Mercia Podcast: Recent Episodes
Mercia Group
Mark Morton reviews the first major announcements from the new government, explores the implications of potential tax changes, and discusses how policy leaks, cost-of-living measures and public finances could shape the upcoming Autumn Budget.
For more information on this topic and more, please visit www.mercia-group.com for further details.
Mark Morton shares his reaction to a recent BBC Radio 4 Money Box interview on Making Tax Digital (MTD), questioning its effectiveness, highlighting concerns about low taxpayer engagement, and discussing whether the initiative is delivering any real benefits for self-employed businesses and HMRC. Based on current uptake figures and industry feedback, Mark argues that MTD may be creating additional costs and complexity without achieving its original objectives.
https://www.mercia-group.com/courses/making-tax-digital-where-are-we-now/
For more information on this topic and more, please visit www.mercia-group.com for further details.
In this episode, Lee Eagling (Technical Consultant at Mercia Group) discusses the new ICAEW requirements effective from July 2026, requiring authorised training employers to implement formal annual appraisals for partners, directors, audit staff, and students. The podcast explores the background to the changes, compliance expectations, practical implementation options, and why effective appraisal processes can deliver benefits beyond regulatory compliance.
For more information on this topic and more, please visit www.mercia-group.com for further details.
In this episode, Mark Morton unpacks HMRC’s latest Tax Update 26, exploring proposed changes to self-assessment, ISAs, national insurance, and debt collection. He questions whether these reforms truly simplify the system or add further complexity, while highlighting the real-world impact on taxpayers, businesses, and financial planning.
Blog: https://www.mercia-group.com/insights/tax-update-2026-reform-and-changes/
For more information on this topic and more, please visit www.mercia-group.com for further details.
Mark Morton breaks down the latest HMRC update on payrolling benefits, highlighting delays, phased rollouts, and growing complexity for businesses. With uncertainty around timelines, compliance, and reporting, the episode explores why the system may become even more confusing before it improves.
For more information on this topic and more, please visit www.mercia-group.com for further details.
Mark Morton reviews the chancellor's pre-bank holiday announcements, covering free children's bus travel, reduced VAT on family activities and meals, fuel duty, mileage allowance changes and what they mean in practice for businesses and families. Mark offers a candid take on whether these measures are likely to make a material difference and who they really benefit.
For more information on this topic and more, please visit www.mercia-group.com for further details.
In this episode, Mark Morton explores the complexities of tax penalties, prompted by a recent high-profile case involving a significant understatement with no penalty applied. He breaks down key concepts like reasonable care, voluntary disclosure, and HMRC’s approach to enforcement, highlighting the nuances that often go unnoticed by both taxpayers and advisors.
For more information on this topic and more, please visit www.mercia-group.com for further details.
In this honest and relatable episode, mental health first aider Louise Conner shares her personal journey and practical tips for maintaining wellbeing. From breaking stigma to finding what truly works for you, this episode offers simple, real-life ways to build resilience, prioritise self-care, and ask for support when you need it most.
For more information on this topic and more, please visit www.mercia-group.com for further details.
In this short Mercia podcast, I take a look at Associated Companies, an area that's quietly become a hot topic again. With Corporation Tax rates and bands shifting, HMRC are clearly paying attention, and we're seeing a steady stream of "nudge" letters landing on agents' desks asking them to revisit their associated company position. I walk through why the rules feel particularly tricky right now, the remit for direct or indirect control is extremely broad, the attribution rules pull in family members anywhere in the world, and the "substantial commercial interdependence" test hasn't been tested in court for over a decade, leaving a lot of subjectivity in play. With interest rates where they are, getting your quarterly instalment payments wrong could be an expensive mistake. If you'd like to go deeper, I'm running a one-off course on this on 21 May, available live or on-demand. https://www.mercia-group.com/courses/associated-companies-with-mark-morton/
For more information on this topic and more, please visit www.mercia-group.com for further details.
In this post‑Easter episode, Mark Morton shares his reflections on recent tax developments and policy decisions. From frustration with Making Tax Digital and fuel duty at the pump, to mileage rates that offer little real‑world help, Mark also highlights growing concerns around the recovery of winter fuel payments from pensioners and the risks of PAYE coding errors. A candid look at the increasingly baffling world of UK tax.
For more information on this topic and more, please visit www.mercia-group.com for further details.
In this episode, Mark Morton explores the complex and often misunderstood world of UK state pensions. From the WASPI (Women Against State Pension Inequality) women issue to voluntary contributions, contracting-out, personal tax accounts and looming policy changes, Mark breaks down the key pitfalls people face and why checking your state pension record early matters more than ever.
