East Anglia 2019 - Events from £64 - Mercia Group
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Events
from £64
All prices subject to VAT
East Anglia
and Online Training
2019
A fresh approach to training
• more choice • extensive topics • flexible packages
www.mercia-group.com
A Fresh Approach to Training
We are delighted to announce the new training programme from
Mercia incorporating SWAT, bringing you more choice and flexibility
than ever before. Our unrivalled and enhanced programme is
delivered by a larger team, with you 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.
Enhanced training programme
Our courses will still have the same experts providing the content you need
across a wider variety of topics. This expanded 2019 programme can be
accessed face to face, in over 80 venues across the country, or online on all your
devices. You decide what suits you and your business best.
Contents Improved choice and flexibility
Our exciting development also means that you have more flexibility. Choose
2 Your Training – Your Way from pay as you go course credits or one of our simplified membership options.
3 Course Credits Course credits can be used to purchase all the face to face and online training
events. They are valid for 24 months from the date of purchase and if you buy
4 Membership Options
50 or more, you can spread the cost over 12 months (see page 3 for more
6 In-house Training information) so the more you buy, the more you save. A membership package
gives you access to all the training you need for a fixed monthly fee and entitles
7 CPD Course Programme
you to preferential rates across our other products and services (see pages 4
12 Management, Leadership and and 5).
Business Development
13 Practical Workshops
More to come in 2019!
16 Venues and Timings
From January 2019 our new and enhanced online account area will be live.
17 Regulatory E-learning Pack We will provide you with a portal where you can access all of your Mercia
incorporating SWAT training and other products, in one place. We have improved
18 Speaker Key
all the existing features and one of the many exciting additions includes ‘create
19 Online Training your own online training watch list’, for the whole firm or individuals.
28 Terms and Conditions
30 Promote your services We look forward to working with you and helping you make the most of our
31 Support your practice extended range of products and services. If you can’t find what you are looking
for or are unsure whether any of the products or services may have changed,
32 2017 Money Laundering Regulations
please contact our team and we will be happy to help.
33 Website Solutions for Accountants
Book online at www.mercia-group.com 1
Your Training – Your Way
Do you prefer online training, attending courses in person at local venues or a mixture
of both? Would you like us to create a bespoke programme for your firm, personalised
to cover your exact needs?
Course Credits
Whatever your preference you will find the knowledge you need to stay up to date through general
updates, specialist topics and practical workshops. Or perhaps you are looking to retain and inspire the Course credits make it easy for you to book face to face
talent of the future? We have the soft skills and management training to support you. and online training courses for you and your team.
As well as understanding the training needs of the practising accountant, we also understand the need
for training and developing all levels of staff, while ensuring it is achievable within your training budget.
Whatever your budget, you can access the training you need on a pay as you go basis, by purchasing
course credits (valid for 24 months) or through one of our four simple membership options. In most
cases you can spread the cost of your training throughout the year. Course credits offer greater flexibility
Credits pricing
Whatever you need we can provide your training – your way.
across CPD courses, practical
No. of credits Price per credit
workshops, online training, conferences,
1-6 £68
management training and probate.
7 - 10 £55
Face to Face Online In-house training 11 - 19 £46
Pay as you go using Course
At over 80 venues Over 200 webinars Any course tailored 20 - 49 £34
Credits
across the UK. and online workshops. to suit your needs. 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
over 12 months if you purchase 50 or more membership?
Do you have any questions? credits at a time.
We also have a variety of membership options,
Feel free to get in touch with our training team below who are all qualified accountants or tax You can also purchase additional credits at any which may be more suitable for you and you can
practitioners who have worked in the profession. time, should you need to. spread the cost over 12 months. You can view all
of the options on page 4 and 5.
See the course programmes from page 7
onwards for the credit value per course.
Emily Ellison Michelle Bruce
Training Director Face to Face Training Manager
emily.ellison@mercia-group.com michelle.bruce@mercia-group.com
In a nutshell…
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
Hannah Howe Kay Sanders is £64. Credits are valid for 24 months and the price is fixed at the time you buy them. You can also spread the
In-house Training Manager Head of Online Training cost over 12 months* and you can use your credits to purchase ALL of the training events, including conferences,
hannah.howe@mercia-group.com kay.sanders@mercia-group.com management training and probate.
