Healthcare Conference 2022

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


Deborah Wood, MHA Moore and Smalley

During this session, Deborah will provide a GMS Contract Update for 2022-23, pertaining to practices in England. 

This will include an update on the latest PCN, premises, pensions and PCSE information relating to contract finances.


James Gransby, RSM UK Tax and Accounting Limited

James will cover topical issues in this sector, recent examples including:

  • Earnings declarations – current status

  • VAT on Locums

  • New to partnership incentive update and accounts treatment

  • Final Pay Controls current status

  • Scheme pays elections and 2019/20 compensation scheme application post McCloud

  • PCSE online and superannuation certificate submission

  • Property Premises costs directions update

  • NHS Property Services and service charge creditors

  • ETTF scheme and capital allowances

  • Seniority clawbacks

  • Basis period changes and effect on non March year ends

These topics may vary depending on what is most topical at the time of the conference.


Mark Jarvis, Capsticks 

During this session Mark will cover legal issues relating to:

  • Partnership deeds

  • GP collaborative working models at scale

  • PCN Agreements for a mature PCN

  • PCN incorporation – what is it and what is involved

  • Contracting with PCNs

  • Incorporation - GP and Dental


Kate Salt, Lloyds Bank

This session will cover:

  • Overview of Lloyds 12th GP Confidence Index
    • What has been the impact on confidence during and after the pandemic
    • The financial expectations going forwards
    • Recruitment, retirement and succession
  • Funding sustainability
  • Property funding, succession, buy-in

Paul Gordon, MacArthur Gordon

In this session we will look at the complexity of the NHS Pension in light of the Age Discrimination Case along with the impact of the Annual Allowance and Lifetime Allowance on the retirement plans of clients.

Paul will outline the 1995, 2008 and 2015 Sections of the Scheme along with their peripheral benefits and the decisions to be made at retirement for those where the ‘remedy period’ will provide the ability to enhance their legacy Scheme.


Bob Trunchion, MHA MacIntyre Hudson

  • PCNs – incorporation?

  • MTD - where are we etc

  • HMRC, Investigations and the Finance Act 2018 and partnership expenses – this is still a hot potato and will remain so as COVID-19 has changed the way the medical profession works

  • Capital Expenditure, look to maximise at the reliefs moment!

  • IR35 developments and status problems - what about NMW and Limb b workers as well!

  • Changes in the March Budget – an update?


Alan Suggett, UNW LLP

This session will cover:

  • Practice profit and value trends

  • Market report, including the large corporate and private equity appetites

  • Sector lender overview

  • COVID-19 impact on the dental sector

  • Latest news from the dental financial world

Conference speakers


Deborah Wood

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.


James Gransby

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.


Mark Jarvis

Mark specialises in advising primary care providers and collaborations on commercial, transactional and corporate matters, with particular expertise in advising on contracting in primary care. During his career in primary care, Mark has drafted several iterations of the national primary medical services contracts and the primary medical services schedule of the model NHS Standard Contract.

His work focuses on Integrated Care Alliances and Systems, contractual and regulatory matters, Primary Care Networks and corporate vehicles for PCNs, mergers and acquisitions, GP Federations, collaborations, super-partnerships and GP practice incorporation. Mark is also a specialist dental solicitor with expertise in the acquisition and sale of dental practices as well as advising dental schools and local dental committees on a range of primary dental contract matters.


Kate Salt

Kate is a specialist Healthcare Relationship Director. Kate has worked at Lloyds Bank within the specialist healthcare team since 2015 with banking experience spanning over 16 years.

Kate works with single and multi-site GP practices across the North West. She manages all aspects of client’s banking requirements from day to day transactional needs to property funding for buy-in, refinance, and GP developments. She also works alongside other specialist colleagues who provide services from personal wealth advice to specialist insurance and (green) vehicle fleets.


Paul Gordon

Paul is a Medical Specialist Chartered Financial Adviser at MacArthur Gordon. Paul’s role is split between advising clients, speaking and assisting other advisory firms regarding their clients and the NHS Pension. He regularly liaises with the NHS Pensions Agency, medical specialist accountants, medical specialist solicitors and HMRC to ensure continued understanding of all aspects of the on-going changes that could impact clients.


Bob Trunchion

Bob is a tax partner with MHA MacIntyre Hudson and is deeply involved in tax training.

However, he is not just a trainer as he has remained involved in client facing matters so he has seen the risk from the tax engagement grow over the years. He has a wide range of tax knowledge and has been lecturing on a range of tax related subjects for over 25 years including the PII aspects. He has found that tax has become ten times as complex since he started lecturing.


Bob has written a Tax Procedures Manual to help reduce risk for the tax practice and has regularly contributed to articles on technical tax subjects over the years.


Alan Suggett

Alan is a Chartered Accountant and partner in UNW LLP chartered accountants where he is head of the Dental Business Unit which looks after over 400 dentist clients. Alan writes regularly for the dental press, and presents at BDA seminars.

He is a member of the National Association of Specialist Dental Accountants & 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 is the editor of the quarterly NASDAL goodwill survey which analyses all member client practice sales, purchases, and valuations.

One Day Conference
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