ONLINE TRAINING PROGRAMME 2022 - mercia-group.com - Mercia Group
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Your Training Contents
Your Way Information
1 Introduction
Whatever your training needs, 2 Training Membership
we are here to support you 3 Pay As You Go and Bespoke Packages
and your practice with our
high-quality programme. With CPD Training
over 1,000 training events 6 - 27 Mercia Live and On-Demand CPD Programme
designed for accountants in 41 Conferences
practice, our training programme 42 - 43 Certificate in Probate and Administration
has something for everyone. 46 - 47 Face to Face Programme Information
We are now returning to venues for those
Students and Trainees
who prefer their training needs delivered face
28 - 31 Practical Workshop Programme: Mercia Live
to face. We also continue to offer a choice of
36 - 37 Practical Workshop Programme: On-Demand
Mercia Live virtual classroom and on-demand
recordings so you can access your training, 32 - 33 Student Training Workshop Programme
whenever and wherever you need it. 34 Professional Development Sessions for ACA Trainees
Our courses are interactive, engaging and
relevant, helping to make training you and Whole Firm Training
your team as easy as possible. Our highly practical workshops give you the flexibility to train junior members of your
team in the areas of accounting, auditing, personal and business tax.
40 In-House
38 - 39 Online Training Packs
Other Information
44 Speaker Key
48 Marketing Your Practice
Access to training whenever and wherever you need it
49 Support Your Practice
We want to ensure that wherever you’re based, you can access a
wide range of training to suit your needs.
Face to Face Mercia Live On-Demand In-House
In over 70 venues Access hundreds of Train your team Bespoke courses to
Use our interactive links
nationwide virtual courses anywhere, anytime meet your needs
Course Outlines Click on the course
titles throughout this brochure
To view our Face to Face brochure,
click here.
mercia-group.com enrolments@mercia-group.com 0330 058 7141 Click here for our terms and conditions 1Training Membership Pay as you go
Enjoy firm-wide access to hundreds of courses for an annual fee payable monthly. Our new streamlined
offering gives you flexibility
to pay as you go so you can
Whole Firm Whole Firm CPD Only CPD Only
Training Online Training Online book individual courses to
Training Training
suit your training needs.
Price based on per person, per month £40 £37.50 £40 £37.50
CPD COURSES
Mercia Live Virtual classrooms
On-Demand recordings
Venues
PRACTICAL WORKSHOPS AND STUDENT WORKSHOPS
Mercia Live Virtual classrooms Course credits Cash price
From 1 November we discontinued the • Book individual courses as you need them
Online practical workshops
sale of course credits.
• See the course listings in the brochure
Venues
We are continually looking at how we
• A typical three-hour update course at the
ONLINE TRAINING PACKS deliver exceptional service, and based on
cash price will cost £75*
client feedback, we are now able to provide
Regulatory e-learning alternative bespoke solutions. Or you may
prefer to buy a training membership package
Soft skills to provide more flexibility.
Mental, health, well-being and resilience
OTHER
Conferences, management and probate
Bespoke Packages
In-House training
Peer reviews Our packages provide the most comprehensive training solutions for accounting
and finance professionals. To discuss your specific requirements and obtain the
Technical query helpline
most cost-effective training package to suit your business, please contact our
Methodology and compliance products friendly Sales team at sales@mercia-group.com or call 0330 058 7141.
Whole firm: partners seniors All partners and seniors, If you have used credits, you will qualify for an exclusive discounted rate.
Recommended for:
and trainees excludes trainees
Included FREE for Members Discounted rates for Members
*All prices throughout this brochure are subject to VAT.
mercia-group.com/memberships
To find out more about how we can design and deliver training for you and your firm,
*All prices subject to VAT. Members also benefit from course notes and slides, direct debit payments and a quarterly newsletter. call 0330 058 7141 or email sales@mercia-group.com to request a call back.
2 mercia-group.com enrolments@mercia-group.com 0330 058 7141 Click here for our terms and conditions 3o n l i n e r e c o r d i n g s
Our virtual Choose where
classroom and when you
solution view your course
Complementing our usual If you do not want to be tied to
programme of face to face and a fixed date and time, or simply
online courses, the addition of can’t make the live course, we have
Mercia Live offers enhanced recordings as an alternative for
choice and greater flexibility. nearly all titles.
Choose from a range of course These courses are in an engaging and
flexible format allowing you to:
lengths and start times.
• access the course through your
online library
• download the notes and slides
• leave a course and resume from
where you were
• use the chapter and slide index to focus
on the issues important to you
• use the flexible format options to view
the course in your preferred style
• listen on the go with an audio only
MP3 version
• access your CPD records and
Click the video below to learn about certificates.
the benefits of Mercia Live.
To find out more visit our website
mercia-group.com/online-trainingYour CPD Programme
Live and On-Demand
CLICK ON THE COURSE TITLES
TO VIEW DETAILS ONLINE
CASH CPD o n l i n e r e c o r d i n g s
AVAILABLE 2022 RELEASE
COURSE (SPEAKERS - SEE PAGE 44) PRICE HOURS VIRTUAL CLASSROOM DATES
NOW DATES
ACCOUNTING AND AUDITING
visit website for course outlines
07 Jul
Academies: Audit and Accounts Update (DS) £150 3 (pm)
- - - - - - 28 Jul CC
16 Feb 24 Feb 07 Mar 18 Mar 31 Mar 13 Apr 10 Nov
Accountancy Update and Topical Issues (DN, JW, LE, LM, PF) £75 3 (am) (pm) (pm) (am) (am) (am) (pm)
17 Mar
01 Apr
Accountancy Update and Topical Issues - Key Points (DN) £38 1 (lunch)
- - - - - - 22 Apr
Accounting & Compliance for OMBs - Problems and Practical Solutions (DN, JW, LE, LM, 12 Sep 05 Oct 27 Oct 24 Nov 12 Dec
PF)
£75 3 (pm) (am) (am) (am) (pm)
- - 03 Oct CC
Accounting & Compliance for OMBs - Problems and Practical Solutions - 13 Dec
£38 1 - - - - - - 31 Dec
Key Points (LM) (lunch)
09 Mar
Accounting and Auditing Quarterly Update [Q1] (LM) £75 3 (am/pm)
- - - - - - 30 Mar
10 Mar
Accounting and Auditing Quarterly Update [Q1] - Key Points (LM) £38 1 (lunch)
- - - - - - 31 Mar
07 Jun
Accounting and Auditing Quarterly Update [Q2] (JW) £75 3 (am/pm)
- - - - - - 28 Jun
10 Jun
Accounting and Auditing Quarterly Update [Q2] - Key Points (JW) £38 1 (lunch)
- - - - - - 01 Jul
19 Sep
Accounting and Auditing Quarterly Update [Q3] (DN) £75 3 (am/pm)
- - - - - - 10 Oct
23 Sep
Accounting and Auditing Quarterly Update [Q3] - Key Points (DN) £38 1 (lunch)
- - - - - - 14 Oct
Members enjoy firm-wide access to CC These core courses will have closed
CPD courses, see page 2 for details. captioning for the deaf and hard of hearing.
