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The East Anglia Professional Forum Event Guide 2012/2013 Association of Chartered Certified Accountants

Institute of Financial Accountants

The Association of Taxation Technicians

The Institute of Certified Practising Accountants

International Association of Book-keepers


Welcome to this, the Event Guide produced by the East Anglian Professional Forum. In June of 2010 last year our diverse group of local tax and accounting practitioners, brought together by chance and mayhap, agreed to meet informally in order to explore ways in which both we, and our various representative bodies, might work together within East Anglia, for the mutual benefit of all. It was clear from that first meeting that we had a great deal in common, not least the fact that we all faced broadly the same difficulties – an ever increasing burden of compliance, bewilderingly complex legislation and having to deal with government agencies on the brink of implosion. It was against this backdrop that we agreed to meet regularly, albeit informally, in an attempt to develop a supportive network for all practitioners, providing for the exchange of ideas and the sharing, and hopefully the solution, of problems, either general or specific. Our first project, for which there was unanimous support, was the production of a joint educational booklet, comprising the CPD programmes of all participant bodies, such that all events could be made available to all members and, at the risk of being repetitious this is the first edition. Beyond this, we extend an open invitation to representative members of all/ any other bodies or groups associated with business or the professions, to join us since, as we all know, there is strength in numbers.

DAVID COX

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Event

Date Start/End time

Location

Organising Institute

Cost, contact and further information

PAYE/NIC, Real Time Initiative & Working with Agents update and Professional Networking

Tuesday 2ndOctober 2012 Registration & networking from 6.00pm

Cameo Hotel Copdock, London Road, Copdock Ipswich IP8 3JD

Cost : £70 members & students; £75 non-members; Contact Helen Brookson 01449 711610 or email helen@brookson.com

Susan Ball, Crowe Clark Whitehill LLP

Meeting 6.30pm to 8.00pm

Joint EventThe Chartered Institute of Taxation, Suffolk Branch and Association of Chartered Certified Accountants

HMRC & Practitioner Relationships Anthony Thomas, Past President and Patrick Stevens, President of CIOT

Tuesday 9th October 2012 Registration 5.30pm

The Pavilion, Essex County Cricket Club, County Ground, Chelmsford Essex CM2 0PG

The Chartered Institute of Taxation, Essex Branch

Cost: £30 members & students; £35 for non members; Free retired members.

How to take a case to the Firsttier Tribunal Anne Redston, Temple Tax Chambers

Thursday 15th November 2012 Registration 4.00pm

Holiday Inn, Abbotts Lane, Eight Ash Green, Colchester CO6 3QL

The Chartered Institute of Taxation (joint meeting of Essex and Suffolk branches)

Cost : Members & students £70; NonMembers £75. Contact Helen Brookson 01449 711610 or email helen@brookson.com

Meeting 6pm to 8pm

Meeting 4.30pm to 7.30pm

© 2011 East Anglia Professional Forum

Contact Mr Christopher Hammond CTA ACA FCCA Fisher Michael, Boundary House, 4 County Place, Chelmsford, Essex CM2 0RE Tel.: 01245 358955 Fax: 01245 492925 email: essex@ciot.org.uk

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Event

Date Start/End time

Location

Organising Institute

Cost, contact and further information

Relevant topics with particular regard to the family home Tish Hanifan, Solicitors for the Elderly Problem areas in VAT Dave Callan, Grant Thornton UK LLP

Tuesday 27th November 2012

Gotelee Solicitors, 31-41 Elm St, Ipswich, IP1 2AY

Cost: £50 members, £75 non members

Cameo Hotel Copdock, London Road, Copdock Ipswich IP8 3JD

Society of Trust and Estate Practitioners ( Suffolk & North Essex Branch) The Chartered Institute of Taxation, Suffolk Branch

Cameo Hotel Copdock, London Road, Copdock Ipswich IP8 3JD

The Chartered Institute of Taxation, Suffolk Branch

Cost : £25 members & students; £35 non-members; Contact Helen Brookson 01449 711610 or email helen@brookson.com

The Pavilion, Essex County Cricket Club, County Ground, Chelmsford Essex CM2 0PG

The Chartered Institute of Taxation, Essex Branch

Cost: £30 members & students; £35 for non members; Free retired members.

