaining objective opinions from experienced professionals in similar fields. This group offers a platform to share ideas, knowledge, and build a trusted network of like-minded professionals, providing benefits and opportunities for you, your practice, and your clients.

Book here
  • Description
  • Chairs
  • Cost
  • Disclaimer
Date and time Location
06/06/2025 | 12:30 - 13:30 Virtual

Event Information

Working as a small or as a sole practitioner, can often leave you without a sounding board or unable to explore the issues facing your business. These non-judgemental, confidential sessions are designed to create a community of supportive peers.

Operating under Chatham House Rules, each session allows you to discuss best practice, challenges, share ideas, and share experiences with likeminded fellow practitioners.

There is not set agenda for these meetings, some will have a theme or topic to explore, others will be open. However, there will always be time to explore the challenges and issues of the day. All participants are encouraged to take an active part in the conversation, to bring their ideas to the session and to contribute to the setting of topics for discussion.

Who should attend?

  • Sole practitioners or owners & partners in small practices, who are looking to build a professional network of peers & contacts, to support, work through ideas and share best practice on common issues;
  • Those considering leaving their current employment and becoming a sole practitioner, and who would like to learn more about what to expect;
  • Those setting up as a sole practitioner, and who want to learn from others able to share valuable advice and insight - and help them avoid the pitfalls;
  • Sole practitioners looking to extend their services by growing their business and considering moving to the partnership model, and
    Practitioners who are considering setting up as, or are new to being, a small practice owner or partner.

Potential discussion topics

  • Tips for growth – do’s and don’ts of managing a practice
  • Giving career advice to prospective Chartered Accountants
  • The future of HMRC helplines
  • Practice management software
  • Providing value-added services to our clients and staying ahead of our competitors
  • HMRC service levels and will they improve?
  • Should new businesses trade as unincorporated or as limited companies – what are the pros and cons?
  • Preparing for compulsory payrolling of benefits in kind
  • How do we keep on top of our communications from clients?

There is no charge to attend.

Event enquiries

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 - Akin Dogankaya

  • akin.dogankaya@icaew.com

  • telephone number +44 (0)7918 905 008

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Join ICAEW London here
Join ICAEW South East here

About the chairs

Andrew McKenzie | Smart of Smart Accounting and Tax Solutions LLP

Andrew (Mac) McKenzie-Smart is a Chartered Accountant as well as a qualified Chartered Tax Adviser and member of the Association of Tax Technicians. Mac has broad tax experience, solid technical skills, and has provided numerous seminars and conferences to tax professionals via the ICAEW, CIOT and ACCA. He has also provided technical updates on tax issues to the clients and staff of the practices he has worked at.

Currently he is a member of Smart Accounting and Tax Solutions LLP, which he established in 2011, after working for Smith and Williamson Ltd, Haines Watts and Rawlinson and Hunter.

His business provides consultancy services to a number of professional practices, a small portfolio of clients and has also assisted Lexis Nexis with tax writing assignments. He is currently on the Bloomsbury Core Tax Editorial Board. One of his professional practice clients recently described his services as 'being the place where I refer all of the tax queries I have regarding my clients'.

Although he is happy to cover most tax areas, he specialises in tax planning for owner managed or family run business, and particularly cases where the owners are not UK domiciled, not UK tax resident, or business which have structuring issues to resolve. He aims to provide practical commercial advice to the underlying clients involved.

He is the former President of the Croydon and District Society of ICAEW, as well as a former National Chairman of the oint ATT and CIOT Branch Network. He continues to be involved in the South London and Surrey branch of the CIOT having previously been Chairman between 2008 and 2011. He Chairs ICAEW Croydon and District Tax Discussion Group as will as the one for South East London. The Tax Discussion Group he Chairs covers the issues affecting general practitioners in the South London and Surrey area each month.

His lecturing assignments have recently covered the taxation of trading, hobbies and pastimes, as well as remittance planning, family succession issues and other related areas.

In his spare time, he enjoys watching or playing most sports, but rugby and football in particular. He is an avid fan of both Harlequins RFC and Sunderland AFC.

Arun Mehra FCA | CEO | Samera

Arun Mehra FCA leads and runs Samera, an accounting firm he started in 2002. Originally serving dentists, Samera now provides services to clients across the healthcare space, plus it also operates a commercial finance business and a buying group for their clients, helping clients save money on regularly purchased items. Samera has a growing team in the UK and India.

Arun shares all his expertise and learnings on his LinkedIn profile - https://www.linkedin.com/in/mehrachief/ and is well positioned to help other small to medium-sized practice owners with all of their practice related issues.

For further details please visit www.samera.co.uk

 

RateCost
ICAEW MemberNo Charge
Retired MemberNo Charge
Associated BodiesNo Charge
Affiliate MembersNo Charge

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.

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