For more information on this topic and more, please visit www.mercia-group.com for further details.
Mark Morton discusses the shifting landscape of UK tax policy amid global uncertainty, including potential implications for the autumn budget, the concerns surrounding mandatory registration of tax advisors, and the increasing administrative burdens faced by compliant firms.
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In this immediate reaction to the Spring Statement Forecast, Mark Morton shares his candid thoughts on a speech that offered fewer surprises than expected. With no major new tax policy announcements and a strongly political tone from both sides of the House, Mark reflects on the implications for businesses, growth, and the wider UK economy.
He explores the government’s emphasis on stability, the shadow Chancellor’s criticism, the uncertainty created by global tensions, and the lack of clarity on how sustainable growth will actually be achieved. From economic forecasts and borrowing levels to the challenges facing small and medium‑sized enterprises, this episode offers a grounded, business‑focused perspective on what the Spring Statement really means.
For more information on this topic and more, please visit www.mercia-group.com for further details.
Get a clear and accessible breakdown of what to expect ahead of the UK’s Spring Statement on 3 March. Mark explores the purpose of the Spring Statement, what the Office for Budget Responsibility might reveal about the economy, and the key pressures shaping government decisions from tax receipts and public borrowing to inflation, growth and rising unemployment.
He also touches on the impact of wage and tax policy on employers, why youth unemployment is becoming a growing concern, and whether higher taxes risk holding back economic growth.
This short episode sets the scene before the Chancellor’s update and highlights what indicators to watch as the next budget approaches.
For more information on this topic and more, please visit www.mercia-group.com for further details.
In this episode, Mark Morton discusses HMRC’s increasing focus on directors’ loan accounts and the practical challenges arising from recent compliance checks. Mark shares a real client case, highlighting how misunderstandings within HMRC can lead to unnecessary pressure and how a robust technical response can turn a proposed £250,000 settlement into just £700.
He also previews key themes from our upcoming Spring Tax Update and explains how our TQ Technical Support service can help firms navigate complex HMRC enquiries with confidence.
Whether you're dealing with overdrawn loan accounts, benefits‑in‑kind queries, or need support with tricky compliance issues, this episode offers insight, reassurance and practical advice.
For more information on this topic and more, please visit www.mercia-group.com for further details.
In this episode, Mark Morton explores the key themes shaping the upcoming Spring Forecast on 3 March 2026. From SME lending packages and tax policy shifts to the latest developments affecting defence spending, welfare reform, and the hospitality sector, Mark unpacks what businesses should be preparing for in the months ahead.
For digital resources including our 2026 Tax Cards, visit:
https://www.mercia-group.com/marketing/spring-forecast-statement-2026/
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Mark Morton unpacks the government’s last‑minute December changes to Agricultural Property Relief and Business Property Relief, questioning the policy swings, their impact on farmers and businesses, and what it all means heading into the new tax year.
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Helen Knight and Jenny Faulkner take a look back at some of Mercia Group's predictions for 2025. Covering technology, ESG and mega marshmallows...
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Mark Morton breaks down the post-budget chaos, covering leaks, delayed publications, and the heated public debate over policies like child benefit caps, while questioning the missing growth plan.
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In this episode, join Jenny Faulkner, Head of A&A and Compliance talking with Gemma Archer, Senior Manager in A&A and Compliance and a Charity Sector Specialist as they explore the changing landscape for Charities. This podcasts covers England and Wales, Scotland and Northern Ireland and the different thresholds that apply dependent on jurisdiction. Gemma highlights some of the key themes arising from the publication of the finalised Charity SORP.
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Mark and Norman discussing the latest UK 2025 Budget. The conversation highlights a chaotic lead-up with leaks and political manoeuvring. Key points include frozen income tax thresholds until 2031, increased taxes on savings, property income and dividends, and changes to ISA limits. Employment measures cover the removal of homeworking tax relief, minimum wage rises, and future restrictions on salary sacrifice. Business topics include adjustments to capital allowances and investment schemes, with criticism of the absence of a clear growth strategy. Inheritance and capital tax changes reduce certain reliefs, while compliance efforts aim to raise £10 billion annually.
For more information on this topic and more, please visit www.mercia-group.com for further details.
Mark gives an immediate reaction to the Chancellor’s Budget, calling out the heavy leaks beforehand, the rise in taxes, and the lack of a clear growth plan. He touches on changes to income tax on property and savings, ISA reform, new capital allowance rules, road pricing for EVs, salary sacrifice caps, mansion tax plans, HMRC compliance increases and national minimum wage pressures. Overall he sounds unconvinced that there’s anything in the announcement that helps businesses or boosts growth.
