Hazlewods Internal training programme 2026

Hazlewoods internal training programme SEPTEMBER 2026

woods internal SEPTEMBER 2026

Contents Introduction to the internal training programme ................................................................................................................... 1 Internal training days timetable ........................................................................................................................................... 2 The Hazlewoods brand: An insight into marketing .............................................................................................................. 4 Hazlewoods pension scheme .............................................................................................................................................. 5 Financial wellbeing .............................................................................................................................................................. 6 Overview of Excel ................................................................................................................................................................ 7 Theory of tax and VAT. ....................................................................................................................................................... 8 Digita tax ............................................................................................................................................................................. 9 Digita accounts ................................................................................................................................................................. 10 Introduction to audit .......................................................................................................................................................... 11 Datasnipper………………………………………………………………………………………………………………………….12 Alphatax ............................................................................................................................................................................ 13 Email management training ............................................................................................................................................... 14 Introduction to Actus .......................................................................................................................................................... 15 Professional writing skills ................................................................................................................................................... 16 Xero ................................................................................................................................................................................... 17 Building resilience training ................................................................................................................................................. 18 Dealing with exam pressure .............................................................................................................................................. 19

Introduction to the internal training programme This programme will guide you through your first couple of months and focuses on the principles of accounting and Hazlewoods systems. We aim to provide you with a solid understanding of the best practice approaches and enhance your knowledge.

The in-house training will help improve your effectiveness and gain skills that you can immediately put into practice.

TRAINING DAYS

You will find details on each course through this booklet.

We ask that you sit down with your manager on day one and decide together which of the courses will benefit you.

Some days will be compulsory to complete, so attendance is mandatory, whilst other courses are team specific. If the course is compulsory, it will state this on the details page and you will receive a calendar invite from Training which you must accept. You will also be invited from Training to team specific sessions. Please discuss with your manager whether you should attend, then either accept or decline the appointment.

The Professional Business Writing workshops will run over multiple days due to the number of delegates. You will only need to attend one session.

Hazlewoods internal training programme / September 2026

1

Internal training timetable Time

Subject

09.00-10.00

The Hazlewoods brand: An insight into marketing

Louise Calverley

Yes

Kingsholm

10.00-11.00

Hazlewoods pension Scheme

Martin Vale and Oscar Newcombe

Yes

Kingsholm

11.00-12.00

Financial Wellbeing

HSBC

Yes

Kingsholm

13.00-17.00

Overview of Excel

Ben Jenkins

Yes

Kingsholm

09.00-12.30

Theory of tax and VAT

Daniel Simpson and Mary Stone

Yes

Kingsholm

13.30-17.00

Digita Tax

Harry Tomlinson

Please check with your manager

Kingsholm

09.00-12.30

Digita Accounts

Toby Clay

Please check with your manager

Kingsholm

13.30-17.00

Introduction to audit

Joanne Hartness

All trainees Kingsholm working within Audit

8 October

9.00-10.30

Datasnipper

Conrad Cannon

All trainees working within Audit

12 October

09.00-12.30

Alphatax

Alex Eaglestone

Please check with your manager

14 October

09.00-10.00

Email Management Training

Gina Dytham

Yes

Virtual Teams

10.15-11.15

Actus - Performance Appraisals

Natasha Ireland

Yes

Virtual Teams

10.00-13.00

Professional writing skills

John Trimbos

Yes

95 The Prom

9 November

14.00-17.00

Professional writing skills

John Trimbos

20 October

09.00-10.30

Xero

Lauren Hayden

12 or 13 November

8.30-17.00

Building resilience training

Thinkstitute

Yes

Kingsholm

25 November

08.30-13.00

Dealing with exam pressure

Gloucestershire Psychology

Yes

Kingsholm

9 December

9.00-10.00

ICAEW training file requirements

Tim Nash

28 September

30 September

5 October

16 October or

Trainer(s)

Compulsory

Location

Virtual Teams

Kingsholm

21 October or

Hazlewoods internal training programme / September 2026

Yes

95 The Prom

Please check with your manager

Virtual Teams

All ACA trainees

Virtual Teams

2

In-house training content HOW TO BOOK YOUR PLACE

Hazlewoods internal training programme / September 2026

3

The Hazlewoods brand: An insight into marketing Discussed/agreed attendance of training session with Manager Accepted appointment from Training

Date/time

Monday 28 September

Location

Kingsholm

Trainer

Louise Calverley (Senior Marketing Manager)

Who is required to attend?

Mandatory for all new trainees

09.00-10.00

INTRODUCTION

A ‘brand’ is a significant thing. It can tell you so much about a business and is often what first impressions are based on, which is why marketing plays a key part in getting the right message across to both employees and the outside world. It is therefore important to understand the Hazlewoods brand, what it means, and how best to reflect it within your professional life.

