2016 South Wales Charity Conference

Bevan & Buckland Accountants logo2016 South Wales Charity Conference

SCVS, Neath Port Talbot CVS & CAVS would like to invite you to the 2016 South Wales Charity Conference being held on the 10 June 2016 at the new Wales Air Ambulance site in Dafen, Llanelli. The theme for this year’s conference is cybercrime and fraud. charity-conference

Our guest speaker is Kevin Weekes from Zen Solutions and there will be several workshops hosted by Bevan & Buckland, JCP Solicitors and MGB PR.

Refreshments and lunch are provided.

Please see the attached brochure for full details of the day and booking instructions.

For booking queries, please contact Christina Coates on 01792 529630 or by email christina.coates@jcpsolicitors.co.uk

For the full event details: Please read this PDF document

We look forward to seeing you on the 10 June 2016.

Event location
Wales Air Ambulance

Ty Elusen
Llanelli Gate
Dafen
SA14 8LQ

jcp-and-bb

Wales Access to Finance – Ask the Experts Breakfast Event

Bevan & Buckland AccountantsInsider: Wales Access to Finance – Ask the Experts Breakfast 2015//

 

Liberty Stadium September 22nd 2015

7:30am – Breakfast & Registration
8:00am – Meeting commences
9:00am – Approximate close
Guests are invited to remain behind after the formal close for coffee and networking

Confirmed speakers:

  • Matt Warren, chief executive, Veeqo
  • Harri Lloyd Davies, partner, Bevan Buckland
  • David Vieira, managing director, Go Commercial Finance
  • Stephen Yorke, area director business banking, HSBC
  • Betsan Powell, partner, JCP Solicitors
  • More to follow

We would like you to join us for an Insider breakfast event to explore sources of finance for ambitious companies. If you’re seeking cash to reach the next level, hoping to raise money for an early stage venture, or looking for better funding arrangements, this event should provide you with some ideas.

Matt Warren runs Veeqo, a Swansea-based inventory management software company that has raised more than £1m through crowdfunding and from other sources.

A panel of advisers and funders will give tips and insights in answer to audience questions. Topics for discussion could include:

  • Can I raise funds without losing control of the company?
  • Could crowdfunding help my business to grow?
  • How can I raise cash for an acquisition?
  • What do banks look for when lending cash?

If this is of interest, we hope you can join us and put a question in for the panel.

Our events are regularly over-subscribed therefore please register your interest as soon as possible. If you have been successful you will receive a confirmation email one week prior to the event. Please click here to register your interest.

If you wish to attend an Insider event and have any personal requirements in order to fully enjoy your chosen event then please let us know at the earliest date possible.

We have an inclusive approach and wish to ensure that everyone who wants to attend an Insider event is able to do so and to obtain full benefit from being our guest.

If you need any more information please contact Suzanne Wallace on 0161 907 9758.

Free Tax Relief for R&D Seminar

Bevan & Buckland Accountants logoTax Relief for Research and Development – Paul Arnold

10th July 2015 , 12:00 – 14:30 – FREE ENTRY

Swansea University – Knowledge Exchange Wales (KEW)
Friday, 10 July 2015 from 12:00 to 14:30 (BST)
Singleton Park, Swansea

Networking lunch followed by masterclass

Research & Development Tax Relief

Companies have for many years been able to derive significant financial benefits from expenditure incurred on qualifying Research & Development (“R&D”) activities.  Following a number of recent changes to the scheme it has now become even more generous.

The seminar will cover:

  • What is R&D for tax purposes?
  • The financial benefits that can be derived
  • The range of costs and activities that can qualify
  • Recent changes to the regime, which now enable all loss making companies to potentially claim tax free cash from HM Revenue & Customs
  • How to maximise claims thereby ensuring companies claim their full entitlement

 

Patent Box – 10% corporate tax rate since April 2013

New rules on a lower tax rate for profits derived from patents took effect in April 2013.  These new rules, known as the “Patent Box”, are intended to increase the UK’s competitiveness, stimulate innovation and encourage investment in the UK by introducing an effective 10% corporate tax rate for qualifying profits.

The seminar will cover:

  • A summary of what the Patent Box is and how companies may benefit
  • The conditions which companies need to satisfy, and actions that companies may need to take, to ensure they qualify for this regime
  • How you might structure your business, R&D activities, intellectual property and earnings to maximise the benefits of this regime
  • An update of the recent announcements regarding the regime

Paul will be holding this seminar and he is an R&D and Patent Box specialist.  Paul is Head of Tax at Bevan & Buckland, and in addition to advising many owner managed businesses he has also advised some of the largest companies in the UK, including FTSE 100 companies and large multinational groups and is a member of HMRC’s R&D Consultative Committee.

