Healthcare Conference

Our one-day healthcare conference has been specifically designed for partners and senior managers with responsibility for a number of clients in the sector. Join us and hear from industry experts on the most topical issues in healthcare, share best practice and knowledge, and network with peers.

 

Who should attend the conference

Mercia's Healthcare Conference is a must-attend event for any accountancy firms with Healthcare clients.

Through this one-day virtual conference, you will get practical advice about all the latest changes and challenges currently facing the healthcare sector. Hear from financial experts on how you can add value to your clients.

 

Online Conferences

The on-demand version of this conference is now available to purchase separately from the Mercia Live event. This gives you the ability to catch up on technical updates at your convenience. If you've already registered for the live event, you'll now receive complimentary access to the recording.

 


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Full conference agenda


Paul Gordon, Atomos Financial Planning


James Gransby, Azets

This session will cover:

  • Topical accounting and tax matters in the sector right now. James will cover the most pressing matters facing GPs and so content will remain flexible up to the day of the conference avoiding overlaps with other sessions.

Andy Pow, Medics Money

This session will cover:

  • What we may think GPs want can differ from what they think is important.
  • The top questions being asked by GPs who take an interest in the business of General in 2024.
  • Things to think about for 2025 when advising GPs.

Rachel Crean, VWV

This session will cover:

  • Dispute trends - service charge, partnership and PCN disputes.
  • Procurement trends - quick look at data from the first year of the Provider Selection Regime.
  • CQC - what should our GP clients expect in the coming year.
  • Late drug claims.
  • Implications of handing back GMS/PMS contracts.

Nick Stevenson, MHA


Adam Thompson, Primary Care Surveyors

This session will cover:

  • Lessons learnt.

Jimmy Davies, MHA

This session will cover:

  • Extension to the VAT exemption for physician associates and anaesthesia associates.
  • Case law update – what has happened in healthcare since the last conference?
  • Cost Sharing Groups and PCN’s – where do things stand?
  • Cosmetic services – where is the line between cosmetic work and the provision of health care?

Mike Blenkharn, UNW LLP

This session will cover:

  • Practice profit and value trends.
  • Market report, including the large corporate and private equity appetites.
  • Sector lender overview.
  • Associate self-employment for tax and worker status issues.
  • Latest news from the dental financial world.

Conference speakers


Paul Gordon

Paul leads Atomos’s healthcare team, where he uses insights from his more than 20 years’ assisting medical professionals with financial planning. This includes the NHS Pension, Partial Retirement, 24-Hour Retirement, Ill-Health Retirement and personal planning including protection, mortgages, investments and Inheritance Tax planning. 

He works with medical specialist accountants and solicitors to ensure he and his team have up-to-the-minute knowledge of the issues faced by clients. His advice in this area is so highly regarded he is regularly invited to give talks to Trusts, practices and local medical committees, along with recording podcasts and webinars on the ongoing complexities of the NHS Pension.


James Gransby

James is an accounts and tax partner dealing exclusively with medical professionals and has worked in the sector for over 20 years. James is a regular contributor to industry press articles having written for Pulse, Practice Management, Medeconomics, Independent Practitioner Today, GP Online, Practice Business, amongst others. James is also a Board member of AISMA.


Andy is a Chartered Accountant who has worked with doctors for over 25 years. His portfolio roles cover training and support for a large GP community for Medics Money, a GP led company set up to help doctors take more control of their finances. He also has a GP accounting and tax portfolio at Mazars LLP. Andy is also an AISMA board member with responsibilities for liaising with key industry stakeholders.


Rachel has been advising GP practices for over 15 years.  She heads up the healthcare litigation team at VWV and routinely advises on partnership disputes, disputes with commissioners (including financial disputes and allegations of contractual breach), disputes with landlords (including disputes with CHP and NHS PS over service charges), judicial review, challenging the CQC, procurement challenges, fitness to practise / performers list action and general commercial litigation.

 

Rachel is part of a wider healthcare team at VWV which covers the whole range of services to primary care and includes experts on partnership agreements, mergers, property matters, employment issues, insolvency and tax.


Adam is a highly regarded chartered surveyor with expertise in the primary health care property sector. He acts for numerous GP practices as well as property developers, investors, banks and pharmacy operators. Much of his time is spent on the development of new medical centres but he also undertakes valuations, rent reviews and investment transactions.

Adam is often brought in to help find solutions to resolve property issues and partnership disputes within GP practices, pharmacies, and dentists. He provides advice to GP practices, landlords, NHS organisations as well as property developers. With professional pragmatism, he advises on various lease issues and valuation challenges.

Adam formed Primary Care Surveyors in 2009, with the aim of providing a high-quality service in this niche market.


Jimmy is a Tax Director at MHA specialising in indirect taxes. He recently joined the firm having spent several years working alongside a large healthcare accounting team. He has advised a wide variety of healthcare clients including incorporated and unincorporated PCNs, sole practitioner and partnership practices, limited liability practices, medical centres and dispensing practices. 

He advises on all aspects of VAT specific to the sector, including the liability of income to VAT, the operation and implementation of cost sharing groups, VAT recovery on costs, compliance with VAT and partial exemption issues.


Mike, who is a Chartered Certified Accountant and Head of Dental at UNW LLP, has over 10 years of experience in working with dental professionals. Mike has overall responsibility for over 500 practice clients and is actively involved in advising clients in respect of accounts, practice purchases/sales and restructuring. 

Alongside his dental accounting experience, Mike has a wealth of experience in NHS contracts, net pensionable earnings, tax affairs, exit strategies, and retirement planning. He is also a member of NASDAL (National Association of Specialist Dental Accountants and Lawyers) and ASPD (Association of Specialist Providers to Dentistry) and regularly provides accounting and taxation updates to national specialist healthcare lenders. 

Mike is the editor of the quarterly NASDAL goodwill survey which analyses all member client practice sales, purchases and valuations.

One Day Conference
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Previous Healthcare Conferences

Explore the programme of our previous Compliance Update Conferences:

2024 Healthcare Conference

2023 Healthcare Conference

2022 Healthcare Conference