Course Programme 2019 - A fresh approach to training: morechoice extensivetopics flexiblepackages - Mercia Group
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Bringing accountancy,
tax and skills training to you
Course Programme
and Online Training
2019
A fresh approach to training:
• more choice • extensive topics • flexible packages
in partnership with
www.mercia-group.com/solent
A Fresh Approach to Training
We are delighted to announce the new training programme from
Solent Accountancy Training, delivered in partnership with Mercia
Group Ltd. With more choice and flexibility than ever before, our
unrivalled programme has your needs at the heart of what we do,
so you will continue to receive the same great service that you are
used to, but simply have more choice.
Training on your doorstep or online
Our 2019 programme includes:
Contents • Core and specialist CPD in Bournemouth, Southampton and Whiteley
• Practical Workshops to support the development of your team
2 Your Training. Your Way • More online courses than ever before
3 Course Credits • Bespoke, in-house management, personal development and specialist
technical courses available in partnership with other local firms.
4 Bespoke Training
6 CPD Course Programme
Improved choice and flexibility
8 Speakers
Our exciting development also means that you have more flexibility. Choose
9 Management, Leadership and from pay as you go course credits or one of our simplified membership options.
Business Development Course credits can be used to purchase all the face to face and online training
10 Regulatory E-learning Pack events. They are valid for 24 months from the date of purchase and if you buy
50 or more, you can spread the cost over 12 months (see page 3 for more
12 Practical Workshops information) so the more you buy, the more you save. A membership package
14 2017 Money Laundering Regulations gives you access to all the training you need for a fixed monthy fee and entitles
you to preferential rates across Mercia’s other products and services (see pages
16 Online Training
26 and 27).
24 Probate Training
26 Membership Options More to come in 2019!
28 Terms & Conditions From January 2019 our new and enhanced online account area will be live. We
30 Promote your services will provide you with a portal where you can access all of your Mercia training
and other products in one place. We have improved all the existing features
31 Support your practice
and one of the many exciting additions includes ‘create your own online training
32 Website Solutions for Accountants watch list’, for the whole firm or individuals. We look forward to working with
you and helping you make the most of our extended range of products and
33 Design service
services. If you can’t find what you are looking for or are unsure whether any of
the products or services may have changed, please contact our team and we will
be happy to help.
Book online at www.mercia-group.com/solent 1
Your Training – Your Way
Do you prefer online training, attending courses in person at local venues or a mixture
of both? Whatever your preference, you will find the resources you need to stay up to
date and support the development of your team.
Course Credits
We understand the need for training to be achievable within your training budget, so make the most of
our course credits (valid for 24 months) or one of our membership options to find the right training and Course credits make it easy for you to book face to face
payment options for you. and online training courses for you and your team.
Course credits offer greater flexibility
Face to Face Online In-house training Credits pricing
across CPD courses, practical
No. of credits Price per credit
Three venues on your Over 200 webinars Any course tailored workshops, online training, conferences,
doorstep and over 80 and online workshops. to suit your needs. 1-6 £68
management training and probate.
across the rest of the UK. 7 - 10 £55
11 - 19 £46
Pay as you go using Course
20 - 49 £34
Credits
50+ £32
Credits are valid for 24 months from point of
All prices are subject to VAT.
purchase, so you can make sure you use your
credits at a time that suits you.
The more credits you purchase, the better the
value. What’s more, your payment can be spread Want to know more about
Do you have any questions? over 12 months if you purchase 50 or more membership?
credits at a time.
To see the full range of courses and to make or amend your bookings please visit We also have a variety of membership options,
www.mercia-group.com/solent You can also purchase additional credits at any which may be more suitable for you and you can
time, should you need to. spread the cost over 12 months. You can view all
For any other information please get in touch with one of our team members on 0845 075 3762 or
of the options on page 26 and 27.
email us at solentenquiries@mercia-group.com or using the addresses below. See the course programmes from page 6
onwards for the credit value per course.
Tim Bentall Hannah Howe
Manager, Solent Accountancy Training
In a nutshell…
In-house Training Manager, Mercia Group Ltd
tcb@timbentall.co.uk hannah.howe@mercia-group.com If an event (online or face to face) costs 2 credits and you buy a block of 50 credits, the cost per place per event
is £64. Credits are valid for 24 months and the price is fixed at the time you buy them. You can also spread the
cost over 12 months* and you can use your credits to purchase ALL of the training events, including conferences,
management training and probate.
*
when purchasing 50 or more credits
2 Call us on 0845 075 3762 Book online at www.mercia-group.com/solent 3
Bespoke Training
For you and your team CPD Course
In need of something a little more niche? Solent Accountancy Training and
Mercia Group can offer firms in the Solent region the opportunity to share
Programme
both the cost and benefits of an in-house course by getting together for their
management or specialist training.
3 venues
Share the cost with other firms in
the area and save on chargeable 15 titles
time by bringing the courses to you.
Titles include: Online
• Advanced Communication and
Presentation Skills
• Managing People Performance From £64 per event
• Motivational Leadership and Team
Development
• Influencing and Negotiating
Successfully with Colleagues and
Clients
• Acting for FCA clients
• Solicitors Accounts Rules Update
• Acting for Pension Schemes
• Mercia Audit Manual Update
Prices from £1,550 plus VAT per
half day course
For further details or to register your interest for a topic area please contact the Solent
team on 0845 075 3762 or at solentenquiries@mercia-group.com 5
Your CPD Programme... How to book your place...
Online at www.mercia-group.com/solent
Email us on solentenquiries@mercia-group.com Want to
Want to know more? See our website for course outlines.
become a
member?
