MHA | Finance Director Update webinar – February 2023
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Finance Director Update webinar – February 2023

Webinar • 9th Feb 2023 - 8:30am - 12:30pm

Our Finance Director update courses take place every 6 months and are designed to keep your technical knowledge up to date to help you comply with the ever-changing regulatory environment in the worlds of Financial Reporting and Tax.

With expert speakers from across MHA, this event will focus on the latest developments in Tax, VAT and UK company law & accounting standards, including:

  • Tax planning ahead of 31 March 23
  • VAT implications of reorganisations / reconstruction or intra group transactions
  • Recent case law on distributions, especially Directors’ duties in light of the current challenging business conditions
  • Practicalities and data required to ensure correct accounting treatment for ESG
  • R&D, following changes to the interpretation of qualifying criteria by HMRC as well as rate changes

The course is intended not only to alert you to regulatory changes, but to highlight points which can be used in practice. It is particularly aimed at those involved with businesses using IFRS and slightly larger entities using UK GAAP either under FRS101 or FRS102 but will be relevant to all FDs and CFOs.

The session will give you 3 hours of verifiable CPD and help you navigate the many complex issues you and your teams will encounter.

Who should attend?

This course is specifically designed to meet the needs of Finance Directors and CFO's where good all-round knowledge of financial reporting, governance and tax is a necessity.


Bob Trunchion, Tax Partner & Chairperson

Whilst Bob qualified in the audit department of a big four firm, he soon moved to their Corporation Tax Department. His move to MHA in 1985 has rounded off his knowledge so that he is well versed in all aspects of tax. As well as advising clients on a consultancy basis, Bob heads up our tax training services for Finance Directors and CFO’s, not only with MHA, but for clients, other accountants and solicitors throughout the country. Bob believes that simple solutions are often the best ones with taxation.

Keeley Lund, Technical Director

Keeley joined MHA from Grant Thornton UK, where she spent two years as a senior manager in the audit quality monitoring department. She also spent 11 years at the Chartered Institute of Public Finance and Accountancy (CIPFA) as a technical manager, covering external and internal policy and technical matters. Keeley specialises in quality and standards monitoring and is responsible for all technical matters and ensuring high quality standards across the firm.

Felicity Butler, Tax – Senior Training Manager

Felicity is a highly experienced tax professional, responsible for developing the firms internal tax training, alongside specialised external courses, whilst collaborating with the exceptional tax minds we have within the business. Her career has come full circle back to practice, having spent the last few years working in the corporate tax team at Sony and as the tax manager at GLH Hotels. Felicity is adept at researching, analysing and simplifying complex technical detail relating to all areas of tax, in order to relate insights and aid understanding.

Jonathan Main, VAT & Indirect Taxes Partner

Jonathan joined MHA as a Partner in 2018. He qualified with the Chartered Institute of Taxation as a chartered tax adviser in 1994, as an accredited mediator with the Centre for Effective Dispute Resolution in 2016, and completed the Level 3 Certificate in International Trade with The Institute of Export & International Trade in 2021. He has more than thirty years’ experience of VAT and indirect taxation, which encompasses all aspects of the indirect taxes that impact international trade.

Neil Parsons, Head of Financial Reporting Advisory & Company Law

Neil joined MHA in 2020 as the Director and Head of Financial Reporting Advisory and Company Law and is responsible for client facing financial reporting project work and company law matters related to all forms of company reporting. Neil helps clients of all sizes (including large, listed companies) cut through the complexities of financial reporting so as to provide technically and commercially solutions which are understandable.

Jay Bhatti, R&D Tax Specialist

Jay joined MHA in May 2019 as an R&D Tax Specialist, with experience in claims covering a wide array of industries and complexity. Trained as an Aeronautical Engineer, working on various leading-edge Engineering projects ranging from the A380 superjumbo to Wind Turbines. Applies technical and legislative knowledge to structure R&D Tax Claims and other incentives to safely maximise value, and minimise risks.

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