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    ICAEW Midlands: Sole and small practice insight group | 2025

    ICAEW Midlands: Sole and small practice insight group | 2025

    No Charge
    Available
    UK
    Midlands Region
    Jan
    14
    Tue
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    Nov
    13
    Thu
    11:00
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    PM
    12:00GMT
    Schedule Description: Join our insight group designed for sole practitioners and owners of small practices. In this virtual and in-person forums, you'll find a valuable sou
    Zoom Link:
    CPD hours: 1
    Zoom Passcode: Linda.conway@icaew.com Eleanor.sainsbury@icaew.com

    Description

    Join our insight group designed for sole practitioners and owners of small practices. In this virtual and in-person forums, you'll find a valuable sounding board for discussing options, seeking advice, and gaining objective opinions from experienced professionals in similar fields. The group offers a platform to share ideas, knowledge, and build a trusted network of like-minded professionals, providing benefits and opportunities for you, your practice, and your clients.

    Please choose from the dates below to view more details.
    • Description
    • In this series
    • Previous Topics
    • Chairs
    • Cost
    • Disclaimer

    Who should attend?

    • Sole practitioners or owners/partners in small practices, who are looking to build a professional network for peer support, idea collaboration, and sharing best practices on common issues.
    • Individuals contemplating the transition to sole practice, who are eager to learn more about expectations.
    • Those in the early stages of setting up as sole practitioners, who are aiming to benefit from valuable advice and insights.
    • Practitioners aiming to expand their services and explore the partnership model.
    • Individuals new to being a small practice owner or partner.

    Why should I attend?

    Working as a sole practitioner or being the owner of a small practice can often leave you without a valuable sounding board; perhaps you’d welcome the opportunity to discuss your options, seek the advice & objective opinions of others experienced in their field, and share your ideas & knowledge.

    You have a busy schedule and the demands placed on you by your clients are likely to leave you with insufficient time to focus on building an extended and trusted network of like-minded professionals – and perhaps you’d welcome the benefits and opportunities that would bring to you, your practice, and your clients.

    Our insight group, which meets virtually and in-person at Kettering and Worcester, provides the perfect forum for those working as a sole practitioner or in a small practice, connecting you across the Midlands.

    Whilst there is no set agenda for these meetings, unless by request, the meetings are facilitated, with all participants encouraged to take an active part in the conversation, to bring their ideas to the session and to contribute to the setting of topics for discussion.

    All sessions are confidential and non-judgmental, allowing you to discuss your issues openly, to seek advice on common issues and to pose your questions to like-minded and supportive fellow professionals.

    Event enquiries

    Should you experience any difficulties booking onto the event, please go to our events support page - how to book. If you need assistance making a booking, please contact the Events Information team who will be happy to support with the online booking process.

    Just click contact us.

    Your local event organiser will also be able to assist with any last minute questions if you are unable to reach our Events Information team.

    Event Organiser - Virtual and Worcester events - Linda Conway

    • Linda.conway@icaew.com
    • +44 (0)121 2708 942

    Event Organiser - Kettering events - Eleanor Sainsbury

    • eleanor.sainsbury@icaew.com

    • telephone number +44 (0)1772 540 511

    Have you joined our LinkedIn groups? 

    Join ICAEW East Midlands here
    Join ICAEW West Midlands here

    Dates in the series

    ICAEW Midlands: Sole and small practice insight group | Virtual sessions

    10 June 2025 | Virtual
    Book here
    8 July 2025 | Virtual
    Book here
    9 September 2025 | Virtual
    Book here
    14 October 2025 | Virtual
    Book here
    11 November 2025 | Virtual
    Book here

    ICAEW East Midlands: Sole and small practice insight group | In-person | Kettering

    10 July 2025 | In-person | Kettering Book here
    11 September 2025 | In-person | Kettering Book here
    13 November 2025 | In-person | Kettering Book here
    ICAEW West Midlands: Sole and small practice insight group | In-person | Worcester
     
    27 June 2025 | In-person | Worcester Notify me
    26 September 2025 | In-person | Worcester Notify me

    Topics in 2024 included: 

    • What does the March Budget mean for our clients ?
    • A summary of Companies House changes
    • Update on MTD
    • Tips for growth – do’s and don’ts of managing a practice
    • ALM advice – appropriate checks
    • Giving career advice to prospective Chartered Accountants
    • The future of HMRC helplines
    • Practice management software
    • Tax planning before the next Budget (which might be September 2024)
    • Providing value-added services to our clients and staying ahead of our competitors
    • HMRC service levels and will they improve?
    • Possible tax changes to come post General Election.
    • Should new businesses trade as unincorporated or as limited companies – what are the pros and cons?
    • Preparing for compulsory payrolling of benefits in kind
    • How do we keep on top of our communications from clients?

    About the chair for the virtual sessions

    Chair

    Neil Phillips | Director of Phillips Chartered Accountants

    Neil is the director of Phillips Chartered Accountants based in Telford which provides a range of accounting and tax services to owner-managed business and some clients in the not-for-profit sector. Neil is a past President of the Staffordshire, Salop and Wolverhampton district of ICAEW and is a current Board member of the ICAEW West Midlands Network and leader of the Shropshire sub-group.

    About the chairs for the Kettering sessions

    Chair | Angela Turton | Business Coach | ActionCOACH Oakham

    Angela has been involved in the leadership and management of small businesses since she started her own accountancy practice in 2007. As a result, she has many years of entrepreneurial experience and has suffered the pains of business ownership as well as the highs, this means she understands the roller coaster of owning your own business and how to hold on tight!

    As Angela is a fellow member of the Institute of Chartered Accountants of England and Wales (ICAEW) she has an in-depth understanding of the money workings of a small business.

    Vice Chair | Lisa Percival BSc ACA | Director at Isham Accounting Services Limited

    Lisa is an experienced Chartered Accountant based in Isham, Northants.

    She graduated from Canterbury Christ Church University with a First-Class degree in Business Studies with Management Accounting before becoming a Chartered Accountant.

    Having worked in both practice and in industry before forming her own accountancy business – she has experienced both sides of the coin. Lisa’s last role before starting her own business was the UK Finance Director for a multi-national digital media agency, based in London.

    Her focus now is to concentrate on the smaller, local businesses that need assistance with compliance and growth.

    Chair for the Worcester sessions

     

    Celia Adams | Managing Director | Celia Adams Associates Ltd

     

    RateCost
    ICAEW MemberNo Charge
    Retired MemberNo Charge
    Life MemberNo Charge
    Affiliate MembersNo Charge

    Legal Disclaimer

    The Institute of Chartered Accountants in England and Wales (ICAEW) does not endorse or recommend any third-party products, services, or companies mentioned during this event or in related materials. References to any such products, services, or companies are for informational purposes only and do not constitute an endorsement or recommendation by ICAEW.

    The views and opinions expressed by third-party speakers are their own and do not necessarily reflect the views, positions, or policies of ICAEW. ICAEW does not assume any responsibility or liability for the accuracy, completeness, or legality of the content presented by third-party speakers.

    For further information or clarification, please contact ICAEW directly.

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