Year End Tax Planning

Our Private Client & Entrepreneurial Business webinars take place on the 1st Thursday of every month and focus on a headline topic and concludes with an open tax clinic, where our specialists will be on hand to answer any questions.

The UK tax year ends on 5 April 2022. With some careful planning and the right expert advice, you still have time to save some tax and minimise your tax liabilities.

Key points covered were:

  • Top tax tips to minimise your tax bill
  • Tax reliefs and allowances – planning for year end
  • Wealth management guidance
  • Potential tax changes anticipated in the Spring Budget

Finance Director Update webinar – February 2022

Join us for our Finance Director (CPD verified) Update.

Our Finance Director update courses 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, UK company law & accounting standards as well as tax efficient remuneration in light of the Health & Social Care Levy & the National Minimum Wage (NMW) and Capital Markets, focusing on the IPO process, going public and becoming investor ready.

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.

This session will cover the following:

  • Introduction by Bob Trunchion, Tax Partner
  • Expenditure on Capex and repairs – inc Capital Allowances – how to maximise tax reliefs
  • VAT / duties on imports & exports – planning and implementation
  • Capital Markets
  • Human Capital Advisory
  • Update on UK Company Law & accounting standards
  • Questions & Answers



Directors’ Breakfast

How can SMEs bring sustainability to the board table? With Guest Speaker, Paul Irwin Rhodes – Head of Sustainability at Greggs

MHA Tait Walker’s Managing Partner, Andrew Moorby, will be joined by Paul to discuss how SMEs can plan for a sustainable business.

This seminar is designed to help decision makers in SME’s gain greater insights into sustainability and understand how sustainability can bring business benefits. It will cover easy to follow tips and strategies to improve sustainability.

This 1-hour seminar will cover:

  • What is Sustainability?
  • Risks and Opportunities related to sustainability (why it needs to be part of your strategy)
  • Identifying your material issues (what is important to you and your stakeholders)
  • Reporting progress – internally and externally
  • Integrating sustainability into your business (how does this work in Greggs)


  • 8.30am – Registration & Breakfast
  • 9.00am – Presentation Starts
  • 10.00am – Questions & Close

This event is for those at Director level and above.


Global Economic Update Webinar

Our much-anticipated Global Economic Update and Q&A returns this year with Professor Joe Nellis, Global Economist from Cranfield University and also includes Jeff Jorge, International Services Firm Leader from Baker Tilly US.

After a record fall in economic activity in the wake of the COVID-19 pandemic, 2021 has seen the anticipated record V-shaped bounce back for many countries. However, projections for next year have been modified in recent weeks, particularly for advanced economies – including post-Brexit UK – as the pandemic continues to surge in some parts of the world and as supply-side disruptions erupt. The presentations from our two speakers will provide a timely update on the outlook for the global economy with a particular focus on the USA and UK and the prospects for growth, inflation, interest rates and jobs.

Presentation Downloads

  1. Outlook for the UK & Global Economy
  2. Global Economic Outlook

About the Speakers

Professor Joe Nellis – Cranfield University

Professor Joe Nellis is Professor of Global Economy specialising in global macroeconomics, business environmental analysis, strategic thinking and management development.

Joe joined Cranfield in 1984 and established the Economics Group ten years later, after his promotion to full Professorship in 1993. In 2017 the Economics Group was ranked Number 1 in the world by the FT for the teaching of economics on MBA programmes and has been consistently ranked as one of the Top 10 in the world for more than a decade.

Jeff Jorge – Baker Tilly US

Jeff Jorge is principal and leads Baker Tilly’s International Services Practice, as well as the firm’s market initiatives in digital, mobility and supply chain, helping client organizations to successfully thrive across Baker Tilly’s global presence in 147 territories.

In his career to date, Jeff has held international leadership roles for two Fortune 500 organizations as well as closely-held companies, where he has led complex international assignments in corporate strategy, operations, digital transformation and cross-border trade. Having lived abroad in numerous countries, his experience blends the theory of global trade economics with the practical application and daily realities of successfully operating a business globally.

Invited often to meet with business leaders and policy-makers on global growth and international business, Jeff is also a bi-national board member in the U.S.-Mexico Chamber of Commerce. In this capacity, he has been tasked along with fellow board members with providing direct recommendations, input and perspective to national- and state-level administrations on matters related to global trade, national security, and foreign relations.