See pages 26 and 27
Course CPD
Course
Venues
(speakers) Online Credits* Bournemouth Southampton Whiteley Hours
Accounting and Auditing
and timings
Accountancy Update and Current Issues (PF/DS) 2 13 Feb (am) - 7 Mar (am) 3
Audit & Assurance Update (PF/DS) 2 13 Feb (pm) - 7 Mar (pm) 2 Bournemouth
The Village Hotel
Accounting for Groups and Reorganisations (PF) 4 - - 19 Mar (am) 3 Wessex Fields
Deansleigh Road
SRA Accounts Rules Update (SPH) 4 3 Apr (am) - - 3 Bournemouth BH7 7DZ
am courses: 9.30am - 12.45pm
UK GAAP Common Problems and Solutions (JW/AG) 2 21 May (am) - 15 May (am) 3
pm courses: 1.45pm - 3.45pm
Taxation
Southampton
13 May (am) Hilton at the Ageas Bowl
Finance Act Update (CT) 2 17 Jun (am) - 3
3 July (am) The Ageas Bowl Stadium
Botley Road
Topical Tax Issues for Accountants (NA) 2 4 Oct (am) - 17 Sep (am) 3 Southampton SO30 3XH
IHT and Trusts - What Every General Practitioner Needs to Know (PN) 2 - - 25 Sep (am) 3 am courses: 9.30am - 12.45pm
Topical Tax Issues for Tax Specialists (NA) 2 - - 15 Oct (am) 3
Whiteley
Capital Allowances Refresher and Update (NA) 2 22 Oct (am) - - 3 Solent Hotel
Rookery Avenue
Intermediaries - IR35 and More (MM) 3 22 Oct (pm) - - 2 Whiteley
Fareham PO15 7AJ
OMBs - Practical and Current Tax Issues (SC) 2 20 Nov (am) - - 3
am courses: 9.30am - 12.45pm
pm courses: 1.45pm - 3.45pm
Hot Topics in VAT (SH) 2 5 Dec (am) - 11 Dec (am) 3
Other
Transactions Between a Company and its Directors - Accounting, These topics are available online
2 - 5 Sep (am) - 3
Legal and Tax Implications (DN) See pages 16 - 20
Developing Your Client Advisory Skills (MS) 4 - - 6 Nov (am) 3
*For course credits pricing see page 3
6 Call us on 0845 075 3762 Book online at www.mercia-group.com/solent 7
Speakers
All of our courses are presented by highly experienced, first class speakers, drawn
either from our internal lecturing team or a pool of external presenters. Keep a look
out for the initials below when reviewing your course programme.
Norman Allison FCCA (NA) joined Mercia as an experienced lecturer and now provides a wide
variety of CPD training around the country. He is also a well-known
Norman re-joined Mercia in 2010 as a Tax CPD lecturer, following
contributor to professional publications and provides technical
an absence of 12 years, during which time he worked for H&R
consultancy.
Block and then as a Senior Tax Manager in the heart of the City. An
avid supporter of Spurs, Norman spends most of his spare time
David Norris BA FCA (DN)
Management,
running his two sons around to various activities and helping them
to learn to play the piano and saxophone. Having qualified with South West firm Thomas Westcott, David
joined SWAT UK in 2000 as an audit lecturer and reviewer and is
Sharon Cooke FCA CTA (SC) now Mercia’s product director. He still performs many file review
Leadership
visits and lectures, mainly in the areas of audit and financial
Sharon is Mercia’s London director, working to understand the
reporting.
needs of each of our clients and to match this up with the best
package of training and support services. A Chartered Institute
of Taxation prize-winner, Sharon is a member of the London
Pat Nown ACA CTA ATT (PN)
& Business
Society of Chartered Accountants tax committee. She authors and Pat joined Mercia in 2008 as a tax consultant lecturer, bringing a
presents a selection of our CPD tax courses. wealth of experience with her. She worked for many years with
FTC Kaplan where she was Tax Product Director for the Midlands.
Phil Frost BA ACA (PF) Building on her successful exam based lecturing career she has
Development
become an experienced CPD lecturer and technical consultant
Phil qualified with Coopers & Lybrand in his home town of
across a wide range of tax areas and is involved in our marketing
Sheffield. He worked for Financial Training for a number of years
support publications.
before joining Mercia in 2001. He lectures to the accounting
profession and to those in industry and commerce on accounting,
auditing, and related legal and regulatory topics as well as
Michael Siviter CIMA AAT (MS)
specialising in charity and property accounting and international Before joining Mercia, Michael was a lecturer for four years
accounting standards. at Kaplan Financial, lecturing on professional accountancy
qualifications, after having qualified at Rolls Royce where he Our face to face programmes are developed
Adrian Gibbons BSc ACA (AG) worked as a Corporate Accountant. At Mercia, Michael presents
Previously the Managing Director of SWAT UK, Adrian is now one
mainly on tax and management skills courses but is also heavily to ensure your team gets the support they
involved in developing our digital products and services.
of Mercia’s A&A Consultants. He is a very entertaining speaker
who lectures regularly on audit and accountancy topics for the need to fulfil their own potential and help
David Smith FCCA (DS)
ICAEW, ACCA, District Societies and other training groups. Outside
work, Adrian is a keen sailor and is currently Vice Commodore of David is the Assurance and Finance Reporting Director at Mercia. your clients achieve their respective goals.
the Colne Yacht Club based in Brightlingsea. He lectures on Mercia’s CPD and PW audit and accounting
courses, conferences and webinars. He is also editor of the Mercia
Simone Hurst (SH) Audit and Assurance Manuals, chair of Mercia’s Audit Manual
committee and responsible for the Mercia Academies Specialist
Simone began her VAT career as the youngest ever direct entrant
Assignment Manual.
Executive Officer in HM Customs & Excise, working as a VAT
control officer before moving on to manage an In-House VAT
practice for a firm in Yorkshire and then joining one of the Big
Chris Thorpe LLB CTA TEP (CT)
Chris joined Mercia in September 2017 from Haines Watts in
Open programmes: Bespoke In-house programmes:
4. She now runs her own independent VAT practice, VATease.
Simone now travels the country presenting to a number of Exeter where he was tax director. He qualified ATT and CTA
training organisations. at Grant Thornton, subsequently receiving Fellowship of CIOT
and qualifying as a full member of the Society of Trust & Estate Leicester and London Nationwide
Sally Hutchings BSc ACA (SPH) Practitioners. His specialisms include the private client and
farming sectors.
Sally trained and qualified with Deloitte, before joining Mercia in
1992 as a member of the audit and accounts team. She presents From 13 credits From £1,600 plus VAT and
Jeremy Williams ACA (JW)
practical accounts and audit courses including training on the
Jeremy joined Mercia in 2000 as an audit and accounts lecturer,
per person. travel expenses.