6 mercia-group.com enrolments@mercia-group.com 0330 058 7141 Click here for our terms and conditions 7CASH CPD o n l i n e r e c o r d i n g s
AVAILABLE 2022 RELEASE
COURSE (SPEAKERS - SEE PAGE 44) PRICE HOURS VIRTUAL CLASSROOM DATES
NOW DATES
ACCOUNTING AND AUDITING CONTINUED
visit website for course outlines
02 Dec
Accounting and Auditing Quarterly Update [Q4] (LM) £75 3 (am/pm)
- - - - - - 23 Dec
08 Dec
Accounting and Auditing Quarterly Update [Q4] - Key Points (DN) £38 1 (lunch)
- - - - - - 29 Dec
15 Feb 08 Mar 30 Mar 12 Apr 29 Apr 23 Nov
Audit Update and Topical Issues (DN, JW, LM, PF) £75 3 (pm) (am) (am) (pm) (am) (am)
- 03 May CC
11 Mar
Audit Update and Topical Issues - Key Points (LM) £38 1 (lunch)
- - - - - - 01 Apr
06 Oct
Auditing - Regulatory Feedback (DN) £75 1 (lunch)
- - - - - - - 27 Oct
19 May
Auditing FCA-regulated Designated Investment Firms [DIFs] (LM) £150 3 (pm)
- - - - - - 09 Jun
03 Nov
Auditing FCA-regulated Mortgage and General Insurance Brokers [MGIs] (LM) £150 3 (am)
- - - - - - 24 Nov
16 Mar 02 Nov
Auditing Less Complex Entities (PF) £75 2 (am) (am)
- - - - - - 06 Apr
05 May 22 Nov
Auditing Standards Issues – Practical Implementation (JW) £75 3 (am) (am)
- - - - - - 26 May
06 Jun
Charities: Approaching the Charity Audit (LM) £150 3 (pm)
- - - - - - 27 Jun
14 Jun
Charities: Approaching the Difficult Accounting Areas (AP) £150 3 (am)
- - - - - - 05 Jul
30 Jun
Charities: Approaching the Independent Examination (NG) £150 3 (am)
- - - - - - 21 Jul
16 May 25 Oct
Charities: Current Accounting and Scrutiny Issues (PF) £75 2 (pm) (am)
- - - - - 06 Jun
17 Feb 08 Jun 21 Oct
Company Law – Something, Somewhere in the Companies Act (DN,PF) £75 3 (pm) (am) (am)
- - - - 29 Jun
24 Feb 29 Nov
Data Analytics - What Everyone Needs to Know (LE) £113 2 (pm) (pm)
- - - - - - 20 Dec
Members enjoy firm-wide access to CC These core courses will have closed
CPD courses, see page 2 for details. captioning for the deaf and hard of hearing.
8 mercia-group.com enrolments@mercia-group.com 0330 058 7141 Click here for our terms and conditions 9CASH CPD o n l i n e r e c o r d i n g s
AVAILABLE 2022 RELEASE
COURSE (SPEAKERS - SEE PAGE 44) PRICE HOURS VIRTUAL CLASSROOM DATES
NOW DATES
ACCOUNTING AND AUDITING CONTINUED
visit website for course outlines
04 Nov
Ethics Update (DN) £75 2 (am)
- - - - - - 25 Nov
21 Jun
FRS 102 - Accounting for Financial Instruments (PF) £150 3 (am)
- - - - - - 12 Jul
23 Jun
FRS 102 - Accounting for Financial Instruments - Key Points (PF) £75 1 (lunch)
- - - - - - 14 Jul
22 Jun 04 Oct
Groups - Accounting Issues (PF) £150 3 (pm) (pm)
- - - - - 13 Jul
23 Jun
Groups - Audit Issues (PF) £113 2 (am)
- - - - - - 14 Jul
11 Apr
Groups - Reorganisations - Key Points (PF) £75 1 (lunch)
- - - - - - 02 May
26 Oct
IFRS Update and Refresher (LE) £150 3 (pm)
- - - - - - 16 Nov
28 Oct
IFRS Update and Refresher - Key Points (LE) £75 1 (lunch)
- - - - - - 18 Nov
12 May 15 Nov
LLPs - Understanding Their Accounting Requirements (IP) £150 3 (pm) (am)
- - - - - 02 Jun
11 May 25 Oct
Mercia Audit Methodology - An Introduction (LE) £188 6 (full) (full)
- - - - - 01 Jun
12 May 31 Oct
Mercia Audit Methodology - Update and Refresher (LE) £150 3 (pm) (pm)
- - - - - - 02 Jun
19 Oct
Pension Scheme Accounts - Current Issues and Refresher (PH) £150 3 (am)
- - - - - - 09 Nov
06 Sep
Practice Assurance - Regulatory Feedback (JW) £113 2 (am)
- - - - - - 27 Sep CC
24 Oct
Properties: Accounting and Audit Issues (PF) £150 3 (pm)
- - - - - - 14 Nov
25 May
SRA Accounts Rules - A Practical Refresher (SHut) £150 3 (am)
- - - - - - - -
Members enjoy firm-wide access to CC These core courses will have closed
CPD courses, see page 2 for details. captioning for the deaf and hard of hearing.
