ICAEW Midlands: Sole and small practice insight group | 2026

ICAEW Midlands: Sole and small practice insight group | 2026

No Charge
Available
Virtual
UK
Midlands Region
Jan
13
Tue
-
Nov
10
Tue
11:00
-
PM
12:00GMT
Schedule Description: These virtual insight groups are designed for sole practitioners and owners of small practices. They serve as a confidential sounding board for discus
Zoom Link:
CPD hours: 1
Zoom Passcode: Linda.conway@icaew.com

Description

These virtual insight groups are designed for sole practitioners and owners of small practices. They serve as a confidential sounding board for discussing strategic options, seeking advice, and gaining objective opinions from experienced peers. The groups provide a platform to share ideas, knowledge, and build a trusted professional network, driving benefits and opportunities for all practices and their clients.

Please choose from the dates below to view more details.
Event Details
ICAEW Midlands: Sole and small practice insight group | 9 June 2026

ICAEW Midlands: Sole and small practice insight group | 9 June 2026

No Charge
Available
Virtual
UK
Midlands Region
Jun
9
Tue
11:00
-
12:00 BST
Schedule Type Title: Weekdays
Schedule Description: These virtual insight groups are designed for sole practitioners and owners of small practices. They serve as a confidential sounding board for discus
Sessions: 1
Session Hours: 1.00
Zoom Link:
CPD hours: 1
Zoom Passcode: Linda.conway@icaew.com
Virtual
Event

Description

These virtual insight groups are designed for sole practitioners and owners of small practices. They serve as a confidential sounding board for discussing strategic options, seeking advice, and gaining objective opinions from experienced peers. The groups provide a platform to share ideas, knowledge, and build a trusted professional network, driving benefits and opportunities for all practices and their clients.

Book here
Date and time Location
09/06/2026 | 11:00 - 12:00 Virtual

Event Information

These virtual insight groups are designed specifically for sole practitioners and owners of small practices seeking strategic support and peer connection across the Midlands.

Who Should Attend?

  • Sole practitioners or owners/partners in small practices 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, eager to learn more about expectations and challenges.
  • Those in the early stages of setting up as sole practitioners, aiming to benefit from valuable advice and insights.
  • Practitioners aiming to expand their services and explore the partnership model.
  • Individuals new to being a small practice owner or partner.

Why You Should Attend

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

Our virtual insight groups provide the perfect forum for those working as a sole practitioner or in a small practice. It connects you with a trusted, like-minded network, addressing the challenge of finding time to focus on professional relationship building.

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

While there is no fixed agenda for these meetings (unless by request), the meetings are professionally facilitated. All participants are encouraged to take an active part in the conversation, bring their ideas, and contribute to setting topics for future discussion.

Chaired by Neil Phillips, Director of Phillips Chartered Accountants

 

 

 

 

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 - Linda Conway

Have you joined our LinkedIn groups?

Meet local members and join here | ICAEW East Midlands LinkedIn group >
Meet local members and join here | ICAEW West Midlands LinkedIn group >

 

Topics in 2025 included:
  • What does the March Budget mean for our clients ?
  • A summary of Companies House changes
  • Update on MTD
  • Tips for growth – do’s and don’ts of managing a practice
  • ALM advice – appropriate checks
  • Giving career advice to prospective Chartered Accountants
  • The future of HMRC helplines
  • Practice management software
  • Tax planning before the next Budget
  • Providing value-added services to our clients and staying ahead of our competitors
  • HMRC service levels and will they improve?
  • Plans to appoint Alternates
  • Withdrawal of Level 7 Apprenticeship Government Funding for those 22 and older – will this change our future recruitment plans?
  • Dealing with Crypto assets in the SA tax return
  • Making the most of the £10,500 employment allowance
  • Latest thoughts on MTD for ITSA
  • Pension funds – advising on tax implications
  • The importance of forecasting for our clients in these challenging times
  • Succession planning
  • Pros and cons of employing accountancy trainees

 

About the chair

Neil Phillips | Director of Phillips Chartered Accountants

Neil is the director of Phillips Chartered Accountants based in Telford which provides a range of accounting and tax services to owner-managed business and some clients in the not-for-profit sector. Neil is a past President of the Staffordshire, Salop and Wolverhampton district of ICAEW and is a current Board member of the ICAEW West Midlands Network..

 

RateCost
ICAEW MemberNo Charge
Retired MemberNo Charge
Life MemberNo 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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