Mercia Audit Manual. She specialises in SRA Accounts Rules,
writing and delivering courses as well as authoring Mercia’s having qualified with KPMG in Leicester. As well as lecturing on a
Specialist Assignment Manual on this topic. wide variety of audit and accounting topics, Jeremy is responsible
for FCA related products as well as providing technical support
Mark Morton BA CTA ATT (MM) and developing our online practical workshops. Jeremy is also a
member of the ICAEW Audit & Assurance Faculty Committee.
Mark joined HMRC in 1989 and undertook their full training
exams. In 1996 he was made a Deputy District Inspector and
had detailed experience of all types of Revenue enquiries. Mark
www.mercia-group.com/management
8 Call us on 0845 075 3762
Practical
Workshops
Regulatory
E-learning 1 venue
Pack 19 titles
Our E-learning modules will help Online
you meet your team’s training
requirements, giving you the assurance
you need to comply in these regulated areas. From £64 per event
Money Criminal
Bribery GDPR
Laundering Finances Act
Each module includes:
• A clear interactive format
• Optional quizzes to check understanding
• Evidence of completion with end of module quiz
Access is included in all memberships.
11
For more information see www.mercia-group.com/regulatorypack
Your Practical Workshop Programme How to book your place...
Our highly practical workshops give you the flexibility to train your team in the areas that suit
Online at www.mercia-group.com/solent
you. Choose from our wide range of Accounting and Audit, Personal and Business Tax and our
introductory niche areas courses to teach basic principles across a range of topics.
Email us on solentenquiries@mercia-group.com Workshops
available
Want to know more? See our website for course outlines. online
See pages 16 - 23
Course
Course title Online Credits* Southampton Duration
Venue and
Bookkeeping
Bookkeeping: The Principles (+) 4 2 Sep 1 day
Bookkeeping: The Next Stage (+) 4 3 Sep 1 day timing
Bookkeeping Case Study (+) - 8 4 - 5 Sep 2 days
Southampton
Accounting
Ibis, Southampton Centre
Preparing and Finalising Accounts (++) - 4 12 Nov 1 day 9 West Quay Road
Practical Accounting Problems (+++) 4 13 Nov 1 day Western Esplanade
Southampton SO15 1RA
Auditing
am courses: 9.30am - 12.30pm
How to Audit: An Introduction (+) 2 11 Feb am pm courses: 1.30pm - 4.30pm
full day: 9.30am - 4.30pm
How to Audit: Case Study (+) - 10 11 - 13 Feb 2.5 days
Charities: Approaching the Charity Audit (++) - 4 20 Feb pm
Practical Auditing Problems (+++) 4 14 Nov 1 day
Taxation of Businesses Who should attend?
Employment Benefits and P11Ds (++) 2 21 Mar am
(+) New to the discipline
Payroll Update Workshop (++) 4 21 Mar & 12 Apr pm/am
VAT Issues for Accounts Staff (++) 2 22 Mar am
(++) Have a basic understanding
Taxation of Businesses 2 (++) 2 22 Mar pm (+++) Have a good understanding
Taxation of Businesses 1 (+) 4 26 Nov 1 day
Taxation for Individuals
Introduction to Taxation of Individuals (+) 4 25 Nov 1 day
Updates and Refreshers
The Audit & Accountancy Update / Refresher (+++) 4 18 Mar 1 day
General Tax Update for Accounts Staff (+++) 4 14 Jun 1 day
Something for Everyone
Professional Skills: Making the Right Start with Colleagues and Clients (+) - 2 4 Dec pm
Professional Skills: Managing Yourself (++) - 4 5 Dec 1 day *For course credits pricing see page 3
12 Call us on 0845 075 3762 Book online at www.mercia-group.com/solent 13
2017 Money Laundering
Regulations Online
Giving you the tools and practical support to help
Training
you comply with the regulations.
Hundreds of courses
From sole practitioners
through to multi-national Live & recorded CPD webinars
organisations, we have been
helping accountants comply Practical workshops
with the money laundering
regulations since 2004. Monthly bulletins
We offer a wide range of
training and support to help you
comply, including:
• In-house Training
• Webinars
• ICAEW AML Service
• MLRO Support Service
• AML Procedures Manual
• AML Compliance Reviews
• Regulatory E-Learning Pack
For more information see www.mercia-group.com
15
Online Training CPD Webinars
Course
Credits*
Live
date
Release of
recorded
CPD
Hours
Accounting and Auditing
Hundreds of courses available to watch online.
Wherever you are based in the UK, our popular Academies: Audit and Accounts Update 4 - 7 Aug 3
online options give you easy access to our courses. Accountancy Update and Current Issues 2 - 1 May 3
Accounting and Auditing Quarterly Update (Q1) 2 - 18 Apr 3
Accounting and Auditing Quarterly Update (Q1) - Key Points 1 15 Mar 22 Mar 1.5
Accounting and Auditing Quarterly Update (Q2) 2 - 18 Jul 3
Accounting and Auditing Quarterly Update (Q2) - Key Points 1 25 Jun 2 Jul 1.5
Accounting and Auditing Quarterly Update (Q3) 2 - 22 Oct 3
Accounting and Auditing Quarterly Update (Q3) - Key Points 1 13 Sep 20 Sep 1.5
Whether you want to top up your CPD, have a quick monthly update or provide online
training for new starters, our online course options offer this and more. Accounting and Auditing Quarterly Update (Q4) 2 - 20 Dec 3
Accounting and Auditing Quarterly Update (Q4) - Key Points 1 10 Dec 17 Dec 1.5
Accounting for Groups & Reorganisations 4 - 4 Jul 3
Live and recorded Practical Training for all
Accounting Update - Key Points 1 9 Apr 16 Apr 1.5
CPD webinars Workshops your team
Audit Update and Current Issues 2 - 11 Apr 2
All of our webinars are Many of our key We have a range of online
Auditing FCA-regulated Designated Investment Firms
recorded for you to watch workshops are available training to help your (DIFs) - Key Points
2 3 Dec 10 Dec 1.5
at a time and place to online in engaging entire team. This includes
suit you. We also have a formats: AML training, monthly Auditing FCA-regulated Mortgage and General Insurance
2 3 Dec 10 Dec 1.5
Brokers (MGIs) - Key Points
selection of live versions bulletins and soft skills, all
• E-Learning modules
of our shorter webinars providing unlimited access Auditing Groups 2 7 Jun 14 Jun 1.5
if you would like to take • Recorded webinars to your firm during your Auditing Problems and Solutions: A Practical Approach 2 - 19 Dec 2
advantage of interacting subscription period.