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In this episode, Mark Morton unpacks the uncertainty and speculation surrounding the Autumn Budget 2025. From leaked proposals on income tax and dividend rates to potential changes in pension contributions and road charging for electric vehicles, Mark explores the lack of clear strategy and its impact on business confidence. He questions whether knee-jerk reactions are replacing long-term planning and what that means for taxpayers and businesses.
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In this episode, Mark Morton reflects on the unusual pre-budget announcement made by the Chancellor and the growing speculation surrounding the Autumn Budget 2025. With a mix of humour and insight, Mark explores the political messaging, potential tax rises, and the implications of shifting National Insurance and income tax. He questions the strategy behind the early statement and what it signals for the future of fiscal policy.
For more information on this topic and more, please visit www.mercia-group.com for further details.
Mark Morton explores the capital tax speculation swirling ahead of the upcoming Budget, from wealth taxes and property gains to IHT and SDLT reforms. With candid insights on political motives, tax fairness, and the real impact on UK households, this episode looks at how far the Chancellor might go to fill a £30 billion gap.
For more information on this topic and more, please visit www.mercia-group.com for further details.
In this episode, James Hurst joins Mark Morton to explore the potential changes to VAT in the upcoming budget. Drawing on over 35 years of experience in VAT, James discusses everything from VAT thresholds and electric vehicle charging to postponed import VAT accounting and the complex VAT treatment of taxi services. With a mix of practical insight and policy speculation, this episode is essential listening for anyone navigating the evolving VAT landscape.
For more information on this topic and more, please visit www.mercia-group.com for further details.
Lee Eagling is joined by Andy Holton to discuss the recent response by HM Treasury to the consultation on anti-money laundering (AML) and counter-terrorism financing (CTF) supervision. They explore the government's decision to appoint the FCA as the single professional services supervisor, the implications for firms currently regulated by professional bodies, and what practitioners should expect as the transition unfolds. With practical insights and advice, this episode is essential listening for firms preparing for a tougher compliance landscape.
For more information on this topic and more, please visit www.mercia-group.com for further details.
In this episode, Mark Morton dives into the pre-budget speculation surrounding savings policies, tax reforms, and the political balancing act of keeping voters, especially pensioners on side. He explores potential changes to cash ISAs, the implications of shifting National Insurance to income tax, and the complexities of winter fuel payments. With a mix of personal anecdotes and sharp analysis, Mark unpacks what might be coming and what it could mean for everyday savers.
For more information on this topic and more, please visit www.mercia-group.com for further details.
In this episode, Mark Morton dives into why pensions are once again in the government’s crosshairs ahead of the November 2025 Budget. From tax-free lump sums to lifetime allowances and relief reform, Mark unpacks how these changes could hit savers and why the Treasury can’t resist eyeing that £50 billion of tax relief tied up in pensions.
For more information on this topic and more, please visit www.mercia-group.com for further details.
In this episode, Mark Morton dives into the swirling speculation around the upcoming UK budget. From leaked memos and proposed tax hikes to the political balancing act behind non-dom policies and dividend allowances, Mark offers a candid take on what might be coming and what it could mean for businesses, investors, and taxpayers. With reflections on corporation tax, CGT, pension reforms, and the messaging that drives economic migration, this is a sharp, accessible breakdown of fiscal policy in motion.
For more information on this topic and more, please visit www.mercia-group.com for further details.
In this episode, Mark Morton reflects on the Chancellor’s speech at the Labour Party Conference and what it signals for the upcoming autumn budget. He explores government borrowing, tax speculation, and public spending, while unpacking media leaks and political strategy.
This episode kicks off a short series running up to budget day, where Mark will continue to explore key developments and what they could mean for advisors and clients.
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In this episode, Pete, Head of Marketing at Mercia, sits down with Louise, Mercia's Management and Skills Trainer, to explore the evolving landscape of leadership and communication within accountancy firms.
Together, they unpack the concept of the accidental manager and discuss the importance of soft skills in building resilient, high-performing teams.
Louise shares insights from her work with firms across the UK, offering practical advice for everyone from new starters to senior partners.
For more information on this topic and more, please visit www.mercia-group.com for further details.
In this episode, James Hurst breaks down the latest updates to HMRC’s guidance on correcting VAT errors, including the introduction of a new online tool for notifying HMRC. Tune in for practical insights and learn what these changes mean for your business.
For more information on this topic and more, please visit www.mercia-group.com for further details.
