Southwest of England & Wales | 25 September

Please note these is a FACE-TO-FACE event being held in the UK.

Attendance is mandatory for CPD.

Please DO NOT REGISTER if you are unable to attend in person. 

Join the IFA Executive Director - UK, Jonathan Barber for our Southwest of England & Wales regional face-to-face networking event.

We are delighted to welcome Nick Moss from TaxCalc, who will present:
“The Hidden MTD Challenge: Workload Management Made Easy With TaxCalc”

MTD for Income Tax isn’t just about quarterly filings, it’s about managing the workload. With more frequent submissions and an expanding client base, staying in control is critical. Join us to see how TaxCalc simplifies MTD with automated client communications and clear visibility of team workload. Discover how smart automation and real-time insights can help your practice stay efficient without the stress.

This talk will cover: 

  • Automate client information requests 
  • Track your MTD Filings in one location
  • Complete a filing through our MTD ready bridging solution 
  • Complete your final year Tax Return with MTD for IT information automatically populated

We will also be joined by John Challen from EB Now, who will present a talk on:
“Unlocking Tax Savings for Your Clients’ Employees”

Employee benefits have historically been available to corporate and enterprise sized businesses allowing its employees to have things like prompt GP appointments, mental health support and discounts with major brands.

During this talk we will explore what an holistic employee benefits package looks like and the benefits it can bring to the employee and employer. This session will focus on tax savings for your client’s employees’.

  • We will explore what a holistic employee benefits package looks like.
  • The costs associated with losing a key member of staff.
  • How employee benefits can be used to attract top talent.
  • Tax savings for your client’s employees’
  • Q&A

This is a FACE-TO-FACE NETWORKING EVENT which will also include:

  • an IFA update and welcome to new and fellow IFA members;
  • a short business-related talk; and
  • an opportunity to network with other IFA members and professional colleagues.

Open to non-members, we encourage you to bring your colleagues and if you have your own professional contacts, please consider inviting them along as well.

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Date: Thursday 25 September
Time: 5.30pm-7:30pm (arrival from 5pm onwards)
Price: Free
CPD hours: 2

Location

The Bristol Golf Club
St Swithins Park
Blackhorse Hill Almondsbury
Gloucestershire BS10 7TP

Refreshments will be available. To help us cater appropriately it is important you register

Speaker bio:

Nick Moss, TaxCalc

Nick Moss is head of Pre-Sales and Training at TaxCalc. Nick is an AAT qualified accountant, having worked in a 50 staff practice before moving into the Accounting Software industry in 2015 as a Software Consultant and Account Manager before joining TaxCalc at the end of 2022. His experience in the accounting sector gives him a wealth of knowledge to help you both grow and streamline your processes to be as efficient as possible.

 

 

John Challen, EB Now JC Headshot BW

John Challen is an experienced professional having worked for some major corporates including BT, Cable & Wireless, Hutchison Whampoa and Ryan LLC. John has been working with SMEs for the best part of 30 years, offering creative thinking and business strategy through telecommunications, IT & innovation funding. EB Now’s philosophy of “fuelling growth through your people”, is a perfect fit for John’s experience as he understands where businesses need to be and how they can get there, using Employee Benefits as the foundation.