Auditing Update - Key Points 1 14 May 21 May 1.5
with the speaker.
Charities: Approaching the Charity Audit - Key Points 2 20 Jun 27 Jun 1.5
Charities: Approaching the Independent Examination -
2 20 Jun 27 Jun 1.5
In addition to our extensive 2019 programme we have lots of recorded webinars already available to Key Points
view. There will also be additional titles added throughout the year. For further details of these please
Charities: Current Issues 2 - 18 Jun 2
visit our website.
Deferred Tax 2 9 Apr 16 Apr 1.5
FRS 102 - Accounting for Financial Instruments - Key Points 2 24 Apr 1 May 1.5
Online Training index IFRS Update & Refresher 4 - 5 Nov 3
17 CPD Webinars 23 Soft skills webinar pack Mercia Audit Manual Refresher: Maximise Your Efficiency -
2 13 Nov 20 Nov 1.5
21 Practical workshops 23 Monthly bulletins pack Key Points
22 Regulatory E-learning pack Pension Scheme Accounts - Current Issues and Refresher -
2 9 Oct 16 Oct 1.5
Key Points
Dates listed are for 2019 *
For course credits pricing see page 3
16 Call us on 0845 075 3762 Book online at www.mercia-group.com/online 17Course Live Release of CPD Course Live Release of CPD
CPD Webinars Credits* date recorded Hours CPD Webinars Credits* date recorded Hours
Properties: Accounting and Audit Issues - Key Points 2 25 Jun 2 Jul 1.5 Intermediaries - IR35 and More - Key Points 2 19 Jun 26 Jun 1.5
SRA Accounts Rules Update - Key Points 2 3 Jun 10 Jun 1.5 International Personal Tax Fundamentals - Domicile 2 24 Oct 31 Oct 1.5
Transactions between a Company and its Directors 2 - 10 Jul 3 International Personal Tax Fundamentals - Residence 2 24 Oct 31 Oct 1.5
Triennial Amendments: Implementing the Changes to UK GAAP 2 - 5 Dec 3 Making Tax Digital: Where Are We Now? 2 - 9 Apr 2
UK GAAP Common Problems & Solutions 2 - 16 Jul 3 OMBs - Practical and Current Tax Issues 2 - 18 Nov 3
Understanding LLPs and Their Accounting Requirements Partnership & Sole Trader Tax Tips - Key Points 2 29 Nov 6 Dec 1.5
2 8 Oct 15 Oct 1.5
- Key Points
Payroll Update - Key Points 2 1 May 8 May 1.5
Taxation
Pensions Savings: The Tax Issues 4 - 1 Aug 3
Acting for Farmers: An Update 4 - 25 Jul 3
Personal and Employment Tax Update 2 - 28 Mar 3
Acting for the High Net Wealth Client 4 - 23 Oct 3
Quarterly Tax Update Key Issues - Q1 2 25 Feb 4 Mar 1.5
Autumn Tax Update 2 - 17 Oct 3
Quarterly Tax Update Key Issues - Q2 2 20 May 27 May 1.5
Back to Basics IHT 2 21 Feb 28 Feb 1.5
Quarterly Tax Update Key Issues - Q3 2 11 Sep 18 Sep 1.5
Back to Basics: Taxation of Groups - Key Points 2 17 May 24 May 1.5
Quarterly Tax Update Key Issues - Q4 2 12 Dec 19 Dec 1.5
Budget Update 2 - 19 Dec 2
Research & Development - What You Need to Know - Key Points 2 2 Apr 9 Apr 1.5
Budget Update - Key Points 2 tba tba 1.5
Residential Property - Capital Gains Tax 2 5 Sep 12 Sep 1.5
Business Structures - Tax Issues 4 - 23 Sep 3
Residential Property - IHT 2 3 Oct 10 Oct 1.5
Capital Allowances Refresher and Update 2 - 18 Dec 3
Residential Property - Income Tax 2 24 Sep 1 Oct 1.5
Capital Gains Tax: Crucial Issues for the Practitioner 2 - 10 Dec 3
Share Options 2 12 Jun 19 Jun 1.5
Construction Industry Tax: An Update - Key Points 2 6 Jun 13 Jun 1.5
Spring Statement - Key Points 2 tba tba 1.5
Corporate Interest Restriction 2 24 Sep 1 Oct 1.5
Spring Tax Update 2 - 17 Apr 3
Corporation Tax - Six Monthly Update (Spring) 4 - 3 Apr 3
Tax Aspects of Succession Planning 4 - 2 Apr 3
Corporation Tax - Six Monthly Update (Autumn) 4 - 29 Oct 3
Tax Impact of Brexit - Key Points 2 14 Nov 21 Nov 1.5
Employment Related Securities 2 12 Jun 19 Jun 1.5
Tax Issues for Charities - Key Points 2 13 Jun 20 Jun 1.5
Employment v Self-employment and the Gig Economy - Key
2 10 Sep 17 Sep 1.5 Tax Practitioners Quarterly Update - Q1 4 - 13 Mar 3
Points
Tax Practitioners Quarterly Update - Q2 4 - 13 Jun 3
Finance Act Update 2 - 12 Jun 3
Tax Practitioners Quarterly Update - Q3 4 - 26 Sep 3
Group Reconstructions: Tax Implications - Key Points 2 26 Nov 3 Dec 1.5
Tax Practitioners Quarterly Update - Q4 4 - 20 Dec 3
Hot Topics in VAT 2 - 26 Nov 3
Tax Update for Audit Staff - Key Points 2 15 May 22 May 1.5
IHT and Trusts - What Every General Practitioner Needs To Know 2 - 4 Dec 3
Tax Update for Audit Staff - Key Points 2 14 Nov 21 Nov 1.5
Incorporation and Disincorporation - Key Points 2 26 Feb 5 Mar 1.5
Dates listed are for 2019 *
For course credits pricing see page 3 Dates listed are for 2019 *
For course credits pricing see page 3
18 Call us on 0845 075 3762 Book online at www.mercia-group.com/online 19CPD Webinars
Course
Credits*
Live
date
Release of
recorded
CPD
Hours Online Practical Workshops
Taxman Traumas - Dealing with HMRC 2 - 12 Dec 3
Can't make a face to face workshop? Prefer the convenience of online training?
