Our one-day conference will look at the key financial, taxation and legal issues affecting both commercial and residential property. Designed for accountants and tax advisers who want to keep up to date with the latest developments in the industry, our conference will enable those attending to give the best possible advice to their clients.
Mercia's Property Conference is a must-attend event for any accountancy firms with Property clients.
Through this one-day virtual conference, you will get practical advice about all the latest changes and challenges currently facing the property sector. Hear from financial and real estate experts on how you can add value to your clients.
Simon Wainwright, JPW Real Estate
This session will cover:
Mark Shelton, CPM Law Training
Landlords and their agents are no closer to being infallible than the rest of us, and there are some common errors in the financial management of properties. These may be fixable, non-serious, or the reverse. This session flags up issues which should alert the advisor to potential problems.
James Hurst, Mercia Group Ltd
This session will include a discussion of any recent HMRC policy changes and relevant case law as well as providing pointers and tips in relation to VAT and property transactions.
Steven Bone, Gateley Capitus
This session will cover:
This session will cover changes in the last 12 months and the current issues in property tax for both individuals and corporate landlords, including direct tax and VAT.
Lee Eagling, Mercia Group Ltd
A review of common issues which impact accounting for property, including the different classifications (including mixed use property), valuation, deferred tax and differences between FRS 102, FRS 105 and IFRS.
SDLT and other stamp taxes are often a significant cost of doing transactions and is also an area where HMRC are doing lots of compliance work. In this session, we will consider some common situations and what the potential liabilities are. We will also consider any relevant changes in law, practice and case law.
An experienced and dedicated real estate professional, Simon has 35 years’ experience working in the London and UK commercial property markets. His career spans multi-national firms such as Knight Frank and CBRE to founding his own practice in 1993. Simon’s client base includes leading developers such as Canary Wharf Group and Land Securities as well as National and Local Government departments. Simon is a leading industry
figure, being Chairman of the Royal Institution of Chartered Surveyors Commercial Markets Board as well as an author of several RICS Standards and Guidance Notes and public speaker.
Mark Shelton is a freelance legal trainer, having practiced in major commercial law firms for thirty years. He qualified with Linklaters and has always specialised in property litigation. Mark was a Partner at Lawrence Graham, and has acted for major property investors, financial institutions and leading retailers. He was a Professional Support Lawyer for a number of years, most recently at Eversheds Sutherland LLP, working with the UK’s largest specialist real estate litigation team. He is a contributor to Estates Gazette, Property Week and Property Law Journal, and the author of books on a range of commercial property management topics.
James joined Mercia in October 2022 as VAT trainer and consultant. His role involves writing technical material as well as devising and delivering VAT training courses.
James has a wide experience of VAT and indirect tax, beginning his VAT career with HM Customs & Excise (as it then was) before moving to the private sector in 1995 and gaining his CTA qualification. Latterly, he had VAT partner and head of VAT roles in Grant Thornton and Mazars.
Outside of work music remains a keen interest. Aside from playing jazz on the tenor sax, James is a regular member of the trumpet section of the Leeds Project Big Band.
Steven is a tax-qualified chartered surveyor who has specialised in capital allowances for more than 25 years.
As a director at Gateley Capitus, Steven works with businesses that are buying, building or refurbishing commercial property to help them pay the right amount of tax in a low risk way by optimising the capital allowances available to them. Before joining Gateley Capitus, Steven held senior roles in Big 4, specialist boutique and national mid-tier accountancy firms. He is a fellow of the Royal Institution of Chartered Surveyors (RICS) and the Association of Taxation Technicians.
Alongside daily practice, Steven is a tax incentives writer and speaker who is the author of Bloomsbury Professional's Capital Allowances: Transactions & Planning, RICS's Practice Note on Capital Allowances, Thomson Reuters Practical Law Co's Replying to CPSE.1 Enquiry 33 on Capital Allowances, the capital allowances chapter in Tolley's Tax Planning and various Practice and Drafting Notes for LexisPSL.
Rebecca is a Chartered Accountant. She is a lecturer, writer and consultant on a variety of taxes, lecturing extensively throughout the UK, to accountants, business people and also to HMRC and the Treasury. She has worked for firms of accountants and a manufacturing company, and now owns her own accountancy practice based in Gloucestershire, with a variety of small business and personal tax clients. She continues to lecture to professional colleagues, and also volunteers for various organisations providing support on financial education to school students and on tax to elderly taxpayers.
Rebecca is Editor of Tolleys Taxwise books, and consultant editor on Tolley’s Income Tax and Whillan’s tax tables. She writes for various tax publications from time to time, and is a former editor of Tax Adviser magazine. Rebecca is a past Chair of the Tax Faculty of the ICAEW. She was named Best Tax Lecturer at the Lexis Nexis Taxation Awards in 2007, and was awarded an MBE for services to the tax profession in 2012.
Lee has joined the technical team, after spending 3 years in industry with Jaguar Land Rover in their Business Assurance team with his primary responsibility being to deliver the Sarbanes Oxley programme while acting as a mediator for operational functions and the external auditors. Prior to that Lee was an audit manager at PwC’s East Midland having a diverse client base across a number of industries.
Ros is a consultant and lecturer covering all aspects of direct tax and Stamp Duty Land Tax. Until 2002, Ros was a fully trained Inland Revenue Inspector. She is now a consultant advising on tax planning for large and small businesses and individuals, as well as dealing with full and aspect enquiry work.
Her clients are mainly small and medium-sized accountancy practices. Her consultancy work means she understands the key issues of concern for accountancy professionals, and the practical application of the legislation.
Explore the programme of our previous Property Conferences: