1 Extranet The MHA Extranet recognises your firm's IP address and opens automatically. The site is available to all staff and it has a wide range of features that you will find useful. Some key features are: MHA Group pages, these include a list of group members, the group email address and recent documents that can be downloaded. Events Calendar that displays upcoming and past MHA Meetings, Internal & External MHA Events, dates when MHA Material is Being Produced, Press and Key Dates and Campaigns dates. MHA groups Staff Directory that you can use to find contacts within the various MHA groups across the association, to access contact information and expertise information. If you are having trouble accessing the site or would like anything added or removed from the site please email Jack Grant. Autumn Statement Read all of our sector commentary from the Autumn Statement on our website. We’ve also shared them on our MHA Twitter and LinkedIn pages. Campaigns for the New Year Hospitality & Tourism Survey 2016 The MHA Hospitality and Tourism group will be doing their third annual survey. The survey will be sent out in January 2016 and the report should be available at the end of March. Legal Benchmarking survey 2016 The MHA Professional Practices group will be repeating their annual Benchmarking report next year. You can view this year’s report here. The data will be collected and analysed in February and the report will be released in early April 2016. For more information contact Hannah. Corporate Finance Training The final Corporate Finance training session is on ‘FRS102’ and is taking place on 9 December. Please email Jack Grant for more information or if you would like to attend. MHA Group Meetings The following group meetings took place this month and once they are approved, the minutes from each meeting can be found on their pages on the Extranet: Tax Teleconference Motor Teleconference BD Meeting Agriculture Teleconference Hospitality & Tourism Teleconference Corporate Finance Meeting Professional Practices Teleconference HR Teleconference Tax Managers Conference The Tax Managers Conference took place on 18 November at MHA MacIntyre Hudson’s London City office and was a great success. A feedback survey has been sent out to those who attended. If you missed the email you can submit your feedback here. MHA Newsletter November 2015 What we’ve been up to
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Extranet
The MHA Extranet recognises your firm's IP address and opens automatically. The site is available to all staff and it has a wide range of features that you will find useful. Some key features are: MHA Group pages, these include a list of
group members, the group email address and recent documents that can be downloaded.
Events Calendar that displays upcoming and past MHA Meetings, Internal & External MHA Events, dates when MHA Material is Being Produced, Press and Key Dates and Campaigns dates.
MHA groups Staff Directory that you can use to find contacts within the various MHA groups across the association, to access contact information and expertise information.
If you are having trouble accessing the site or would like anything added or removed from the site please email Jack Grant.
Autumn Statement Read all of our sector commentary from the Autumn Statement on our website. We’ve also shared them on our MHA Twitter and LinkedIn pages.
Campaigns for the New Year Hospitality & Tourism Survey 2016 The MHA Hospitality and Tourism group will be doing their third annual survey. The survey will be sent out in January 2016 and the report should be available at the end of March. Legal Benchmarking survey 2016 The MHA Professional Practices group will be repeating their annual Benchmarking report next year. You can view this year’s report here. The data will be collected and analysed in February and the report will be released in early April 2016. For more information contact Hannah.
Corporate Finance Training
The final Corporate Finance training session is on ‘FRS102’ and is taking place on 9 December. Please email Jack Grant for more information or if you would like to attend.
MHA Group Meetings The following group meetings took place this
month and once they are approved, the minutes
from each meeting can be found on their pages on
the Extranet:
Tax Teleconference Motor Teleconference BD Meeting Agriculture Teleconference Hospitality & Tourism Teleconference Corporate Finance Meeting Professional Practices Teleconference HR Teleconference
Tax Managers Conference
The Tax Managers Conference took place on 18 November at MHA MacIntyre Hudson’s London City office and was a great success. A feedback survey has been sent out to those who attended. If you missed the email you can submit your feedback here.
We are seeing increasing use of the Baker Tilly International (BTI) membership to support and advise clients. This month’s activities include: Broomfield & Alexander made two client
referrals. One to a BTI firm in South Africa regarding employment matters and one to a BTI firm in the Irish Republic over a tax deduction query.
Charlie Savory from Larking Gowen sought
RubinBrown, a BTI firm with an office in Colorado, to conduct audit work for a Larking Gowen client with an operation in Broomfield Colorado.
This month, Monahans made a referral to BTI Dallas Texas regarding setting up a new entity and also made a referral to BTI Netherlands regarding setting up a new operation.
One of Moore & Smalley’s new clients required advice surrounding a Polish property investment. Colin Hughes, one of Moore & Smalley’s Corporate Services Managers got in touch with Howard Lewis from MHA MacIntyre Hudson to see who would be the most appropriate person/company to approach for help.
Another of Moore & Smalley’s clients is looking for a new audit firm for their Hong Kong branch. A partner at Moore & Smalley, Tracey Johnson, got in touch with Howard Lewis to see who would be appropriate to pass back to their client.
Another client of Moore & Smalley, a UK
subsidiary of a Dutch group, are looking for a
new auditor. Moore & Smalley’s partner
Damian Walmsley approached Howard
Lewis to see if he had any
recommendations.
BTI has several forthcoming activities, details of which are available on the BTI website. MHA members are able to access the BTI members only extranet where they can find more information about news, events and referrals.
Inter Firm Activity MHA member firms have been working together
to produce the Year End Tax Planning document, to be released in January/ February.
Member Discounts
A 25% discount has been negotiated for
MHA member firms with students studying the ACCA as well as the ACA qualifications with Kaplan.
FAME discounted packages are available to
MHA members. For more information on the discounted package, please contact Dan Yamoah.
MHA MacIntyre Hudson Birmingham Office Launch The MHA MacIntyre Hudson Birmingham office held a launch event at Bar Opus on 17 November to celebrate the merger between MHA MacIntyre Hudson and MHA Bloomer Heaven. Clients and professional contacts were invited to this event and both Chris Barlow and Rakesh Shaunak made a speech.
MHA received one piece of coverage this month, David Missen, Head of Agriculture at MHA, featured in Farmers Weekly commenting on the Autumn Statement. Broomfield & Alexander have had six pieces of coverage this month. They were featured in the Oct/Nov issue of Insider Wales talking about recruitment and how studying for qualifications can help staff gain new skills and motivation and also for their Charities roundtable event. Two pieces covered the work they did for clients, successfully setting up an EMI Scheme and for advising a client well. One piece covered the MHA Professional Practices Benchmarking Report and Sarah Case, Head of the MHA Not for Profit team, featured in a publication talking about the charity SORP. Carpenter Box had additional coverage at the end of last month. Three more for Melissa Hardwick joining them and another MHA Manufacturing report piece. This month they received two pieces for Martin's award win, four pieces for their BITE event and two pieces for their alternative funding event. Larking Gowen achieved five pieces of coverage this month. Two pieces covered the Larking Gowen City of Norwich Half Marathon, which took place on 22 November. They also had three radio interviews. Partner Luke Morris spoke on Radio Suffolk about Larking Gowen’s ‘Bring your teddy to work’ for Children In Need. Also, Partner James Lay spoke on Future Radio and BBC Radio Norfolk promoting the Larking Gowen City of Norwich Half Marathon.
This month, Dougy Agnew from Henderson Loggie featured in the CA Magazine's November Tax Roundtable article. MHA MacIntyre Hudson received a number of pieces of coverage this month. Two for their sponsorship of the Made in the Midlands Young Inventor award for the second year running. Partner Patrick King appeared in the Evening Standard commenting on tax legislation. They received coverage for their research that revealed almost half of FTSE 350 companies pay less than 20% corporation tax and two pieces for commenting on the Rangers EBT ruling. Monahans received 14 pieces of coverage this month and last month. This included coverage for the MHA Manufacturing & Engineering Survey Report, coverage for the seminars they held, coverage from their sponsorship of the Somerset Business Awards and coverage for Partner Ian Black speaking at the Business Leaders' Forum Moore & Smalley received six pieces of coverage this month. Five covered the recent launch of their SE+ App and one piece covered the work they did advising on the on Ribble Cycles deal.
Promotions Alan Davis from Henderson Loggie will take up the post of Chairman from 30 November 2015. The East Anglian Society of Chartered Accountants, announced the creation of a new role of City Head for Ipswich & Colchester. The EASCA appointed Partner Luke Morris from Larking Gowen as the City Head and he is now the representative for Ipswich and Colchester. At Moore & Smalley Mike Hardaker was promoted to Partner at their Blackpool office and Lisa Pennington was promoted to Director.
New Starters Broomfield & Alexander have Helen Miles joining their growing Payroll team in Swansea. She will start 30 November. MHA MacIntyre Hudson had three new starters, Tom Blessington joined the Birmingham office as a Tax Executive. Vilma Juozaityte joined as a Digital Marketing Coordinator and Ugo Igbokwe joined as a Marketing Coordinator, both are based in the London City office. Monahans had three new starters. Katherine Richards as a PA to a Partner and Client Service Manager, Sophie Evans joined the Insolvency team in Swindon and Katherine Richards joined the Trowbridge office. Tait Walker have a new Partner, Andy Haslam, who joined from Begbies Traynor. They also had 13 new starters in October & November, joining Business Services and Tax teams.
Awards
At Carpenter Box, Partner Martin Godsmark, won the Adur & Worthing Business Award for Lifetime Achievement! MHA MacIntyre Hudson’s Corporate Finance team won the Dealmakers of the Year Award.
MHA MacIntyre Hudson’s Birmingham office have been invited to become a patron for Made in the Midlands (MITM). They have worked with the organisation for a number of years and are pleased to be able to strengthen their relationship with them and with other patrons; which include Lloyds Bank and Higgs Solicitors.
Sponsorship Broomfield & Alexander sponsored the Rising Stars Round Table with Insider Wales at the Park Plaza Hotel in Cardiff. They also sponsored Insider South West Wales Business Survey. Henderson Loggie sponsored the Courier Business Awards dinner on Friday 27 November at The Fairmont St Andrews. Larking Gowen is sponsoring .COM a series of six digital training networking breakfasts designed to help coordinate digital marketing and help drive sales. The second breakfast was held on 20 November. The next session is on ‘7 Steps to securing profitable customers online’ and is being held on the 28 January. Larking Gowen’s sponsorship of Menta Jelly continues this month, which are informal co-working events where freelancers, home workers and small/micro business owners work, chat and collaborate with other small businesses. MHA MacIntyre Hudson’s Birmingham office sponsored the Young Inventor award at the MITM awards, promoting the work of up and coming engineers. Monahans are sponsoring a prize category at the Frome Fatstock Show, on 2 December. Andrew Perrott, a Client Portfolio Manager at Monahans will be presenting an award. Moore & Smalley have recently agreed sponsorship in a number of charities’ diaries including St Mary's Hospice and Trinity Hospice. Their logo was also displayed in Farmers Mart
Giving something back The six-month Million Makers challenge has come to an end for a team of 10 at Broomfield & Alexander. During this period the team have successfully raised over £14,000 for the Prince’s Trust Wales through a number of events. Staff at Broomfield & Alexander will also be donating items to the Wallich, a homeless charity working across South Wales. At Larking Gowen, staff across all offices supported Children in Need and raised £685 by a combination of dress down days, bringing their teddies to work, a raffle, a guess the name of the bear game and a pre-dinner game of “Heads or Tails” at their Partner Seminar. MHA MacIntyre Hudson's London City office held a charity breakfast and raised £394 for Rays of Sunshine and Wood Green Animal Shelter. Monahans’ White Horse Challenge cheque presentation of £19,500 to Wiltshire Air Ambulance took place on 19 November. Over ten years, Monahans has raised a total of £126,000 for them. The date set for next year is 9 and 10 July.
Monahans Swindon Charity Quiz raised £1,550 for Prospect Hospice, with 41 teams taking part. The winning team, ‘Forgone Conclusion’, was from Intel.
Monahans Trowbridge Charity Bake Off Final was held on 9 November with six amazing entries. The final amount raised was £161.20.
Moore & Smalley recently organised a Jacobs Join, in aid of Children in Need. It took place at their Lancaster office and all employees contributed to the buffet. They raised £78.00 in total. Tait Walker organised a dress down day for 'The Rehab Centre Newcastle' in October and recently held a Children In Need raffle.
Well done and keep up the good work!