The Effective Use of Business Tax Losses - Key Points 2 5 Mar 12 Mar 1.5
Trusts - Aspects of CGT 2 11 Apr 18 Apr 1.5 Many of our key practical workshops are available online together with additional titles.
Trusts - Basic Principles 2 21 Feb 28 Feb 1.5 These online workshops are designed to teach the basic principles of accounting, auditing and taxation
as required in a professional office and to develop these skills as more experience is gained.
Trusts - Essential Income Tax 2 14 Apr 21 Apr 1.5
Trusts - IHT Charges and Computations 2 11 Apr 18 Apr 1.5 There are two formats:
VAT: Cross Border Trading 4 - 24 Oct 3
VAT: Dealing with Land and Property 4 - 22 Apr 3
E-Learning modules Recorded webinars
VAT Six Monthly Updates 1 7 Mar 14 Mar 1.5 Engaging and interactive Watch at your own pace
Intuitive and easy to use Includes case studies
VAT Six Monthly Updates 1 8 Oct 15 Oct 1.5 Includes comprehensive notes and workbook Includes comprehensive notes
Whole of Life Tax Planning 4 - 16 Oct 3
Course Course
Wills and Probate - Marriage, Civil Partnership and Cohabitation 2019 available from 1 Feb Credits* 2019 available from 1 May Credits*
2 9 May 16 May 1.5
- Key Issues
Bookkeeping Updates and Refreshers
Other Bookkeeping: The Principles 4 General Tax Update for Accounts Staff 4
Bookkeeping: The Next Stage 4 Accounting Update and Refresher 2
Essential Legal Update for Accountants 2 - 20 Dec 3
Audit Update and Refresher 2
Accounting
GDPR - A Refresher and Update 2 23 May 30 May 1.5
Understanding Company Accounts 4
How to Survive a QAD or ACCA Visit - Key Points 2 2 Oct 9 Oct 1.5 Practical Accounting Problems 4 2019 available from 1 Jun
Money Laundering Update 4 - 9 Dec 3 Auditing Niche Areas
How to Audit: An Introduction 2 A Practical Introduction to Charities 5
Money Laundering Update - Key Points 2 9 Oct 16 Oct 1.5
Professional Ethics: An Introduction 2 Academies: An Introduction 3
The Current Change in our Profession: How to Survive and How to Audit: The Next Stage 4 Acting for FCA Clients: An Introduction 3
2 - 6 Nov 3
Thrive Practical Auditing Problems 4 An Introduction to SRA Accounts Rules 5
Top Tips on Developing Your Client Advisory Skills 2 - 13 Nov 3 Taxation
Calculating Trade Profits 2 *
For course credits pricing see page 3
Dates listed are for 2019 *
For course credits pricing see page 3
Capital Allowances - The Basics 2
Capital Allowances - The Next Stage 2
Calculating Corporation Tax 2
Business Tax Commencement and
Cessation Rules 2
Introduction to PAYE and NI 2
Can’t find what you’re looking for? Calculating Personal Tax 2
Employment Benefits and P11Ds 2 The time taken to complete will vary from workshop
Check online for additional courses added Introduction to Capital Gains Tax 2 to workshop and from individual to individual but as
throughout the year. Introduction to VAT 2 a guide you should set aside a half day to complete
VAT Issues for Accounts Staff 2 in one sitting.
20 Call us on 0845 075 3762 Book online at www.mercia-group.com/online 21Soft Skills Webinars Pack
For all your team Training for your team in key areas.
We have a selection of topics covered in these entertaining webinars,
presented by our experienced Management Training team:
• Effective Business Writing Skills
• Dealing with Difficult Conversations with Colleagues
• Tips for Motivating your Team
• Dealing with Distractions
• Improving your Business Advisory Skills
Monthly Bulletins Pack
Stay up to date, with our informal monthly video bulletins.
An engaging update on key issues in tax and accounting for the
relevant month by two members of our experienced lecturing team.
They are indexed so that you can navigate to the topics you are
interested in. They also are accompanied by links to more information.
Regulatory E-learning Pack
On-demand e-learning to help you meet your requirement to train your whole team in
a range of regulated areas. Pricing
No of partners Price per pack
In a clear interactive format, each module includes optional Each pack can be purchased for your firm
1 £100
The modules cover: quizzes throughout to check understanding of the topic. according to the size of your practice.
2-4 £300
Evidence of completion is produced at the end of each Whole firm access up until 31 December. 5-9 £500
Money Laundering
module upon successfully passing an interactive quiz. 10 - 19 £800
Bribery Access is included in all memberships.
20+ POA
Criminal Finances Act The Regulatory E-Learning Pack provides you with
on-demand training on a firm-wide basis to enable you to
GDPR
train your staff whenever it suits you. All prices are subject to VAT.
22 Call us on 0845 075 3762 Book online at www.mercia-group.com/online 23Certificate in Probate and Estate
Administration Interested in accreditation?
Face to Face
The face to face course runs over 2 days. You will
also need to attend and pass an assessment if London
you wish to obtain the certificate. The pass mark
CCT Venues - Barbican
is 50%.
Aldersgate House
135-137 Aldersgate Street
Course Dates
Barbican
London 11 & 12 Apr
London EC1A 4JA
14 & 15 May
26 & 27 Sep
21 & 22 Nov Birmingham
Birmingham 3 & 4 Oct Crowne Plaza Birmingham NEC
Pendigo Way
Enabling accountants to offer probate services. £670 plus VAT / 20 credits*
National Exhibition Centre
Birmingham B40 1PS
Probate represents one of the biggest business opportunities to the accountancy profession in a Assessment Dates
generation, enabling you to create an additional revenue stream from new and existing clients. London 18th Apr
22nd May
Any accountancy firm can apply to be accredited to carry out probate work by ICAEW (not just ICAEW 3rd Oct Course Times
members). In order to obtain authorisation from ICAEW, you must first attend a suitable training course 28th Nov
Courses: 9.30am - 5.30pm
and pass an assessment; although there are exemptions for those who have another qualification that
Birmingham 10th Oct Assessments: 9.30am - 11.30am
meets all the learning objectives for probate.
£167.50 plus VAT / 5 credits*
We have already helped hundreds of firms acquire the training and certification needed to apply for a
probate licence.
The Certificate in Probate and Estate Administration involves Live Webinar Programme
attending a two day course (available as a face-to-face course, live
webinar or webinar recording) and then sitting an assessment at
The webinar comprises 4 sessions running Already
on four separate half days. You will also
one of our assessment centres in London or Birmingham. (You accredited?
need to attend an assessment if you wish
cannot sit an assessment online; you must attend an assessment
to obtain the certificate. The pass mark is 50%. Look out for our Probate
centre in person).
Practitioners Conference.
Webinar Dates Assessment Date
See opposite for dates of the course and assessment. 4, 5, 6 & 7 Jun 13 Jun
September 2019
Webinar Times Assessment Times
www.mercia-group.com/
9.30am - 1.00pm 9.30am - 11.30am
conferences
£670 plus VAT / £167.50 plus VAT /
*The Certificate in Probate and Estate Administration is a stand-alone course. The courses
included as part of this programme are outside of the standard courses programme. As such 20 credits* 5 credits*
these certificate courses must be paid for at the full price. Affiliate discounts and memberships
cannot be used to book these courses. Mercia members will receive a 10% discount. Please call
us for more information on 0330 058 7141.
24 Call us on 0845 075 3762 Book online at www.mercia-group.com/online 25Membership Options
If you want firm wide access to training for a fixed monthly
ONLINE CPD ONLY WHOLE FIRM
fee then why not consider membership? For enquiries PREMIUM
TRAINING TRAINING TRAINING
about membership of Solent Accountancy Training, please MEMBERSHIP
MEMBERSHIP MEMBERSHIP MEMBERSHIP
contact Tim Bentall (see page 2).
Online Face to Face Face to Face Face to Face
Alternatively, Mercia has a number of great options
Included CPD webinars Included CPD courses Included CPD courses Included CPD courses
available to suit your needs, whether it be face to face or
Included Monthly bulletins Discounted Practical workshops † Included Practical workshops Included Practical workshops
online. All membership packages include discounts on
Included Practical workshops
other products and services. Online Online Online
Face to Face Included CPD webinars Included CPD webinars Included CPD webinars
Our simplified membership options make Call us to
sure you and your team can benefit from the Included Monthly bulletins Included Monthly bulletins Included Monthly bulletins
discuss your Discounted CPD courses †
†
training relevant for you. Discounted Practical workshops Included Practical workshops Included Practical workshops
membership on Discounted Practical workshops †
0330 058 7141
Choose from:
Discounted Discounted Discounted Discounted
• Online • Whole firm
Membership Rates Membership Rates Membership Rates Membership Rates
• CPD only • Premium
Conferences † Conferences † Conferences † Conferences †
† † †
See the table across for the different training and support services Management Management Management Management †
included in each membership. Probate † Probate † Probate † Probate †
These options give you firm wide access to training for a fixed fee
per person per month. Support Support Support Support
Spread the cost over 12 months with our direct debit payment 10% off Technical 10% off Technical 10% off Technical Included Technical
query helpline ††† query helpline ††† query helpline ††† query helpline ††††
option.
10% off File Reviews 10% off File Reviews 10% off File Reviews Included File Reviews ††††
You will also be able to benefit from discounts on our other
products and services.
Additional benefits of all memberships £31 pppm ††
£45 pppm ††
£45 pppm ††
£95 pppm ††
Access to notes & slides
Direct Debit payment options
Recommended for: Your whole firm – online All partners and seniors – Your whole firm – face to face Your whole firm – ideal for 4 or
Quarterly Accounts & Tax Newsletter training for partners, seniors face to face and online and online training for partners, more staff wanting technical
and trainees CPD courses (excludes trainees) seniors and trainees support and training
10% off other products & services
Prefer pay as you go? Want something more bespoke? All prices subject to VAT. Memberships are a 12 month subscription. † Course credits are available to purchase by members at the lowest credit price. See page
3 for details on course credit prices. †† All membership fees are per person per month (pppm). All staff involved in chargeable work should be included in the
membership and not just those attending courses. Any staff working 20 hours or less per week should be included as half. Partners and directors are treated
See page 3 for information on course credits. We can tailor a training package to suit your as full time regardless of the number of hours worked. ††† The 10% discount on Technical Queries includes queries in the following areas: Audit (True and Fair
and Clients Money), Financial Reporting and other areas relevant to firms of accountants, such as Anti-Money Laundering, Clients Money, Investment Business,
specific requirements. Practice Assurance and general ethical questions. The discount does not apply to technical tax queries. †††† See pages 28 and 29 for information on technical
support included in Premium membership. For a full list of our Terms and Conditions see pages 28 and 29 or visit www.mercia-group.com
26 Call us on 0845 075 3762 Book online at www.mercia-group.com/solent 27Terms and Conditions
Mercia cannot be held responsible for any personal belongings
Booking Conditions Online Training Membership offers unlimited access to all online Course credits are valid for 24 months from the date of purchase
brought to or left at any course venue. training, including live webinars and webinar recordings, for the unless specifically agreed otherwise. They must be used against
All public face-to-face courses, live and recorded webinars must
duration of membership. courses running or webinar courses in that 24 month period.
be booked in advance. You are advised to book early, as places
are limited on all courses and bookings are taken on a strictly first Webinars Premium Membership offers unlimited access to all face-to-face
Unused course credits cannot be carried forward and refunds
The standard cost of a webinar as shown on our website or in this cannot be issued. Course credits may be transferred between
come, first served basis. technical training courses, and all online training including live
brochure is the cost of the first person from the firm booked on face-to-face courses and webinars, or reinstated into your credit
webinars and webinar recordings and access to the technical
You will be sent an invoice by email for your course fees and VAT, the session and entitles only that person to watch the session. If bank. We must be notified of transfers in writing or by email with a
query helpline and a set number of on-site file reviews for the
unless covered by membership or any pre-purchased course more than one person will watch the session (either by sharing read receipt at least 7 working days in advance of the course.
