Events

2012

Planning for your future 2012 seminar

This free event was held on Thursday 22nd March 2012 at the Lancaster House Hotel. It was designed for business owners, directors and shareholders.  

During the course of the session the speakers covered:

- The current marketplace for deals
- How the sale and purchase works in practice
- The risks associated with large transactions and how to mitigate them
- Sources of funding
- The tax implications of a sale or purchase and how to limit them

Click here for further details.

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NW Finance Director Network

This event attracted over 60 of the region's finance directors. David Bennett, tax partner at Moore and Smalley gave a Budget 2012 analysis, and Phil Stead director at Barclays Capital presented on Foreign Exchange Risks.

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Getting the most from your GP accounts software package

The Moore and Smalley Healthcare team are hosting a free training workshop for practice managers focusing on preparing for your year end and the year ahead. The workshops will take place on:

Wednesday 14th March in Blackpool, Thursday 15th March in Preston and Monday 23rd April in Whitehaven.

Click here for further details and booking information.

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The sky's the limit: minimising tax and maximising cash flow

Wednesday 29th February, Blackpool

Lancashire Chamber of Commerce and Moore and Smalley held a free seminar aimed at owner managed businesses.  This event helped business owners identify opportunities for mitigating theri year end tax bill, as well as advising them on maximising business cash flow and preparing a business plan.

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Workplace pensions are changing by law. Do you comply?

Tuesday 28th February 2012, Lancaster

In his presentation Dave Gleeson, Financial Planning Consultant at Moore and Smalley:

- Provided a general overview of the situation including the latest updates from the Government
- Discussed what the reforms meant for businesses
- Demonstrated some possible options for reducing the impact of costs to employers
- Gave his thoughts on how employers could use the new rules to their advantage
- Left delegates with his top tips to help tem prepare for the changes

2011

NWFD Event

Over 70 Finance Directors attended our event on 13th December at Farrington Lodge in Leyland. 

The presentations included a tax and accounts update and a summary of the current mergers and acquisitions market.  Kathryn Hill, Finance Director of Crown Paints and NWFA Finance Director of the year 2011 gave her thoughts on improving business performance.

The NW FD Network is run in association with AFR Consulting, Moore and Smalley and Barclays Corporate. Our mission is to help finance directors and senior financial controllers continue their personal development.

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Tax and Business Strategies Seminar 

This seminar held at Garstang Country Hotel and Golf Club on 22 November 2011 gave business owners, managers and finance directors advice on how to reduce their tax liability and make their business and personal pension funds work harder.  The presentations, delivered by experienced  professionals were punctuated with realistic examples of how different tax planning opportunities and pension schemes work in practice.

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Farm Succession and Tax Issues Seminar

This seminar designed specifically for farmers was held at the Westmorland County Showground, Lane Farm, Crooklands, Cumbria on Wednesday November 9, 2011

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Survive and Thrive - seminar for charities and not for profit organisations

Moore and Smalley and Brabners Chaffe Street are hosted a free seminar on 9th November for charities and not for profit organisations.

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Will you be able to afford to retire? An update for GPs, salaried doctors, hospital consultants and locums

The Moore and Smalley Healthcare team held a number of seminars in October focusing on pensions, tax and investments for healthcare professionals. 

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New academies - A Sequel

Moore and Smalley and Brabners Chaffe Street held two free workshops for schools who are planning to convert to, or are looking into, academy status. The seminars took place in Liverpool on 20th September and in Preston on 5th October.

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Getting the most from your GP accounts software package

The Moore and Smalley healthcare team held a number of free workshop looking at getting the most from your GP accounts software. The team looked at using the system to its full potential, getting the right information from the package and using it to increase profitability. The workshops took place in Blackpool, Kendal, Preston and Nottingham. 

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Charity Quiz Night

The Fylde team hosted a charity quiz night raising money for Fylde Coast YMCA on Tuesday 20th September. Teams from HSBC, Yorkshire Bank, Napthens, Handelsbanken, Lloyds TSB, Barclays, Moore and Smalley and Fylde Coast YMCA took part in the quiz which was won by Yorkshire Bank.

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The Sky's The Limit - Tips and advice to help you grow your business

Moore and Smalley are hosting a seminar for owner managed businesses looking at employment law, the pension reforms, improving Sage usage and coaching. The event is being held on Wednesday 28th September at our Blackpool office. It will run from 8.30am - 10.15am and breakfast will be included. To book a place please contact Sarah Bradshaw on 01772 821021.For more information please click here

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NW Finance Director Network

Over 70 Finance Directors regularly attend these quarterly events with updates on tax, accounts, finance and pensions.

