icaew.com/eastmidlands

2017-18 Lecture Programme

LINCOLN AND SOUTH LINCOLNSHIRE SOCIETY OF CHARTERED ACCOUNTANTS

2017-18 LECTURE PROGRAMME

Lincoln & South Lincolnshire Society of Chartered Accountants

Dear colleague

We are delighted to offer you another season of lectures, still with no price increases since 2007!

You can find details of all the lectures at icaew.com/events and we will also put a reminder in the East Midlands Stop Press email newsletter. No further reminders will be sent.

You can book individual lectures, or you can book season tickets which cover one person for each of the eight lectures. ACA students can attend any of the lectures free of charge.

Full details about booking are at the back of this brochure. Online booking is currently only available for individual tickets.We are able to take credit card bookings via phone. Please call +44 (0)1908 248 159.

If you have any queries, please contact Elaine Franklin on +44 (0)115 822 1882 or email elaine.franklin@icaew.com

Best wishes

Elaine FranklinRegional Executive, LSLSCA

COST

£150 + VAT for eight lectures (season ticket)£35 + VAT for individual lectures ACA student admission is free

SEASON TICKET BOOKING DEADLINE

25 August 2017

VENUE

The ShowroomTritton RoadLincoln LN6 7QY

TIMINGS

Lectures take place in the evening, 18:00 – 20:00

PAYE, NI, pensions and employment law update – 4 September 2017

Legal issues affecting owner-managed businesses – 6 November 2017

Charity update – 4 December 2017

Identifying Cybercrime and Preventing Fraud in the 21st Century – 2 October 2017

Dr Ros Martin is a consultant and lecturer covering all aspects of direct tax and Stamp Duty Land Tax. Until 2002, Ros was a fully trained Inland Revenue Inspector. She is now a consultant advising on tax planning for large and small businesses and individuals, as well as dealing with full and aspect enquiry work. Her clients are mainly small and medium-sized accountancy practices. Her consultancy work means she understands the key issues of concern for accountancy professionals, and the practical application of the legislation.

Louise Dunford has been continuously involved in training and consultancy, both for professional firms and for commercial organisations since 1987. Professional clients include Kingston Smith, BKR Haines Watts, BDO Stoy Hayward, Chantrey Vellacott DFK, Blick Rothenberg, the ACCA, the British Postgraduate Medical Federation, the Swedish Ministry of Justice, the Royal Aircraft Establishment and a number of NHS hospitals. Louise specialises mainly in aspects of practical employment law, company law and professional negligence, and has published widely in leading academic and professional journals.

Mike Ulrich is a training consultant and presents courses on a wide range of topics. His experience includes training director of a top 20 practice and part-time lecturer in accounting at a London University. He also has his own practice and helps assists another with audit and accounting assignments.

• The application of the accounting framework to charitable organisations in England and Wales

• The application of the Companies Act Regulations to charitable companies

Dr Stephen Hill is an expert trainer and consultant with over 18 years’ experience providing services to the private and public sector in fraud (cyber) risk management, data security/protection and internet investigations, and open source intelligence. He is a Trustee Director of the Fraud Advisory Panel and chairs the Fraud Advisory Panel’s Cybercrime Working Group with colleagues from the public, private, and third sectors.

• Understand the current threats of cybercrime • Identify how cybercrime could affect your

organisation

There have been some significant changes in employment taxes, with new legislation introduced, changes in emphasis by HMRC and the increasing influence of employment law issues in this area of tax. This course will consider these changes including a review of the recent case law. We will include a review of the IR35 changes for public sector clients, consider the new termination payment provisions, touch briefly on share schemes and consider how employer compliance might change in the Making Tax Digital world. Any changes in relation to NI and pensions will also be covered.

A topical and interactive course discussing the major legal developments in the last 12 months and considering their impact on accountants and their clients running small and medium-sized businesses.

The course will be fully updated at the time, but is likely to include most, if not all, of the following topics: • Company law • Restrictive covenants and protecting the purchaser

of the business – key lessons to be learned • Money laundering – impact of the 4th Directive • Data protection – developments coming from Europe • Employment law.

• Update on legal changes over the last two years affecting charities in England and Wales and the impact on the work of the accountant and auditor

• The application of the SORP and key differences SORP (FRSSE) and SORP (FRS 102)

• Reporting on charities • Other aspects of interest to the accountant

and auditor • Observations by the CCEW on charity

annual reports

• Protect your organisation from cybercrime with effective preventative techniques.

Key features: • Cyber threats to your business and you • Examining the type of cyber-attacks (phishing and

malware) • Exposure of free public WiFi • Hacktivism – what we need to know • Introduction to the ‘darknet’ • Social engineering - impact on the victim• Mitigating the risk• IT Governance including the 10 Steps.

Inheritance tax and trusts – 5 February 2018

Accountancy update – 9 April 2018

Topical tax tips – 21 May 2018

Finance Bill 2018 – 5 March 2018

Jeremy Mindell has been lecturing in taxation for over 20 years. An accomplished and entertaining speaker, Jeremy is in high demand for tax, pensions, share schemes and remuneration events. He has developed a specialism in international corporate tax, including the new diverted profits tax, transfer pricing and the OECD BEPS project. Jeremy is one of a few individuals in the country who has both qualified as a Chartered Tax Advisor but also has a Masters from the Chartered Institute of Personnel Development.

One of the most valuable reliefs, the Residential Nil Rate Band (RNRB) came in to effect at the beginning of the tax year. Bu it is complex and likely to catch out the unwary.