Mark Morton explores recent draft legislation and HMRC’s evolving role in public service. He reflects on the frustrations of digital tax systems, delays in repayments, and the long-delayed rollout of Making Tax Digital, raising concerns about the effectiveness of transformation efforts and their impact on taxpayers.
For more information on this topic and more, please visit www.mercia-group.com for further details.
On 21 July 2025, the government published draft legislation for Finance Bill 2025-26 for consultation. In this brief episode, Mark Morton shares his immediate reaction.
Much of the content was pre-announced, including:
- Inheritance Tax Overhaul – the government is proceeding with reforms to agricultural and business property reliefs, effective from April 2026, and bringing unused pension funds and death benefits into the scope of IHT from April 2027.
- Making Tax Digital (MTD) Evolves – thelegislation aims to refine and simplify the MTD Income Tax and penalty reform regimes, including the deferral of implementation for specific groups and the pre-announced reduction in the qualifying income threshold to £20,000 from 2028/29 (based on returns for 2026/27).
- Tax Adviser Regulation -HMRC will mandate registration and minimum standards for tax advisers from April 2026, aiming to improve compliance and transparency.
- Carried Interest Recast – As announced at Autumn Budget 2024, qualifying carried interest will be taxed as trading income from 6 April 2026, aligning the tax treatment with other forms of remuneration.
For more information on this topic and more, please visit www.mercia-group.com for further details.
Helen Knight and Norman Allison discuss some of the key points to consider around Making Tax Digital for Income Tax Self Assessment. Following a recent lecture we take the opportunity to unpack some of the most frequently asked questions, clarify common misconceptions, and explore what these changes mean for taxpayers and particularly their advisors.
For a more in depth consideration of Making Tax Digital for Income Tax access the on demand recording of the lecture referred to in this podcast.
We have also written a Topical Issue to help you communicate the key changes and requirements to clients, here.
For more information on this topic and more, please visit www.mercia-group.com for further details.
Jenny Faulkner and Gemma Archer discuss common audit quality findings following the publication of ICAEW's latest audit monitoring report and reflect on issues identified in Mercia's own file reviews.
For more information on this topic and more, please visit www.mercia-group.com for further details.
In our latest episode, our in-house VAT expert, James Hurst, shares some brief thoughts on recent VAT cases that caught his eye.
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Mark Morton breaks down the government's abrupt reversal on winter fuel payments and the tangled tax mechanics that follow. From pensioners navigating deductions to the complexities of taxable income, he asks—does anyone in power truly understand self-assessment? A sharp, insightful take on yet another policy puzzle.
For more information on this topic and more, please visit www.mercia-group.com for further details.
In this episode, Gemma Archer rounds up the key points from the publication of Charities SORP exposure draft and consultations relating to the financial thresholds in charity law.
For more information on this topic and more, please visit www.mercia-group.com for further details.
Helen Knight examines the implications of the upcoming changes to company size thresholds, effective April 2025, on off-payroll working and IR35 rules.
Gain a deeper understanding of IR35 with our IR35: The Definitive Guide course.
Stay ahead of key regulatory updates and keep your clients informed with insights from our latest newsletter.
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In the aftermath of the Spring Statement, a number of consultations have been released on the government website.
Mark Morton delves into the Making Tax Digital Consultation and how this could potentially impact accountants over the next few years.
For more information on this topic and more, please visit www.mercia-group.com for further details.
In this short episode, join Mark Morton as he reflects on the Spring Statement delivered by Chancellor Rachel Reeves today (25 March 2025).
Don't forget there is still time to order your Spring Statement Summary to easily communicate the key announcements to your clients.
For more information on this topic and more, please visit www.mercia-group.com for further details.
Mark Morton takes a look at the proposed IHT changes for pensions from April 2027.
Communicate tax changes easily with expert content that makes a difference to your clients.
Spring Statement - https://www.mercia-group.com/promote/all-promote-products/budget-and-tax-rates/spring-statement-2025/
Tax Cards - https://www.mercia-group.com/promote/all-promote-products/budget-and-tax-rates/tax-cards-and-rates/
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Mark Morton takes a look at the current position on changes to APR and BPR.
Communicate essential tax rates to your clients this spring with Mercia.
Order personalised Tax Cards for your firm now.
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Jenny Faulkner and Gemma Archer discuss the FRC's 2025 campaign to support UK SMEs and how the market study presents a once-in-a-lifetime opportunity for firms to have their say and impact the future of the audit profession from an SME perspective.
For more information on this topic and more, please visit www.mercia-group.com for further details.
Mark Morton takes a look at possible changes to ISAs in the run-up to the Spring Statement.
Order your Spring Communication essentials and communicate tax updates to your clients with ease.
