ICAEW London: Sole and small practice insight group | 2026

ICAEW London: Sole and small practice insight group | 2026

No Charge
Available
London
London & East Region
Mar
27
Fri
-
Nov
27
Fri
12:30
-
PM
13:30GMT
Schedule Description: These insight groups are designed for sole practitioners and owners of small practices. They serve as a confidential sounding board for discussing str
CPD hours: 1 hr
Zoom Passcode: [email protected]

Description

These 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.

Event Details
ICAEW London: Sole and small practice insight group | In-Person | Muswell Hill Golf Club | 27 November 2026

ICAEW London: Sole and small practice insight group | In-Person | Muswell Hill Golf Club | 27 November 2026

No Charge
Available
In Person
London
London & East Region
Nov
27
Fri
09:00
-
12:00 GMT
Schedule Type Title: Weekdays
Schedule Description: These insight groups are designed for sole practitioners and owners of small practices. They serve as a confidential sounding board for discussing str
Sessions: 1
Session Hours: 3.00
CPD hours: 2 hrs
Zoom Passcode: [email protected]
Muswell Hill Golf Club
Rhodes Ave
London, N22 7UT

Description

These 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
27/11/2026 09:00 - 12:00 Muswell Hill Golf Club, Rhodes Ave, London, N22 7UT

Event Information

These virtual and in-person insight groups are designed specifically for sole practitioners and owners of small practices seeking strategic support and peer connection across London.

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.

These 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, to seek advice on common issues and to pose your questions to like-minded and supportive fellow professionals under Chatham House Rule.

Discussion topics are circulated one week prior to the meeting, and these meetings are facilitated with all participants 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.

Potential Discussion Topics

When registering, please let us know if there are any specific topics you wish to see covered. Examples of what we may discuss include:

  • Tips for growth – do’s and don’ts of managing a practice

  • Practice management software and tech stacks

  • Providing value-added services to stay ahead of competitors

  • How to keep on top of client communications

  • Preparing for compulsory payrolling of benefits in kind

  • The future of HMRC helplines and service levels

  • Choosing between unincorporated or limited company structures

  • Giving career advice to prospective 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 - Akin Dogankaya

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Meet local members and join here | ICAEW London LinkedIn group >


 

Please note that the programme is subject to change

Time Session

09:00

Delegate arrival and breakfast

09:30

Introductions and setting the scene

09:40

Roundtable discussions on discussion topics (sent one week in advance via the joining instructions)

11:00

Networking opportunity

12:00

Event close

About the chairs

Andrew McKenzie-Smart | Managing Partner | Smart Accounting & 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
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.

This event requires participant information to register. Please login and/or fill in the participants information.
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