Day 1 - Practice Management Masterclass
Day 2 - The Essential Advisors' Mix
30th Oct, 10:00
Economic Crime & Corporate Transparency Act 2023 - Where are We Now & What’s Coming Next???
Speaker: Claire Thomson - Grant Thornton
This webinar will summarise the key changes that the Economic Crime & Corporate Transparency Act 2023 has had on the Companies Act 2006, as well as looking forward to the significant updates still to come. This session will explore what we know so far about director and PSC ID verification requirements, and the need for accountants to register as Authorised Corporate Service Providers with Companies House. We will also look at the latest developments related to financial reporting, including updates to company size thresholds and consultations on narrative reporting requirements.
In this session Claire Thomson will cover the following topics;
• An overview of company law changes to date, including registered email addresses and registered office amendments
• ID verification requirements – what we know so far
• Company law as it relates to financial reporting – possible changes in size thresholds and filing options, and narrative reporting requirements
By attending this session, you will be equipped for the forthcoming changes, and able to discuss these with clients, assisting them with preparation and implementation.
The session will be tailored at accountants and corporate compliance service providers who work with entities incorporated in the UK.
Course level: Intermediate / Need to know
30th Oct, 12:00
Procedures for AML - ISQM1 and Audit
Speaker: Elaine Jackson - OmniPro
Course details will be available closer to the event date.
30th Oct, 14:30
Financial Reporting: Preparing for 2025
Speaker: Lindsay Webber - OmniPro
Course details will be available closer to the event date.
This webinar will summarise the key changes that the Economic Crime & Corporate Transparency Act 2023 has had on the Companies Act 2006, as well as looking forward to the significant updates still to come. This session will explore what we know so far about director and PSC ID verification requirements, and the need for accountants to register as Authorised Corporate Service Providers with Companies House. We will also look at the latest developments related to financial reporting, including updates to company size thresholds and consultations on narrative reporting requirements.
In this session Claire Thomson will cover the following topics;
• An overview of company law changes to date, including registered email addresses and registered office amendments
• ID verification requirements – what we know so far
• Company law as it relates to financial reporting – possible changes in size thresholds and filing options, and narrative reporting requirements
By attending this session, you will be equipped for the forthcoming changes, and able to discuss these with clients, assisting them with preparation and implementation.
The session will be tailored at accountants and corporate compliance service providers who work with entities incorporated in the UK.
Course level: Intermediate / Need to know
30th Oct, 12:00
Procedures for AML - ISQM1 and Audit
Speaker: Elaine Jackson - OmniPro
Course details will be available closer to the event date.
30th Oct, 14:30
Financial Reporting: Preparing for 2025
Speaker: Lindsay Webber - OmniPro
Course details will be available closer to the event date.
Course details will be available closer to the event date.
30th Oct, 14:30
Financial Reporting: Preparing for 2025
Speaker: Lindsay Webber - OmniPro
Course details will be available closer to the event date.
Course details will be available closer to the event date.
Day 3 - The Autumn Taxation Essentials
31st Oct, 10:00
Rebecca Benneyworth - Autumn Budget 2024
Speaker: Rebecca Benneyworth – Rebecca Benneyworth Training
In this session, Rebecca Benneyworth will analyse the essential information from the Budget, highlighting the key points and measures announced; as well as providing a brief initial analysis of the implications and commentary on how the measures may impact practitioners, businesses and individuals.
Course Level: Intermediate
31st Oct, 12:00
CGT Practical Update - October 2024
Speaker: Barry Jefferd – George Hay Chartered Accountants
Capital Gains Tax (CGT) typically affects individuals and businesses who are looking to dispose of something that could be considered an ‘appreciating asset’. As with any tax, careful and proactive planning is often the key to minimising liabilities, and with CGT in particular timing is often paramount. The OBR estimates that CGT will raise £15.2 billion (0.5% of national income) in 2024/25, which equates to £530 per household. Considering that CGT is likely to be a target for the new administration in the upcoming Autumn Budget, the impact of any significant changes to policy is bound to be felt far and wide. This presentation will cover the most common strategies that can be used to minimise CGT liabilities, and how these are impacted by any announcements in the Chancellor’s Budget, giving you a clear idea of how to move forward with tax planning in the months ahead.
In this session, we will discuss the importance of timely and thorough planning when it comes to CGT, considering the large sums of money often involved. We will discuss the outcome of the Autumn Budget in relation to CGT, and what any announcements mean for planning already undertaken and moving forward.