10 mercia-group.com enrolments@mercia-group.com 0330 058 7141 Click here for our terms and conditions 11CASH CPD o n l i n e r e c o r d i n g s
AVAILABLE 2022 RELEASE
COURSE (SPEAKERS - SEE PAGE 44) PRICE HOURS VIRTUAL CLASSROOM DATES
NOW DATES
ACCOUNTING AND AUDITING CONTINUED
visit website for course outlines
14 Feb 02 Nov
SRA Accounts Rules Update and Refresher (SHu) £150 3 (pm) (am)
- - - - - 07 Mar
16 Feb 03 Nov
SRA Accounts Rules Update and Refresher - Key Points (SHut) £75 1 (lunch) (lunch)
- - - - - 09 Mar
10 Nov
SRA Accounts Rules Workshop (SHut) £150 3 (pm)
- - - - - - -
18 Aug
Summer Accountancy and Audit Update (PF) £75 3 (pm)
- - - - - - 08 Sep
Transactions between a Company and its Directors - Accounting, Legal and Tax 19 Apr 24 Jun 07 Sep 16 Nov
£75 3 - - - 10 May
Implications (JW, PF) (pm) (am) (am) (am)
TAXATION
visit website for course outlines
16 June
Acting for Farmers: An Update (CT) £150 3 (pm)
- - - - - - 07 Jul
08 Dec
Acting for the High Net Wealth Client (RJ) £150 3 (pm)
- - - - - - 29 Dec
15 Jun 21 Jun
Annual Tax Update (TP) £75 3 (am) (am)
- - - - - 12 Jul
09 Sep 19 Sep 26 Sep 06 Oct 12 Oct
Autumn Tax Update (MM,NA,PN) £75 3 (am) (pm) (pm) (am) (pm)
- - 30 Sep CC
23 Sep
Autumn Tax Update - Key Points (MM) £38 1 (lunch)
- - - - - - 14 Oct
05 May 01 Nov
Back to Basics IHT [including forms] (PN) £188 6 (full) (full)
- - - - - - 26 May
07 Jul 25 Nov
Back to Basics Trusts: IHT (PN) £150 3 (pm) (am)
- - - - - - -
06 Jul 24 Nov
Back to Basics Trusts: IT, CGT (PN) £188 6 (full) (full)
- - - - - - -
07 Jul
Back to Basics: Capital Gains Tax (PN) £150 3 (am)
- - - - - - - 28 Jul
Members enjoy firm-wide access to CC These core courses will have closed
CPD courses, see page 2 for details. captioning for the deaf and hard of hearing.
12 mercia-group.com enrolments@mercia-group.com 0330 058 7141 Click here for our terms and conditions 13CASH CPD o n l i n e r e c o r d i n g s
AVAILABLE 2022 RELEASE
COURSE (SPEAKERS - SEE PAGE 44) PRICE HOURS VIRTUAL CLASSROOM DATES
NOW DATES
TAXATION CONTINUED
visit website for course outlines
05 Jul
Back to Basics: Corporation Tax (PN) £150 3 (pm)
- - - - - - 15 Jun
14 Jul
Back to Basics: Taxation of Groups (PN) £150 3 (am)
- - - - - - 06 Apr
15 Mar
Back to Basics: VAT (EGS) £150 3 (am)
- - - - - - 05 Apr
Budget - Rapid Reaction (SC, EGS) £75 2 tbc - - - - - - - TBA
10 Oct
Business Structures - Tax Issues (MI) £75 3 (pm)
- - - - - - 31 Oct
24 Oct 09 Nov 14 Nov 24 Nov 05 Dec
Business Tax Problem Areas for OMBs (MM,NA,PN) £75 3 (pm) (pm) (pm) (am) (pm)
- - - 05 Dec CC
07 Dec
Business Tax Problem Areas for OMBs - Key Points (PN) £38 1 (lunch)
- - - - - - 28 Dec
23 Feb 11 Oct
Capital Allowances Refresher and Update (NA) £75 3 (pm) (pm)
- - - - - 01 Nov
18 Feb 19 Jul 01 Dec
Capital Gains Tax – Critical Areas and Developments (NA) £75 3 (am) (pm) (am)
- - - - 09 Aug CC
16 Nov
Company Tax Losses - Getting it Right (PN) £75 2 (pm)
- - - - - - 07 Dec
Completing Tax Returns for Individuals: Practical Issues and New Developments £75 2 15 Jul - - - - - - 05 Aug
(PN) (am)
28 Jun
Construction Industry Tax: An Update (TP) £150 3 (am)
- - - - - - 19 Jul
17 Mar
Corporation Tax - Six Monthly Update [Spring] (PN) £150 3 (pm)
- - - - - - 07 Apr
13 Oct
Corporation Tax - Six Monthly Update [Autumn] (MM) £150 3 (pm)
- - - - - - 03 Nov
24 Feb
COVID Practical Tax Considerations for 2021/22 (PN) £75 3 (pm)
- - - - - - - 17 Mar
Members enjoy firm-wide access to CC These core courses will have closed
CPD courses, see page 2 for details. captioning for the deaf and hard of hearing.
14 mercia-group.com enrolments@mercia-group.com 0330 058 7141 Click here for our terms and conditions 15CASH CPD o n l i n e r e c o r d i n g s
AVAILABLE 2022 RELEASE
COURSE (SPEAKERS - SEE PAGE 44) PRICE HOURS VIRTUAL CLASSROOM DATES
NOW DATES
TAXATION CONTINUED
visit website for course outlines
21 Oct
Current Issues in Property Taxation (MM) £150 3 (am)
- - - - - - 11 Nov CC
07 Jun
Employment Related Securities (DC) £75 1.5 (am)
- - - - - - - -
10 Aug
Essential Tax Catch Up - Summer (NA) £75 3 (am)
- - - - - - - 31 Aug
05 Sep 10 Oct
Family Tax Planning (PN) £75 3 (pm) (am)
- - - - - - 31 Oct
03 May 23 May 10 Jun 20 Jun 07 Jul
Finance Bill Update (MM,NA,PN) £75 3 (pm) (pm) (am) (pm) (pm)
- - 13 Jun CC
09 May
Finance Bill Update - Key Points (MM) £38 1 (lunch)
- - - - - - 30 May
08 Nov
Group Reconstructions: Tax Implications (KR) £150 3 (am)
- - - - - - 29 Nov
18 Mar 14 Oct
HMRC Enquiries- A Practical Approach (MM) £75 3 (am) (am)
- - - - - - 08 Apr
15 Feb 13 Jul 06 Dec
IHT – Core Planning and Compliance for the Practitioner (PN) £75 3 (pm) (am) (pm)
- - - - - 03 Aug
25 Mar
Income Tax and CGT- A Guide to Death and Estate Administration (PN) £113 2 (am)
- - - - - - - 15 Apr
11 Oct
International Personal Tax Fundamentals - Domicile (PN) £75 2 (am)
- - - - - - 01 Nov
11 Oct
International Personal Tax Fundamentals - Residence (PN) £75 2 (pm)
- - - - - - 01 Nov
Internationally Mobile Employees (TK) £150 3 31 Mar (pm) - - - - - - - 21 Apr
07 Mar 04 May
Making Tax Digital: Next Steps (NA) £75 2 (pm) (am)
- - - - - -
14 Feb
Off-payrolling IR35 and Associated Issues (MM) £113 2 (pm)
- - - - - - - 07 Mar
06 Apr
P11D Completion: Practical Issues (PN) £75 2 (pm)
- - - - - - 27 Apr
Members enjoy firm-wide access to CC These core courses will have closed
CPD courses, see page 2 for details. captioning for the deaf and hard of hearing.
16 mercia-group.com enrolments@mercia-group.com 0330 058 7141 Click here for our terms and conditions 17CASH CPD o n l i n e r e c o r d i n g s
AVAILABLE 2022 RELEASE
COURSE (SPEAKERS - SEE PAGE 44) PRICE HOURS VIRTUAL CLASSROOM DATES
NOW DATES
TAXATION CONTINUED
visit website for course outlines
02 Mar 11 Mar
Payroll and Employment Taxes - Essential Update (PN) £150 3 (am) (am)
- - - - - - 01 Apr
02 Mar
Payroll Update - Highlights (PN) £75 2 (pm)
- - - - - - - 23 Mar
08 Dec
Pensions Savings: The Tax Issues (PN) £150 3 (pm)
- - - - - - 29 Dec
15 Feb 24 Feb 04 Mar 10 Mar 14 Mar 06 Apr
Personal and Employment Tax Update (MM,NA,PN) £75 3 (am) (am) (am) (pm) (pm) (pm)
- 27 Apr CC
10 Mar
Personal and Employment Tax Update - Key Points (NA) £38 1 (lunch)
- - - - - - 31 Mar
17 Feb
Probate and IHT – A Tax Refresher (PN) £150 3 (pm)
- - - - - - - 10 Mar
09 Feb
Quarterly Tax Update for General Practitioners [Q1] (TP) £150 3 (am)
- - - - - - 02 Mar
26 May
Quarterly Tax Update for General Practitioners [Q2] (TP) £150 3 (am)
- - - - - - 16 Jun
14 Sep
Quarterly Tax Update for General Practitioners [Q3] (TP) £150 3 (am)
- - - - - - 05 Oct
07 Dec
Quarterly Tax Update for General Practitioners [Q4] (TP) £150 3 (am)
- - - - - - 28 Dec
02 Mar
Quarterly Tax Update for General Practitioners [Q1] - Key Points (TP) £75 1 (lunch)
- - - - - - 23 Mar
07 Jun
Quarterly Tax Update for General Practitioners [Q2] - Key Points (TP) £75 1 (lunch)
- - - - - - 28 Jun
20 Sep
Quarterly Tax Update for General Practitioners [Q3] - Key Points (TP) £75 1 (lunch)
- - - - - - 11 Oct
14 Dec
Quarterly Tax Update for General Practitioners [Q4] - Key Points (TP) £75 1 (lunch)
- - - - - - 31 Dec
07 Apr
Rebecca Benneyworth's Spring Tax Update (RB) £75 3 (am)
- - - - - - - 28 Apr
Members enjoy firm-wide access to CC These core courses will have closed
CPD courses, see page 2 for details. captioning for the deaf and hard of hearing.
18 mercia-group.com enrolments@mercia-group.com 0330 058 7141 Click here for our terms and conditions 19CASH CPD o n l i n e r e c o r d i n g s
AVAILABLE 2022 RELEASE
COURSE (SPEAKERS - SEE PAGE 44) PRICE HOURS VIRTUAL CLASSROOM DATES
NOW DATES
TAXATION CONTINUED
visit website for course outlines
21 Sep
Rebecca Benneyworth’s Autumn Tax Update (RB) £75 3 (am)
- - - - - - - 12 Oct
21 Apr 20 Oct
Research and Development - A Complete Practical Approach (DL) £113 2 (pm) (am)
- - - - - 10 Nov
05 Oct
Residential Property - Capital Gains Tax (PN) £75 2 (am)
- - - - - - 26 Oct
05 Oct
Residential Property - IHT (PN) £75 2 (pm)
- - - - - - 26 Oct
06 Sep
Residential Property - Income Tax (PN) £75 2 (am)
- - - - - - 27 Sep
07 Jun
Share Options (DC) £75 1.5 (am)
- - - - - - - -
08 Mar 06 Apr 20 Apr 26 Apr 06 May
Spring Tax Update (MM,NA,PN) £75 3 (am) (am) (pm) (pm) (am)
- - 11 May CC
27 Apr
Spring Tax Update - Key Points (MM) £38 1 (lunch)
- - - - - - 18 May
15 Mar 17 Nov
Tax Aspects of Succession Planning (RJ) £150 3 (pm) (pm)
- - - - - 08 Apr
08 Nov
Tax Issues for Auditors (EGS) £150 3 (pm)
- - - - - - 29 Nov
04 May
Tax Issues for Charities and Community Amateur Sports Clubs (TA) £150 3 (pm)
- - - - - - - 25 May
14 Sep
Tax Issues for Sports Professionals and Entertainers (CB) £150 3 (pm)
- - - - - - - 05 Oct
17 Mar
Tax Practitioners Quarterly Update [Q1] (RJ) £150 3 (pm)
- - - - - - 07 Apr
22 Jun
Tax Practitioners Quarterly Update [Q2] (RJ) £150 3 (pm)
- - - - - - 13 Jul
21 Sep
Tax Practitioners Quarterly Update [Q3] (RJ) £150 3 (pm)
- - - - - - 12 Oct
Members enjoy firm-wide access to CC These core courses will have closed
CPD courses, see page 2 for details. captioning for the deaf and hard of hearing.
20 mercia-group.com enrolments@mercia-group.com 0330 058 7141 Click here for our terms and conditions 21CASH CPD o n l i n e r e c o r d i n g s
AVAILABLE 2022 RELEASE
COURSE (SPEAKERS - SEE PAGE 44) PRICE HOURS VIRTUAL CLASSROOM DATES
NOW DATES
TAXATION CONTINUED
visit website for course outlines
13 Dec
Tax Practitioners Quarterly Update [Q4] (RJ) £150 3 (pm)
- - - - - - 31 Dec
28 Feb
Tax Reliefs for SMEs (MM) £113 2 (pm)
- - - - - - - -
04 Mar
Tax Reliefs for SMEs - Misc Reliefs (MM) £75 1 (lunch)
- - - - - - 25 Mar
01 Apr
Tax Reliefs for SMEs - Research and Development (MM) £75 1 (lunch)
- - - - - - 22 Apr
13 May 24 May
Tax Update for Audit and Accounts Staff (EGS) £150 3 (am) (am)
- - - - - 14 Jun
26 May
Tax Update for Audit and Accounts Staff - Key Points (EGS) £75 1 (lunch)
- - - - - - 16 Jun
17 Mar 09 Nov
Taxation of Couples - IT, IHT, CGT (PN) £150 3 (am) (am)
- - - - - 07 Apr
21 Feb
The Effective Use of Business Tax Losses (PN) £150 3 (pm)
- - - - - - 14 Mar
16 Mar
Trust Essentials - Basic Principles and Definitions (PN) £75 2 (am)
- - - - - - 06 Apr
05 Apr
Trust Essentials - Capital Gains Tax (PN) £75 2 (am)
- - - - - - 26 Apr
05 Apr
Trust Essentials - IHT Charges and Computations (PN) £75 2 (pm)
- - - - - - 26 Apr
Trust Essentials – Income Tax (PN) £75 2 16 Mar (pm) - - - - - - 06 Apr
17 Jun
Trusts - Key Tax Considerations and Planning (PN) £150 3 (am)
- - - - - - - 08 Jul
23 Mar
UK Land Taxes Refresher and Update (RM) £150 3 (pm)
- - - - - - - 13 Apr
04 Jul
Unincorporated Businesses - Tax Issues and Planning (PN) £150 3 (pm)
- - - - - - 25 Jul
Members enjoy firm-wide access to CC These core courses will have closed
CPD courses, see page 2 for details. captioning for the deaf and hard of hearing.