If you would like to reserve a place click here

If you have any questions about Tax Relief for Research and Development please contact – Paul Arnold

IP & Innovation in your business seminar

Bevan & Buckland Accountants logoBevan & Buckland, together with UDL Patent and Trademark Attorneys, and JCP Solicitors, are running a joint seminar on IP & Innovation in your Business.

During the seminar you will hear three presentations:

  • R&D Tax Relief and the Patent Box – Mr Paul Arnold, Tax Partner, Head of R&D and Innovation, at Bevan & Buckland
  • Maximising your Business Potential – IP and exploiting your income streams – Dr Kerry Beynon, Head of Intellectual Property at JCP Solicitors
  • Patents Uncovered: Myths, Risks and Answers to Common Questions – Mr Tom Baker, Partner at UDL (Urquhart-Dykes & Lord LLP)

We will be holding the seminar at:

  • The Liberty Stadium Swansea, Wednesday 3rd June 2015
  • The National Botanic Garden of Wales, Wednesday 10th June 2015

Both events will take the same format:

10:30am                      Arrival & Refreshments

11:00 to 12:30pm       Presentations & Q&A

12:30  to 2:00pm        Buffet & Networking

We hope that you will be available to attend one of the sessions above and ask that you please RSVP to Paul Arnold on 01792 410110 or alternatively, you may email paul.arnold@bevanbuckland.co.uk.

We apologise should you received duplicate invitations from the respective organisations involved.

We look forward to hearing from you.

Paul Arnold

Tax Partner – Head of R&D and Innovation
Paul is an R&D and Patent Box specialist.  In addition to advising many owner managed businesses he has also advised some of the largest companies in the UK, including FTSE 100 companies and large multinational groups.

 

Encouraging innovation through the tax system seminar

Bevan & Buckland AccountantsEvent date:  4 July, 2013 – 07:45 – 10:00

“Research & Development Tax Relief” and the “Patent Box”

We are holding a free seminar in which we will explain how to make best use of these two extremely generous tax reliefs.

Date:      Thursday 4 July 2013Paul Arnold tax partner

Time:      8am – 10am (7.45am registration with refreshments served)

Venue:   Village Hotel, Swansea

Research & Development Tax Relief

Companies have for many years been able to derive significant financial benefits from expenditure incurred on qualifying Research & Development (“R&D”) activities.  Following a number of recent changes to the scheme it has now become even more generous.

The seminar will cover:

  • What is R&D for tax purposes?
  • The financial benefits that can be derived
  • The full range of qualifying costs and activities
  • Recent changes to the regime, which now enable all loss making companies to potentially claim tax free cash from HM Revenue & Customs
  • How to maximise claims thereby ensuring companies claim their full entitlement

Patent Box – 10% corporate tax rate since April 2013

New rules on a lower tax rate for profits derived from patents (and certain other intellectual property) took effect in April.  These new rules, known as the “Patent Box”, are intended to increase the UK’s competitiveness, stimulate innovation and encourage investment in the UK by introducing an effective 10% corporate tax rate for qualifying profits.

The seminar will cover:

  • A summary of what the Patent Box is and how companies may benefit
  • The conditions which companies need to satisfy, and actions that companies may need to take, to ensure they qualify for this regime
  • How you might structure your business, R&D activities, intellectual property and earnings to maximise the benefits of this regime

Paul will be holding this seminar and he is an R&D and Patent Box specialist.  In addition to advising many owner managed businesses he has also advised some of the largest companies in the UK, including FTSE 100 companies and large multinational groups.

Event location

The Village Hotel
Langdon Road
SA1 Waterfront
Swansea
SA1 8QY
Phone:

0871 222 4608

If you would like to book a place on this seminar either  fill in the form below or call 01792 410100.

Facilitated Network Breakfast

Facilitated networking breakfastsponsors

Facilitated Network Breakfast

Meet with and present your business to many other attendees in one morning!
Thursday 21st February 2013, 8.00am arrival for 8:30am start – 10.00am finish at Diplomat Hotel, Llanelli, Carmarthenshire, SA15 3PJ

This event gives each person two minutes to introduce themselves before moving tables.

Wales Co-operative Centre will look at the potential benefits employee ownership can offer your company in terms of encouraging innovation, engagement and business growth. They will also look at the advantages of employee ownership as a planned business succession strategy.