Employment Law Nigel French, Nigel French & Associates Ltd

Inheritance Tax and Trusts Andrew Burgess, Mercia Group Ltd

Tuesday 4th December 2012 Registration 6.00pm Meeting 6.30pm to 8.00pm Tuesday 26th February 2013 Registration 6.00pm Meeting 6.30pm to 8.00pm Tuesday 26th February 2013 Registration 5.30pm Meeting 6.00pm to 8.00pm

© 2011 East Anglia Professional Forum

Contact: Elizabeth Dunn, AshtonKCJ, 81 Gulidhall St, Bury St Edmunds, IP33 1PZ, 01284 727021, elizabeth.dunn@ashtonkcj.co.uk Cost : £25 members & students; £35 non-members; Contact Helen Brookson 01449 711610 or email helen@brookson.com

Contact Mr Christopher Hammond CTA ACA FCCA Fisher Michael, Boundary House, 4 County Place, Chelmsford, Essex CM2 0RE Tel.: 01245 358955 Fax: 01245 492925 email: essex@ciot.org.uk

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Event

Date Start/End time

Location

Organising Institute

Cost, contact and further information

Tax Topics Robert Jamieson

Tuesday 26th February 2013

Gotelee Solicitors, 31-41 Elm St, Ipswich, IP1 2AY

Society of Trust and Estate Practitioners ( Suffolk & North Essex Branch) The Chartered Institute of Taxation, Essex Branch

Cost: £50 members, £75 non members

Cameo Hotel Copdock, London Road, Copdock Ipswich IP8 3JD

The Chartered Institute of Taxation, Suffolk Branch

Cost : £25 members & students; £35 non-members; Contact Helen Brookson 01449 711610 or email helen@brookson.com

Gotelee Solicitors, 31-41 Elm St, Ipswich, IP1 2AY

Society of Trust and Estate Practitioners ( Suffolk & North Essex Branch)

Cost: £50 members, £75 non members

Capital Gains Tax Issues & Planning Keith Gordon, Atlas Chambers

Tuesday 19th March 2013 Registration 5.30pm Meeting 6.00pm to 8.00pm

Single Compliance Process, Alternative Dispute Resolution & Business records check + AGM Andrew Gotch, Tax Fellowship Tax relating particularly to the elderly Amanda Fisher

Tuesday 9th April 2013 Registration 6.00pm Meeting 6.30pm to 8.00pm

Tuesday 16th April 2013

The Pavilion, Essex County Cricket Club, County Ground, Chelmsford Essex CM2 0PG

© 2011 East Anglia Professional Forum

Contact: Elizabeth Dunn, AshtonKCJ, 81 Gulidhall St, Bury St Edmunds, IP33 1PZ, 01284 727021, elizabeth.dunn@ashtonkcj.co.uk Cost: £30 members & students; £35 for non members; Free retired members. Contact Mr Christopher Hammond CTA ACA FCCA Fisher Michael, Boundary House, 4 County Place, Chelmsford, Essex CM2 0RE Tel.: 01245 358955 Fax: 01245 492925 email: essex@ciot.org.uk

Contact: Elizabeth Dunn, AshtonKCJ, 81 Gulidhall St, Bury St Edmunds, IP33 1PZ, 01284 727021, elizabeth.dunn@ashtonkcj.co.uk

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Event

Date Start/End time

Location

Organising Institute

Cost, contact and further information

Employment Taxes Update & Employers’ Year End Issues Lesley Fidler, Baker Tilly

Tuesday 23rd April 2013 Registration 5.30pm

The Pavilion, Essex County Cricket Club, County Ground, Chelmsford Essex CM2 0PG

The Chartered Institute of Taxation, Essex Branch

Cost: £30 members & students; £35 for non members; Free retired members.

Budget & Finance Bill update Mike Truman, Editor, Taxation Magazine

Tuesday 14th May 2013 Registration 1.00pm

Cameo Hotel Copdock, London Road, Copdock Ipswich IP8 3JD

The Chartered Institute of Taxation, Suffolk Branch

Cost : Members & students £70; NonMembers; £75. Contact Helen Brookson 01449 711610 or email helen@brookson.com

The Pavilion, Essex County Cricket Club, County Ground, Chelmsford Essex CM2 0PG

The Chartered Institute of Taxation, Essex Branch

Cost: £30 members & students; £35 for non members; Free retired members.

