Partners and Exhibitors at the ICAS Conference 2017


Here you can find a list of partners and exhibitors who are attending the ICAS Conference 2017

ICAS Principal Partner and Headline Sponsor of the Conference: Investec Wealth & Investment

InvestecInvestec Wealth & Investment are delighted to be the Principal Partner of ICAS and headline sponsor of the annual conference. We are one of the largest investment management firms in the UK and are committed to providing a bespoke personal service for individuals, trusts, charities and intermediaries including accountants. Our aim is to build long term relationships with you and your clients so you are confident in the knowledge that their financial affairs are being expertly looked after.

Find out more

Conference Support Sponsor: MyFirmsApp

My Firms AppMyFirmsApp is the world’s leading provider of branded mobile Apps for Accountants and Bookkeepers.

Why is it so important to have an App? Because your current and future clients use Smartphones (over 90% of us do) and it’s often the first and last thing we turn to each day.

Having a custom app for your firm brings everything together for your clients  in one easy to find place, in one App, in your brand - making life simple for your clients whilst differentiating your firm and giving you a reliable ROI.  You get your firm on the home-screen of your clients smartphone with the confidence knowing it’s the only App approved and compliant with UK professional associations. That's why it’s been named best mobile App in 2017 by Accounting Today Magazine.

Join us to explore the brand-new platform, trial it for free and discover exactly how it delivers amazing value to firms just like yours.

Breakfast Briefing Sponsor: Brodies LLP

BrodiesBrodies LLP is Scotland’s largest law firm, delivering legal services of the highest quality to Scottish, UK and global organisations. With offices in Edinburgh, Glasgow, Aberdeen and Brussels, the award-winning firm offers legal advice to private and public sector clients both in the UK and internationally in its core business areas of corporate and commercial; energy (both renewables and oil & gas); real estate ; dispute resolution & litigation; banking and financial services ; employment, pensions and benefits and trust and tax. The firm has more teams and individuals ranked top tier in the independent legal directories than any other firm in Scotland. Brodies has established a specialist Brexit Advisory Group with experts across the breadth of the firm to provide clients with a ‘one stop shop’ for pragmatic and informed legal advice on the issues raised by the vote to leave the EU.

Find out more about setting up a private business planning session to discuss practical implications for your business here.

Breakfast Briefing Sponsor: WorldFirst

WorldFirstWe’re WorldFirst, experts in moving money around the world. As a fast growing FinTech business, we specialise in making foreign exchange simple, fast and fuss-free for people and businesses with global ambitions. By combining best in-class technology with award-winning customer service, we’ve helped over 120,000 people, small businesses and online sellers transfer over £60bn since we launched in 2004. Our clients never stop. And neither do we.

Find out more

Insolvency & Restructuring Community Partner: Close Brothers Asset Finance

Close BrothersFounded in 1987 by a team of finance specialists, Close Brothers Asset Finance and Leasing has grown to become a leading asset finance company in the UK. While the team may have grown, the same founding principles remain – we provide finance for businesses we fully understand and offer practical solutions that enable them to succeed. Having specialist knowledge means we are able to give prompt decisions, letting our customers get on with doing what they do best. Close Brothers Asset Finance and Leasing is about tailor-making finance solutions rather than off-the-shelf products. This is why we continue to refine our relationships and enhance our products in order to deliver more effectively for our customers and suppliers. We are proud to be a member of the Close Brothers Group. Close Brothers is a leading UK merchant banking group providing lending, deposit taking, wealth management services, and securities trading. Established in 1878, Close Brothers Group plc employ 2,900 people, principally in the UK, are listed on the London Stock Exchange and are a member of the FTSE 250.

Industry Expertise:

  • Agriculture Finance
  • Aviation finance
  • Construction finance
  • Engineering finance
  • Manufacturing finance
  • Marine finance
  • Materials handling finance
  • Packaging finance
  • Plastics finance
  • Print finance
  • Transport & logistics finance
  • Technology Services
  • Waste management & recycling finance
  • Woodworking finance
  • Specialties - Asset Finance, Hire Purchase, Leasing, Sale and HP Back, Refinancing.

If you want to discuss possible finance options please contact us on 01355 572 370.

Member Offer Partner: Aon Private Clients

AONPersonal risk management solutions for you and your family. We understand that risk management solutions should not be considered as a ‘one size fits all’. It’s important that you know your most treasured possessions are in safe hands and that you can rely on experts to understand the risks which your family and assets could face.

With over 30 years’ experience, you can be confident that the Aon Private Clients team can arrange cover to meet your needs. We will offer you a solution that is in keeping with your lifestyle – ensuring you have complete peace of mind.

We can arrange a wide variety of insurance including; household and contents, specialist motor, art and jewellery collections, and holiday homes.

For more information visit our stand or call 033 3122 3262. You can also find out more on our website.

Aon UK Limited is authorised and regulated by the Financial Conduct Authority.

Member Offer Partner: Bluefin Professions

BluefinWorking exclusively with ICAS we have created a Professional Indemnity insurance solution which provides you with the level of cover you need.

Our exclusive ICAS insurance solution features the following benefits:

  • exclusive insurance cover and premium rates
  • nil excess (subject to criteria)
  • free tax advice helpline for you and on behalf of your clients
  • free legal advice helpline for all partners
  • free counselling advice helpline for all staff
  • free health and medical advice helpline for all staff
  • additional cover for representation costs
  • automatic six year run-off provision
  • automatic renewal process (subject to criteria)
  • interest free instalment facility
  • short proposal form
  • dedicated national firm of solicitors to deal with claims
  • increased cover for loss of documents
  • increased compensation for court attendance.

