Ad Valorem

Autumn Statement 2023 - Key Updates
2023-11-29 13:00 - 14:00 (Europe/London)
Join us for a summary of the Autumn Statement 2023, outlining key areas for small business owners.

Chancellor Jeremy Hunt will be outlining the Autumn Statement on 22nd November 2023, providing updates on tax and spending.
Join us on 29th November, as we walk through the key areas affecting small business owners.

Employee Ownership Options for SMEs
2023-10-12 13:00 - 14:00
Join our webinar to discover the three most popular ways to combine succession planning and incentivising employees, with employee ownership

Employee Ownership Options are becoming more and more popular for SMEs for two main reasons. Firstly, as a potential tax efficient exit strategy for the owners of the business and secondly as a way to incentivise key employees within the business.
Key Focus Areas:
A mixture of covid-19, Brexit and the cost-of-living crisis is compelling businesses owners to consider their exit options. While the constant competitive nature of the recruitment market and talent shortage is also forcing business owners to think of new ways to incentivise their staff, over the expected perks, in order to keep and motivate key members of the team.
In this webinar, Makayla Combes, Head of Tax & Business Advisory at Ad Valorem Group, will provide an overview of three of the most popular ways to combine succession planning and incentivising employees:
• Share Schemes
• Growth Shares
• Employee Ownership Trusts
The overview of each option will answer:
• What the scheme means for the business and the owner
• What are the tax implications are
• How to narrow down the best option for you
Reserve your spot now, and learn how you can combine your exit strategy with incentivising your key employees.

Impact of recent changes to the R&D schemes
2023-05-18 14:00 - 14:45
Join us for a panel discussion covering the latest changes to HMRC’s R&D tax relief schemes.

Join Makayla Combes, Tom Wallace, Emma Rawson and Deborah Chapple, as they discuss the recent changes announced to HMRC’s R&D schemes.
O﻿ur panel will be covering:

C﻿hanges to HMRC’s SME & RDEC R&D schemes in 2023
What the changes mean for R&D claims
Risks to look out for
HMRC enquiries
What future R&D scheme changes may look like

M﻿akayla Combes ACCA CTA – Ad Valorem Group
Makayla is Head of Tax and Business Consultancy at Ad Valorem, providing expert advice in several areas including Mergers and Acquisitions, Property Tax Reliefs and Business Growth. Outside of her role, Makayla also sits on the New Tax Professionals Committee at CIOT and is the UK representative for the European CFE New Tax Professionals Committee.

T﻿om Wallace TEP ATT – WTT Group
Thomas Wallace TEP ATT is a former senior HMRC inspector of taxes who is now director of tax investigations at WTT Group. Across nearly 20 years in public service, he investigated all segments of the taxpayer population including FTSE100 companies and wealthy individuals involved in offshore evasion. He now uses his specialist knowledge and skills to support taxpayers in both criminal and civil disputes with HMRC, representing them up to and including the First Tier Tax Tribunal. Tom is a member of both the Association of Taxation Technicians and the Society of Trust and Estate Practitioners.

Emma Rawson – ATT
Emma Rawson a technical officer with the ATT, leading their engagement on business taxes.
Before moving into tax, Emma studied for a PhD in clinical medicine at the University of Oxford. She then trained in corporate tax before moving to the ATT just over five years ago.
Emma works closely with HMRC and HM Treasury on emerging tax policy issues. She frequently presents talks and webinars on tax technical matters, writes articles and has appeared on both national radio and television. She recently gave oral evidence to the House of Lords Finance Bill Sub-Committee inquiry into R&D relief.

D﻿eborah Chapple ATT – Ad Valorem Group
Deborah is a qualified tax adviser boasting over 30 years of experience in finance and tax. As the R&D Director at Ad Valorem Group since 2015, she leads a dedicated team focused on helping SMEs and large companies maximise their tax savings through R&D work. With her extensive knowledge of tax legislation, HMRC’s approach, and a successful track record in handling HMRC enquiries, Deborah is an expert in crafting robust and compliant R&D tax relief claims.

How to find and apply for grants
2023-03-28 12:30 - 13:30
Join Makayla Combes ACCA CTA as she talks about how to find and apply for grants.

Grants can be a fantastic source of funding for small businesses, providing the opportunity to invest in innovation and growth, and there are literally 1000s out there!
Even though there are numerous grants out there for small businesses, it isn’t always easy to find them and even hard to prepare a solid application. In this webinar, we will discuss the importance of narrowing your search down and how to boost your application. In this webinar, we will discuss:
The types of grants and other support available,
How to find the grants which suit your business needs, and
Grant application tips and tricks

EIS & SEIS explained
2023-03-16 12:30 - 13:30
Join Makayla Combes ACCA CTA as she explains EIS & SEIS

The Enterprise Investment Scheme (EIS) and Seed Enterprise Investment Scheme (SEIS) are great ways for start-ups to attract investment, due to the tax reliefs available to investors. In this webinar, we will:
· Outline the criteria required for the company to be eligible for EIS or SEIS
· Explain the conditions required for the investor to qualify for the investment
· How to apply for EIS / SEIS with HMRC
· Tips on attracting investment

Preparing for the tax year-end & planning for 2023/24
2023-02-22 12:30 - 13:30
The tax year-end is fast approaching and there are a number of changes taking place from April 2023 – register for tips on how to prepare!

There are a number of upcoming changes from April 2023 across both Income and Corporate tax. Therefore, there is a variety of things you should be thinking about implementing, both in business and personally, before the end of the 2022/23 tax year.
In our webinar “Preparing for the tax year-end & planning for 2023/24”, Makayla will cover key topics such as:

Upcoming changes to capital allowances
Personal tax reliefs to look at for 2022/23
Preparing for R&D changes

An intro to Xero
2022-09-20 16:30 - 17:30 | Ad Valorem, 2 Old Wolverton Road, Wolverton, England, MK12 5NN, United Kingdom
Are you thinking of switching to Xero? Come along to our “An intro to Xero” seminar where we’ll cover the key info you need.

Our event will cover:

Overview of Xero
How to create Sales Invoices
How to upload Bills
Bank Reconciliation
Reporting in Xero (e.g. P&L, Payroll, Debtors)