Guy Loveday is a partner in the Professional Training Partnership and a director of PTP Limited. He is a member of the lecturing panels for ICAEW, ICAS and the ACCA. He specialises in auditing and financial reporting updates (new UK GAAP, IFRS and US GAAP) for accountants in practice and in industry, and in finance courses for members of the wider financial community.

Giles Mooney is a Chartered Accountant and Chartered Tax Adviser, he has been involved in UK tax training for nine years. He started his career with a small firm of accountants and tax advisers, before working as a director of a large professional training company. He has written for a number of publications on various UK tax and business issues including writing PTP’s own monthly publication – Professional Tax Update. Giles entertains and educates professionals several days each week running tax seminars throughout the country.

The course will tell you about the latest developments in direct taxes which give rise to planning opportunities and pitfalls that you and your clients need to exploit or

Mark Ward qualified with Arthur Andersen in 1989, having previously worked in the tax departments of a small and a medium size firm. He has been lecturing on a wide variety of tax matters for over 20 years to qualified practitioners and industry specialists in the UK and overseas. His ability to quickly establish a rapport with his audience, and discuss complex matters in a practical and understandable style has led to Mark becoming much in demand on the lecturing circuit.

This course will cover provisions of the current Finance Bill/Act, explaining how the major changes in the Finance Act will affect clients. Identified planning

This course looks at different aspects including: • Downsizing relief • Beneficiaries • RNRB and Trusts • The taper of the relief. We will also look at the

extension of the IHT charge to all UK residential property and the side effects for companies and trusts as well as the current planning opportunities within trusts, particularly in connection with: Reversionary leases, Nil rate bands, Offshore property, Vulnerable dependents.

The final part will look at the effect of the extension of Disclosure of Tax Avoidance Schemes (DOTAS) on IHT planning.

The course will include:• Renegotiation of loans under FRS 105 and FRS 102• Achieving a true and fair view under FRS 102 Section

1As encouragement regime• Latest changes to FRS 102 including simplification

of directors’ loans• Any other relevant developments leading up to

the course

avoid. Full coverage will be made of all relevant press releases, statements of practice and case law decisions, and the emphasis will fall heavily on the practical ways in which you can help your clients to exploit the opportunities and avoid the pitfalls.

Course content includes: • Personal tax • Employee tax • National insurance • Business income tax • Corporation tax • Capital gains tax • Inheritance tax.

areas and pitfalls will also be covered. Other current developments in taxation as they affect practitioners and their clients may also be included, depending on the significance and relevance of the Finance Bill/Act.

Course content includes: • Business income tax • Corporation tax • Employee tax and national insurance contributions • Personal tax • Capital gains tax • Inheritance tax • Administration.

BOOKING TERMS AND CONDITIONS

LSLSCA LECTURE PROGRAMME 2017-18

BOOKING FORM (EVENT CODE BNDLLSA)

Yes, I would like to enroll on the LSLSCA Lecture Programme 2017-18

Name of person to receive joining instructions

ICAEW member no (if applicable)

Name of firm/company

Address

Email address/phone/fax

£35 + VAT • for 1 lecture

£150 + VAT • for 8 lectures

Number of season tickets required

Number of season tickets required for ICAEW student attendees

I enclose a cheque payable to LSLSCA to the value of

Date of lecture

PAYMENT

Bookings can only be made in receipt of full payment of the lecture fee. No provisional bookings can be accepted.

REGISTRATION FOR SEASON TICKETS

A firm or individual can register for one or more season tickets. Places are transferable within a firm.

DISABLED PARTICIPANTS

Please contact Elaine Franklin, Regional Executive, LSLSCA on +44 (0)115 822 1882 to discuss your requirements.

CANCELLATIONS/SUBSTITUTIONS

Substitutions can be made at any time up to the date of the course. If a substitute cannot be found, no credit or refund will be given. No refund will be given if a firm fails to send a delegate to a lecture.

WHO ATTENDS?

Only one person from each firm can attend an event unless you hold multiple season tickets. (Please note that a season ticket equals one person per lecture only on each of the eight lectures.)

CHANGES TO THE PROGRAMME

We reserve the right to make changes, including cancellations, to any event shown without prior notice.

PERSONAL BELONGINGS

We cannot be held responsible for anything left/damaged at any course venue.

FEES COVER:

Lecture notesDISCOUNT

The lecture programmes are not subject to any further discount.

Online booking is available at icaew.com/events

We are able to take credit card bookings over the phone. Please call +44 (0)1908 248 159.Please return this page, together with your cheque to:Regions Central Events, ICAEW, PO Box 6083, Milton Keynes, MK10 1PG, UK

Season ticket places must be booked by 25 August 2017

Postcode

£

Cost £

Cost £

© ICAEW 2017 LSCA1 06/17

ICAEW connects over 147,000 chartered accountants worldwide, providing this community of professionals with the power to build and sustain strong economies.

Training, developing and supporting accountants throughout their career, we ensure that they have the expertise and values to meet the needs of tomorrow’s businesses.

Our profession is right at the heart of the decisions that will define the future, and we contribute by sharing our knowledge, insight and capabilities with others. That way, we can be sure that we are building robust, accountable and fair economies across the globe.

ICAEW is a member of Chartered Accountants Worldwide (CAW), which brings together 11 chartered accountancy bodies, representing over 1.6m members and students globally.

www.charteredaccountantsworldwide.com www.globalaccountingalliance.com

ICAEWLSLSCAPO Box 10626NottinghamNG16 9FR

T +44 (0) 115 822 1882E elaine.franklin@icaew.comicaew.com/eastmidlands