22 mercia-group.com enrolments@mercia-group.com 0330 058 7141 Click here for our terms and conditions 23CASH CPD o n l i n e r e c o r d i n g s
AVAILABLE 2022 RELEASE
COURSE (SPEAKERS - SEE PAGE 44) PRICE HOURS VIRTUAL CLASSROOM DATES
NOW DATES
TAXATION CONTINUED
visit website for course outlines
11 Oct 21 Nov 30 Nov 14 Dec
VAT Issues & Common Pitfalls (EGS) £75 3 (am) (pm) (am) (am)
- - - 01 Nov CC
13 Dec
VAT Issues & Common Pitfalls - Key Points (EGS) £38 1 (lunch)
- - - - - - 31 Dec
17 Mar
VAT Six Monthly Update [Spring] (EGS) £38 1 (lunch)
- - - - - - 07 Apr
13 Oct
VAT Six Monthly Update [Autumn] (EGS) £38 1 (lunch)
- - - - - - 03 Nov
07 Apr
VAT: Cross Border Trading (NO) £150 3 (pm)
- - - - - - 28 Apr
04 May
VAT: Dealing with Land and Property (NO) £150 3 (am)
- - - - - - 25 May
5 Apr 5 Oct
Acting for Dentists £150 3 (pm) (pm)
- - - - - - -
Members enjoy firm-wide access to CC These core courses will have closed
CPD courses, see page 2 for details. captioning for the deaf and hard of hearing.
24 mercia-group.com enrolments@mercia-group.com 0330 058 7141 Click here for our terms and conditions 25CASH CPD o n l i n e r e c o r d i n g s
AVAILABLE 2022 RELEASE
COURSE (SPEAKERS - SEE PAGE 44) PRICE HOURS VIRTUAL CLASSROOM DATES
NOW DATES
OTHER
visit website for course outlines
15 Nov
Acting for Doctors - An Update £150 3 (am)
- - - - - - - -
19 Apr 21 Sep
Employment Law Update for Accountants - Key Points (LD) £38 1 (lunch) (lunch)
- - - - - 12 Oct
22 Mar
GDPR - A Refresher and Update (AL) £75 2 (am)
- - - - - - 12 Apr
Insolvency proceedings – how to guide your clients through CVAs, Receivership, 28 Apr
£150 3 - - - - - - 19 May
Administration and Liquidation (PR) (am)
05 Apr 04 Jul 13 Oct
Key Points for Leading a High Performing Team (MS) £38 1 (am) (am) (am)
- - - - - 25 Jul
30 Jun 22 Sep
Key Points for Managing Client Meetings (JS) £38 1 (am) (am)
- - - - - - 21 Jul
22 Nov 07 Dec
Money Laundering Update and Topical Issues (AH) £150 3 (am) (pm)
- - - - - 13 Dec
29 Nov
Money Laundering Update and Topical Issues - Key Points (AH) £75 1 (lunch)
- - - - - - 20 Dec CC
09 Jun
Share and Business Valuations (JN) £150 3 (pm)
- - - - - - 30 Jun
Members enjoy firm-wide access to CC These core courses will have closed
CPD courses, see page 2 for details. captioning for the deaf and hard of hearing.
26 mercia-group.com enrolments@mercia-group.com 0330 058 7141 Click here for our terms and conditions 27Your Practical Workshop
Programme
Our highly practical workshops give you the flexibility to train junior
members of your team in basic principles across a range of topics. CLICK ON THE COURSE TITLES
TO VIEW DETAILS ONLINE
CASH
COURSE PRICE DURATION VIRTUAL CLASSROOMS DATES ON-DEMAND
BOOKKEEPING
Bookkeeping: The Principles+ £150 1 day 17 Jan 21 Feb 30 Aug 05 Sep 12 Sep 19 Sep
Bookkeeping: The Next Stage+ £150 1 day 18 Jan 22 Feb 31 Aug 06 Sep 13 Sep 20 Sep
Bookkeeping Case Study+ £300 2 days 19 - 20 Jan 23 - 24 Feb 01 - 02 Sep 07 - 08 Sep 14 - 15 Sep 21 - 22 Sep -
ACCOUNTING
Preparing and Finalising Accounts++ £150 1 day 30 Mar 27 Apr 16 May 10 Nov - - -
Understanding Company Accounts+ £150 1 day 28 Apr 17 May - - - -
Practical Accounting Problems+++ £150 1 day 25 Apr 12 Oct - - - -
AUDITING
How to Audit: An Introduction+ £75 am 24 Jan 07 Jun 05 Dec - - -
How to Audit: Case Study+ £375 2.5 days 24 - 26 Jan 07 - 09 Jun 05 - 07 Dec - - - -
How to Audit: Planning and Completion++ £150 1 day 28 Apr 24 May 1 Nov - - -
Practical Auditing Problems+++ £150 1 day 26 Apr 13 Oct - - - -
Who should attend?
Practical Workshops are included in Whole Firm memberships,
(+) New to the discipline (++) Have a basic understanding (+++) Have a good understanding
see page 2 for details.
