Keeping you abreast with the latest developments in the accountancy profession. https://linktr.ee/merciagroup
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Accountancy Cpd Podcasts
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End-of-Year Predictions: AI, ESG, and What’s Next for Accountancy
36:48
36:48
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36:48Helen Knight and Jenny Faulkner take a look back at some of Mercia Group's predictions for 2025. Covering technology, ESG and mega marshmallows... For more information on this topic and more, please visit www.mercia-group.com for further details.By Helen Knight and Jenny Faulkner
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The Budget Breakdown - Episode 11 Leaks, Delays, and Public Reaction
5:36
5:36
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5:36Mark 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. For more information on this topic and more, please visit www.mercia-group.com for further details.By Mark Morton, Tax Lecturer and Consultant
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Navigating Recent Changes in the Charity Sector
37:35
37:35
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37:35In 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…
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The Budget Breakdown - Episode 10 In-depth Reaction
29:18
29:18
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29:18Mark 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, m…
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The Budget Breakdown - Episode 9 Immediate Reaction
4:34
4:34
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4:34Mark 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 a…
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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 kn…
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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 strateg…
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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 …
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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 …
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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 professio…
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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 …
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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 …
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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 o…
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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 wil…
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The Human Side of Accountancy: Why Soft Skills Matter
19:52
19:52
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19:52In 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 te…
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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 de…
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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 top…
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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 …
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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 advisor…
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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.By Jenny Faulkner, Head of Audit Accounting and Compliance (Quality) and Gemma Archer, Senior Manager – A&A and Compliance
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In our latest episode, our in-house VAT expert, James Hurst, shares some brief thoughts on recent VAT cases that caught his eye. For more information on this topic and more, please visit www.mercia-group.com for further details.By James Hurst, VAT Trainer and Consultant
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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 to…
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Charity SORP Exposure Draft and Charity Financial Thresholds Consultations
18:24
18:24
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18:24In 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.By Gemma Archer, A&A and Compliance Senior Manager
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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. For more…
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Spring Statement - Making Tax Digital Consultation
3:10
3:10
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3:10In 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.…
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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.co…
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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-p…
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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. For more information on this topic and more, please visit www.mercia-group.com for further details.By Mark Morton, Technical Lecturer & Consultant
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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.…
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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. For more information on this topic and more, please visit www.mercia-group.com for further details.By Mark Morton, Technical Lecturer & Consultant
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A Review of Issues Relating to Employment Status
4:09
4:09
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4:09Mark Morton reviews the recent issues relating to employment status ahead of our Spring Tax Update courses. For more information on this topic and more, please visit www.mercia-group.com for further details.By Mark Morton, Technical Lecturer & Consultant
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Communicate essential tax updates to your clients with Mercia this spring. Click Spring Statement and Tax Cards for more information. For more information on this topic and more, please visit www.mercia-group.com for further details.By Mark Morton, Technical Lecturer & Consultant
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A Look at Recent Issues Relating to Travel and Subsistence
6:55
6:55
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6:55Mark Morton discusses the recent issues relating to travel and subsistence ahead of our Tax Update courses this Spring. For more information on this topic and more, please visit www.mercia-group.com for further details.By Mark Morton Technical Lecturer & Consultant
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Charity VAT: Are some small charities overclaiming?
5:00
5:00
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5:00James 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 For more information on this topic and more, please …
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A Review of Recent Issues Affecting State Pensions
7:13
7:13
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7:13Mark Morton discusses the recent issues affecting state pensions, ahead of our Spring Tax Update courses starting in March 2025. For more information on this topic and more, please visit www.mercia-group.com for further details.By Mark Morton, Technical Lecturer & Consultant
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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 For more information on this topic and more, please visit www.mercia-group.com for further details.…
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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. For more information on this topic and more, please visit www.mercia-group.com for further details.By Helen Knight, Tax Senior Manager
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Helen Knight summarises HMRC's most recent agent updates in advance of tax filing deadlines and upcoming changes. For more information on this topic and more, please visit www.mercia-group.com for further details.By Helen Knight, Tax Senior Manager
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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. For more information on this topic and more, please visit www.mercia-group.com for further details.By Lee Eagling and Danny Noon
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Insights with Mercia & Caseware: Tech Trends in Auditing
23:39
23:39
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23:39Joanne 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 ch…
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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. For more information on this topic and more, please visit www.mercia-group.com for further details.By James Hurst, Technical Lecturer & Consultant
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James Hurst looks beyond the big news headlines on how to keep up to date on VAT. For more information on this topic and more, please visit www.mercia-group.com for further details.By James Hurst, Technical Lecturer & Consultant
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Benefits in Kind - What's New after the Budget
2:43
2:43
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2:43Listen 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. For more information…
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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. For more information on this topic and more, pleas…
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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-…
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Changes to the UK Audit Regulations – What firms need to know!
3:28
3:28
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3:28The 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 registr…
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Budget – What are interested parties asking for?
6:42
6:42
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6:42Ahead 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. For more information on this topic and more, please visit www.mercia-group.com for …
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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. For more information on this topic and more, please visit www.mercia-group.com for further details.…
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Reimagining Training: Mercia's Digital Evolution
9:21
9:21
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9:21Lynn 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. For more information on this topic and more, please vis…
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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. For more information on this topic and more, please visit www.mercia-group.com for further details.By Helen Knight, Head of Tax
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