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Lancashire Tourism Roundtable 21 September 2011  

Moore and Smalley hosted some of the key players in Lancashire's Tourism Sector at a special event in Blackpool.

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Changes to Solicitors' Accounts Rules

Lancaster, Morecambe & District Law Society and Moore and Smalley Chartered Accountants and Business Advisors teamed up to bring legal practices a presentation on the new Solicitors’ Accounts Rules coming into force on October 6, 2011. The event was held on Tuesday 6th September. 

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Charity quiz night

On 12 July 2011 Moore and Smalley hosted a quiz night at the Globe Arena, Morecambe. Teams from local businesses put their general knowledge to the test in a fun evening which raised £385 for Animal Care Lancaster.

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NW Finance Director Network event

Nearly 200 senior finance professionals attended the first two events of the NWFD network and the June event was just as successful. In this update we covered working capital which included presentations on debt recovery, funding and the Bribery Act.

Date: Tuesday 14 June 2011

Time: 8.00a.m. - 10.00a.m.

Venue: Farrington Lodge, Leyland, PR35 4QR

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Farm succession and tax issues seminar 

On Wednesday 15 June 2011 Moore and Smalley and Napthens Solicitors hosted a seminar at the Crofters Hotel, A6, Cabus, Garstang.  

The speakers considered questions such as: Is my farm safe from inheritance tax? I am selling some assets - will I have to pay capital gains tax?  How do I pass on the farm and still give a fair inheritance to  my non-farming children?

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The Sky's The Limit seminar - tips and advice to help you grow your business

We held a free event for owner managed businesses to give them information on ways they can grow their business. The session, held on 19 May 2011 in Blackpool gave attendees practical advice on saving tax, how to get the most from a bank account and marketing on a tight budget.

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Managing your greatest business asset

This free seminar in Kendal on 14 April 2011 was for employers who wanted to gain a better understanding of employment law, receive advice surrounding the practical application of the law and discover ways to reward staff through tax efficient flexible benefit and salary sacrifice schemes.

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Charity quiz night

On 13 April  2011 Moore and Smalley hosted a quiz at Deja-vu tapas bar in Kendal .  Invited teams from local businesses put their general knowledge to the test in a fun evening which raised £300 for Cumbria Wildlife Trust.

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All you need to know about becoming an academy

Preston, Tuesday 29th March

Moore and Smalley hosted a free workshop for schools who are looking to gain academy status. Our specialists advised on:

- Setting up a limited company
- The VAT and Tax implications
- All you need to know about HR and Payroll
- The roles and responsibilities of Governors

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Following the changes from the Health and Social Care Bill, are you financially prepared for the challenges of 2011/12 and beyond?

This was a question posed by the Healthcare team at Moore and Smalley at a series of free seminars for GPs and Practice Managers. The team discussed:

- What you need to be thinking about now.
- How you can improve practice profitability and efficiencies.
- How do you compare to the best performers in the sector?
- The latest issues surrounding lifetime allowance and pension contributions.
- Alternative investment planning
- HR hot topics – what employers need to know.

Events were held on Tues 15th March in Preston, Weds 16th March in Nottingham and Tues 22nd March in Kendal.

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The NW Finance Director Network Budget 2011 Event 

Following the huge success of the network’s launch in November 2010, attended by 80 finance professionals, the NW FD network cam back for its second successful event.

On Thursday March 24, 2011 at Farrington Lodge, Leyland, this event included a special analysis of the announcements made in George Osborne’s Budget on Wednesday March 23, 2011, his first since the Emergency Budget was delivered on June 23, 2010.  Our speakers also gave an insight into interest rate management and foreign exchange risks.

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Finance Workshop:  Finance for the non financial owner manager
(Everything you’ve ever wanted to know about accounts and finance, but were afraid to ask!)

Thursday 24th February 2011, 4.00pm – 6.00pm at the Riverside Hotel in Kendal hosted by Cumbria Chamber of Commerce.

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Now is the time to incorporate; special seminar aimed at Professional Practices

The professional practices team held two free events advising on the benefits of incorporation. The team discussed;
• How you can reduce tax rates from 52%to 20% or nil.
• How you can better manage your tax liability.
• Why you must consider limitation of liability.
• Why limited companies are beneficial to businesses of all sizes; from sole practitioners to large organisations.

The seminars are were held on Tuesday 8th February at Farington Lodge, Preston and Thursday 10th February at The Holiday Inn, Lancaster. 

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Planning for your Future:  This seminar was held at Morecambe Football Club's Globe Arena on Thursday 27 January 2010.  During this 2 hour seminar our speakers delivered advice to 50 local business owners on business expansion, business acquisition and business exit.