Bevan & Buckland Chartered Accountants will look at the benefits of share option schemes for employees and employers and how they can assist owners when it comes to selling businesses to your employees. They will also look at other common tax and financial issues which arise when businesses are sold.

Each table has a nominated facilitator and we aim to ensure you will not be seated by competitors or the same person twice, as far as possible.

Cost including full breakfast: Members £16 + VAT

                                                Non-Members £24 +VAT

south wales chamber of commerce

 

Book your places TODAY!

Online at www.southwaleschamber.co.uk

Or call 029 2048 1532
with credit/debit card details

 

 

Bevan & Buckland Accountants Swansea Tel: 01792 410100

Bevan & Buckland Accountants Haverfordwest Tel: 01437 760666

Bevan & Buckland Accountants Pembroke Tel: 01646 682383

Business Growth Initiative http://www.bevanbucklandaccountants.co.uk

 

Proposed VAT Cost Sharing Exemption

Bevan & Buckland AccountantsBEVAN & BUCKLAND ARE PLEASED TO WELCOME A FIRST BLOG POST BY
Centurion VAT Specialists Ltd

Centurion VAT Specialists

Proposed VAT Cost Sharing Exemption – Consultation on Draft Proposal Released
It seems a long time in coming since it was announced in the Autumn Statement 2011,  but Centurion now have sight of the Draft Proposals for the introduction of this new VAT exemption for qualifying recharges, between a shared service centre and its members, to benefit from a VAT exemption treatment rather than a taxable VAT treatment. Comments about “my horse could have had a foal in same time” from me are being ignored by the rest of the Centurion team!

The draft proposals are open for consultation until the 18th May and Centurion are happy to consolidate any comments from interested parties on the plans for implementation of this VAT exemption or if you’d like to discuss the proposals as the details of its working are becoming clearer (or less opaque!).

What is clear is that the intention is that exemption will only to apply to recharges for services from a shared services consortium that meets the criteria set out in the proposals. We are pleased to report that as a result of feedback from the consultation process there has been a widening of the definitions being applied which should allow more bodies particularly in the charity sector to benefit should a shared service consortium approach look like a valuable tool to have in the cost management tool kit.

The key issues to look at include:

  • HMRC’s definition of an “independent group of persons” for the Cost Sharing Group (CSG)
  • All CSG members must carry on exempt or non business activities
  • HMRC’s definition of “ directly necessary” supplies to members that qualify for the VAT exemption treatment
  • Direct re imbursement of costs condition to be applied by the CSG to its members
  • Distortion of competition condition that the CSG could be open to from commercial operators

It’s clear that these arrangements will not be the “silver bullet” that sectors such as charities, housing associations, universities across Wales might have initially hoped that it would be, but there is still enough of flexibility in the proposals to make this a serious option to consider where critical mass can be achieved to deliver volume savings: Areas such as maintenance services across the housing association sector perhaps? – and the cost sharing group doesn’t have to restrict itself to groups of entities from the same sector; local authorities could join with charities or with housing associations for a commonly incurred service cost as well.

The proposals can equally apply to the business sector, of course, but those businesses would have to have significant levels of exempt business activity to meet the qualifying conditions but in other European States businesses in the health and insurance markets do take advantage of the relief that the legislation brings to the burden of VAT on their costs so perhaps businesses in the property, exempt training sector, welfare, betting and gaming sectors should at least be aware of the potential this change could yield.

Any responses to this draft proposal will need to be back in with Policy Division in HMRC by the 18th May.

Centurion will be including the topic for our VAT Forum for FD’S in the Welsh Housing Association Sector, to be held on 15 May 2012 at ESIS Nantgarw, and at our Annual Forums for Welsh Universities and Further Education Colleges held in June.

If you’ve not had sight of the Draft Proposal from HMRC as it currently stands please call Liz Maher on 01633 415390, or send your comments to liz.maher@centurionvat.com for inclusion in our response to the proposal by the 17th May 2012.

Personal Twitter: @Vatbat            Company Twitter:@centuriononvat

(C) Centurion VAT Specialists Ltd 2012

Centurion VAT Specialists

Free Sage Client Workshops

Bevan & Buckland AccountantsBevan & Buckland Free Sage Client Workshops

Revised Schedule and Agenda. (Wednesday May 9th at the Village Hotel Swansea)

ScheduleSage Accounting Software

Session 1. 9:30am
Making operational tasks easier
Session 1 will start at 9:30am and run until 11am
Coffee and biscuits will be served from 9am.