duration of membership.
credits. Our payment terms are 30 days. a screen or logging in separately) then all subsequent bookings Block bookings of course credits include discounts of more
(for the same firm on the same event) are charged at 50% of the The technical query helpline includes queries in the following
We will send you a confirmation of your booking advising you of than 50%, depending on the number purchased. The discount
standard rate. areas: Audit (True and Fair and Clients Money), Financial Reporting
the date, time and (for face-to-face courses) the location of the rate applied to each block of course credits purchased will depend
and other areas relevant to firms of accountants, such as Anti-
course. If you have not received confirmation within 10 days of All individuals watching the session must be booked on the on the size of that block and not the total amount of credits
Money Laundering, Clients Money, Investment Business, Practice
making your booking, please call us on 0845 075 3762 to make course. Any firms letting individuals watch a webinar without purchased by the firm. For details of the discounts available by
Assurance and general ethical questions. This does not include
sure your booking has been received. booking are breaching Mercia’s terms and conditions. buying a block of course credits, please see page 3.
technical tax queries. See our website for more information on the
Joining instructions will be sent by email to your chosen contact These conditions apply to webinar recordings as well as number of file reviews included within Premium Membership. Invoices for course fees will be sent via email. Our payment terms
10 days before the date of the course. These will include venue live webinars. A live webinar and its subsequent recording are 30 days or by monthly direct debit for block bookings of
Mercia operates a fair usage policy for our memberships; see
directions or link to the webinar (whichever is relevant) and should are treated as separate events for the 50% discount for 50+ credits.
Non-attendance and Fair Usage Policy below.
be forwarded on to those attending the course. subsequent delegates.
Memberships are a 12 month subscription. All membership fees Non-attendance and Fair Usage Policy
Course documentation is only provided to those who book to
Cancellations and Swaps are per person per month.
Out of courtesy to other clients, please notify us in writing or
view the webinar concerned. Notes for live webinars will be
If we need to cancel a public course or a live webinar, delegates All memberships exclude attendance on the Certificate in via an email with a read receipt within 14 working days of a
made available to download before the start of the live webinar.
will be notified of the cancellation as soon as possible prior to the Probate and Estate Administration courses and assessments, course running if you or any of your staff are unable to attend
Printed copies of notes are not supplied for either live or
date of the course, except in exceptional circumstances such as Management Leadership and Business Development courses, in- a public course or live webinar on which they have previously
recorded webinars.
the illness of the lecturer. However, Mercia reserves the right to house courses, and any conferences, unless specifically included been booked.
cancel, or make changes to, any event shown without prior notice. Member firms may only book live webinars that run in their by a bespoke agreement.
membership period or recorded webinars which are available in We appreciate that from time to time it may not be possible to
In the event of our cancelling or postponing a course or workshop, Members are eligible for discounted rates on course credits to attend every course that you have booked. However, where
their membership period.
our liability will be limited to a full refund of the amount paid for use against face to face or online training not included in their individuals from a member firm are booked to attend 10 or more
the course/credits used. Mercia reserves the right to remove webinars that, for whatever membership option. Course credits are available to purchase at courses, yet they fail to attend 50% or more, and do not give us
reason, are deemed to be no longer up-to-date. the lowest credit price. written confirmation within 7 working days of the course(s) that
If you are unable to attend a course, your cancellation must be
they are cancelling, Mercia reserves the right to charge the firm a
made in writing or via an email with a read receipt. Refunds will Once the webinar has been made available cancellations will not All memberships must include all chargeable staff within the firm, cancellation fee equal to half of the published course fee.
be subject to a 20% administrative charge of the cash value. No be accepted. regardless of whether they will be attending courses. Any staff
refunds are given for cancellations made by delegates within working 20 hours or less per week should be included as half. Mercia also operates a fair usage policy for our memberships. The
The content of recorded online training is the content as at the
14 days of a course. See the course credits section below for Partners and directors are treated as full time regardless of the aim of these is to enable firms and individuals to meet all their
time of recording and neither Mercia nor its presenters are liable
information on cancellations and swaps using credits. If you number of hours worked. training needs within the fixed monthly payment. Unfortunately,
for any errors or omissions in that content.
wish to transfer and attend an alternative venue, 7 working days’ a very small number of clients abuse the unlimited nature of the
notice must be given in writing. When shorter notice is given, Mercia reserves its copyright in the online training and all Entering into a Membership implies acknowledgment of the package. If a client’s usage is excessive, unfair or affects other
Mercia reserves the right to charge a £25 administrative fee or materials and recordings associated with them, and no licence conditions above and agreement to Mercia’s right to invoice for clients’ enjoyment of our training we will first raise our concerns
refuse the request. See also our Non-attendance and Fair Usage is hereby granted for you or others in your organisation to copy additional members of staff if it subsequently becomes clear that with that client. However, in extreme cases we reserve the right to
policy below. or distribute, whether as a commercial activity or otherwise any at the time of making the initial declaration of chargeable staff, increase the membership charge for the firm or individual or to
recording of it, or the materials associated with it, including all links one or more individuals was omitted from the list. cancel the membership.
Face-to-face courses to such recordings and materials that may be sent to you.
