ICAEW
2015 COURSES
Across the South West
The quality you’d expect
in venues you’ll love
HALF PRICE COURSES
FOR MEMBERS
See inside for details
www.swat.co.uk/ICAEW_SW
0845 450 5555
Welcome
Welcome to the new 2015 ICAEW Chartered Accountants South West courses
programme!
With change comes great opportunity
Mike Sturgess
President, ICAEW
Chartered
Accountants
South West
We’ve made some big changes this year, most noticeably through our partnership with
SWAT UK.
The aim has been to ensure that you, our members, continue to have access to a wide
range of training, whilst receiving the best possible standards of service.
Through SWAT UK, you can now access a wide range of training in venues throughout
the South West. In addition, you can also access over 300 courses online through
SWAT UK’s live and recorded webinar programme. These courses allow you to undertake
training from the comfort of your own desk and are a great way to train new members
of the team, without incurring travel time and expense.
50% discount for South West Society members – and your colleagues!
As a member of the South West Society, you can benefit from:
- 50% discount on SWAT UK’s public CPD courses, live and recorded webinars*.
- Once you have registered for the above discount, the 50% discount will also be
applied to all course bookings for everyone in your firm, whether they are ICAEW
members or not.
- If two or more delegates in your firm want to watch the same webinar (or
recording), an additional 50% discount will automatically be applied to the second
and subsequent bookings on that same webinar (or recording) representing a 75%
discount in total for the second and all subsequent bookings. Live webinars and
webinar recordings are treated as separate courses for the purposes of this discount.
Find out more and register online at www.swat.co.uk/ICAEW_SW and start saving today!
Wherever you’re based in the South West, our 2015 courses programme (through
SWAT UK) provides you with access to award-winning training for a fraction of the cost.
Yes, this represents a big change for the society, but one which I hope you will agree,
offers considerable benefits to all members.
I look forward to seeing you during the year.
Mike Sturgess
President, ICAEW Chartered Accountants South West
* Register online at www.swat.co.uk/ICAEW_SW to claim your discount. Once registered, your discount will be applied automatically to all future
bookings. The discounts above do not apply to SWAT UK’s Certificate in Probate and Estate Administration, the Professional Skills Development
Programme courses, the 2015 Charities Conference or any courses run in-house.
New for 2015
LIVE Video Webinars
See the lecturer on-screen as he / she presents the course live
The following courses are running as live video webinars in 2015:
Accounting & Auditing Quarterly Updates (Q1 - Q4)
General Tax Updates (Q1 - Q4)
Find out more at www.swat.co.uk/ICAEW_SW
In association with:
Financial Reporting & Auditing Courses
Accounting & Auditing Update
(This course is a combination of the “Auditing Update” and the “Financial Reporting & Accounting
Update” courses)
Code: 2004
Full Price: £124
Member Price: £62*
Exeter: 14 Apr PM (DN)
Plymouth: 9 Jun AM (AH) Yeovil: 9 Jun PM (DN)
Cornwall: 2 Sep PM (DN) Taunton: 17 Sep PM (DN) Webinar: 15 Apr AM (DN)
Webinar: 4 Nov AM (AHG)
Are You Ready for FRS 102?
Code: 2934
Cornwall: 6 Oct PM (DN)
Yeovil: 13 Oct PM (AHG)
Full Price: £124
Member Price: £62*
Plymouth: 7 Oct AM (DN) Exeter: 13 Oct AM (DN)
Taunton: 14 Oct AM (DN)
Auditing Update (1.5 hours)
Code: 2023
Full Price: £62
Member Price: £31*
The dates and times for this course are shown above within the ‘Accounting and Auditing Update’
course. The ‘Auditing Update’ course is 1½ hours long and is held immediately after the ‘Financial
Reporting & Accounting Update’ course to provide the full ‘Accounting and Auditing Update’ course.
However, you can also attend this ‘Auditing Update’ session as a standalone course.
Charities – Update & Refresher
Code: 2775
Full Price: £124
Plymouth: 17 Nov PM (AH)
Member Price: £62*
Financial Reporting & Accounting Update (1.5 hours)
Code: 2050
Full Price: £62
Member Price: £31*
The dates and times for this course are shown above within the ‘Accounting and Auditing Update’
course. The ‘Financial Reporting & Accounting Update’ course is 1½ hours long and is held
immediately before the ‘Auditing Update’ course to provide the full ‘Accounting and Auditing Update’
course. However, you can also attend this ‘Financial Reporting & Accounting Update’ session as a
standalone course.
