GROWING YOUR BUSINESS WITH CONFIDENCE

LECTURE PROGRAMME 2022

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ICAEW LINCOLN & SOUTH LINCOLNSHIRE LECTURE PROGRAMME 2022

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2022 Lecture Programme

HOW TO BOOK

Online at events.icaew.com

Over the phone using a credit card – +44 (0)1908 248 159

By post using the form at the end of this booklet.

COST• £195 + VAT for six lectures (season ticket)

• £45 + VAT for individual lectures

• ACA student admission is free

SEASON TICKET BOOKING DEADLINE

31 January 2022

TIMINGS

Lectures take place in the evening, 17:30 – 19:30

EVENT ENQUIRIES

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

We are delighted to introduce our 2022 lecture programme.

Details of all the lectures can be found at events.icaew.com

We are offering you the opportunity to book season tickets for all of the lectures. You can also book individual courses. Please note that a season ticket equals one person per lecture only on each of the six lectures.

Lectures will be held on the Zoom platform. Recording of the Zoom presentation is only done by agreement with the lecturer in advance. PTP’s policy is not to allow recording. No-one else is authorised to record the presentation.

The lectures will take place at the earlier time of 5.30pm.

ICAEW LINCOLN & SOUTH LINCOLNSHIRE LECTURE PROGRAMME 2022

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MARK WARD LLB CTAMark 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 some 25 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.

Mark has the unenviable task of preparing the slideshow for the monthly Professional Tax Update, and likes to add the odd mischievous graphic to lighten the content.

This course will familiarise participants with the provisions of the current Finance Bill/Act. All the major changes in the Finance Act will be explained, in the context of the clients whose affairs will be affected. Identified planning areas and pitfalls will 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

• Business income tax• Corporation tax• Employee tax and national insurance

contributions• Personal tax• Capital gains tax• Inheritance tax

Finance Bill 2022

GUY LOVEDAY BSC (ECON) FCAGuy is a partner in the Professional Training Partnership and a director of PTP limited. He is a member of the lecturing panels for the Institute of Chartered Accountants in England and Wales, the Institute of Chartered Accountants of Scotland and the Chartered Association of Certified Accountants. 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. He also provides a consultancy service to assist companies in preparing their annual financial statements. Guy makes occasional television appearances and co-presents Accounting TV, a quarterly on-line programme, with Giles Mooney.

Course Content

The course will focus on accounting issues relating to smaller companies. Detailed contents will be finalised just before the course but will include:

• Relevant guidance issued by professional bodies and FRC

• Ongoing impact of Brexit and Covid-19• Progress towards disclosure of

distributable reserves• Sale and leaseback transactions • Any other relevant developments

affecting smaller companies

Accountancy update

7 MARCH 2022

11 APRIL 2022

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TIM GOOD One of the founding partners of The Professional Training Partnership, Tim is also a director of PTP Ltd and Absolute Accounting Software Ltd. Tim lectures several times each week to professional audiences all over the country. He has the ability to make even the most obscure tax point crystal clear and the most mundane topic entertaining and informative. Tim is the original author of three chapters in Tolley’s Tax Planning and presenter of TAXtv. He is a past member of the Editorial Board of the Tax Faculty of the Institute of Chartered Accountants in England and Wales and is also the editor and publisher of PTP’s monthly Professional Tax Update.

The course will make participants aware of the latest developments in direct taxes which give rise to planning opportunities and pitfalls that they and their clients need to exploit or 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 accountants can help their clients to exploit the opportunities and avoid the pitfalls.

Course Content• Personal tax• Employee tax• National insurance• Business income tax• Corporation tax• Capital gains tax• Inheritance tax • VAT

Topical tax tips

16 MAY 2022

DEAN WOOTEN FCA CTA Dean has been involved in CPD tax training for many years and lectures on a wide variety of tax matters. He started his career as a Chartered Accountant, qualifying with Grant Thornton in 1988 and qualified as an Associate of the Institute of Taxation in 1991. Dean is also the senior lecturer on the CTA VAT route at Tolley’s and the EU VAT paper on the ADIT international tax exams. He is a regular contributor to Taxation magazine where his articles have got a reputation for providing clear practical advice.

The course will cover recent case law and HMRC announcements affecting practitioners together with areas where practitioners commonly encounter problems.

