ICAEW Midlands: Sole and small practice insight group | 2026

No Charge

Available

All Locations

Midlands Region

Jan

Tue

Dec

Thu

11:00

12:00GMT

Schedule Description: These virtual and in-person insight groups are designed for sole practitioners and owners of small practices. They serve as a confidential sounding bo

Zoom Link:

CPD hours: 1

Zoom Passcode: [email protected]

Description

These virtual and in-person insight groups are designed for sole practitioners and owners of small practices. They serve as a confidential sounding board for discussing strategic options, seeking advice, and gaining objective opinions from experienced peers. The groups provide a platform to share ideas, knowledge, and build a trusted professional network, driving benefits and opportunities for all practices and their clients.

Please choose from the dates below to view more details.

ICAEW Midlands: Sole and small practice insight group | 2026

Description
Dates in series
Previous Topics
Chairs
Cost
Disclaimer

Event Information

These virtual insight and in-person groups are designed specifically for sole practitioners and owners of small practices seeking strategic support and peer connection across the Midlands.

Who Should Attend?

Sole practitioners or owners/partners in small practices 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, eager to learn more about expectations and challenges.
Those in the early stages of setting up as sole practitioners, 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 You Should Attend

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

Our virtual insight groups provide the perfect forum for those working as a sole practitioner or in a small practice. It connects you with a trusted, like-minded network, addressing the challenge of finding time to focus on professional relationship building.

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

While there is no fixed agenda for these meetings (unless by request), the meetings are professionally facilitated. All participants are encouraged to take an active part in the conversation, bring their ideas, and contribute to setting topics for future discussion.

Virtual sessions | Chaired by Neil Phillips, Director of Phillips Chartered Accountants

Kettering sessions | Co-chaired by Lisa Percival and Angela Turton

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 - Linda Conway - Virtual sessions

[email protected]
+44 (0)121 2708 942

Event Organiser - Eleanor Sainsbury - Kettering sessions

[email protected]
telephone number +44 (0)1772 540 511

Have you joined our LinkedIn groups?

Meet local members and join here | ICAEW East Midlands LinkedIn group >

Meet local members and join here | ICAEW West Midlands LinkedIn group >

Virtual events

14 April 2026 \| Virtual	Book here
12 May 2026 \| Virtual	Book here
9 June 2026 \| Virtual	Book here
14 July 2026 \| Virtual	Book here
15 September 2026 \| Virtual	Book here
13 October 2026 \| Virtual	Book here
10 November 2026 \| Virtual	Book here

In-person | Kettering golf club

23 April 2026 \| Kettering	Book here
11 June 2026 \| Kettering	Book here
13 August 2026 \| Kettering	Book here
8 October 2026 \| Kettering	Book here
10 December 2026 \| Kettering	Book here

Topics in 2025 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

Providing value-added services to our clients and staying ahead of our competitors

HMRC service levels and will they improve?

Plans to appoint Alternates

Withdrawal of Level 7 Apprenticeship Government Funding for those 22 and older – will this change our future recruitment plans?

Dealing with Crypto assets in the SA tax return

Making the most of the £10,500 employment allowance

Latest thoughts on MTD for ITSA

Pension funds – advising on tax implications

The importance of forecasting for our clients in these challenging times

Succession planning

Pros and cons of employing accountancy trainees

About the chair - Virtual sessions

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..

About the chairs - 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.

Rate	Cost
ICAEW Member	No Charge
Retired Member	No Charge
Life Member	No Charge
Affiliate Members	No 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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