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.
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Full conference agenda
9.30AM
WELCOME AND INTRODUCTION
Deborah Wood, Moore and Smalley
Deborah will provide a GMS Contract Update for 2023-24, pertaining to practices in England. This will include an update on the latest core contract and general financial changes across the Primary Care sector relating to ICBs, PCNs and Federations.
10.25AM
REFRESHMENT BREAK
Jonathan Main, Moore and Smalley
Jonathan will provide a topical update on VAT issues in the sector, which will include HMRC’s challenges to the operation of the nurses’ agencies concession, the latest view on the VAT liability training and education services, the operation of PCN employing entities, and the increasing scope for back office services being provided by GP Federations.
11.20AM
REFRESHMENT BREAK
Paul Gordon, Head of Medical Specialist Wealth Planning at Atomos
This session will cover:
- 1995/2008/2015 Sections and peripheral benefits
- Age Discrimination Case – the implications and decision timeframe for members
- NHS Pension Consultation – feedback and changes applicable for both employers and members of the Schemes
- Annual Allowance – options available, changes as a result of the McCloud Judgement
- Lifetime Allowance – calculation, protection and implications of exceeding
- Retirement – how, when and why
12.15PM
REFRESHMENT BREAK
12.20PM
TBC
1.00PM
LUNCH BREAK
James Gransby, RSM UK Tax & Accounting Limited
James will be covering a series of topical issues, including but not limited to; Basis period changes for non 31 March year ends and effect on superannuation calculations, seniority clawbacks, high earners disclosure requirements, property ownership and things to think about with retired partners owning the property, NHS Property Services service charge update, plus anything else topical at the time.
2.50PM
REFRESHMENT BREAK
Alan Suggett, Agata Consulting, Mike Blenkham, 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
3.45PM
CLOSE OF CONFERENCE
Conference speakers
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Deborah is the current Chairman of the Moore and Smalley partnership and leads the firm’s specialist healthcare services department. She has specialised in looking after Healthcare Professional clients for over 30 years and is invited to speak at seminars across the country to doctors, their practice managers and fellow accountants on a wide variety of financial management topics affecting the sector. She contributes articles and comments to the Medical Press on a regular basis. Deborah is also Chairman of The Association of Independent Specialist Medical Accountants (AISMA) and a former President of the North West Society of Chartered Accountants. |
Jonathan joined MHA Moore and Smalley as a Partner in 2018. He qualified with the Chartered Institute of Taxation as a chartered tax adviser in 1994 and as an accredited mediator with the Centre for Effective Dispute Resolution in 2016. He has more than thirty years experience of indirect taxation, including 17 years as a Partner with both Arthur Andersen and PwC. During his time with PwC, Jonathan was Senior Partner for PwC’s Liverpool office. Jonathan has been co-opted to the board of The Association of Independent Specialist Medical Accountants (AISMA) as a specialist VAT adviser for the purpose of leading the provision of advice to AISMA members and external organisations such as the BMA, NHS England and HMRC.
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Paul's role is split between assisting clients, and the team of medical specialists located around the UK, along with speaking on the NHS Pension including the recent Consultation and Age Discrimination Case and the impact each will have on individuals and employers with particular attention given to the Annual and Lifetime Allowances. He regularly liaises with NHS Business Services Authority, some of the best medical specialist accountants in England and Wales, medical specialist solicitors and HMRC to ensure continued understanding of all aspects of the ongoing changes that could impact NHS workers. At Atomos, the Healthcare Team are able to assist clients in all aspects of financial planning including the NHS Pension, investment and inheritance tax planning along with mortgages and protection. |
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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. |
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Alan is a recently retired Chartered Accountant and partner in UNW LLP chartered accountants where he was head of the Dental Business Unit which looks after over 500 dentist clients. Alan writes regularly for the dental press, and presents at BDA seminars. Before he retired he was a member of the National Association of Specialist Dental Accountants and Lawyers (NASDAL) and a member of the technical committee, and chair of the NHS Superannuation committee. He is also a member of the Association of Specialist Providers to Dentistry (ASPD). Alan was the editor of the quarterly NASDAL goodwill survey which analyses all member client practice sales, purchases, and valuations, this role is now carried out by Alan’s former number two, Mike Blenkharn. |
One Day Conference
Previous Healthcare Conferences
Explore the programme of our previous Healthcare Conferences:
