We provide an extensive programme of specialist courses for business and finance professionals. Our courses are suitable for every level of staff from new starters to specialists. All our courses are delivered in a practical, interactive workshop-style environment. We limit the number of attendees so we can deliver a more personal experience. We provide you with everything you need on the day – from comprehensive course materials to full refreshments. Our courses will provide a great learning experience!

Capital Allowances & Planning The Current UK Regime

This course provides a detailed review of the current UK tax regime for business capital expenditure and to identify the key areas to concentrate on when dealing with capital projects and business equipment purchases

Capital Allowances – The UK Regime and Planning Issues

This Capital Allowances course aims to cover in detail the main features of the current UK tax relief regime for business capital expenditures and identifies specific planning opportunities. It will examine in some detail the rules on “plant and machinery”, property purchases and available allowances for integral features and systemic costs.

Capital Gains and Inheritance Tax

This Capital Gains and Inheritance Tax training course is a practical course reviewing the principles and computational aspects of capital gains and inheritance tax, with a focus on current planning issues and opportunities to minimise the potential tax burden – including the use of trusts in the current climate and key anti-avoidance measures.

At the end of the course participants will benefit from:

  • An understanding of the circumstances when a potential tax charge arises
  • Having worked through examples of business and investment asset sales and both a lifetime and a death inheritance tax computation example
  • An appreciation of key tax planning opportunities.

Capital Investment Appraisal

This course develops an understanding of the snowballing effect of the project appraisal process and its pitfalls. It enables the user to understand how to evaluate opportunities using discounted cash flow techniques, perform risk and sensitivity analysis and present well-structured capital proposals.

Cash Management

This course will look at the basics of cash management including the company policy, essentials of forecasting, value dating, calculating interest costs and various payment systems. It will also cover the key interest benchmarks such as LIBOR and base rate. Sweeping, pooling and netting will be discussed. Investing surpluses will be covered as well as a range of alternatives and their associated risks. Delegates will develop a clear understanding of how and why a corporate treasury exists and why the formulation and application of a treasury policy is essential.

Charities Accounts Workshop – Preparing SORP Accounts

UK Charities must prepare their accounts in the format stipulated by law ie. in SORP format. The Charities Accounts – Preparing SORP course covers the main requirements of the FRS SORP 2015 highlighting the changes to the previous SORP 2005. A comprehensive case study will be used as a practical example and illustrations throughout will demonstrate key treatments required by the SORP. Learning outcomes include obtaining a greater understanding of the contents of SORP 2015, the presentation of the trustees’ annual report, the statement of financial activities and how to analyse support costs.

Charities Accounts Workshop: preparing Charities’ SORP Accounts – Session 1 & 2

UK Charities must prepare their Accounts in the format stipulated by law i.e. in Charities’ SORP format.  The course covers the main requirements of the Charities’ SORP 2015 and it’s practical application, using a comprehensive case study to demonstrate the key financial reporting elements of the SORP.

Learning outcomes include obtaining a greater understanding of: the contents of  the Charities’ SORP 2015; the presentation of the trustees’ annual report; the statement of financial activities; and analysis of  support costs.   

Charity Governance

Good governance is a key issue for modern day charities. They are required to show that their organisations are well run, properly controlled by an effective governance team and are fully accountable to stakeholders. This Charity Governance course will examine key legal aspects, as required under Charity law and Company law where applicable with a focus on the public benefit reporting requirement, the need to manage risk and ensure that the Charity is, and remains, a going concern.

Reference will also be made to good practice guidelines and procedures that have been developed in the industry.

Charity Tax

At the end of the course participants will benefit from an understanding of the factors involved in making Gift Aid repayment claims, as well as the main direct taxation principles pertaining to charities and fund-raising within the tax exemptions available to charities. The Charity Tax course will also cover other tax reliefs for donations to charities which can be used to incentivise donors and The Charity Commissioner’s and HMRC views regarding trading and fundraising by charities.

Commercial Awareness

This course will provide delegates with the latest knowledge, perspectives and tools that they require to become more commercially astute within the company. Individuals will develop a more commercially aware mindset by understanding the current and future business environment, both internally and externally. It will also highlight how everyone’s job counts to the continuing success of the company and why all individuals must contribute in making commercially sound decisions.

The course will introduce the business environment in which the organisation operates and discuss what it takes to stay successful.  It will enable delegates to understand the importance of having a customer focus – the link between brand, culture and competitive advantage and apply practical thinking skills to make commercially sound decisions.  It will examine strategy from three different perspectives – the  business environment, the company and the brand and culture.

Communicating Effectively with Colleagues and Clients

Your ability to communicate effectively with colleagues and clients will be one of the key determinants of your success throughout your career, especially in the role of manager. Participants will learn how to better develop communication skills at work and build lasting relationships with colleagues and clients as well as understand and develop your assertiveness. You will develop those skills and overcome the day-to-day barriers, enhancing your confidence and capabilities at getting your message across in a variety of situations. This will allow you to choose the right channel for communication depending on the type of client that you work with and the situation that requires attention.

Company Analysis and Valuation

This Company Analysis and Valuation course will introduce basic approaches to analysing a business from a financial perspective using a range of key performance indicators, such as, profitability, return on capital, leverage, working capital management, asset utilisation and cash flow generation. The learning will be supported by examples using a real company. Areas of focus include understanding revenue concepts and drivers, costs of sales versus support costs and operating versus financing costs and ways to control these, including hedging. All this will be analysed in the context of the competitive pressures on a business and management’s business strategy in response to these pressures.

The second half of the day is spent linking the analysis to company valuation and explaining the key drivers of the value of a business. As is the case with business analysis there are various reasons why a company might have to be valued, including for merger and acquisition (M&A) transactions or to assess if a share is trading at a fair price on the stock exchange. As a consequence, multiple valuation techniques have evolved and the course will introduce the key valuation concepts including enterprise value versus equity value, trading and transaction multiples and discounted cash flow valuation. This will include the time value of money concept, valuing a controlling or a minority stake in a business and highlighting the key challenges of valuing a company. Again, the analysis will be supported by using a real company.

More about our courses

With our extensive programme of Accounting and Finance, Taxation, VAT, Governance, Risk and Compliance, Financial Markets and Corporate Treasury, and Charities courses, we can help improve the knowledge and efficiency of your entire team and keep you ahead of ever-changing regulations and developments.

You can easily ask questions and discuss scenarios relevant to your business or workplace. Our comprehensive courses aim to provide a thorough understanding of specific topic areas. As well as a range of refresher and update courses to assist you if you need to update your knowledge.

Whichever course you attend, our expert trainers have been carefully selected for their knowledge and experience. They deliver the courses from a practical perspective giving you the skills to enable you to use what you’ve learned back in the office. 

Onsite training – All courses can be run onsite and tailored to meet your specific training needs. We can also put together bespoke courses if you do not see anything that meets your requirements in our programme. Our trainers are specialists in their respective fields and deliver engaging and informative courses supported by relevant course materials. Find out more here.

If you have an enquiry regarding any one of our courses or you are interested in running a course onsite, our training team would be delighted to help. You can call us on 0844 873 2121 or by contacting us on courses@quorumtraining.com.

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