Capital Allowances Update John Lovell, Lovell Consulting

Meeting 6.00pm to 8.00pm

Meeting 1.30pm to 4.30pm Tuesday 21st May 2013 Registration 5.30pm Meeting 6.00pm to 8.00pm

© 2011 East Anglia Professional Forum

Contact Mr Christopher Hammond CTA ACA FCCA Fisher Michael, Boundary House, 4 County Place, Chelmsford, Essex CM2 0RE Tel.: 01245 358955 Fax: 01245 492925 email: essex@ciot.org.uk

Contact Mr Christopher Hammond CTA ACA FCCA Fisher Michael, Boundary House, 4 County Place, Chelmsford, Essex CM2 0RE Tel.: 01245 358955 Fax: 01245 492925 email: essex@ciot.org.uk

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Event

Date Start/End time

Location

Organising Institute

Cost, contact and further information

Business Tax Neil Insull, Rawlinson & Hunter

Tuesday 4th June 2013 Registration 6.00pm

Cameo Hotel Copdock, London Road, Copdock Ipswich IP8 3JD

The Chartered Institute of Taxation, Suffolk Branch

Cost : £25 members & students; £35 non-members; Contact Helen Brookson 01449 711610 or email helen@brookson.com

The Pavilion, Essex County Cricket Club, County Ground, Chelmsford Essex CM2 0PG

The Chartered Institute of Taxation, Essex Branch

Cost: £30 members & students; £35 for non members; Free retired members.

Gotelee Solicitors, 31-41 Elm St, Ipswich, IP1 2AY

Society of Trust and Estate Practitioners ( Suffolk & North Essex Branch)

Cost: £50 members, £75 non members

Insurance Based Structures for Private Clients John Barnett, Burges Salmon LLP

Meeting 6.30pm to 8.00pm Tuesday 18th June 2013 Registration 5.30pm Meeting 6.00pm to 8.00pm

Provisional event Tuesday 25th – Tax, Cradle to June 2013 Grave Giles Mooney

© 2011 East Anglia Professional Forum

Contact Mr Christopher Hammond CTA ACA FCCA Fisher Michael, Boundary House, 4 County Place, Chelmsford, Essex CM2 0RE Tel.: 01245 358955 Fax: 01245 492925 email: essex@ciot.org.uk

Contact: Elizabeth Dunn, AshtonKCJ, 81 Gulidhall St, Bury St Edmunds, IP33 1PZ, 01284 727021, elizabeth.dunn@ashtonkcj.co.uk

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The Association of Chartered Certified Accountants About ACCA

ACCA (the association of Chartered Certified Accountants) is the global body for professional accountants. We aim to offer business-relevant, first-choice qualifications to people of application, ability and ambition around the world who seek a rewarding career in accountancy, finance and management. We support our 140,000 members and 404,000 students throughout their careers, providing services through a network of 83 offices and centres. Our global infrastructure means that exams and support are delivered – and reputation and influence developed – at a local level, directly benefiting stakeholders wherever they are based, or plan to move to, in pursuit of new career opportunities.

Mission statement

To provide opportunity and access to people of ability around the world and support our members throughout their careers in accounting, business and finance. To achieve and promote the highest professional, ethical and governance standards. To advance the public interest and to be a global leader in the profession.

Membership

Membership is open to those who have completed the professional exams and can meet the professional training requirements.

How to contact us

If you would like to know more about Network please contact: Tracey Johnson email: tracey.johnson@uk.accaglobal.com Tel.: 020 7059 5895

© 2011 East Anglia Professional Forum

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The Chartered Institute of Taxation (Suffolk Branch) Mission statement

To promote the aims and interests of The Chartered Institute of Taxation (CIOT), and the Association of Taxation Technicians (ATT), and the members of both bodies. To advance education in, and to promote the study of, the administration and practice of tax.

Membership

Membership of the Suffolk Branch is open to: Members of the Chartered Institute of Taxation or Association of Taxation Technicians who live or work in East Anglia.