Topics• Recent case law and HMRC

announcements affecting practitioners• Registration issues – UK and overseas• VAT aspects with cross border trading• Common output tax liability errors• Input tax recovery on directors, staff and

freelancers’ costs• Business entertainment and subsistence

issues • Impact of private use • Business gifts – when we can and cannot

recover VAT• Dealing with sales commission• Understanding transactions involving

agents• Changes to the default surcharge regime• Minimising VAT penalties• Making Tax Digital

VAT update and tax digitization (incl MTD)

19 SEPTEMBER 2022

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AMANDA FISHER CTA, ATT, FMAAT, TEP Amanda is a tax lecturer, examiner and author. She began her career with HMRC and later moved over into practice and qualified with Grant Thornton. Since 2004, Amanda has her own tax and accountancy practice of private clients, alongside her other freelance work as a lecturer, examiner and author. She also regularly works as a consultant to firms and practitioners on an array of tax matters, specialising in capital taxes, trust and estate matters.  Amanda has devoted time as a committee member for STEP and ICAEW and is currently a branch committee member for ATT/CIOT.

This course is for the practitioner who would like a refresher and update on many family tax planning opportunities covering the later stage of their personal life and

their businesses. The course will inspire delegates to be more pro-active when dealing with elderly clients, in looking at their current and potential exposure to tax and shows ways in which we can assist our clients and thus grow our practice. The course will include a review of relevant tax cases, numerous examples and illustrations to make this a practical and informative course.

Course content• Personal tax matters• Tax efficient investments• Investment Bonds• The family business and succession

or sale• Updates on IHT• Will planning• Trusts

Acting for elderly clients

10 OCTOBER 2022

JEREMY MINDELL has been lecturing in taxation for over 20 years. Known on the circuit as 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 the 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.

This decade will see substantial changes in the economics of farming. This is as a result of BREXIT, the new free trade agreements with countries like Australia and the change to support systems which will emphasise the importance of good environmental policies. As ever, farming incomes will fluctuate

substantially because of the volatility of both supply and demand for agricultural products. This course looks at how an advisor should equip himself/herself to deal with a sector which is structured very differently from most industries. It will also look at the specific tax issues which relate to farming.

Course content• Averaging of Farmers Income • The Herd Basis • Loss Relief• Business Asset Disposal Relief• Agricultural Property Relief and Business

Property Relief• Diversification and its effect on tax• Recent Case Law• HMRC Practice

Acting for farmers

14 NOVEMBER 2022

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Lecture Programme 2022

BOOKING TERMS AND CONDITIONSPaymentBookings can only be made in receipt of full payment of the lecture fee. No provisional bookings can be accepted.

Registration for season ticketsA firm or individual may register for one or more season tickets. Places are transferable within a firm.

Who attends?Only one person from each firm may 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 six lectures.)

Cancellations/substitutionsSubstitutions 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.

DiscountThe lecture programmes are not subject to any further discount.

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

Lecture notesIn most cases, electronic course papers will be circulated with joining instructions prior to the course. This documentation is made available only to those attending the event. Course papers and delegate packs are provided for the sole use of the delegate and may not be reproduced whether in whole or part, shared or distributed by any method whatsoever without prior permission of the copyright owner. External speakers alone are responsible for the content of their respective sessions.

Data protectionThe protection of personal privacy is an important concern to ICAEW. Any personal data collected will be treated in accordance with current data protection legislation.

We will use your personal data to deliver your event services (webinars, conferences, training and dinners) incorporating; administration (pre, post and during the event), communications, invoicing & payment, delegate lists, post-event feedback, quality, research and voting.

In order to meet our event obligations to you we may share relevant personal data with presenters, venues, trainers, organisers, print houses, finance partners, connected communities, faculties, committees, district societies and external delivery partners.

For more information about our data protection policy please go to  icaew.com/dataprotection

Online booking is available at events.icaew.com

We are able to take credit card bookings over the phone. Please call +44 (0)1908 248 159

Alternatively please return this page, together with your cheque, to: ICAEW – District Society Accounts, PO Box 6083, Milton Keynes, MK10 1PG, UK

Season ticket places must be booked by 31 January 2022.

Name of person to receive joining instructions

ICAEW member no (if applicable)

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Yes, I would like to enroll on the LSLSCA Lecture Programme 2022

BOOKING FORM

£45 + VAT for 1 lecture

£195 + VAT for 6 lectures

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ICAEW LINCOLN & SOUTH LINCOLNSHIRE LECTURE PROGRAMME 2022

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