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December Events
Monday Tuesday Wednesday Thursday Friday
1 Agriculture Teleconference M&E Survey Report Launch - Norwich (Larking Gowen) North Wiltshire Business Ladies Club Lunch (Monahans) Charity Sector Update (Moore & Smalley)
2 Tax Teleconference
3 NFP Meeting Business Challenge Awards Evening (Larking Gowen)
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7 Professional Practices Teleconference
8 BD Teleconference H&T Barclays Seminar (Larking Gowen) Improving efficiency and profit in medical practices (Moore & Smalley)
9 FRS 102 Corporate Finance Training (MHA) Pension Auto Enrolment Seminar (Henderson Loggie) Trowbridge Charity Quiz (Monahans)
10 Manufacturing Teleconference Improving efficiency and profit in medical practices (Moore & Smalley) Southport Business Club Christmas party (Moore & Smalley)
Mailings and Publications Broomfield & Alexander Monthly update (December) Charities newsletter (December) Legal Professionals newsletter (December) Henderson Loggie Connect E-newsletter Autumn Statement E-newsletter Larking Gowen 2015 Manufacturing Survey report Academy Advisor Tourism Newsletter Autumn Statement MHA MacIntyre Hudson Autumn Statement E-alerts: 1st - on the day - including summary video featuring tax partners & key points summary 2nd - day after - including link to full report NFP December newsletter MH flyer for 'Xero' cloud accounting Monahans The Swinging Bankruptcy Pendulum - Blog Charities Managing Risks - Blog We've never had it so good - have we? - Blog HR Workshops - Blog Somerset Business Awards - Blog South West deal values fall despite stable volumes - Blog Tax Investigation Insurance - Blog Tax Investigation Insurance – Mail out beginning of November Targeted Charity Blog Autumn Statement WHC Cheque Presentation £19.5k for WAA – Blog Insolvency enforcement outcome statistics - Blog Charity Newsletter: Your Governing Document VAT : Charities - watch your property options New Charity Investment Vehicle Charity Update
Carpenter Box Alternative finance event invites Christmas cards & email Property e-shot Monthly e-news StarBox e-shot Pension Seminar series - invites Sussex Property Alliance - save the dates Directors Forum - invites Moore & Smalley Improving efficiency and profit in medical practices - Southport Event Invitation Mailing Corporate Finance Mailing Tait Walker YE Tax Doc - Jan Autumn Statement Report
Campaigns/ Articles MHA MacIntyre Hudson’s Birmingham Office’s Managing Partner Chris Barlow is hosting a dinner for manufacturing intermediaries such as Made In the Midlands, Birmingham Chamber of Commerce, EEF, Black Country chamber of commerce and MAS etc. This is based on the back of the MHA Manufacturing & Engineering Survey Report with a view to discussing the key themes with intermediaries and a few clients, promoting the survey report to the membership of these groups. The MHA MacIntyre Hudson Birmingham office are also holding an event with Lloyds at Jaguar Land Rover on 2 February 2016 and will invite manufacturing clients and targets along to a presentation followed by a tour of the plant. Again, this will focus on the MHA Manufacturing & Engineering Survey Report to underline their commitment to the sector.
Marketing Successes Carpenter Box’s BITE event was a great success, you can watch the video here. The MHA MacIntyre Hudson Birmingham office entertained 20+ clients and contacts, mainly property based, at an event at Moseley Rugby club. Moseley RFC has a strong link for a number of their property clients and they have advertised around the pitch for some years. With the building of their new stand completed, it was a great opportunity for MHA MacIntyre Hudson to hold this dinner and see Moseley win the match! Corporate Tax Manager at the MHA MacIntyre Hudson Birmingham office, Emma Clewes, hosted the third FD breakfast at the offices of DRP in Hartlebury. 17 people attended and the event is now growing in size and momentum. They have also created a FD LinkedIn group to be able to communicate with attendees more easily. Broomfield & Alexander have been working closely with their HR department in growing the use of Facebook, Twitter and LinkedIn as channels to promote their current job vacancies.
MHA Vacancies
Thank you to all those who contributed to this months edition. Due to the Christmas period there will be no December issue so the next edition of the MHA Newsletter will be released at the end of January. Have a wonderful break and we will see you in the New Year! Something Missing? Let us know what you would like to see in future MHA newsletters. Each month we work with each of your marketing teams to produce this newsletter, please make sure they are kept up to date with relevant activities. If you have any questions or feedback we would love to hear from you. Please email either Hannah or Jack.