Services

To help members, students and other attendees fulfill their requirement for Continuing Professional Development(CPD). To act as a link between members and the CIOT/ATT. As part of its charitable activities, the CIOT also sponsors the Low Incomes Tax Reform Group which works to improve and simplify the tax system so as to make it more responsive to the needs of those who cannot afford to pay for tax advice.

How to contact us

If you would like to know more about the Chartered Institute of Taxation or the Association of Taxation Technicians please contact:

Suffolk Branch Neil Insull Branch Secretary Rawlinson Hunter Eighth Floor 6 New Street Square London EC4A 3AQ Tel.: 020 7842 2146 email: neil_insull@hotmail.com

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Essex Branch Secretary: Mr Christopher Hammond CTA ACA FCCA Fisher Michael, Boundary House, 4 County Place, Chelmsford, Essex CM2 0RE Tel.: 01245 358955 Fax: 01245 492925 Email: chris.hammond@fisher-michael.co.uk

The Southend Tax Discussion Group meets regularly on the second Thursday of each month between 1pm - 2pm. For further details please contact the Branch Chairman. Venue: The Naval & Military Club, 20 Royal Terrace, Southend on Sea, Essex. All meetings are open to Members and Non- Members alike.

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Institute of Certified Practising Accountants Mission Statement: The ICPA is run by Accountants in Practice for Accountants in Practice. The ICPA aims to promote the interests of all Accountants in Practice at the small practice level by recognising their importance to the business community as a whole and the uniqueness of their position in the profession. The ICPA recognise that the level of complexity of tax and accounting regulations and laws allied to the rapid rate of change makes the role of the local practitioner increasingly more difficult. The ICPA aim to make available all help necessary to enable the practitioner to run their practice efficiently and professionally. Membership :

Membership of the ICPA is ONLY available to Accountants in Practice in the UK. Membership is open to ALL such Accountants whether ACA, ACCA ATT,AIA,IFA including all Accountants qualified by experience and regardless of any other Institute membership.

Members benefits Benefits included within the monthly subscription include PI Insurance; Tax Telephone Helpline; Free Software; Free CPE; Numerous Product Discounts and More How to contact us If you would like to know more about the Institute of Certfied Practising Accountants, please contact: email info@icpa.org.uk Website www.icpa.org.uk Tel.: 0800-074-2896

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The Association of Taxation Technicians (Suffolk Branch) Mission statement

The Association’s mission is to advance public education in and promote the study of the administration and practice of taxation. To do this it: provides through examination a qualification “Taxation Technician” for persons engaged in tax compliance work; runs residential courses and one-day conferences; publishes (jointly with the CIOT) the monthly journal Tax Adviser; issues annotated copies of Finance Acts and other technical material; liaises with and makes submissions to the Revenue authorities and government on the improvement and simplification of taxation compliance issues and relevant tax legislation; maintains standards of professional conduct for members; provides eligibility to take the examination of the Chartered Institute of Taxation.

Membership

ATT qualified and you will also need a minimum of 2 years', either part-time or full-time, working in taxation or in any other occupation which entails an element of UK taxation and be a fit and suitable person for admission. You will need to send a selfcertified statement of your working experience.

Local branch

The Suffolk branch is shared with the local CIOT.

How to contact us

If you would like to know more about the Chartered Institute of Taxation or the Association of Taxation Technicians please contact: Neil Insull Branch Secretary Rawlinson Hunter Eighth Floor 6, New Street Square London EC4A 3AQ Tel.: 020 7842 2146 email: neil_insull@hotmail.com

© 2011 East Anglia Professional Forum

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Society of Trust and Estate Practitioners (North Essex and Suffolk Branch) About the Society

The Society of Trust and Estate Practitioners (STEP) is the leading worldwide professional body for practitioners in the fields of trusts, estates and related issues. STEP members help families plan their long-term financial future, facilitating good stewardship and financial planning across future generations. STEP members also help families comply with the often complex law and tax rules surrounding trusts, estates and inheritance.

Membership

To qualify as a STEP member there are various professional examination routes that can be taken whether you are a lawyer or an Accountant/Tax Practitioner. There is also a qualified practitioner route to join as an alternative.