*
when purchasing 50 or more credits
2 Call us on 0330 058 7141 Book online at www.mercia-group.com 3
Membership Options
If you would like to train all of your team members, then
ONLINE CPD ONLY WHOLE FIRM
one of our memberships may be the most cost effective PREMIUM
TRAINING TRAINING TRAINING
solution. MEMBERSHIP
MEMBERSHIP MEMBERSHIP MEMBERSHIP
Our simplified membership options make sure you and your team
can benefit from the training relevant for you. Online Face to Face Face to Face Face to Face
Included CPD webinars Included CPD courses Included CPD courses Included CPD courses
Choose from: Included Monthly bulletins Discounted Practical workshops † Included Practical workshops Included Practical workshops
• Online • Whole firm Included Practical workshops
• CPD only • Premium
Call us to
discuss your Online Online Online
See the table across for the different membership on Face to Face Included CPD webinars Included CPD webinars Included CPD webinars
training and support services included in 0330 058 7141 Discounted CPD courses † Included Monthly bulletins Included Monthly bulletins Included Monthly bulletins
each membership. Discounted Practical workshops † Discounted Practical workshops † Included Practical workshops Included Practical workshops
These options give you firm wide access to
training for a fixed fee per person per month. Discounted Discounted Discounted Discounted
Membership Rates Membership Rates Membership Rates Membership Rates
Spread the cost over 12 months with our direct debit
Conferences † Conferences † Conferences † Conferences †
payment option.
† † †
Management Management Management Management †
You will also be able to benefit from discounts on our other Probate † Probate † Probate † Probate †
products and services.
Support Support Support Support
10% off Technical 10% off Technical 10% off Technical Included Technical
Additional benefits of all memberships query helpline ††† query helpline ††† query helpline ††† query helpline ††††
Access to notes & slides 10% off File Reviews 10% off File Reviews 10% off File Reviews Included File Reviews ††††
Direct Debit payment options
Quarterly Accounts & Tax Newsletter
£31 pppm ††
£45 pppm ††
£45 pppm ††
£95 pppm ††
10% off other products & services
Recommended for: Your whole firm – online All partners and seniors – Your whole firm – face to face Your whole firm – ideal for 4 or
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
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
See page 3 for information on course credits. We can tailor a training package to suit your 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
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
specific requirements. and Clients Money), Financial Reporting and other areas relevant to firms of accountants, such as Anti-Money Laundering, Clients Money, Investment Business,
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
4 Call us on 0330 058 7141 Book online at www.mercia-group.com 5
In-House Training
CPD Course
Programme
Our in-house training gives a more personal approach to meeting
your firm’s requirements based on understanding the daily
challenges you face.
Courses or workshops can be delivered at a time and venue of
your choice.
7 venues
14 titles
Online
We provide:
From £64 per event
• An expert speaker
• Course documentation
• Course content tailored to
suit the needs of your firm
CPD courses are from
£1,550 plus VAT and travel
expenses.
10% discount is available for members.
www.mercia-group.com/inhouse
7
Your CPD Programme How to book your place...
Online at www.mercia-group.com
Email us on enrolments@mercia-group.com
Course
credits from
Venues and timings See page 16.
£32 per credit
What to know more? See our website for course outlines.
See page 3
Course Bury CPD
Course (speakers) Online Credits* St Edmunds Cambridge Duxford Ipswich Norwich Peterborough Hours
Accounting and Auditing
21 Mar
Accountancy Update and Current Issues (JW, PF) 2 11 Mar (pm) 6 Mar2 (pm) 21 Mar (pm)
(am & pm)
20 Mar (pm) 4 Mar (pm) 3
Audit Update and Current Issues (DS, JW) 2 25 Apr (pm) - 1 May (pm) 4 Apr (am) 3 Apr (pm) 8 Apr (pm) 2
Transactions between a Company and its Directors - Accounting, Legal
2 - - 27 Jun (pm) - - 13 Jun (pm) 3
and Tax Implications (PF)
18 Sep
Triennial Amendments: Implementing the Changes to UK GAAP (DN, DS, PF) 2 30 Oct (pm) 23 Oct2 (pm) 19 Sep (pm)
(am & pm)
17 Sep (pm) 26 Sep (pm) 3
12 Jun
UK GAAP Common Problems & Solutions (AG, PH) 2 21 May (pm) 14 May2 (pm) -
(am & pm)
11 Jun (pm) 16 May (pm) 3
Taxation
1 Oct
Autumn Tax Update (CT, NA) 2 16 Oct (pm) 25 Sep1 (pm) 3 Oct (pm)
(am & pm)
30 Sep (pm) 5 Sep (pm) 3
Capital Gains Tax: Crucial Issues for the Practitioner (PN) 2 - - 17 Oct (pm) - - 21 Oct (pm) 3
2 May
Finance Act Update (CT, PN) 2 20 Jun (pm) 2 May1 (pm) 15 May (pm)
(am & pm)
1 May (pm) 29 Apr (pm) 3
11 Dec
Hot Topics in VAT (GR, MG) 2 12 Nov (pm) 4 Nov2 (pm) 27 Nov (pm)
(am & pm)
10 Dec (pm) 14 Nov (pm) 3
*
For course credits pricing see page 3
8 Call us on 0330 058 7141 Book online at www.mercia-group.com 9
Course Bury CPD
Course (speakers) Online Credits* St Edmunds Cambridge Duxford Ipswich Norwich Peterborough Hours
IHT and Trusts - What Every General Practitioner Needs to Know (AFi) 2 26 Sep (pm) - - - 17 Oct (pm) - 3
Making Tax Digital: Where Are We Now? (SCoo, TP) 2 25 Mar (pm) - - 26 Feb (am) - - 2
28 Nov
OMBs - Practical and Current Tax Issues (MM, PN) 2 - 10 Oct1 (pm) 11 Nov (pm)
(am & pm)
27 Nov (pm) 8 Oct (pm) 3
7 Mar
Personal and Employment Tax Update (NA, RM, TG) 2 28 Feb (pm) 18 Mar1 (pm) 21 Feb (pm)
(am & pm)
6 Mar (pm) 28 Mar (pm) 3
Spring Tax Update (MM) 2 - 28 Feb2 (pm) 4 Mar (pm) - 28 Mar (pm) 20 Mar (pm) 3
These topics are available online For course venues and timings see page 16.
