Webinar Agendas

Webinar 1 | 12 March 2026

Taxman v. taxpayer – who wins? | Paul Malin, Paul Malin Consultancy
9:30am - 10:30am

There are occasions when an adviser can foresee a challenge by HMRC. But in my experience, most HMRC challenges are unexpected.

Regardless of the startingpoint, advisers need to guide their clients as to what to expect on the forthcoming journey.

Advisers should not have to act as referee between sides. Working with HMRC can be beneficial in reaching a conclusion.

The presentation considers what might be considered as a win - by the taxpayer and by the taxman.

The adviser needs to be in a position to manage everyone’s expectations. How can this be done?

This session will answer:

• Every tax challenge is a journey that has a beginning, a middle and an end. What does each part look like?
• The variables to be considered in a tax investigation 
• Collaboration or confrontation?
• Looking at the end at the beginning 
• Making a Disclosure
• The “bumps in the road”
• Managing everyone’s expectations
• What is considered a win?

Successfully navigating VAT compliance pitfalls | Tony Cochrane, VITA
10:45am - 11:45am

VAT compliance is vitally important. Getting things wrong can lead to massive headaches, taking up time and creating costs. Having an awareness of how to proactively manage VAT compliance minimises such risks and exposures. This session will flag common pitfalls and share insights on how to avoid them. Leading to improved VAT compliance for you or your clients business and mitigating the risk of VAT errors. In the session we will cover areas such as VAT Registration, Deregistration, VAT Returns, Time to Pay, VAT Groups, the Option to Tax, Partial Exemption and the Capital Goods Scheme to improve HMRC VAT compliance and flag potential risks and opportunities.

This session will cover:

• VAT Registration
• VAT Deregistration
• VAT Returns
• VAT Payments
• VAT Groups
• Option to Tax
• Partial Exemption
• Capital Goods Scheme
• HMRC VAT compliance

Webinar 2 | 19 March 2026

Tax Update | Tim Palmer 
9:30am - 10:30am

Delegates will receive a very practical tax update, covering all the recent tax and NIC changes, and also discover the new tax planning opportunities available. The course will be assisted by practical case studies throughout.

Session agenda:

• Recent tax developments and news
• The impact of recent tax cases 
• Business tax update 
• Tax efficient benefits in kind for directors and employees
• Capital allowances update, under the new regime and case study 
• Personal tax update 
• NIC and PAYE refresher and planning
• Capital gains tax refresher 
• Corporation tax update and planning 
• Inheritance tax update 
• General overview.

Succession Planning for the SME’s | Martyn Verity, Moorhurst Partners LLP
10:45am - 11:45am

This session aims to provide SME business owners with practical guidance on the key considerations and preparations required before selling their business. A proactive, well-prepared seller is far more likely to experience a smoother, more efficient sales process and achieve a better outcome. There is no single “right” approach, as every sale is shaped by factors such as the nature of the business, the seller’s objectives, the type of buyer, and the valuation considerations involved.

This session will cover:

• Getting ready for sale
• Practical thoughts – depending on buyer – family members, MBO, external
• Reasons for sale – retirement, ill health other
• Exit timeline – service or goods based businesses