Session 2. 11:30am
Extracting Management Information from your Sage 50 Accounts
Session 2 will run from 11:30am until 1pm.
Coffee and biscuits will be available between the sessions.

As nearly everyone attending wanted to take part in both workshops we have moved the two sessions together to make better use of everyone’s time.  
If you only want to attend the ‘Extracting Management Information’ session then simply arrive at 11 – 11:30am and sit in on the second workshop.

Free Parking and Free Wi-Fi available

Agenda

Session 1: Making operational tasks easier

Overview:
This session is designed to help existing users of the Sage accounting software range understand how to use the features and functionality of the program that they may not be aware of. This session focuses on how to make the tasks that Sage accounts users do day-to-day easier.

Audience:
Sage 50 Accounts users, but some content will be relevant to Sage Instant users too. 

  • How to get different views of your data in the program
  • Customising screens so they show the information you need
  • Customising data entry screens so they suit your business
  • Dealing with customer refunds and refunds from your suppliers
  • Create price lists for individuals and groups of customers
  • How to use recurring orders and invoices
  • Hints and tips for a successful bank reconciliation  

Session2: Extracting Management Information from your Sage 50 Accounts

How to extract the management Information you need from Sage 50 Accounts in a format that you would find useful.

Overview:
This session is designed to help existing users of the Sage accounting software range understand how to get the greatest benefit from management information based on the data they key into Sage Accounts.

Audience:
Sage 50 Accounts users, but some content will be relevant to Sage Instant users too. 

  • Exploring the reports already contained within Sage
  • Making reports easier to find and run
  • Editing existing reports
  • Creating your own reports
  • Exporting data into Microsoft Excel
  • Exporting data into Microsoft Word
  • View Sage data in Microsoft Excel  

If you require any more information or have any questions please email events@bevanbuckland.co.uk

There are a few spaces left, if you would like to reserve a place either click here or email events@bevanbuckland.co.uk

These workshops are free and anyone is welcome to attend.

Wednesday May 9th at the Village Hotel Swansea

Free Sage Accounts workshops at the Village Hotel Swansea

Bevan & Buckland AccountantsBevan & Buckland are holding two FREE Sage client workshops at the Village hotel Swansea on May 9th.

The afternoon session will run from 2:30pm until about 4pm and is titled “Extracting information from your Sage 50 Accounts”.

Extracting Management Information from your Sage 50 AccountsSage Line 50 2012 Accounts

How to extract the management Information you need from Sage 50 Accounts in a format that you would find useful.

Overview:
This session is designed to help existing users of the Sage accounting software range understand how to get the greatest benefit from management information based on the data they key into Sage Accounts.

Audience:
Sage 50 Accounts users, but some content will be relevant to Sage Instant users too. 

  • Exploring the reports already contained within Sage
  • Making reports easier to find and run
  • Editing existing reports
  • Creating your own reports
  • Exporting data into Microsoft Excel
  • Exporting data into Microsoft Word
  • View Sage data in Microsoft Excel  

Venue
The Village Hotel Swansea

Date
Wednesday May 9th – 2:30pm – 4:00pm

To reserve a place either click here or email mail@bevanbuckland.co.uk

These workshops are free and anyone is welcome to attend.

Two free Sage Accounts workshops at the Village Hotel Swansea

Bevan & Buckland AccountantsBevan & Buckland are holding two FREE Sage client workshops at the Village hotel Swansea on May 9th.

The morning session will run from 9:30am until about 11am and is titled “Making operational tasks easier”.Sage Line 50 2012 Accounts

Making operational tasks easier

Useful hints and tips for users of Sage 50 Accounts.

Overview:
This session is designed to help existing users of the Sage accounting software range understand how to use the features and functionality of the program that they may not be aware of. This session focuses on how to make the tasks that Sage accounts users do day-to-day easier.

Audience:
Sage 50 Accounts users, but some content will be relevant to Sage Instant users too. 

  • How to get different views of your data in the program
  • Customising screens so they show the information you need
  • Customising data entry screens so they suit your business
  • Dealing with customer refunds and refunds from your suppliers
  • Create price lists for individuals and groups of customers
  • How to use recurring orders and invoices
  • Hints and tips for a successful bank reconciliation  

Venue
The Village Hotel Swansea

Date
Wednesday May 9th – 9:30am – 11:30am

To reserve a place either click here or email mail@bevanbuckland.co.uk

These workshops are free to attend and anyone is welcome.