28 mercia-group.com enrolments@mercia-group.com 0330 058 7141 Click here for our terms and conditions 29CASH
COURSE PRICE DURATION VIRTUAL CLASSROOMS DATES ON-DEMAND
TAXATION OF BUSINESSES
Introduction to VAT+ £75 am 21 Jan 25 Feb - 9 Sep 16 Sep 23 Sep
Taxation of Businesses 1+ £150 1 day 13 Apr 24 Nov - - - -
Understanding Capital Allowances++ £75 am 12 Oct 15 Nov - - - -
Taxation of Businesses 2++ £75 pm 12 Oct 15 Nov - - - -
Employment Benefits and P11Ds++ £75 am 09 Mar 19 Apr - - - -
VAT Issues for Accounts Staff++ £75 pm 09 Mar 19 Apr - - - -
TAXATION OF INDIVIDUALS
Introduction to Taxation of Individuals+ £150 1 day 12 Apr 23 Nov - - - -
UPDATES AND REFRESHERS
General Tax Update for Accounts Staff+++ £150 1 day 10 May 22 Jun - - - -
The Audit & Accountancy Update/Refresher+++ £150 1 day 15 Mar 09 May - - - -
SOMETHING FOR EVERYONE
Making the Right Start with Colleagues and Clients+ £75 pm 21 Jan 25 Feb - 9 Sep 16 Sep 23 Sep -
SPECIALIST TOPICS
Academies: An Introduction+ £113 pm 07 Jun - - - - -
Acting for FCA Clients: An Introduction+ £113 pm 14 Mar 02 Nov - - - -
An Introduction to SRA Accounts Rules+ £188 1 day 20 May 09 Nov - - - -
A Practical Introduction to Charities+ £188 1 day 20 Apr 10 Nov - - - -
Understanding Pension Schemes+ £113 pm 05 Apr - - - - -
Who should attend?
Practical Workshops are included in Whole Firm memberships,
(+) New to the discipline (++) Have a basic understanding (+++) Have a good understanding
see page 2 for details.
30 All courses available in-house, click here. Click here for our terms and conditions 31Student Training Workshops
Geared towards trainees completing the ICAEW ACA qualification, these series
of courses are held at relevant intervals and complement a student’s training
contract. These workshops are practical in nature from the basics of putting a file
of accounts together to planning audits and management skills. Written reports
CLICK ON THE COURSE TITLES
will help facilitate discussions at the student’s six monthly reviews.
TO VIEW DETAILS ONLINE
CASH
COURSE (SPEAKERS - SEE PAGE 44) PRICE DURATION OVERVIEW
• Practical accounts preparation,
Course I - Practical Accounts Preparation (GA,LM) £1,313 2 weeks 17 Jan-28 Jan 08 Aug-19 Aug 12 Sep -23 Sep including some Sage Training.
• Stock take attendance.
• Introductory financial reporting.
Course II - Introduction to Auditing & Financial Reporting (AP,PB) £713 1 week 14 Feb-18 Feb 03 Oct - 07 Oct 10 Oct - 14 Oct
• Introductory auditing.
• Permanent file information.
Course III - Understanding the Client & Auditing More Complex Areas (AP,LE) £375 3 days 20 Jun - 22 Jun 26 Sep - 28 Sep 12 Dec - 14 Dec
• Understanding financial information.
• Audit planning and completion.
Course IV - Audit Planning & Completion (LE) £488 3 days 04 Apr - 06 Apr 22 Aug - 24 Aug 14 Nov - 16 Nov • Controls testing.
• Client communication.
• Reviewing and delegating.
Course V - Supervising & Reviewing Work (LE,PB) £563 2 days 07 Apr - 08 Apr 29 Sep - 30 Sep 17 Nov - 18 Nov
• Taking responsibility and supervising.
• Presenting information to clients.
• Asking difficult questions.
• Giving bad news.
Course VI Part 1 - Personal Skills (MS) £300 1 day 21-Feb 25-Jul 10-Nov • Communicating in difficult situations.
• Saying no.
• Body language.
• Networking.
• Understanding how businesses work
Course VI Part 2 Business Acumen (MS) £338 1 day 22-Feb 26-Jul 11-Nov and why they fail.
• Giving business advice.
32 mercia-group.com enrolments@mercia-group.com 0330 058 7141 Click here for our terms and conditions 33Professional Development (PD) sessions for ACA Trainees
As part of the ACA qualification, students must work through professional skills
goals set by ICAEW. These goals cover ‘seven ladders’ and students are required
to demonstrate competence in these ladders, across a range of personal and
professional skills.
We facilitate these goals through PD sessions, which give students the chance to discuss, practise and
reflect on their development through tightly co-ordinated activities. The sessions will also help students to
learn new skills that can be applied in the workplace as they complete their goals.
There are ten interactive PD sessions (Sessions A – J) and these are usually attended by students over a
period of two years and completed prior to the students sitting the ACA Case study exam.
COURSE (SPEAKERS - SEE PAGE 44) CASH PRICE
11 Mar 24 Oct
PD Session A - Communication (MS) £110 (am) (am)
29 Apr 16 Dec
PD Session B - Decision making (MS) £110 (am) (am)
Student Monitoring
21 Mar 10 Jun
PD Session C - Adding value (MS) £110 (am) (am) We can assist you with your duties of being a
03 May 17 Oct registered training office. For your trainees we
PD Session D - Ethics & professionalism part 1 (MS) £110 (am) (am)
can ensure that they are on the right courses
27 Jun 09 Dec for their practical experience and monitor their
PD Session E- Ethics & professionalism part 2 (MS) £110 (am) (am)
progress through the ACA or ACCA exams. We
11 Mar 24 Oct
PD Session F - Teamwork (MS) £110 (pm) (pm) relieve firms of much of the administrative
burden of being a registered training office and
29 Apr 16 Dec
PD Session G - Problem solving (MS) £110 (pm) (pm) give firms a ‘one stop’ contact if there are any
21 Mar 10 Jun exam-related issues with which to deal.
PD Session H - Technical competence (MS) £110 (pm) (pm)
03 May 17 Oct If you would like more information
PD Session I - Synoptic part 1 (MS) £110 (pm) (pm) please call us on 0330 058 7141.
27 Jun 09 Dec
PD Session J - Synoptic part 2 (MS) £110 (pm) (pm)
am courses: 9.30am - 12.00pm pm courses: 2.00pm - 4.30pm
The sessions are interactive and structured around comprehensive case studies. Students will be required
to work in teams and each session will include ‘reflection’ time where learning and action points are
tracked in preparation for internal reviews with line managers and completion of training logs.
Students graduate from the programme by attending the Synoptic sessions. These are an opportunity to
reflect on the whole programme and identify the knowledge and skills that have been obtained and how
these will continue to support them in their professional careers.