LLPs – Getting the Accounts Right
Code: 2908
Exeter: 28 Apr AM (AH)
Full Price: £248
Taunton: 29 Apr AM (AH)
Member Price: £124*
Webinar: 10 Dec AM (AH)
Small Companies – Dealing with the Death of the FRSSE
Code: 2907
Full Price: £124
Plymouth: 8 Sep AM (DN) Taunton: 9 Sep AM (DN)
Exeter: 23 Sep AM (DN)
Yeovil: 24 Sep AM (DN)
Member Price: £62*
Cornwall: 22 Sep PM (DN)
Webinar: 5 Nov AM (JM)
AM = 9.30am – 1pm
PM = 2pm – 5.30pm
Price excludes VAT. To qualify for the 50% discount, your firm must employ at least one ICAEW Chartered Accountants South
West member who will need to register for this discount online at www.swat.co.uk/ICAEW_SW. Once registered, there is no need
to register again as the discount will automatically be applied to future bookings for everyone in your firm (whether they are
ICAEW members or not).
Tax Courses
Capital Gains Tax – What Every Practitioner Needs to Know
Code: 2902
Full Price: £124
Member Price: £62*
Taunton: 21 Apr PM (KR) Cornwall: 7 May AM (KR) Webinar: 2 Dec AM (KR)
Construction Industry Tax Issues
Code: 2703
Taunton: 8 Dec PM (RM)
Full Price: £124
Member Price: £62*
Webinar: 17 Sep PM (RM)
Employers PAYE, NI & Benefits Update
Code: 2910
Full Price: £124
Plymouth: 24 Jun AM (RM)Yeovil: 25 Jun PM (RM)
Member Price: £62*
Webinar: 26 Feb PM (RM)
IHT & Tax of Trusts Update
Code: 2906
Full Price: £124
Plymouth: 5 Mar PM (AF) Taunton: 6 Mar AM (AF)
Member Price: £62*
Webinar: 4 Dec PM (MW)
Lifetime Tax Planning
Code: 2905
Full Price: £248
Member Price: £124*
Plymouth: 16 Apr AM (JMi)Taunton: 17 Apr AM (JMi) Webinar: 27 Nov AM (MW)
Marriage, Separation & Divorce – Taxation & Planning
Code: 2844
Full Price: £248
Plymouth: 1 Jul AM (MW) Yeovil: 2 Jul AM (MW)
Member Price: £124*
Webinar: 8 Jul PM (MW)
Medical Taxation – Doctors & Dentists
Code: 2901
Exeter: 22 Apr PM (BT)
Full Price: £248
Yeovil: 14 May PM (BT)
Member Price: £124*
Webinar: 11 Jun AM (BT)
OMB Tax Planning – Opportunities, Myths & Blunders
Code: 2904
Exeter: 10 Nov AM (JMi)
Full Price: £248
Yeovil: 11 Nov AM (JMi)
Member Price: £124*
Webinar: 26 Nov AM (JMi)
Partnership Tax Planning Issues
Code: 2928
Yeovil: 12 May PM (BO)
Full Price: £248
Exeter: 13 May AM (BO)
Member Price: £124*
Webinar: 9 Jul AM (BO)
Tax Effective Remuneration Packages
Code: 2386
Exeter: 9 Nov PM (JMi)
Full Price: £124
Yeovil: 12 Nov AM (JMi)
Member Price: £62*
AM = 9.30am – 1pm
PM = 2pm – 5.30pm
Tax Courses
Tax Efficient Reorganisations for the Smaller Company
Code: 2900
Full Price: £248
Plymouth: 30 Apr PM (RJ) Taunton: 1 May AM (RJ)
Member Price: £124*
Webinar: 12 Feb AM (RJ)
Tax Issues Affecting Directors & Their Company
Code: 2855
Full Price: £124
Cornwall: 28 Apr AM (KR) Exeter: 6 May AM (KR)
Member Price: £62*
Webinar: 12 Jun AM (KR)
Tax Planning for SMEs – Hot Topics
Code: 2857
Full Price: £248
Member Price: £124*
Plymouth: 20 Oct PM (PR) Taunton: 21 Oct PM (PR) Webinar: 30 Apr AM (PR)
Update – General Tax
Code: 2322
Full Price: £124
Member Price: £62*
Cornwall: 24 Feb PM (RN) Plymouth: 25 Feb AM (RN) Exeter: 26 Feb AM (RN)
Taunton: 27 Feb AM (RN) Yeovil: 2 Mar PM (RN)
Webinar: 28 May AM (SC / KJ)
Update Finance Act & Topical Issues
Code: 2308
Full Price: £124
Member Price: £62*
Plymouth: 1 Sep PM (MW) Cornwall: 2 Sep AM (MW) Exeter: 3 Sep AM (MW)
Yeovil: 16 Sep PM (MW)
Taunton: 17 Sep AM (MW) Webinar: 22 Oct AM (MW)
VAT – Annual Update
Code: 2612
Cornwall: 7 Jul PM (SM)
Full Price: £124
Exeter: 8 Jul AM (SM)
Member Price: £62*
Yeovil: 9 Jul AM (SM)
AM = 9.30am – 1pm
PM = 2pm – 5.30pm
Lecturer Key
Each course shown within this brochure has the lecturer’s initials included after
the course date and time. See below for details of each.