Charity quiz night

On 19 January 2011Moore and Smalley hosted a quiz at the Storey Creative Industries Centre, Lancaster.  Invited teams from local businesses put their general knowledge to the test in a fun evening which raised £615 for Lancaster Boys & Girls Club.

2010

The NW Finance Director Network- Launch Event, Wednesday 17 November 2010, Farrington Lodge, Leyland, 8.00am - 10.00am.

Finance Workshop:  Finance for the non financial owner manager
(Everything you’ve ever wanted to know about accounts and finance, but were afraid to ask!)

Thursday 11th November 2010, 4.00pm – 6.00pm at Lancaster District Chamber of Commerce, Commerce House, Fenton Street, Lancaster LA1 1AB

Farm succession and tax issues seminar.  On Wednesday 10 November 2010 Moore and Smalley and Napthens Solicitors hosted a seminar at the Scarthwaite Hotel, Lancaster.  The speakers considered questions such as: Is my farm safe from inheritance tax? I am selling some assets - will I have to pay capital gains tax?  How do I pass on the farm and still give a fair inheritance to  my non-farming children?  

Charity Quiz night in Kendal 20 October 2010, in the Beer Hall at Hawkshead Brewery, Staveley.  Teams from local businesses put their general knowledge to the test in a fun evening which raised �456 for the Westmorland Arts Trust.

The White Paper and its strategic impact on your practice - Moore and Smalley held three free seminars for GPs and Practice Managers to discuss the effects of the Government's White Paper.  

Issues covered during the seminar included:
- An overview of the White Paper - How to meet the changing needs of the new NHS - Practice Profitability - The 50% tax rate - Pension Contributions - Practice cash management - Loan finance - Investments

Events were held in Preston (Tuesday 5th October 2010), Nottingham (Thursday 14th October 2010) and Kendal (Tuesday 19th October 2010) from 6.30pm.  

Tales from Sky Sports Soccer Saturday - a Sportsman's lunch was held on 8 October 2010 in Preston.with special guest Phil Thompson who shared tales about the team at Sky Sports and their off camera antics as well as stories about his career in football

Joined up business thinking seminar:  Business Expansion - Getting it Right  This seminar took place in Kendal on Thursday 30 September 2010 and was run in conjunction with Temple Heelis Commercial. It gave business leaders the knowledge and confidence to take their business to the next level and presenters also shared their expertise on the best way to structure a business ready for a future sale.

All you need to know about becoming an academy - Moore and Smalley hosted a free workshop for schools looking to gain academy status. This highly popular workshop was held on Thursday 23rd September 2010. 

Charity Seminar - The charitable sector has undergone significant change in the last year, and this process of change seems set to continue throughout 2010. To keep our contacts within the sector up to date with the latest developments, as well as the impact they will have on the role of a trustee, we held two free seminars for our charity contacts.

Summer Seminar in Blackpool Over 40 local business owners joined us on Tuesday 6 July 2010 for our summer seminar.  A practical upbeat couple of hours with sound advice provided on the following:

 - Access to grants and finance by Wendy Bowers of So Business Solutions

 - Essential employment law by Tina Clayton of Moore and Smalley

 - Facing the challenge; pure inspiration from Rachel Haslam of Team Academy

Lancashire and The Fylde Tourism Roundtable- on 29 June 2010. Moore and Smalley hosted a special event that brought together regional leisure sector business owners and tourism representatives to talk about the future of tourism in the area and discuss ways to boost the visitor economy.

Race Night for CancerCare - 10 June 2010.  Moore and Smalley co-hosted a charity 'wacky races' night and raised �2,095 for CancerCare.

Opportunity or Risk? What does the Legal Services Act mean for your firm? - 8th June 2010. The legal profession is facing profound change which emanates from a variety of sources. Moore and Smalley joined together with Preston Law Society and St Johns Buildings to discuss the future shape of the legal profession and provide some practical steps firms can take to survive and prosper from these changes.

Knowledge is Power- 9 June 2010.  Creative Lancashire hosted a second event specifically aimed at the Digital and Creative Sector.  The event was held at the New Continental in Preston.

Charity Quiz Night in Kendal - 27 April 2010, in the Beer Hall at Hawkshead Brewery, Staveley.  Teams from local businesses put their general knowledge to the test in a fun evening raising �289 for Nurture Lakeland.

Charity Quiz Night on The Fylde - 2010 is the 15th anniversary of the Association of Independent Specialist Medical Accountants (AISMA). To celebrate this we held a charity quiz night and raised over �550 for M�decins Sans Fronti�res (also known as Doctors without Borders) on Wednesday 21 April at the Glendower Hotel in Lytham. 

Top Tips to Improve your Bottom Line - Moore and Smalley directors, Judith Dugdale and Rachel Marsdin, gave a presentation at the Bay Tourism Association's AGM.  On 14 March 2010 at Lancaster House Hotel the two leisure and tourism specialists advised business owners not only how to improve their bottom line but also how to minimise their tax bill so that the maximum amount of profit was retained.

Knowledge is Power - This event was specifically for businesses in the digital and creative sector. It was held at the Storey Creative Industries Centre in Lancaster on 11 March 2010 and gave 25 local businesses an opportunity to meet and put their questions to specialist advisors to the sector.  Representatives from Creative Lancashire, Business Link, North West Vision & Media, Moore and Smalley Digital & Creative team, Lancaster University's InfoLab21 and Jobling and Knape Solicitors were on hand to advise on issues such as intellectual property rights, raising finance, claiming research and development tax credits, business growth, business structures and innovation vouchers. 

Key to Success - On the 9 March 2010 we held a free seminar for hotel owners and managers at Windermere Yacht Club. This seminar brought together specialists who understand the current hotel economic environment, they provided an outlook for the sector in 2010 and gave useful tips and advice on business planning, saving tax and maximising profitability to 50 delegates.

Free GP Seminar - In March we teamed up with George Davies Solicitors and Royal Bank of Scotland and organised a fantastic free seminar, focusing on the issues facing GPs when retiring from partnerships. The seminar was held at the Farington Lodge in Preston on Wednesday 3rd March.

Cumbrian Tourism Roundtable Event - we held a roundtable event in Kendal on 3 February bringing several regional tourism representatives together to discuss the current and future issues affecting the sector including how the North West can build on the relative success of 2009, the impact of the devastating floods in November 2009 and the prospects for 2010 and beyond.  Read more

Charity Quiz Night in Lancaster - 27 January 2010, at the Dukes Theatre.  Teams from local businesses put their general knowledge to the test in fun evening which rasied over �500 for cancer charities.

Property & Enterprise Forum - On the 28 January, Stewart Case made a presentation at this event which looked at how businesses in the property sector can prepare for the upturn as we come out of the recession.

2009

Care Home Round Table - We held an event specifically for the care home sector on 25 November 2009. The event focused on the impact of the recession on funding and the need to diversify.

Moore and Smalley Palace Shield Cricket Dinner - This years awards dinner was held at Ribby Hall on Friday 6 November 2009.

Charity Update Seminar - On 24 September 2009 Moore and Smalley held a charity seminar in our Lancaster office updating clients and contacts of the latest developments within the sector. 

Charity Quiz Night in Kendal - 22 September 2009

Bank of England Presentation - On 15 September 2009 John Young from the Bank of England presented at the Kendal Office on the current state of the economy. 

Care Home Roundtable Event - Several regional care home representatives were brought together on 17 June 2009 to discuss the current and future issues affecting the sector.

Cumbrian Tourism Roundtable Event - Moore and Smalley held an event on 13 May 2009 bringing several regional tourism representatives together to discuss the current and future issues affecting the sector.

Charity Quiz Night in Lancaster - raises �426 for CancerCare- April 2009

St George's Festival April 23 2009 -A celebration of all things English hosted by David Haythornwaite

Charity Quiz Night in Kendal - raises �600 for Friends of the Lake District- March 2009

Managing your hotel during the economic downturn - February 2009

 

2008

Success in Hospitality in 2009 - December 2008

Business Rocks - December 2008

Lancaster Singers Handel's Messiah - November 2008

Professional Practices Focus Group  - November 2008

Charity Quiz Night for Intermediaries - November 2008

British Holiday & Home Parks Annual Dinner - November 2008

Wooden Spoon 25th Anniversary Luncheon - November 2008

Barclays Black Tie & Sparkle Charity Ball - November 2008

Moore and Smalley Palace Shield Cricket Dinner - November 2008

Morecambe Football Club Sponsored Match - October 2008

Lakeland Sinfonia Concert - November 2008

Update for Charity Trustees' Seminar - February 2008

 

2007

Legal Senior / Managing Partner Seminar - November 2007

 

2006

GP and Practice Manager's Seminar (Lancashire) - November 2006

GP and Practice Manager's Seminar (East Midlands) - November 2006

Legal Practices' Senior and Managing Partner Seminar - September 2006

Charity Trustees' Seminar - May 2006

 

2005

Nursing Home Owner's Seminar - September 2005

Exiting Your Business Seminar - June 2005

New Blackpool Office Opening Night - April 2005

'Meet the Smarts' A Wealth Management Seminar - February 2005