Healthcare Conference
Our one-day healthcare conference has been specifically designed for partners and senior managers with responsibility for a number of clients in the sector. Join us and hear from industry experts on the most topical issues in healthcare, share best practice and knowledge, and network with peers.
Who should attend the conference
Mercia's Healthcare Conference is a must-attend event for any accountancy firms with Healthcare clients.
Through this one-day virtual conference, you will get practical advice about all the latest changes and challenges currently facing the healthcare sector. Hear from financial experts on how you can add value to your clients.
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Full conference agenda
9.30am
Welcome And Introduction
Paul Gordon, Atomos
This session will cover:
- 1995/2008/2015 Sections of the Scheme and their peripheral benefits
- Age Discrimination Case – the latest developments and potential timeframes and options
- Annual Allowance and Lifetime Allowance, including potential lump sum changes and requirements
- Partial Retirement / 24-Hour Retirement – including the required criteria, how, when and why.
James Gransby, Azets
James will be covering topical accounting and tax matters in the sector right now. The inaugural year of basis period changes, the impact of high bank interest rates on property ownership, funding constraints leading to challenging times for profits and succession issues for GPs will be some of the topics being covered in this session.
10.55am
Break
Andy Pow, Medics Money
The session will cover:
- What we may think GPs want can differ from what they think is important.
- The top questions being asked by GPs who take an interest in the business of General Practice.
- Feedback from practice managers - what support they are looking for.
Oliver Pool, VWV
This session will cover:
- Incorporation of GP practices / other legal structures
- Incorporation of PCNs
- Issues re: Declaration of earnings
- Disputes over premises valuations
- Challenges to green socks clauses and partner performance
12.20pm
Break
Deborah Wood, Moore and Smalley
Deborah Wood will provide a GMS Contract Update for 2024/25, pertaining to practices in England. This will include an update on the latest core contract and general financial changes for GP practices and PCNs.
1.00pm
Lunch Break
Adam Thompson, Primary Care Surveyors
This session will cover:
- Notional rent or reimbursed rent.
- Valuation of GP surgeries.
- Ownership (or not) of GP premises.
- How to improve GP premises:
- Improvement Grants.
- Abated rents.
2.50pm
Break
Jonathan Main, Moore and Smalley
This session will provide a topical update on VAT issues in the Healthcare sector.
Mike Blenkharn, UNW LLP
This session will cover:
- Practice profit and value trends.
- Market report, including the large corporate and private equity appetites.
- Sector lender overview.
- Associate self-employment for tax and worker status issues.
- Latest news from the dental financial world.
4.30pm
Close of Conference
Conference speakers
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Paul leads Atomos’s healthcare team, where he uses insights from his more than 20 years’ assisting medical professionals with financial planning. This includes the NHS Pension, Partial Retirement, 24-Hour Retirement, Ill-Health Retirement and personal planning including protection, mortgages, investments and Inheritance Tax planning. He works with medical specialist accountants and solicitors to ensure he and his team have up-to-the-minute knowledge of the issues faced by clients. His advice in this area is so highly regarded he is regularly invited to give talks to Trusts, practices and local medical committees, along with recording podcasts and webinars on the ongoing complexities of the NHS Pension. |
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James is an accounts and tax partner dealing exclusively with medical professionals and has worked in the sector for over 20 years. James is a regular contributor to industry press articles having written for Pulse, Practice Management, Medeconomics, Independent Practitioner Today, GP Online, Practice Business, amongst others. James is also a Board member of AISMA. |
Andy is a Chartered Accountant who has worked with doctors for over 25 years. His portfolio roles cover training and support for a large GP community for Medics Money, a GP led company set up to help doctors take more control of their finances. He also has a GP accounting and tax portfolio at Mazars LLP. Andy is also an AISMA board member with responsibilities for liaising with key industry stakeholders.
Oliver has been acting for GPs practices since 2005 and has been involved in drawing up or amending well over 500 GP partnership deeds. He advises GP practices and helps with all aspects of the partnership relationship, from putting in place the GP partnership deed, to advising on its terms, to dealing with disputes between partners.
Oliver also routinely advises on GP mergers and the creation of super partnerships and other new structures for GP practices. He is part of a wider healthcare team at VWV which covers the whole range of services to primary care and includes experts on property matters, litigation, regulatory matters, and employment issues.
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Deborah is a Healthcare Services Partner at MHA and leads the specialist healthcare services team based in Preston. She has specialised in looking after Healthcare Professional clients for over 30 years and is invited to speak at seminars across the country to doctors, their practice managers and fellow accountants on a wide variety of financial management topics affecting the sector. Deborah contributes articles and comments to the medical press on a regular basis. She is also Chair of The Association of Independent Specialist Medical Accountants (AISMA) and a former President of the North West Society of Chartered Accountants. |
Adam is a highly regarded chartered surveyor with expertise in the primary health care property sector. He acts for numerous GP practices as well as property developers, investors, banks and pharmacy operators. Much of his time is spent on the development of new medical centres but he also undertakes valuations, rent reviews and investment transactions.
Adam is often brought in to help find solutions to resolve property issues and partnership disputes within GP practices, pharmacies, and dentists. He provides advice to GP practices, landlords, NHS organisations as well as property developers. With professional pragmatism, he advises on various lease issues and valuation challenges.
Adam formed Primary Care Surveyors in 2009, with the aim of providing a high-quality service in this niche market.
Mike, who is a Chartered Certified Accountant and Head of Dental at UNW LLP, has over 10 years’ experience in working with dental professionals. Mike has overall responsibility for over 500 practice clients and is actively involved in advising clients in respect of accounts, practice purchases/sales and restructuring.
Alongside his dental accounting experience, Mike has a wealth of experience in NHS contracts, net pensionable earnings, tax affairs, exit strategies and retirement planning. He is also a member of NASDAL (National Association of Specialist Dental Accountants and Lawyers) and regularly provides accounting and taxation updates to national specialist healthcare lenders. Mike is the editor of the quarterly NASDAL goodwill survey which analyses all member client practice sales, purchases, and valuations.
One Day Conference
Previous Healthcare Conferences
Explore the programme of our previous Healthcare Conferences:
