• Overview

    This conference consists of four sessions which makes it a cost-effective way of staying informed of the latest technical issues.

    Please see the webinar schedule below.

    Benefits in Kind and Remuneration
    Date:     Wednesday 25 September
    Time:     09.30-11.30
    Speaker:     Tim Palmer 


    IHT, Trusts and Wills
    Date:     Wednesday 25 September
    Time: 13:30 - 15:30 
    Speaker: Paul Soper
     

    AI: An Overview for Practitioners
    Date:     Thursday 26 September
    Time:     09:30 - 11:30
    Speaker: David Culley
     

    The Future Threat Environment for Practitioners
    Date:     Thursday 26 September 
    Time:     13:30 - 15:30
    Speaker: Rob McCusker

    These events were recorded on 25 and 26 September 2024

  • Benefits and Kind and Remuneration Tax Update

    Objectives

    This very practical session will review in detail benefits in kind and remuneration packages which are both tax and NIC efficient and also the tax related planning opportunities relating to them.

    Key features

    • The benefits in kind which are tax and NIC efficient
    • Salary sacrifice planning for directors and employees
    • The tax benefits of businesses switching to electric vehicles
    • The current areas regarding P11Ds, PAYE and NIC that HMRC are challenging and reviewing
    • A review of the recent tax cases that relate to benefits in kind
    • Tax and NIC efficient extraction of funds and remuneration from the business
    • PAYE and NIC administration requirements and planning
    • Payrolling benefits in kind
    • Practical case studies
    • General overview

    Speaker:
    Tim Palmer

  • IHT, Wills and Trusts
    Key features
     
    • Trusts have been used to reduce IHT but have other practical uses where IHT is an added complication
    • The incidence of IHT is affected by the disposition of a person's estate
    • Using trusts to reduce exposure to IHT
    • Purposes for which trusts can be used and minimisation of IHT costs
    • Where there's a will there's a reduction in IHT exposure
    • Impact of intestacy on IHT exposure
    • Trust registration is extending to non-taxable trusts as well

    Speaker:
    Paul Soper FCCA, Lecturer, consultant and broadcaster. 

  • Artificial Intelligence: An Overview for Practitioners

    Overview

    As AI continues to revolutionise society, this two-hour workshop is the perfect introduction for accountants and finance professionals seeking to go beyond the hype and get to grips with how this technology is changing the way we do business.

    Key features

    • Understand the unique nature of AI and chart its evolution
    • Identify current applications of AI in business and society
    • Demonstrate practical uses of Large Language Models
    • Explore uses of AI in finance and accountancy
    • Present a vision of AI for the future

    Speaker:
    David Culley

  • The Future Threat Environment for Practitioners

    Overview

    The Future Threat Environment for Practitioners – Nature, Scope, Impact and Mitigation

    Accountants and accountancy firms remain core and ever expanding targets of criminals of all persuasions and complexities by dint of their access to sensitive financial records, personal client data and bank account details and intrinsic role in the creation of entities, contracts and the conducting of essential business operations. Accountants and accountancy firms also constitute vectors for money laundering, terrorist financing and/or proliferation financing. This session will provide an overview of the threat environment (including economic crime threats –both physical and virtual) within which accountants and accountancy firms are situated, an appraisal of the application and impact of new and/or updated legislation and regulation and the route through which real-world risk management can be brought to bear so that risks can be better understood, assessed and mitigated.

    Key features

    The Economic Crime Threat Environment

    • The ever-evolving landscape of economic crime and related threats generally and in relation to the accountancy profession in particular including:
      • Typologies of Perpetrators
      • Economic Crime Threat Vectors including
        • Money laundering, terrorist financing and proliferation financing
          • Legislation and Regulation
            • Economic Crime (Transparency and Enforcement) Act 2022
            • Economic Crime and Corporate Transparency Act 2023
            • Money Laundering, Terrorist Financing and Transfer of Funds (Information on the Payer) Regulations 2017
            • Money Laundering and Terrorist Financing (Amendment) Regulations 2023
          • Typologies
          • Threat vectors
        • Technological and organisational cyber facilitation of economic crime threats
          • Typologies
          • Organisational impacts

    Real World Risk Management

    • Inculcating lateral versus vertical thinking
    • Identifying specific anti- money laundering, counter-terrorist financing and counter proliferation financing threat management and response

    Speaker
    Rob McCusker