The Local Branch

The Suffolk and North Essex Branch of STEP has just over 70 members. The branch provides local based seminars and presentations covering a range of topics. The branch keeps members up to date with all STEP matters generally.

How to Contact Us If you would like to know more about the STEP please contact: Teresa Callender (Chairman) on Tel.: 01284 762331 email: teresa.callender@ashtongraham.co.uk or Iris Wuenschmann-Lyall (Secretary) email: iris.lyall@btconnect.com

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The Association of International Accountants (East Anglia Branch) About AIA

The Association of International Accountants (AIA) was founded in the UK in 1928 as a professional accountancy body and from conception has promoted the concept of ‘international accounting’ to create a global network of accountants in over 85 countries worldwide. AIA is recognised by the UK Government as a Recognised Qualifying Body for statutory auditors under the Companies Act 2006, across the European Union under the Mutual Recognition of Professional Qualifications directive and as a Prescribed Body under the Companies (Auditing and Accounting) Act 2003 in the Republic of Ireland. AIA has supervisory status for its members in the Money Laundering Regulations 2007 and has recognition to operate in the National Qualifications Framework as an Awarding Body. The AIA professional qualification is currently recognised in over 30 countries worldwide.

How to contact us

If you would like to know more about The Association of International Accountants please contact: AIA Head Office Staithes 3, The Watermark, Metro Riverside Newcastle upon Tyne NE11 9SN Tel.: 0191 493 0277 Fax: 0191 493 0278 email: aia@aiaworldwide.com wwww: www.aiaworldwide.com

© 2011 East Anglia Professional Forum

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Institute of Financial Accountants (East Anglia Branch) About IFA

The Institute of Financial Accountants was established in 1916 and is the oldest body of non Chartered Accountants in the world. It represents members and students in more than 80 countries, providing qualifications for those wishing to work in financial management and accountancy and continuous professional development for qualified Financial Accountants. The Institute sets technical and ethical standards for its members. The Institute is an Associate Member of the International Federation of Accountants (IFAC) - the global body setting professional standards and regulating accountants around the world. The ethos of the IFA is to put small and medium businesses(SMEs) first. These businesses are the life blood of the national economy, employing over half of Britain’s private sector workforce.

Vision statement

To be the lead international professional body for accountants primarily serving small and medium business enterprises

Membership

The Institute recognises there are many ways of acquiring knowledge and proving competence which may be proven in different ways. As a consequence IFA provides three flexible routes to membership: By IFA qualification By exemption, where recognition is given to other relevant qualifications already held By accreditation of prior learning, where workplace experience is evaluated (available in the UK only).

How to contact us

If you would like to know more about the IFA’s East Anglia branch please contact: Sylvia Howard MIAB Muir Wood, 21 California Woodbridge Suffolk IP12 4DE Tel.: (H): 01394 386791

© 2011 East Anglia Professional Forum

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International Association of Book-keepers (East Anglia Branch) About IAB

Today the IAB is the leading UK and international professional body for those providing bookkeeping and related accounting services to small businesses. Through its broad range of Ofqual accredited qualifications and its CPD activities, the IAB aims to meet an extensive range of financial skills needs of young people and adults and to provide essential business skills for those starting or developing a small business. Interest in the IAB is ever increasing and it continues to grow both in the UK and internationally, with members and students now in five figures and spread across approximately 60 countries.

Membership

The grade of membership awarded is dependent on the level of examination attained. Additionally, two years appropriate work experience is required for those aspiring to Fellow status.

How to contact us

If you would like to know more about the IAB’S East Anglia branch please contact: Sylvia Howard MIAB Muir Wood, 21 California Woodbridge Suffolk IP12 4DE Tel.: (Home): 01394 386791

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Federation of Tax Advisers The FTA aims to provide professional organisation support for tax advisers in practice through a code of conduct and disciplinary processes and to provide the public with confidence when dealing with a member of the organisation. In 2006 the FTA introduced an exam qualification and since that time new applicants are required to sit and pass the tax exam in order to qualify at associate member level. To find out more about becoming a member of the FTA please contact: Tel.: Email: WWW:

Š 2011 East Anglia Professional Forum

01732 458 080 info@ifa.org.uk www.fta.uk.com

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EAPF 2012-13  

East Anglian Professional Forum 2012 to 2013

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