• The importance of proactive planning in respect of CGT
• Common CGT planning strategies, including use of reliefs
• The outcome of the Autumn Budget and how this will influence planning and liabilities moving forward (as well as planning already undertaken), for both private clients and businesses
• Practicalities of communicating changes to clients and identifying those most significantly impacted
• Key considerations when it comes to mitigating the effects of the Budget and how to match strategy to circumstance
By attending this session, you will learn about the ways in which we can minimise exposure to CGT with considered planning, taking into consideration the outcome of the Chancellor’s Budget.
This session will be of most interest to Tax advisers and business owners
Course level: Intermediate
31st Oct, 14:30
Rayney's Tax Toolkit for Owner Managers
Speaker: Peter Rayney – Peter Rayney Tax Consulting
Following the 30 October 2024 budget there is likely to be a number of structural changes to our capital tax regime. This course will concentrate on how these affect typical owner-managed company transactions and other tax issues. This will give delegates an early view of the impact of the Autumn Budget 2024 on businesses and their owners.
Peter Rayney will cover the following topics during this session:
• Profit extraction in 2024/25
• Corporate structures for asset protection
• Succession planning strategies
• Shielding business wealth from divorce and break-ups
• Exit via own-share purchases
• Planning for a company sale
By attending this course, you will gain a fully up-to-date view on topical and practical tax issues affecting owner managers and ‘their’ companies.
This course will be of particular interest to general practice partners and managers, tax advisers, lawyers and business owners.
Course Level: Intermediate
In this session, Rebecca Benneyworth will analyse the essential information from the Budget, highlighting the key points and measures announced; as well as providing a brief initial analysis of the implications and commentary on how the measures may impact practitioners, businesses and individuals.
Course Level: Intermediate
31st Oct, 12:00
CGT Practical Update - October 2024
Speaker: Barry Jefferd – George Hay Chartered Accountants
Capital Gains Tax (CGT) typically affects individuals and businesses who are looking to dispose of something that could be considered an ‘appreciating asset’. As with any tax, careful and proactive planning is often the key to minimising liabilities, and with CGT in particular timing is often paramount. The OBR estimates that CGT will raise £15.2 billion (0.5% of national income) in 2024/25, which equates to £530 per household. Considering that CGT is likely to be a target for the new administration in the upcoming Autumn Budget, the impact of any significant changes to policy is bound to be felt far and wide. This presentation will cover the most common strategies that can be used to minimise CGT liabilities, and how these are impacted by any announcements in the Chancellor’s Budget, giving you a clear idea of how to move forward with tax planning in the months ahead.
In this session, we will discuss the importance of timely and thorough planning when it comes to CGT, considering the large sums of money often involved. We will discuss the outcome of the Autumn Budget in relation to CGT, and what any announcements mean for planning already undertaken and moving forward.
• The importance of proactive planning in respect of CGT
• Common CGT planning strategies, including use of reliefs
• The outcome of the Autumn Budget and how this will influence planning and liabilities moving forward (as well as planning already undertaken), for both private clients and businesses
• Practicalities of communicating changes to clients and identifying those most significantly impacted
• Key considerations when it comes to mitigating the effects of the Budget and how to match strategy to circumstance
By attending this session, you will learn about the ways in which we can minimise exposure to CGT with considered planning, taking into consideration the outcome of the Chancellor’s Budget.
This session will be of most interest to Tax advisers and business owners
Course level: Intermediate
31st Oct, 14:30
Rayney's Tax Toolkit for Owner Managers
Speaker: Peter Rayney – Peter Rayney Tax Consulting
Following the 30 October 2024 budget there is likely to be a number of structural changes to our capital tax regime. This course will concentrate on how these affect typical owner-managed company transactions and other tax issues. This will give delegates an early view of the impact of the Autumn Budget 2024 on businesses and their owners.
Peter Rayney will cover the following topics during this session:
• Profit extraction in 2024/25
• Corporate structures for asset protection
• Succession planning strategies
• Shielding business wealth from divorce and break-ups
• Exit via own-share purchases
• Planning for a company sale
By attending this course, you will gain a fully up-to-date view on topical and practical tax issues affecting owner managers and ‘their’ companies.
This course will be of particular interest to general practice partners and managers, tax advisers, lawyers and business owners.
Course Level: Intermediate
Capital Gains Tax (CGT) typically affects individuals and businesses who are looking to dispose of something that could be considered an ‘appreciating asset’. As with any tax, careful and proactive planning is often the key to minimising liabilities, and with CGT in particular timing is often paramount. The OBR estimates that CGT will raise £15.2 billion (0.5% of national income) in 2024/25, which equates to £530 per household. Considering that CGT is likely to be a target for the new administration in the upcoming Autumn Budget, the impact of any significant changes to policy is bound to be felt far and wide. This presentation will cover the most common strategies that can be used to minimise CGT liabilities, and how these are impacted by any announcements in the Chancellor’s Budget, giving you a clear idea of how to move forward with tax planning in the months ahead.