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Mark Morton reviews the recent issues relating to employment status ahead of our Spring Tax Update courses.
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Communicate essential tax updates to your clients with Mercia this spring.
Click Spring Statement and Tax Cards for more information.
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Mark Morton discusses the recent issues relating to travel and subsistence ahead of our Tax Update courses this Spring.
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James Hurst explores HMRC’s recent communication to smaller charities regarding VAT claims. Are some organisations inadvertently claiming too much?
With real-life case studies and tribunal cases, James will break down these issues at the upcoming Mercia Charities Conference. Book your place today
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Mark Morton discusses the recent issues affecting state pensions, ahead of our Spring Tax Update courses starting in March 2025.
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Mark Morton discusses the recent developments in R&D, ahead of our Tax Update and R&D courses this Spring.
URLS for further information:
Tax Update - What's New for Spring 2025
Research and Development - The Definitive Guide
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Helen Knight examines some of the risks of technology recently covered in the media and some of the opportunities AI can provide.
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Helen Knight summarises HMRC's most recent agent updates in advance of tax filing deadlines and upcoming changes.
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Lee Eagling and Danny Noon discuss the recently published legislation which will change company size thresholds in April 2025 and the factors both entities and practitioners should be considering.
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Joanne Gregory, a Senior Manager in Mercia's A&A and Compliance team, joins Shez Hamill from Caseware to discuss the latest trends in the accounting and auditing space.
Delving into the evolution of the profession, from traditional paper-based methods to the adoption of cloud technology and AI, the podcast covers market consolidation, regulatory changes, and the increasing importance of data analytics and sustainability assurance reporting. They also explore how firms can stay compliant with evolving standards and the role of AI in driving efficiency and quality in audits.
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James shares his personal thoughts regarding the complexity of the new regime, especially for smaller private schools getting to grips with VAT for the first time.
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James Hurst looks beyond the big news headlines on how to keep up to date on VAT.
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Listen to Mark Morton in our latest podcast as he discusses the continued focus of HMRC on the provision of staff benefits.
He lightly touches on the importance of getting the reporting correct for tax relief, changes to the treatment for Double Cab Pick Ups following Autumn Budget 2024 and the mandatory payrolling of benefits.
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Our tax experts Pat Nown and Norman Allison discuss some of the main announcements from the Autumn Budget on 30 October 2024 and provide their thoughts on the key issues for taxpayers. Topics include the critical capital tax changes, the impact on employers and the double cab pick up double-U turn.
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In this short episode join Mark Morton as he reflects on the Autumn Budget announcement delivered by Chancellor Rachel Reeves today (30 October).
Don't forget there is still time to order your Autumn Budget Summary to make communicating this historic Budget easy for your clients.
For more information on this topic and more, please visit www.mercia-group.com for further details.
The ICAEW has made changes to the UK Audit Regulations which includes changes to the eligibility criteria. These changes impact audit firms and may result in a loss of their audit registration. In this podcast, Joanne Gregory outlines what has changed, how it affects audit firms and what audit firms must to do in order to retain their audit registration and by when.
For more information on this topic and more, please visit www.mercia-group.com for further details.
Ahead of the Budget on 30 October 2024, Nicola Holcombe takes a look at what some of the professional membership bodies and other groups are requesting from the Government. Topics include changes to incorporation relief, tax simplification and business rates reform.
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James Hurst discusses the government's introduction of VAT on private school fees following the release of guidance on 10 October 2024 and in advance of the expected release of legislation following the Autumn Budget on 30 October 2024.
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Lynn Radose, Mercia's Product Director and Pete McGrath, Head of Marketing discuss Mercia's shift to digital, on-demand, and bite-sized training programmes, responding to client needs and AI in learning. They also explore pathways to help clients navigate Mercia's extensive training offerings.
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Helen Knight looks at some of the potential changes Rachel Reeves might announce at the Autumn Budget on 30 October 2024.
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In this episode, Mark Morton discusses recent changes to furnished holiday lets and the Allocation of Tips Act.
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Ross Haydock from Mercia and Jose Hopkins from Simply Climate informally discuss new developments in ESG and sustainability reporting, as well as the exciting emerging opportunities in this area.
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In this episode, join host Helen Knight as she delves into the results of the recent UK election. Helen breaks down the key outcomes, significant shifts in voter sentiment, and the impact on the political landscape.
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In this episode, Louise Connor highlights the evolution of workplace wellbeing, defines its key components, and provides practical strategies for managing pressure and stress.
Discover insights on fostering a supportive work culture and maintaining a healthy, productive environment.
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In this episode, Pat Nown discusses hot topics in the world of tax, including HICBC, FHL, and Year-End Benefit Reminders.