AF – Amanda Fisher
AH – Andy Holton
AHG – Adrian Gibbons
BO – Brian Ogilvie
BT – Bob Trunchion
DN – David Norris
JM – Jane Mather
JMi – Jeremy Mindell
KJ – Kathryn Jones
KR – Kevin Read
MW – Mark Ward
PR – Peter Rayney
RJ – Robert Jamieson
RM – Ros Martin
RN – Robert Neeve
SC – Sharon Cooke
SM – Steve McIntyre
Price excludes VAT. To qualify for the 50% discount, your firm must employ at least one ICAEW Chartered Accountants South
West member who will need to register for this discount online at www.swat.co.uk/ICAEW_SW. Once registered, there is no need
to register again as the discount will automatically be applied to future bookings for everyone in your firm (whether they are
ICAEW members or not).
ICAEW
The 2015 Charities Annual Conference
Exeter - 22nd October
£155*
Lunch included for all delegates
FIND OUT MORE AND BOOK ONLINE AT
www.swat.co.uk/ICAEW_SW
*A 40% discount is available to charities.
This conference is NOT included in any SWAT UK Membership or Training Subscription.
HOW TO PAY FOR COURSES
50% DISCOUNT FOR South
West SOCIETY MEMBERS
As a member of the South West Society, you’re eligible for a 50%
discount on SWAT UK’s public CPD courses, live and recorded webinars*.
Plus, the 50% discount will also be applied to all course bookings
for everyone in your firm, whether they are ICAEW members or not.
Register online at www.swat.co.uk/ICAEW_SW and start saving today!
Once registered, your discount will be applied automatically to all future
bookings.
FROM £28.50 A MONTH
PER PERSON
Enjoy unlimited access to over 300 live and recorded
webinars for just £28.50 a month per person* with our
Training Subscription.
Or, upgrade and include all public CPD courses in your
subscription for just £44.50 a month per person*.
Call 0845 450 5555 for more details and to join today.
HOW TO BOOK
Online at www.swat.co.uk/ICAEW_SW
Call us on 0845 450 5555
Email us at [email protected]
* To qualify for the 50% discount, your firm must employ at least one ICAEW Chartered Accountants South West member who will need
to register online at www.swat.co.uk/ICAEW_SW. Once registered, your discount will be applied automatically to all future bookings.
The 50% discount does not apply to SWAT UK’s Certificate in Probate and Estate Administration, the Professional Skills Development
Programme courses, the 2015 Charities Conference or any courses run in-house.
For more details of any of our pricing options call us on
0845 450 5555
or visit www.swat.co.uk/ICAEW_SW
Get authorised
for probate
with SWAT UK’s Certificate
in Probate and Estate
Administration
ICAEW members are now able to provide the reserved legal service that is probate. You must
be authorised by ICAEW, which involves attending a course and passing an assessment.
London
Webinar
10 - 11 Feb
15 - 16 Apr
2 - 3 Jun
15 - 16 Sep
17 - 18 Nov
This webinar comprises
4 sessions running on 4
separate half-days
1,2,8,9 Jul
You will also need to attend an
assessment day if you wish to
obtain the certificate
You will also need to attend
an assessment day if you wish to
obtain the certificate
Assessment
Days
Running in
London,
Bristol
and Leeds
throughout
2015
Find out more and book
www.swat.co.uk/probate
0845 450 5555
If undelivered, please return to: SWAT UK, Tor View House, 3 Darklake View, Estover, Plymouth, Devon, PL6 7TL
SWAT UK Limited. Registered Office: Tor View House, 3 Darklake View, Estover, Plymouth, Devon, PL6 7TL.
Registered No. 3041771 England & Wales