This session will explain what marketing is, how we effectively promote and communicate the Hazlewoods brand and what you can do to incorporate it into your working day, both in-person and online via social media, particularly LinkedIn.

WHAT YOU WILL LEARN

This will shine a light on Hazlewoods marketing and communication.

▪ ▪ ▪ ▪ ▪

An introduction to marketing – what is it?

The ways in which we market our services, sectors and the company as a whole, both internally and externally Effective communication with colleagues and clients Social media insights Your LinkedIn profile

Hazlewoods internal training programme / September 2026

4

Hazlewoods pension scheme  

Discussed/agreed attendance of training session with Manager Accepted appointment from Training

Date/time

Monday 28 September

Location

Kingsholm

Trainer

Martin Vale (Associate Director) and Oscar Newcombe (Trainee Financial Advisor)

Who is required to attend?

Mandatory for all new trainees

10.00-11.00

INTRODUCTION

The session is delivered to provide you with further details regarding our workplace pension scheme, to ensure you are aware what to expect, and what options you have within the scheme. The session provides an opportunity for you to ask any questions you may have about our pension scheme.

WHAT YOU WILL LEARN

This session will cover the following: ▪ ▪ ▪ ▪ ▪ ▪ ▪ ▪

Pensions – the basics Benefit and importance of pensions Workplace pension rules/auto-enrolment Our pension provider – Standard Life Scheme basis e.g., enrolment date, contribution amounts Breakdown of investment of contributions The cost of being a member Options available to individuals

Hazlewoods internal training programme / September 2026

5

Financial wellbeing  

Discussed/agreed attendance of training session with Manager Accepted appointment from Training

Date/time

Monday 28 September

Location

Kingsholm

Trainer

HSBC

Who is required to attend?

Mandatory for all new trainees

11.00-12.00

INTRODUCTION

This interactive session will be hosted by a member of HSBC bank and will cover key aspects of Financial Wellbeing as you embark on your career with Hazlewoods.

WHAT YOU WILL LEARN

This session will cover the following: ▪ ▪ ▪ ▪

How to plan ahead for the future Managing your personal finances How to budget effectively How to build a good credit score

Hazlewoods internal training programme / September 2026

6

Overview of Excel  

Discussed/ attendance of training session with Manager Accepted appointment from Training

Date/time

Monday 28 September

Location

Kingsholm

Trainer

Ben Jenkins

Who is required to attend?

Mandatory for all new trainees

13.00-17.00

INTRODUCTION

During the course of your time with Hazlewoods you will complete a lot of work using Excel. You will be given basic training on Excel and a walk through of some essential functions of the program.

WHAT YOU WILL LEARN

This session will cover the following: ▪ ▪ ▪ ▪ ▪ ▪

An introduction to Excel Run through how Excel works with Hazlewoods IT platform Demonstrations and practical tasks focusing on formulas, data formatting, and error checking An aptitude test for Excel will be administered during this session, the results of which will be used to help support your use of Excel in your first year with us at Hazlewoods.

All modules not completed during this session will need to be completed over the first six months of your training at times agreed with your manager Ben will be available during this session to answer any questions you may have as you work through the modules.

Hazlewoods internal training programme / September 2026

7

Theory of tax and VAT  

Discussed/ attendance of training session with Manager Accepted appointment from Training

Date/time

Wednesday 30 September

Location

Kingsholm

Trainer

Daniel Simpson (Senior Associate) and Mary Stone (Senior Associate)

Who is required to attend?

Mandatory for all new trainees

09.00-12.30

INTRODUCTION

This course will provide you with an understanding of the different types of taxes, including: income tax, corporation tax, capital gains tax, inheritance tax, stamp duty land tax and VAT. The course will be mandatory for all new trainees to attend.

WHAT YOU WILL LEARN

On completion of this course, you will gain an understanding of: ▪ ▪ ▪ ▪ ▪ ▪

Income tax: to cover the rates of income tax, the badges of trade, partnerships and annual reporting requirements.

Corporation tax: to provide an insight into the tax adjustments to accounts, capital expenditure, capital allowances and trading losses.

Capital gains tax: to include an overview of the rates of capital gains tax and how it is calculated.

Inheritance tax: to summarise the tax and reliefs available on the estate of a deceased individual.

Stamp duty land tax: to cover the rates of SDLT and how this is calculated on property transactions.

VAT: how the VAT charge operates, when businesses have to register for VAT, when VAT applies to suppliers of goods and services and an overview of VAT rates.

Hazlewoods internal training programme / September 2026

8

Digita tax  

Discussed/agreed attendance of training session with Manager Accepted/declined appointment from Training

Date/time

Wednesday 30 September

Location

Kingsholm

Trainer

Harry Tomlinson (Manager)

Who is required to attend?

All new trainees who work in Tax

13.30-17.00

INTRODUCTION

It is likely that you will prepare at least one business tax or personal tax computation at some point during your time at Hazlewoods, even if you are not working in the tax department. This course will show you how to use the software we use to prepare these.

This session is for all of you but will be of particular use to those who work in the personal tax department, and/or those who work in the accounts department and will prepare unincorporated business tax computations at some point.

WHAT YOU WILL LEARN

This session will cover the following: ▪ ▪ ▪

What Digita tax software is used for Settings required for users Case study involving completion of an individual’s tax return, including a business

Hazlewoods internal training programme / September 2026

9

Digita accounts  

Discussed/agreed attendance of training session with Manager Accepted/declined appointment from Training

Date/time

Monday 5 October

Location

Kingsholm

Trainer

Toby Clay (ACA Apprentice)

Who is required to attend?

Please check with your manager

09.00-12.30

INTRODUCTION

It is likely that you will prepare at least one set of statutory accounts at some point during your time at Hazlewoods.

This training session will show you how to use the software we use to prepare these.

This session is for all of you but will be of particular use to those who may prepare statutory accounts at some point.

WHAT YOU WILL LEARN

This session will cover the following: ▪ ▪ ▪ ▪ ▪

What Digita accounts software is used for.

How to navigate around the system.

How to add company information including directors/members and addresses.

How to import a trial balance and journals.

Case study involving setting up a new client, import a trial balance, posting journals and simple Digita edits.

Hazlewoods internal training programme / September 2026

10

Introduction to audit  

Discussed/agreed attendance of training session with Manager Accepted appointment from Training

Date/time

Monday 5 October

Location

Kingsholm

Trainer

Joanne Hartness (Director)

Who is required to attend?

All new trainees working within audit (primarily new trainees to Audit, Healthcare, Pharmacy and Legal)

13.30-17.00

INTRODUCTION

The course aims to provide an introduction to auditing. This course is designed for those of you who do not have any previous experience of auditing.

WHAT YOU WILL LEARN

You will be introduced to auditing considering real life examples and covering: ▪ ▪ ▪ ▪ ▪ ▪

What is an audit?

Which companies require a statutory audit? What are the audit thresholds?

Responsibilities of the firm and client.

The stages of an audit from planning, fieldwork to completion.

Materiality – an understanding of the term and how it is applied to an audit.

CCH Mercia audit software.

Hazlewoods internal training programme / September 2026

11

Datasnipper  

Discussed/agreed attendance of training session with Manager Accepted appointment from Training

Date/time

Thursday 8 October

Location

Virtual Teams

Trainer

Conrad Cannon (Associate Manager)

Who is required to attend?

All new trainees working within audit (primarily new trainees to Audit, Healthcare, Pharmacy and Legal)

9.00-10.30

INTRODUCTION

An introduction to Datasnipper, a tool used for data processing and reviewing in audit.

This training is aimed at all new starters who would be performing audit functions.

WHAT YOU WILL LEARN ▪ ▪ ▪

Overview of the tools Examples of where to best use Datasniper during an audit Tip for best use

Hazlewoods internal training programme / September 2026

12

Alphatax  

Discussed/agreed attendance of training session with Manager Accepted appointment from Training

Date/time

Monday 12 October

Location

Kingsholm

Trainer

Alex Eaglestone (ACA Apprentice)

Who is required to attend?

Please check with your manager

09.00-12.30

INTRODUCTION

The course aims to teach new users the key skills required in order to prepare and produce corporate tax computations and returns. This course is designed for those of you who do not have any previous experience of Alphatax using Accounts Analysis.

WHAT YOU WILL LEARN

You will learn how to produce a computation and CT600 for a trading company, using the Accounts Analysis function, by working through a case study of a standalone company: ▪ ▪

▪

Setting up a profit and loss account with sub-analysis Making tax adjustments for: ▪ Provisions ▪ Depreciation ▪ Interest payable and receivable ▪ Disallowable expenses Claiming capital allowance

Hazlewoods internal training programme / September 2026

13

Email management training  

Discussed/agreed attendance of training session with Manager Accepted appointment from Training

Date/time

Wednesday 14 October

Location

Virtual (Teams)

Trainer

Gina Dytham (Secretary)

Who is required to attend?

Mandatory for all new trainees

09.00-10.00

INTRODUCTION

When emails get out of control it can cause anxiety and stress as well as risk missing something important. During this training we will explore ways to ensure outlook works for you. You will learn how to prioritise emails and how to avoid bad habits.

WHAT YOU WILL LEARN

This session will cover the following: ▪ ▪ ▪ ▪ ▪ ▪

Our mindset when it comes to our emails Our goal for our emails General tips and useful settings What to do in an email panic How to prioritise emails How to compose a professional email

Hazlewoods internal training programme / September 2026

14

Introduction to Actus  

Discussed/agreed attendance of training session with Manager Accepted appointment from Training

Date/time

Wednesday 14 October

Location

Virtual (Teams)

Trainer

Natasha Ireland (Senior HR Associate)

Who is required to attend?