In this session, we will discuss the importance of timely and thorough planning when it comes to CGT, considering the large sums of money often involved. We will discuss the outcome of the Autumn Budget in relation to CGT, and what any announcements mean for planning already undertaken and moving forward.
• The importance of proactive planning in respect of CGT
• Common CGT planning strategies, including use of reliefs
• The outcome of the Autumn Budget and how this will influence planning and liabilities moving forward (as well as planning already undertaken), for both private clients and businesses
• Practicalities of communicating changes to clients and identifying those most significantly impacted
• Key considerations when it comes to mitigating the effects of the Budget and how to match strategy to circumstance
By attending this session, you will learn about the ways in which we can minimise exposure to CGT with considered planning, taking into consideration the outcome of the Chancellor’s Budget.
This session will be of most interest to Tax advisers and business owners
Course level: Intermediate
31st Oct, 14:30
Rayney's Tax Toolkit for Owner Managers
Speaker: Peter Rayney – Peter Rayney Tax Consulting
Following the 30 October 2024 budget there is likely to be a number of structural changes to our capital tax regime. This course will concentrate on how these affect typical owner-managed company transactions and other tax issues. This will give delegates an early view of the impact of the Autumn Budget 2024 on businesses and their owners.
Peter Rayney will cover the following topics during this session:
• Profit extraction in 2024/25
• Corporate structures for asset protection
• Succession planning strategies
• Shielding business wealth from divorce and break-ups
• Exit via own-share purchases
• Planning for a company sale
By attending this course, you will gain a fully up-to-date view on topical and practical tax issues affecting owner managers and ‘their’ companies.
This course will be of particular interest to general practice partners and managers, tax advisers, lawyers and business owners.
Course Level: Intermediate
Following the 30 October 2024 budget there is likely to be a number of structural changes to our capital tax regime. This course will concentrate on how these affect typical owner-managed company transactions and other tax issues. This will give delegates an early view of the impact of the Autumn Budget 2024 on businesses and their owners.
Peter Rayney will cover the following topics during this session:
• Profit extraction in 2024/25
• Corporate structures for asset protection
• Succession planning strategies
• Shielding business wealth from divorce and break-ups
• Exit via own-share purchases
• Planning for a company sale
By attending this course, you will gain a fully up-to-date view on topical and practical tax issues affecting owner managers and ‘their’ companies.
This course will be of particular interest to general practice partners and managers, tax advisers, lawyers and business owners.
Course Level: Intermediate
CPD Fest UK 2024
The CPD Fest 2024 is a 3-day event which will include Law & Regulation and Compliance, Tax, Company Law and many more CPD sessions delivered on Tuesday 29th of October, Wednesday 30th of October and Thursday the 31st of October. Featuring industry experts Des O’Neill, Lindsay Webber, Rebecca Benneyworth, Claire Thomson and many more.
This is a conference not to be missed!
Full Event
-
Access to all 9 Sessions
-
18 Hours CPD
-
Detailed Note Packs
-
Hear from Industry Experts
-
Free for CPD Club Members
£456
(inc. VAT)
CPD Club
-
Unlimited Conferences
-
Unlimited Webinars
-
Unlimited Courses
-
Per Min CPD (NEW)
£334.80
(inc. VAT)
Day 1
-
Access to all 3 Sessions
-
6 Hours CPD
-
Detailed Note Packs
-
Hear from Industry Experts
-
Free for CPD Club Members
£168
(inc. VAT)
Day 2
-
Access to all 3 Sessions
-
6 Hours CPD
-
Detailed Note Packs
-
Hear from Industry Experts
-
Free for CPD Club Members
£168
(inc. VAT)
Day 3
-
Access to all 3 Sessions
-
6 Hours CPD
-
Detailed Note Packs
-
Hear from Industry Experts
-
Free for CPD Club Members
£168
(inc. VAT)
CPD Fest UK 2024
The CPD Fest 2024 is a 3-day event which will include Law & Regulation and Compliance, Tax, Company Law and many more CPD sessions delivered on Tuesday 29th of October, Wednesday 30th of October and Thursday the 31st of October. Featuring industry experts Des O’Neill, Lindsay Webber, Rebecca Benneyworth, Claire Thomson and many more.
This is a conference not to be missed!