Course documentation is only provided to those who book to
Changes to your Membership Disclaimers
attend the event concerned. Those who do not attend a course Ability Impairment You must notify Mercia in writing or by email with a read receipt The Mercia brochures are correct at the time of going to print
for which they have booked will be sent an electronic copy of Delegates with ability impairment who may require specific of any changes that you wish to make to your Membership during but the content may be subject to change. Current information
the notes for their sole use upon request. Where the course is adjustments to be made are requested to advise us before the the year. about courses running can be found on the Mercia website at
presented by a Mercia member of staff, copies of the course notes public face-to-face course or live webinar is due to be held. www.mercia-group.com
can be purchased without booking on the course. Course Credits
No responsibility for acting upon or refraining to act upon any
Tea, coffee and biscuits are provided during the morning and Mercia Membership Course credits can be used by any employee of your firm on any
advice received during the courses contained in this programme
afternoon breaks of all face to face courses. Delegates with special Whole Firm Training Membership offers unlimited access to all Mercia courses at any of our venues, and on all webinars and
can be accepted by the course presenter, notes author, or Mercia.
dietary requirements are requested to advise us of their needs as face-to-face technical training courses, and all online training conferences. There are no limits to the number of course credits
The content of the course may vary dependant on the speaker
soon as possible. including live webinars and webinar recordings for the duration that can be used on any one course, subject to places being
and course location.
of membership. available.
The course fee does not include lunch, except where shown or
indicated on the joining instructions. CPD Only Training Membership offers unlimited access to all Course credits are not valid for in-house courses. Full Terms and Conditions
CPD face-to-face technical training courses, and all online training The Mercia website and our brochures provide details of the For a full list of our Terms and Conditions, please visit
The content of the course may vary dependent on the speaker
including live webinars and webinar recordings (excluding number of credits required to attend individual face-to-face www.mercia-group.com/termsandconditions
and course location.
practical workshops) for the duration of membership. courses and webinars. Prices quoted in this brochure are valid until 31 December 2019.
Prices are subject to VAT at the current rate.
28 Call us on 0845 075 3762 Book online at www.mercia-group.com/solent 29Promote your services Support your practice
A range of time-saving, cost-effective solutions to market your practice, whatever your A range of tried and trusted technical support products and services created, or
internal marketing resource and expertise. delivered, by our experienced technical team.
Audit and Specialist Manuals Compliance Manuals
Websites Taxapp Social Media Providing you with all of the guidance and Take the worry out of compliance with our
documentation needed to undertake a range of guidance and documentation to help ensure
Cutting edge websites and first- All the tax content and tools Give your online presence
audit and other assurance assignments for: that your practice remains up to date and
class content for your firm, with your clients need, in the palm a boost with technical and
• Academies compliant with legislation, regulation and
excellent value for money. of their hands. engaging content posted daily.
best practice.
• Charities
• Modern, responsive designs • Latest tax content • Twitter
• FCA Designated Investment Firms • Practice Assurance
• Automatically updated • Mileage tracker • LinkedIn
content • FCA Mortgage and General Insurance • Money Laundering
• Expenses logger • Facebook
Intermediaries • DPB (Investment Business) Compliance
• Whole process managed
by us • Limited Companies • Probate
• Audit
£999+ plus VAT set-up fee with From £45 plus VAT† per • Audit exemption
From £99+ plus VAT per month.
• Assurance
No set up fee. £50 plus VAT per month.
+
month.
• Limited Liability Partnerships
• Pension Schemes
www.mercia-group.com/digital +
12 month minimum contract. † One month rolling contract.
• Solicitors’ Accounts Rules
• Toolkits
Compliance Reviews
Budget and Tax Rates Products • Independent Examination for Charities
Toolkit We offer a wide range of independent
Our range of printed and digital products will ensure • Model Accounts and Disclosure Checklists reviews which we can deliver at your
your clients are kept up to date with changes that Toolkit
premises, or through our postal file review
will affect them. Whether you are looking for a • Plus many more...
service. Our experienced team can review
detailed summary of the Budget Report or a simple your files to assess quality and compliance
breakdown of tax rates, all our products are written Content includes engagement letters, example
with relevant regulations and standards.
with your clients in mind by our In-house team of reports, pro-forma accounts, disclosure
checklists and detailed work programmes. • Audit Compliance Review
renowned tax lecturers and technical consultants.
• Cold File Audit Quality Review
www.mercia-group.com/budget • Hot File Audit Quality Review
• Clients’ Money Compliance Reviews
Client Communications • Anti-Money Laundering Compliance
Reviews
It is important to keep in touch with your clients on • Probate Compliance Reviews
a regular basis. To help you, we produce a variety • Practice Assurance Compliance Reviews
of client communication tools including Quarterly
• Investment Business Compliance Reviews
Updates, Letters and Factsheets.
www.mercia-group.com/clientcommunications
Contact us for more information
30 Call us on 0845 075 3762 Book online at www.mercia-group.com/solent 31Design Service
Website solutions for accountants Require new, modern marketing materials to attract leads and
promote your services? Our creative and experienced team can design
Responsive, modern websites viewable across all devices and deliver high quality, attractive products, exclusively for your firm.
FRO
£99 M
All packages include:
Mobile responsive
website design PER plus
MO VAT
Automatically updated NO
SET NTH
resources including -UP
FEE
factsheets, news and
tax rates
Budget and Spring
Statement reports and
email summary
Search Engine Optimisation
(SEO)
Monthly email newsletters
Cloud portal integration We can produce
Free makeover every
2 years.
12 month minimum subscription
Content only Social Media Logo Corporate Adverts Banner
designs brochures stands
Mercia resources incorporated
into your existing website.
£45 plus VAT per month Contact us (digital and printed)
Technical and engaging content posted daily
£60 plus VAT per month on up to three social media accounts.
0116 258 1242
Content for use on your website. £100 plus VAT set-up fee
£75 plus VAT per month Set-up and design one social media account. totalsolution@mercia-group.co.uk
Content with monthly newswire £275 plus VAT set-up fee
and Budget emails. www.yourfirmonline.co.uk
Set-up and design three social media
12 month minimum subscription accounts.
One month rolling contract
www.mercia-group.com/designserviceOne Day Prices from
10 credits
Conferences per person
See page 3
Essential one day conferences that focus on
specialist areas. Gain a wider appreciation of the factors
affecting your clients, presented by a panel of industry experts.
Conferences include:
Academies Solicitors
Charities Healthcare
Farming Probate
Plus many more...
www.mercia-group.com/Conferences
in partnership with
Arcadia House, Maritime Walk, Ocean Village, Southampton SO14 3TL
Tel: 0845 075 3762
Mercia Group Ltd is a company registered in England and Wales with company number 1464141.
Registered Office: Wilmington plc, 5th Floor, 10 Whitechapel High Street, London, E1 8QS.You can also read