Mandatory for all new trainees*

10.15-11.15

*If you joined prior to September, you may have already attended this session. You are only required to attend one session.

INTRODUCTION

Actus is the web-based system we use to help facilitate and review performance across our teams. It encourages yearround conversations and ongoing feedback to put your personal development at the heart of the discussion. Actus is a key tool for setting objectives, preparing for and recording appraisals, logging 1-2-1 meetings and considering training and development needs.

This session is for all new joiners to the firm and anyone wanting to refresh themselves on Actus or preparing for an appraisal.

WHAT YOU WILL LEARN

This session will cover the following: ▪ ▪ ▪ ▪ ▪ ▪ ▪

Actus and the new joiner process The performance review cycle for trainees An overview of what to expect at the 6 week, 3 month, 6 month, mid-year and annual reviews How to best prepare for a performance review The objective setting processes Our performance rating system Additional features available to you within Actus

Hazlewoods internal training programme / September 2026

15

Professional writing skills  

Discussed/agreed attendance of training session with Manager Accepted/declined appointment from Training

Date/time

Friday 16 October or Wednesday 21 October or Monday 9 November

Location

95 The Prom (Montpellier room)

Trainer

John Trimbos (Rhodes Training)

Who is required to attend?

Mandatory for all new trainees

10.00-13.00 or 14.00-17.00 10.00-13.00 or 14.00-17.00 10.00-13.00 or 14.00-17.00

INTRODUCTION

The aim of this workshop is to give you the skills and confidence to produce documents that are easily understood and in line with the Hazlewoods style and tone of voice.

WHAT YOU WILL LEARN

On completion of this workshop, you will have gained an understanding of: ▪ Planning and preparation ▪ Report structure ▪ Visual impact including tables and graphs ▪ Tone of voice ▪ Style of writing ▪ Language ▪ Fog Index

Hazlewoods internal training programme / September 2026

16

Xero Discussed/agreed attendance of training session with Manager Accepted/declined appointment from Training

Date/time

Tuesday 20 October

Location

Virtual (Teams)

Trainer

Lauren Hayden (Manager)

Who is required to attend?

Please check with your manager.

09.00-10.30

INTRODUCTION

An overview of Xero, and the basics of what you will be seeing during accounts or audit work.

WHAT YOU WILL LEARN

On completion of this course, you will have gained an understanding of: ▪ ▪ ▪ ▪ ▪

Basics of the software and navigating Bank reconciliation and common pitfalls How clients use this day to day How the VAT ‘system’ works Reports

Hazlewoods internal training programme / September 2026

17

Building resilience training Discussed/agreed attendance of training session with Manager Accepted/declined appointment from training

Date/time

Thursday 12 or Friday 13 November

Location

Kingsholm

Trainer

Thinkstitute

Who is required to attend?

Mandatory for all new trainees

08.30-17.00

INTRODUCTION

To overcome the inevitable pressure, challenge and setbacks of working in a professional services environment we need to develop resilience. By helping people understand their stress response and how to manage it, they are better able to persist under pressure, remain calm and bounce back from setbacks.

In the first part of this workshop participants you will gain an understanding of the latest thinking around resilience and how it can be developed. You will then explore you own particular responses to stress.

During the second part of the workshop, you will learn how to tap into your personal strengths as a way of sustaining high performance.

WHAT YOU WILL LEARN

On completion of this course, you will gain an understanding of: ▪ ▪ ▪ ▪ ▪

Resilience and how it can be developed Understanding what causes you to feel stress and your personal responses Learning to spot personal triggers and manage them appropriately Identify your strengths and use them to sustain high performance.

Create a plan and toolbox of techniques to use when times get tough.

Hazlewoods internal training programme / September 2026

18

Dealing with exam pressure Discussed/agreed attendance of training session with Manager Accepted/declined appointment from training

Date/time

Wednesday 25 November

Location

Kingsholm

Trainer

Gloucestershire Psychology Services

Who is required to attend?

Mandatory for all new trainees

08.30-13.00

INTRODUCTION

This session draws upon some of the latest cognitive, behavioural and neuroscience scientific research to provide you with ways to cope and manage at times of increased stress, and skills to incorporate into your everyday life.

WHAT YOU WILL LEARN

On completion of this course, you will gain an understanding of: ▪ ▪ ▪ ▪

The basic science underlying the human stress response and a toolkit of stress management techniques The science of sleep and practical/psychological tips to improve sleep A basic introduction to mindfulness and how to practice being mindful Creation of personal plans to apply the workshop content to your life

Hazlewoods internal training programme / September 2026

19