Acting for OMBs Conference

Our one day Acting for OMBs Conference has been specifically designed for partners and those at management level who advise owner managed businesses. It is a specialist conference looking at a wide range of practical issues which will enable those attending to provide the best possible advice to their 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


James Hurst, Mercia Group

This session will highlight some of the VAT topics James sees most often with OMBs illustrating the key points using case studies. Topics will include:

  • buying and selling business premises
  • HMRC focus on retailers.

James Charlton

With recent changes to Companies House filing requirements and the upcoming application of FRS 102 revisions, it is crucial that accountants are able to support their OMB clients in understanding the implications for their businesses. 

This financial reporting hot topics session will cover:

  • Changes to company size limits – the basics and implications.
  • Economic Crime and Corporate Transparency Act – Companies House developments.
  • FRS 102 and 105 revisions – focus on leases, revenue and section 1A.

 


Louise Dunford LLM, LLB Barristers

This session will cover employment status, including: 

  • recent IR35 cases
  • self-employment generally, directors’ status
  • reform of employment status?
  • payroll developments
    • minimum wage - recent cases
    • working time – holidays and holiday pay
    • tips and gratuities - latest
  • family friendly Reforms – neo natal leave, changes to paternity leave, other expected reforms 
  • unlawful discrimination – new law on harassment and implications, case law round-up, including recent developments around disability and mental health, in particular neurodiversity
  • the drift back to the office, current concerns around working from home, hybrid and flexible working.

 


Robert Jamieson MA FCA CTA (Fellow) TEP, Mercer & Hole LLP

Following the radical restructuring of key parts of the IHT code in Rachel Reeves’ Budget on 30 October 2024, Robert will be covering the following areas:

  • business and agricultural reliefs – a significant reform
  • what are the options for mitigating IHT on the business relief changes?
  • deathbed planning – rights issues
  • buy and sell agreements
  • mortgages and other liabilities
  • the impact of S162B (7) IHTA 1984
  • is it a trading company?
  • is it a holding company?
  • excepted assets
  • freezing operations.

 


Robert Jamieson MA FCA CTA (Fellow) TEP, Mercer & Hole LLP


Peter Rayney FCA CTA (Fellow), PR Tax Consulting Ltd

 

Peter’s talk will feature a number of case studies based on real client projects (suitably anonymised but updated for current law!), which will cover the following areas:

  • sale of a company with earn-out deferred consideration
  • company purchase of own shares on a multiple completion basis
  • structuring an orderly winding up an owner-managed compa

Conference speakers


James joined Mercia in October 2022 as VAT trainer and consultant. His role involves writing technical material as well as devising and delivering VAT training courses. James has a wide experience of VAT and indirect tax, beginning his VAT career with HM Customs & Excise (as it then was) before moving to the private sector in 1995 and gaining his CTA qualification. Latterly, he had VAT partner and head of VAT roles in Grant Thornton and Mazars. James was actively involved with the Charity Tax Group for a number of years and has presented on VAT topics for the Charity Finance Group.

Outside of work, music remains a keen interest. Aside from playing jazz on the tenor sax, James is a regular member of the trumpet section of the Leeds Project Big Band.


James is an experienced trainer, file reviewer and consultant. Having previously worked as an Audit Technical Manager at a UK Top 10 firm, he now delivers training courses on behalf of various professional accountancy bodies in the UK, as well as providing in-house training for accounting and audit firms. 

His specialisms are financial reporting (both UK GAAP and IFRS), audit and he has a particular interest in the charity and academies sectors. In addition to training, James undertakes both cold and hot file reviews for audit practices, ranging from single partner to UK Top 50 firms.


Louise Dunford

Louise has been continuously involved in training and consultancy since 1987 and is a qualified barrister. She provides advice and assistance to employers through a consultancy company, CompleteHR Ltd, and has assisted with the preparation of many disciplinary and investigation reports. She has also engaged in CPD training for most of the national accountancy training bodies and district societies in the UK for many years.

Louise is involved in management training, particularly in employment and HR, for many large multinational and national commercial companies. She has published academic papers in refereed journals, chiefly on employment status and corporate manslaughter.

 


Robert qualified as a chartered accountant with Cooper Brothers & Co in 1972, following which he moved to Financial Training where he ran their specialist tax course and tax consultancy divisions. After 20 years with Financial Training, Robert decided to return to professional practice and became a partner in Adam Broke & Co, which firm subsequently merged with Mercer & Hole where he was a partner for 12 years, combining private client work with speaking engagements. He is a former President of the Chartered Institute of Taxation, was on the Editorial Boards of both 'Taxation' and 'Simon's Taxes' for many years and, in 2013, he became the Capital Gains Tax correspondent for 'Private Client Business'.


Peter Rayney practices as an independent tax consultant. His main specialisms are corporate tax, company reorganisations, corporate finance tax (including company sales and acquisitions) SDLT, IHT and all aspects of owner managed business taxation. Before he set up his own practice in 2009, Peter worked at BDO as a tax consultancy partner and latterly as the firm’s National Tax Technical Partner.

He is a widely-recognised tax author and lecturer and regularly contributes to the professional press. He has now won Taxation's 'Tax Writer of the Year' award an unprecedented three times in 2002, 2014 and 2018. Peter also received the ‘Outstanding Contribution to Taxation by an Individual’ award at the 2022 Taxation Awards. Peter is the immediate past President of the Chartered Institute of Taxation and previously chaired the ICAEW Tax Faculty Technical Committee.

One Day Conference
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Previous Acting for OMBs Conferences

Explore the programme of our previous Acting for OMBs Conferences:

2023 Acting for OMBs Conference