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In this episode, Mark Morton discusses pension contributions and auto enrolment.
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James Hurst explores recent VAT tribunal cases concerning the VAT treatment of food products and considers whether the law could be changed to reduce uncertainty in this area.
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Helen Knight and James Hurst discuss the releases from Tax Administration and Maintenance Day on 18 April 2024 particularly the consultation launched around the VAT treatment of private hire vehicle fares.
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Lee Eagling, Jenny Faulkner, and Zain Talaat discuss the emergence of technology in the profession, and how technology can benefit firms of all sizes.
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Lee Eagling and Gavin Leake discuss the importance of ethics in the accountancy profession and the issues and dilemmas those in the profession may face.
CLICK HERE for our upcoming Ethics course.
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Join Mark Morton for a brief yet crucial update as he reveals HMRC's latest decision to halt the closure of its phone lines.
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In this episode, Mark Morton discusses how the HMRC is encouraging customers to interact online with changes to its Self-Assessment, PAYE and VAT services.
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In this episode, Louise Conner talks about her own experience using emotional intelligence (EQ) to navigate emotions. She also shares practical tips on developing your EQ, helping you understand and manage your own feelings as well as those of others.
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In this episode, Pat Nown and Mark Morton unpack the key Spring Budget announcements. Gain valuable insights as they analyse fiscal developments and discuss the budget's impact on various sectors. Whether you're a finance enthusiast or seeking a concise overview, this conversation goes beyond the headlines, offering a quick yet comprehensive understanding of the current economic landscape.
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In this short episode join Mark Morton as he reflects on the Spring Budget announcement delivered by Chancellor Jeremy Hunt today (6 March).
Don't forget to register for Mercia's Rapid Reaction Webinar on (7 March) and listen to Pat Nown review the announcements made and consider any immediate implications and actions for your clients.
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Considers the changes to the regime that the Government has implemented over the last 12 months and the changes yet to come.
Presented by Mark Morton, our Technical Lecturer and Consultant, and Helen Knight, our Tax Senior Manager.
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Happy New Year! In this episode Norman Allison looks at the IR35 opportunity to pause settlement, digital signatures, S455 L2P forms, CGT property returns, IR35 guidelines for compliance and BACS notifications.
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Lee Eagling is joined by Jenny Faulkner to discuss the themes highlighted by Mercia’s internal file review quality review checks and compare these to recent audit monitoring findings issues by the QAD.
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Mark Morton's initial reaction to the Autumn Statement 2023.
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Lee Eagling discusses recent audit sanctions and how findings from these cases link to audit quality issues we find in our file reviews.
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Mark Morton takes a look at the approach which the Tribunal is taking on domicile in recent cases.
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Liaqat Mir provides an overview of changes made in the revised ISA 505.
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Helen Knight discusses the differences between Freeports and Investment zones.
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Lee Eagling runs through the updates proposed by the FRC to the Ethical Standard for auditors.
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Mark Morton and Norman Allison discuss the SDLT mixed-use, the death of MTD, HMRC service levels and the IR35 update.
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Liaqat Mir, Mercia's Technical Lecturer & Consultant takes a look at some of the issues around the LGPS surplus assets for the first time.
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Pat Nown, Mercia's Technical Lecturer & Consultant talks about
- Extraction of profits 2023/24
- Pensions tax relief – get it right
- Overlap relief forms, NIC deadline extension, and
- FB 2023/24 draft clauses are issued
For more information on this topic and more, please visit www.mercia-group.com for further details.
In this episode, Lee Eagling summarises the issues we frequently see in audit reports.
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Helen Knight takes a look at some of the issues around the reintroduction of the associated company rules and the potential impact.
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FRC’s Thematic Review of Fair Values
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In today's fast-paced business environment, clients demand more than just expertise from their advisers. Louise Conner provides an overview of the results on the role of an accountant changing and how it's crucial for professionals to keep up with the changes to stay competitive.
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Who will oversee the Economic Crime Levy and what clients will it affect? Also references to 30 September deadline.
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Our personalities shape who we are and how we interact with the world around us. Speaker Louise Conner provides an overview of the different personality types and provides guidance on how to work with different personality types in the latest blog.
Our personalities shape who we are and how we interact with the world around us. Speaker Louise Conner provides an overview of the different personality types and provides guidance on how to work with different personality types in the latest blog.
For more information on this topic and more, please visit www.mercia-group.com for further details.
The world of accounting is no stranger to demanding workloads, high pressure, and unexpected setbacks. Speaker Louise Conner provides listeners with an overview of what resilience is and ways to learn this important skill.