See pages 20 - 24 See pages 28 and 29 for our Terms and Conditions.
*
For course credits pricing see page 3
10 Call us on 0330 058 7141 Book online at www.mercia-group.com 11
Practical
Workshops
Management,
Leadership 2 venues
& Business 12 titles
Development Online
Our face to face programmes are developed
to ensure your team gets the support they From £64 per event
need to fulfil their own potential and help
your clients achieve their respective goals.
Open programmes: Bespoke In-house programmes:
Leicester and London Nationwide
From 13 credits From £1,600 plus VAT and
per person. travel expenses.
www.mercia-group.com/management
13
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
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 enrolments@mercia-group.com
Course
credits from
Venues and timings See page 16.
£32 per credit
What to know more? See our website for course outlines.
See page 3
Course
Course (Who should attend) Online Credits* Colchester Peterborough Duration
Bookkeeping
Bookkeeping: The Principles (+) 4 16 Sep 16 Sep 1 day
Bookkeeping: The Next Stage (+) 4 17 Sep 17 Sep 1 day
Bookkeeping: Case Study (+) - 8 18 - 19 Sep 18 - 19 Sep 2 days
Accounting
Practical Accounting Problems (+++) 4 18 Oct - 1 day
Taxation of Businesses
Taxation of Businesses 1 (+) 4 22 Nov - 1 day
Employment Benefits and P11Ds (++) 2 10 Apr - am
Introduction to VAT (+) 2 20 Sep 20 Sep am
VAT Issues for Accounts Staff (++) 2 10 Apr - pm These topics are available online
See page 25
Taxation of Individuals
Introduction to Taxation of Individuals (+) 4 21 Nov - 1 day
Who should attend?
(+) New to the discipline
Updates and Refreshers
(++) Have a basic understanding
The Audit & Accountancy Update / Refresher (+++) 4 11 Apr - 1 day (+++) Have a good understanding
General Tax Update for Accounts Staff (+++) 4 19 Jun - 1 day
Something for Everyone For course venue and timings
see page 16.
Making the Right Start with Colleagues and Clients (+) - 2 20 Sep 20 Sep pm
See pages 28 and 29 for our Terms and Conditions.
*
For course credits pricing see page 3
14 Call us on 0330 058 7141 Book online at www.mercia-group.com 15
Venues and timings
CPD Workshops
Bury St Edmunds Ipswich Colchester
Ravenwood Hall Hotel Holiday Inn, Ipswich Colchester venue - to be confirmed
Rougham London Road
AM courses: 9.30am - 12.30pm
Bury St Edmunds Ipswich
PM courses: 1.30pm - 4.30pm
IP30 9JA IP2 0UA
PM 2 hours: 2.00pm - 4.00pm AM 2 hours: 9.30am - 11.30am
PM 3 hours: 2.00pm - 5.15pm AM 3 hours: 9.30am - 12.45pm Peterborough
PM 3 hours: 2.00pm - 5.15pm Bull Hotel
Regulatory
Westgate
Cambridge Peterborough
Hallmark Hotel Cambridge 1 Norwich PE1 1RB
E-learning
Bar Hill Holiday Inn, Norwich - North
AM courses: 9.30am - 12.30pm
Cambridge Cromer Road
PM courses: 1.30pm - 4.30pm
CB23 8EU Norwich
Full day: 9.30am - 4.30pm
Pack
PM 3 hours: 2.30pm - 5.45pm NR6 6JA
PM 2 hours: 1.30pm - 3.30pm
Madingley Hall 2 PM 3 hours: 1.30pm - 4.45pm
University of Cambridge
Institute of Continuing Education
Peterborough
Madingley
Cambridge Holiday Inn, Peterborough - West Our E-learning modules will help
Thorpe Wood
CB23 8AQ
Peterborough you meet your team’s training
PM 3 hours: 2.30pm - 5.45pm
PE3 6SG
PM 2 hours: 2.30pm - 4.30pm
requirements, giving you the assurance
Duxford PM 3 hours: 2.30pm - 5.45pm
you need to comply in these regulated areas.
Duxford Imperial War Museum
Airspace Conference Centre
Duxford
CB22 4QR
Money Criminal
PM 2 hours: 2.00pm - 4.00pm Bribery GDPR
PM 3 hours: 2.00pm - 5.15pm
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.
For more information see www.mercia-group.com/regulatorypack
16 Call us on 0330 058 7141Speaker Key
All of our courses are presented by first class speakers, drawn either from our highly
Online
experienced internal lecturing team or a pool of external presenters. Keep a look out
for the below initials when reviewing your course programme.
Training
Initials Name Initials Name
AFa Andrew Farnham KR Kevin Read
AFi Amanda Fisher LD Louise Dunford
AG Adrian Gibbons LM Liaqat Mir
AH Andy Holton MG Malcolm Greenbaum
AP Andrew Paul MH Marion Hodgkiss
BTe Bill Telford MI Martyn Ingles
Hundreds of courses
BTr Bob Trunchion MM Mark Morton
CB Charles Bradbrook MS Michael Siviter Live & recorded CPD webinars
CT Chris Thorpe MW Mark Ward
DC David Craddock NA Norman Allison
Practical workshops
DN David Norris NL Nick Lawrence
Monthly bulletins
DS David Smith NO Neil Owen
DWo Dean Wootten PB Phil Brabin
EGS Emma Gilbert-Smith PF Phil Frost
GL Guy Loveday PH Peter Herbert
GM Giles Mooney PN Pat Nown
GR Gwen Ryder RB Rebecca Benneyworth
IP Ian Pickering RJ Robert Jamieson
JMa Jane Mather RM Ros Martin
JMi Jeremy Mindell SCol Steve Collings
JN Jenny Nelder SCoo Sharon Cooke
JPa Jo Parker SF Sarah Felstead
JPe Julia Penny SHur Simone Hurst
JSe John Selwood SHut Sally Hutchings
JSh John Sharkey TA Tony Austin
JW Jeremy Williams TG Tim Good
KD Kaye Davis TP Tim Palmer
19
18 Call us on 0330 058 7141Online 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
21 CPD Webinars 27 Soft skills webinar pack Mercia Audit Manual Refresher: Maximise Your Efficiency -
2 13 Nov 20 Nov 1.5
25 Practical workshops 27 Monthly bulletins pack Key Points
26 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
20 Call us on 0330 058 7141 Book online at www.mercia-group.com/online 21Course 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
22 Call us on 0330 058 7141 Book online at www.mercia-group.com/online 23CPD 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
Calculating Personal Tax 2
Can’t find what you’re looking for? Employment Benefits and P11Ds 2 The time taken to complete will vary from workshop
See our website for further details Introduction to Capital Gains Tax 2 to workshop and from individual to individual but as
Introduction to VAT 2 a guide you should set aside a half day to complete
VAT Issues for Accounts Staff 2 in one sitting.
24 Call us on 0330 058 7141 Book online at www.mercia-group.com/online 25Soft 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.
26 Call us on 0330 058 7141 Book online at www.mercia-group.com/online 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 0330 058 7141 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 0330 058 7141 Book online at www.mercia-group.com 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 0330 058 7141 Book online at www.mercia-group.com 312017 Money Laundering
Regulations Website solutions for accountants
Responsive, modern websites viewable across all devices
Giving you the tools and practical support to help
you comply with the regulations.
FRO
£99 M
All packages include:
Mobile responsive
website design PER plus
MO VAT
Automatically updated NO
SET NTH
From sole practitioners resources including -UP
FEE
factsheets, news and
through to multi-national tax rates
organisations, we have been Budget and Spring
Statement reports and
helping accountants comply email summary
with the money laundering Search Engine Optimisation
(SEO)
regulations since 2004. Monthly email newsletters
Cloud portal integration
We offer a wide range of Free makeover every
training and support to help you 2 years.
comply, including: 12 month minimum subscription
• In-house training
• Webinars
• ICAEW AML Service
• MLRO Support Service
Content only Social Media
• AML Procedures Manual
• AML Compliance Reviews
Mercia resources incorporated
into your existing website.
£45 plus VAT per month Contact us
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
For more information see www.mercia-group.com 12 month minimum subscription accounts.
One month rolling contractOne 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
Mercia Group Ltd, 2 Thorpe Way, Grove Park, Enderby, Leicester, LE19 5SU
0330 058 7141 www.mercia-group.com enquiries@mercia-group.com
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