34 mercia-group.com enrolments@mercia-group.com 0330 058 7141 Click here for our terms and conditions 35On-Demand
Practical Workshops
Through a mixture of practical tuition and case studies,
our online workshops will provide your team with the skills
and technical expertise to help them fulfil their roles and
to maximise their performance. To train new starters or
help others to brush up on their knowledge, our practical
workshops are an ideal solution.
E-Learning modules
Our range of interactive e-learning modules include Engaging and interactive
quizzes throughout and a test at the end to ensure a clear Intuitive and easy to use
understanding of the topic. Includes comprehensive notes and workbook
Our updates and niche area workshops are recorded CASH
2022 available from 1 Feb
PRICE
webinars. Case studies are used throughout to help
Bookkeeping
in understanding the subject and their flexible format
Bookkeeping: The Principles £150
enables a tailored training experience.
Bookkeeping: The Next Stage £150
Comprehensive notes are readily available to download Accounting
for easy reference. Understanding Company Accounts £150
Practical Accounting Problems £150 Recorded webinars
Auditing
Watch at your own pace
How to Audit: An Introduction £75 Includes case studies
Professional Ethics: An Introduction £75 Includes comprehensive notes
How to Audit: Planning and Completion £150
CASH
Practical Auditing Problems £150 2022 available from 1 Jun
PRICE
Taxation Updates and Refreshers
Calculating Trade Profits £75 General Tax Update for Accounts Staff £150
Capital Allowances - The Basics £75
Accounting Update / Refresher £150
Capital Allowances - The Next Stage £75
Audit Update / Refresher £150
Calculating Corporation Tax £75
Niche Areas
Introduction to PAYE and NI £75
Academies: An Introduction £113
Calculating Personal Tax £75
Employment Benefits and P11Ds £75 Acting for FCA Clients: An Introduction £113
The time taken to complete will vary from
workshop to workshop and from individual to Introduction to Capital Gains Tax £75 An Introduction to SRA Accounts Rules £188
individual but as a guide you should set aside Introduction to VAT £75 A Practical Introduction to Charities £188
a half day to complete a course in one sitting. Understanding Pension Schemes £113
VAT Issues for Accounts Staff £75
36 mercia-group.com enrolments@mercia-group.com 0330 058 7141 Click here for our terms and conditions 37Online Training Packs Online Training Pricing (per pack)
for all Your Team
NUMBER OF PRICE PER PACK PRICE PER PACK MEMBER PRICE
PARTNERS Packs 1, 3 and 4 Pack 2 See page 2
1 £105 £175 FREE
2-4 £315 £525 FREE
Our online training packs provide firm-wide access to a collection of courses
5-9 £525 £875 FREE
and are perfect for training new starters or simply helping to keep your
10 - 19 £840 £1,400 FREE
team’s knowledge up to date. Plus, with prices starting from as little as
20+ POA POA FREE
£100 per pack, they offer incredible value for money.
*All prices subject to VAT
PACK 1 PACK 2 PACK 3 PACK 4
Introductory Regulatory Complete Regulatory Pack Soft Skills Pack Mental Health, Wellbeing and
Pack The Complete Regulatory Pack includes the Ensuring your team’s technical knowledge is up
Resilience Pack
The Introductory Regulatory Pack provides introductory pack and builds on it with extra to date is vital. But what about their soft skills? Covering a varied range of topics, the pack
a quick and easy way of ensuring your new modules to ensure that your entire team provides real-life stories, checklists and
Giving your team the skills to enable them to
starters and support staff receive the required receive the required training and refreshers resources promoting positive wellbeing and
manage their teams, manage their time and
training they need to help your firm remain they need to help your firm remain compliant resilience for your juniors and trainees.
become a trusted advisor to your clients are
compliant in a range of regulated areas: in a range of regulated areas:
invaluable skills. Modules are relevant at different stages
• Introduction to Money Laundering • Introduction to Money Laundering throughout the three years of a student training
Our Soft Skills videos are useful additions to
• Introduction to Bribery • Introduction to Bribery contract and are a good refresher for more
your internal training library and enable your
• Introduction to Criminal Finances Act • Introduction to Criminal Finances Act experienced team members.
team to develop their skills as their careers
• Introduction to GDPR • Introduction to GDPR
progress. The Soft Skills Pack includes the The pack includes modules covering:
• Introduction to PCRT
following courses:
The pack consists of e-learning modules • Introduction to Professional Ethics • Maintaining Your Mental Health
• Effective Business Writing Skills • Working under Pressure
covering each of the areas above, along with • AML, Bribery Act and CFA Key Points and
• Dealing with Difficult Conversations with • Helpful and Unhelpful Thinking
interactive quizzes and a test to enable you to Refresher
Colleagues
evidence training. • Understanding Different Personalities
The pack consists of e-learning modules • Tips for Motivating Your Team
• Managing your Wellbeing
covering each of the areas above, along with
• Dealing with Distractions
interactive quizzes and a test to enable you to • Taking Responsibility
• Improving Your Business Advisory Skills
evidence training.
For more details and to purchase, call 0330 058 7141.
CCESS
38 • FIRM-WIDE ACCESS • FIRM-WIDE
mercia-group.com ACCESS • FIRM-WIDE ACCESS • FIRM-WIDE
enrolments@mercia-group.com 0330 058 7141 ACCESS • FIRM-WIDE ACCESS • FIRM-WIDE ACCESS • FIRM-WIDE Click
ACCESS • our
here for FIRM-WIDE ACCESS •39FIR
terms and conditionsConferences
From £345, our one-day conferences are
designed for partners and managers. The
specialist conference topics look at a wide range
of practical issues which enable you to provide
the best possible advice to your clients.
CONFERENCES (FROM £345) DATES
Farming Conference 2021/22 1 Mar
Scottish Charities Conference 30 Mar
Charities Conference 5 Apr
Solicitors Conference 28 Apr
Accountancy Practice Conference 17 May
Property Conference 26 May
TRAIN
Healthcare Conference 16 Jun
23 Jun
Our in-house training gives Academies Conference
a more personal approach 8 Sep
to meeting your firm’s
New Managers’ Conference 29 Jun
requirements based on
understanding the daily Annual Update Conference 15 - 16 Sep
challenges you face.
Probate Practitioners Conference 22 Sep
Courses or workshops can
Farming Conference 2022/23 12 Oct
be delivered at a time of your
choice, either at your own venue Compliance Update Conference 19 Oct
or via our Mercia Live virtual
classroom. International Tax Conference 15 Nov
Managers' Conference 23 Nov
CPD courses start from
Client Advisory Event 24 Nov
£1,750 plus VAT and
travel expenses.