For more information on this topic and more, please visit www.mercia-group.com for further details.
Liaqat Mir looks at an overview of the changes to ICAEW’s CPD requirements applicable from 01 November 2023.
Liaqat Mir is a technical lecturer and consultant at Mercia Group.
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Mercia speaker, Louise Conner provides an overview of what it means to have imposter syndrome as an accountant.
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Helen M. Knight takes a look at some of the consultations released on Tax Administration and Maintenance Day on 27 April 2023.
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Phil Frost looks at topical issues affecting deferred tax.
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Helen M. Knight talks about an overview of changes to the R&D tax relief schemes from April 2023.
For more information on this topic and more, please visit www.mercia-group.com for further details.
In this episode, Liaqat Mir will be discussing the changes and updates made to the International Standard on Auditing (ISA) 600, "Special Considerations – Audits of Group Financial Statements (Including the Work of Component Auditors).
For more information on this topic and more, please visit www.mercia-group.com for further details.
In this episode, Norman Allison analyses the highly anticipated 2023 Spring Budget, which was recently released by the government on Wednesday 15 March. The budget includes announcements on a range of issues, including tax changes, public spending, and economic growth projections.
For more information on this topic and more, please visit www.mercia-group.com for further details.
In this short episode join Mark Morton as he reflects on Spring Budget announcement delivered by The Chancellor Jeremy Hunt today (15 March).
We delve into the latest back-to-work plan, which includes some significant changes to the pension system, childcare support, and adjustments to universal credit.
We'll also be discussing the recent updates on the R&D relief requirements and the changes to the capital allowance regime.
To join Pat Nown for a more detail review of the budget and associated issues, register here
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Lee Eagling runs through the proposed amendments to UK GAAP set out in FRED 82.
Read our Blog: https://www.mercia-group.com/mercia-news-and-blog/fred-82-frs-102/
For more information on this topic and more, please visit www.mercia-group.com for further details.
In our latest episode, Mark Morton covers the potential topics that will be covered in the 2023 Spring Budget.
For more information on this topic and more, please visit www.mercia-group.com for further details.
In this short episode, Mark Morton discusses the variety of training we offer. Whether you prefer face-to-face events or learning in the comfort of your own home, Mercia have you covered.
For more information on this topic and more, please visit www.mercia-group.com for further details.
A look at issues in the world of NIC and their effect on the state pension with Mark Morton.
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A look at the changes to Corporation Tax from April 2023 with Mark Morton, a technical lecturer and consultant for Mercia Group.
For more information on this topic and more, please visit www.mercia-group.com for further details.
Phil Frost summarises the Financial Reporting Council’s Annual Review of Corporate Reporting focusing on the top ten problem areas in financial statements.
Chancellor Jeremy Hunt’s first Autumn Statement has grabbed the headlines by pushing up the UK’s tax burden.
Listen to Mercia’s Autumn Statement podcast, where our expert Pat Nown discusses the key highlights from the Chancellor’s statement.
In our latest episode, Mark Morton discusses the potential topics that will be covered in the upcoming Autumn Statement.
Liaqat Mir summarises the key changes from the updated Anti-Money Laundering and counterterrorist financing Guidance for the Accounting Sector (AMLGAS) was issued by the CCAB (Consultative Committee of Accountancy Bodies) on 17 May 2022.
David Norris summarises the key points from the QAD reports on the 2021/22 Practice Assurance and Anti-Money Laundering visits.
Compliance Update Conference and Practice Assurance Regulatory Feedback
Mark Morton discusses recent tax developments over the summer including the current state of the parliamentary system, R&D and employment.
David Norris discusses the challenges facing clients in the current inflationary environment and then summarises the approach when auditing estimates.
Norman Allison covers some of the announcements made on the 20th July Legislation day including Homes for Ukraine Scheme; Pensions Relief changes to relief net pay arrangements; CGT – separated spouses and civil partnerships and R&D relief reform.
Lee Eagling takes a look at common issues we see in financial statements, in particular, focussing on the cash flow statement.
David Norris talks about preparing for 15 December 2022 and what it means to undertake Root Cause Analysis.
WEBLINK: https://www.mercia-group.com/support-overview/isqm/
Norman Allison highlights the recent cost of living package, guidance on VAT penalties and proposed changes to capital allowances.
Liaqat Mir takes a look at accounting for government grants and other income, in particular insurance recoveries.
In this latest episode, Phil Frost talks about the changes in Company Law that cover the December 21 - March 2022 year-end period. He focuses on the four top changes, as well as on wider issues for international accounting standards, that happened as a result of the UK leaving the EU.
