Accountants: immunise your client base!
Networking

Accountants: immunise your client base!

calendar
Tuesday 21 March 2023
time
6:30 pm to 9:00 pm
Speakers: Mala Kapacee CTA - Director, London Tax Network Ltd, Daniel Hetherington - Herald Wealth Management
Doctors are a group of professionals with very specific professional advice requirements, from pensions to end of life planning, tax efficiency and everything in between. In this in person event, we will address these issues and provide guidance as to how to help manage your medic client's affairs.
We will cover:
 
  • NHS pensions: why you need to take notice
    • Why is it so complex?
    • Impact of McCloud Ruling
    • The NHS pension and its importance in respect of your clients’ retirement plan
    • Proposed changes and how these may impact you/your clients.
     
    Doctors, Tax and HMRC
    • Are GP surgeries public or private entities
    • IR35 and locum expenses
    • NHS pensions and taxes in brief - is it possible to keep working and protect your pension allowance?
    • Mitigating the risk of and dealing with HMRC investigations
    • Recent tax cases
    *subject to change
     
Refreshments will be provided. There will be the opportunity to ask our experts questions and to network after the talk as well.
 
Venue: Metrobank, Harrow HA1 1AS (Harrow on the Hill tube station)
 
This event is open to all and will be of particular interest to those advising medics

About speakers

Mala is a Chartered Tax Adviser and non-practising Solicitor and Accountant. She specialises in preparation of disclosures to HMRC and resolution of tax enquiries and CoP8 and 9 Investigations. She has experience in a range of situations – self-employment, property, owner managed businesses, non-UK domiciled individuals – and taxes; direct income taxes as well as PAYE, VAT and SDLT.

She is a well-known tax author, having been published by Taxation MagazineInternational Tax Review, Bloomberg Tax, Bloomsbury Professional and Tax Adviser. Mala founded the London Tax Society in 2017 and actively encourages networking and technical development for young professionals.

Mala lectures regularly for professional bodies including the CIOT, CIMA and the ICAEW. She was a finalist for “Best Rising Star in Tax” as part of Tolleys Taxation Awards 2020. The Awards are known for identifying excellence in tax. Being shortlisted demonstrates Mala’s commitment to the tax profession as well as her technical excellence as supported by testimonials from clients and other tax experts.

Dan Hetherington is a Chartered Financial Planner and a Fellow of the Chartered Institute of Insurance.

Dan is the Principal of Herald Wealth Management, with the head office based in Shrewsbury, providing high level advice to senior members of the NHS Pension Scheme.

He has presented to thousands of Consultants, GP’s, Dentists and senior managers in the NHS, through combined seminars with NHS Trusts and Private Hospitals, across the UK.

We work closely with our clients and their accountants, to provide clarity on the exceptionally confusing NHS Pension Scheme, helping them to navigate as effectively as possible through to retirement.

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