More conference titles are added throughout the year. Please visit
10% discount is available for Members. mercia-group.com/conferences for up to date details on all of
our conferences and how to book.
mercia-group.com/inhouse
Click here for our terms and conditions 41Certificate in Probate and Interested in accreditation?
Estate Administration We are running our probate courses online
as a Mercia Live course over four half days
or, you can watch an on-demand version.
Enabling you to provide probate To obtain the certificate you will need to
services to your clients attend and pass an assessment (pass mark
50%) which you can also do online.
Probate is an area where you can now provide additional
support to your clients, save them money and generate more
business for your firm.
You may already be providing tax planning and estate accounts
services to clients. Facilitating non-contentious probate work is a
Course Dates
very natural extension of this existing service.
Course price: £690
We have already helped over 800 firms acquire the training and
Mercia Live courses - four half days 9.30am to 1.00pm
certification needed to apply for a probate licence, and we can
do the same for you.
Mercia Live On-Demand
21 - 24 Mar Online recording
How do I become accredited for probate?
13 - 16 Jun
To become accredited for probate, you will first need to
30 Aug - 2 Sep
undertake relevant training and pass an assessment (unless
exempt) before submitting an application form to ICAEW or 14 - 17 Nov
ACCA and paying the appropriate fee.
Our Certificate in Probate and Estate Administration involves
attending a course and then sitting and passing an assessment.
See opposite for details of the course and assessment. Assessment Dates
Assessment price: £190
All assessments run from 9.30am to 11.30am
Further reading
The ICAEW website provides a wealth of information Online
for firms considering applying for accreditation,
31 Mar
including full details of the application process,
qualifications criteria and fees. 24 Jun
Already You can keep your probate 8 Sep
*The Certificate in Probate and Estate Administration is a stand-alone accredited? CPD up to date by attending
24 Nov
course. The courses included as part of this programme are outside of the our annual Probate
standard courses programme. As such these certificate courses must be Practitioners Conference,
paid for at the full price. Affiliate discounts and memberships cannot be see page 59 for details.
used to book these courses. Mercia Members can purchase course credits
at the lowest credit price. There is a £50 fee for cancellations/swaps within
seven days of the date of the assessment. All prices are subject to VAT.
Please call us for more information on 0330 058 7141.
42 mercia-group.com enrolments@mercia-group.com 0330 058 7141 Click here for our terms and conditions 43Speaker Key
All of our courses are presented by first class speakers, drawn either from our
highly experienced internal lecturing team or a pool of external presenters.
Keep a look out for the below initials when reviewing your course programme.
INITIALS NAME INITIALS NAME
AH Andy Holton LE Lee Eagling
AP Andrew Paul LM Liaqat Mir
AL Andy Larkum MG Malcolm Greenbaum
CB Charles Bradbrook MI Martyn Ingles
CT Chris Thorpe MM Mark Morton
DC David Craddock MS Michael Siviter
DN David Norris NA Norman Allison
DS David Smith NG Nicola Groves
DWt Dean Wootten NO Neil Owen
TRAIN
DWd Deborah Wood PB Phil Brabin
DL Debra Lowndes PF Phil Frost
EGS Emma Gilbert-Smith PH Peter Herbert
GA Gemma Archer PN Pat Nown Helping you to comply with the
GR Gwen Ryder PR Philip Ridgway
Money Laundering
Regulations
IP Ian Pickering RB Rebecca Benneyworth
JN Jenny Nelder RJ Robert Jamieson
JSe John Selwood RM Ros Martin
JSh John Sharkey SC Steve Collings Giving you the tools and practical support to help you
JW Jeremy Williams SHur Simone Hurst
comply with the regulations.
KB Kathryn Burns SHut Sally Hutchings From sole practitioners through to • AML Training
KD Kaye Davis TA Tony Austin multi-national organisations, we have • AML Procedures Manual
been helping accountants comply with
KR Kevin Read TK Tim Kelsey • AML Compliance Reviews
the money laundering regulations since
LD Louise Dunford TP Tim Palmer 2003. We offer a wide range of training • MLRO Support Service
and support to help you comply. • ICAEW AML Service
mercia-group.com/support
44 mercia-group.com enrolments@mercia-group.com 0330 058 7141face to face venues
Your face to face CPD
programme 2022
We have returned to venues and subject to any
changes in government guidance will have a full
programme running in many locations around
the country.
For details of our courses in venues please see
our face to face brochure.
For information on our face to face courses
please visit mercia-group.com If you have not received a face to face
brochure please call us on 0330 058 7141MARKETING SUPPORT
YOUR PRACTICE FOR YOUR PRACTICE
To help you promote your firm, we deliver printed Are you looking for tried and trusted
and digital marketing solutions for UK accountants. technical support products and services
Using our marketing and design expertise and in-house technical knowledge, we have for your practice?
developed a range of innovative products and services in various formats to suit you.
We offer specialist technical expertise to accounting firms
of all shapes and sizes by providing the technical tools and
knowledge needed to stay up to date, compliant and efficient.
BUDGET AND TAX RATES
Utilising our in-house technical consultants and
PEER REVIEWS
tax lecturers, we write quality and up to date
budget announcements and tax publications in We can help ensure your firm remains up to date
a language that your clients will understand. and compliant in a wide range of areas, from audit
through to anti money laundering and investment
business. All reviews include a full written report
detailing findings and any practical guidance to help
CLIENT COMMUNICATIONS
you address any concerns.
Ensure your marketing has the right
information in a format that you need.
Our topical and technically accurate METHODOLOGY & COMPLIANCE PRODUCTS
content can be personalised to suit you.
From anti-money Our Technical Support
laundering procedures to offering includes:
audit methodology, we • Anti-Money
DESIGN SERVICE offer a comprehensive and Laundering Queries
We can design on-brand corporate complementary range of • Audit and Accounts
stationary, exhibition materials, adverts or audit, specialist manuals, Queries
other requirements to ensure you stand out compliance and general • Tax Queries
creatively. practice procedures • Vision – a monthly
solutions to accountants newsletter
and auditors.
Our planning tools and tax
DIGITAL MARKETING SOLUTIONS We monitor changes to software help you provide
Keep ahead of changes in technology and rules and regulations and tax compliance services
connect with your clients. We can help with a consider how these could to your clients, as well as
new website or promotional video, support with have an impact on the extend or enhance the
an app or social media content.
services that you deliver to services that you currently
your clients. offer.
For details of our full range of marketing services, For more information about our technical services,
visit mercia-group.com/promote visit mercia-group.com/supportTRAINING PROGRAMME mercia-group.com Mercia Group Ltd, 2 Thorpe Way, Grove Park, Enderby, Leicester LE19 1SU 0330 058 7141 sales@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.
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