In the first of our series of podcasts for 2022, Pat Nown shares her thoughts on the key announcements from the Spring Statement.
Listen to Sharon Cooke, Director at Mercia Group Ltd, and Jenny Faulkner, who leads the File Review Team talk about the [draft] standard on the audit of less complex entities (LCEs). Their chat covers what is the [draft] standard about, what is the scope of the standard, will it help the audit profession and how and why audit firms should be actively engaged.
Join Mark Morton for his first thoughts as the team here at Mercia HQ work through the detail of the Chancellors Autumn Budget & Spending Review.
In this latest episode of our podcast, our Technical Lecturers Norman Allison and Jeremy Williams, cover the delay of Making Tax Digital, the announcement of the Autumn Budget, the FRC’s thematic review findings plus much more.
In this latest episode of our podcast, our Head of Tax, Mark Morton and Jeremy Williams, Audit Lecturer, cover making Tax digital and the ongoing consultations to align the basis periods with the tax year. They also discuss the ongoing changes to the various support schemes that are in place to help with COVID-19 and more.
Our Head of Tax, Mark Morton and Jeremy Williams, Audit Lecturer, cover the audit, accounting and tax essentials that you need to be aware of this month. They cover the passage of the Finance Act, COVID-19 rent concessions extension in UK GAAP and more.
In this episode, Michael is joined by John Sharkey (Management Consultant at Mercia) to discuss some of the techniques we can adopt, to help us relax.
Michael is joined by clinical psychologist, Dr Robyn Cooley, to discuss how anxiety and stress can be linked to our life values, the choices we make and ultimately our happiness. They talk about the importance of being kind to yourself and focusing on being your best YOU rather than being the YOU that you think other people want you to be.
Our Head of Tax, Mark Morton and Jeremy Williams, Audit Lecturer, cover the essentials you need to know this month in our March Newswire Bulletin. This month they talk about key points from Budget 2021, the SEISS scheme, Corporate Governance Code and much more.
Michael is joined by Helen Spencer, Managing Partner at WR Partners. Helen shares why it’s been important for her to set both personal and business goals throughout her life and how she has overcome some of the challenges along the way. She also discusses some of the key planning points that her business is focusing on as we transition out of the current pandemic
Our Head of Tax, Mark Morton and Jeremy Williams, Audit Lecturer, cover the essentials you need to know this month in our February Newswire Bulletin.
This month they cover Off Payrolling rules, IFRS16 and much more.
Pat Nown, one of our Tax Lecturers, covers the areas she thinks the Chancellor may target in his Budget on 3 March. To what extent will the Chancellor increase or reform taxation? Or will he simply retain the status quo?
Brand new for 2021 - introducing Newswire Bulletins, brought to you by our Head of Tax, Mark Morton and Audit Lecturer, Jeremy Williams.
Alongside our regular monthly email newsletter, we are now bringing you the audit, accounting and tax essentials you need to know, in podcast format.
Our Head of Tax, Mark Morton, provides an update on the details announced in the Scottish Budget 2021.
Published on the 28th of January 2021.
Michael is joined by Personal Development Coach and Martial Arts trainer, Alex Reason, to discuss some of the ways we can stay happy and healthy during lockdown. Alex shares tips to help us focus on nutrition, movement and energy management and also discusses some of the personal routines he follows to maintain positivity and wellness during these challenging times.
In this episode Michael is joined by Philip Partington, Intellectual Property Lawyer & Partner at JMW. They discuss how they keep their communication clear, constructive and to the point without negatively impacting internal and external relationships.
Michael chats with Declan Swan (CEO at the UK200 group) during this episode about some of the possible causes of losing focus and why it’s important to plan ahead.
In this episode, Michael is joined by John Sharkey (Management Consultant at Mercia) to discuss some of the challenges of remote working especially when it comes to ‘switching off’.
The Chancellor announced the Job Retention Bonus scheme in the Summer Statement and some more guidance has now been issued.
The Government announced that due to the coronavirus, the changes will be delayed again until 1 March 2021.
We invite Johnathon Filer from Brunel Professions to discuss COVID-19 and how this has effected PII’s.
Our latest episode focuses on wellbeing - including managing your own wellbeing, supporting your team and staying resilient.
This podcast covers the recent announcements made by HMRC in relation to the 2020 changes.
This podcast considers the important changes made by the Government to the loan charge rules.
An insight into legislative changes to the entrepreneurs relief rules and the increase in HMRC compliance and case law.
Understand the basic principles of email marketing for accountants with our useful podcast. We explore the key areas that must be considered for any email marketing campaign, from your email subject, to the analytics of a campaign.