Practices with five or more partners will also benefit from a dedicated account manager and claims handler too.

Call Alison Dick on 0131 255 0332 or email

Member Offer Partner: Lugo

Click & InvestHere at Lugo, we are delighted to offer all ICAS members a free IT health check for your business. Simply quote #LugoLove when you get in touch.

Lugo are a Scottish IT company founded in 2003 in Linlithgow. Our roots are in the accounting & finance field and we truly value the loyalty of our accountancy customers over the past 14 years. We have certified support technicians based all over the country with offices in Edinburgh, Glasgow, Dundee and Inverness, providing local support to a variety of business sectors.

We supply, install and support robust IT systems and are proud to partner with market leaders including Microsoft, Dell and SonicWALL.

We’d be delighted to review your current solutions completely free of charge with no obligation. We are also here for your clients, so please do keep us in mind if existing IT support is not forthcoming.

For more information or to arrange a visit please contact Liz Smith on 03300 242 242 or email You can also find out more on FacebookTwitter and LinkedIn.

Member Offer Partner: Wesleyan Bank

RBCWe work with accountancy practices to develop flexible and tailored finance solutions, both for short-term cash flow needs, as well as longer term investments. Whether you are considering a new IT system to improve efficiency and increase productivity with the latest technological advances in software or if you are looking to overhaul your existing office to give your culture and environment a shake up, we have a finance solution to support you in your objectives.

As well as a large portfolio of commercial products, Wesleyan Bank is also able to provide personal loans to accountants and their life partners. Whether you are looking to get away for a well-deserved holiday, make home improvements or buy a new car, our personal loans can help you spread the cost of big expenses over time.

For more information contact Laura Joyce on 07790801021 or email

ICAS Charity of the Year: Alzheimer Scotland

Alzheimer ScotlandAlzheimer Scotland is delighted to be ICAS Charity of the Year for 2017.

Around 90,000 people in Scotland are living with dementia. With no known cure, therapeutic engagement, practical advice, emotional support and social interaction enables people with dementia to live independent lives.

As Scotland’s leading dementia charity, Alzheimer Scotland offer personalised and specialist support services, community activities, information and advice throughout the dementia journey. This includes a network of specialist Dementia Advisors, a Dementia Nurse Consultant in every NHS health board in Scotland, a Dementia Research Centre at The University of Edinburgh, a Freephone 24 hour Dementia Helpline and numerous local support services, reminiscence programmes and resource centres in communities all across the country.

Alzheimer Scotland can only offer such a wide range of vital services with your help. By raising funds and awareness and working together, we make sure that no one faces dementia alone. To learn more about dementia, and the services Alzheimer Scotland provide, please visit our website.


BPPAs an organisation with over 40 years’ experience specialising in professional education and development we are the trusted partners of many organisations across the world. Our programmes are designed in partnership with employers and respected professionals in the fields of accountancy, business and management, financial services and law. Having trained two thirds of the UK's accountants at some point in their career we understand the finance and accountancy industry.

Our courses meet the needs of ICAS members across the fields of accountancy, tax and financial services. Alongside the face to face programmes we offer an extensive portfolio of online courses and have recently introduced online live meaning delegates can keep up-to-date and achieve their personal development needs without leaving the desk. Our courses cover the following subjects: Financial Services, Business Finance and Taxation for those in either business or practice.

Find out more or contact a member of our team on +44 (0)330 0 603 303 or


LusonaBrightPay is a payroll and automatic enrolment software that makes managing payroll easy. BrightPay assesses employees for automatic enrolment and is integrated with 18 pension providers. Our latest features include automatic re-enrolment, seamless import from Basic PAYE Tools and other payroll providers, batch RTI submissions and a payroll journal export facility to accounts software.

The design of the user interface ensures the payroll software is easy to use, especially when it comes to completing tasks such as RTI submissions, CIS, auto-enrolment and submitting files to pension providers.

BrightPay is the perfect way to manage payroll for multiple employers. BrightPay includes unlimited employers, unlimited employees, auto enrolment functionality, CIS, P11D’s plus free telephone and email support. All this for £229 + VAT / tax year.

We’ve just launched BrightPay Connect, an optional cloud & HR add-on which provides automated cloud backup, online self service for clients and employees, online payslips and HR & leave management.

Find out more

Cooper Software

Cooper SoftwareCooper Software focus is on making its clients’ business systems work harder for them. Whether that’s fitting an Enterprise Resource Planning (ERP) system to meet unique business processes, enhancing systems with bespoke applications, or providing round the clock service support, Cooper Software has the breadth and depth of technical knowledge to make it work.

We are a NetSuite provider, a cloud-based ERP system used by more than 40,000 organizations across 160+ countries, that offers a modern, scalable solution to run all of your key back-office operations and financial business processes.

Since being founded in 2005 Cooper Software have grown to become one of Europe’s largest independent providers of ERP products, ERP specialist consulting services and 24/7 service support. Our NetSuite services extend from system selection all the way to implementation and post implementation managed support services.

ICAS Foundation

ICAS FoundationYour Background Should Not Determine Your Future

Too few young people from Scotland’s most deprived communities are entering the accountancy profession. The ICAS Foundation provides much needed financial support, to such students who wish to obtain a university degree in accountancy or finance.

In addition to a financial bursary, each student will also have the support of a mentor. The mentors are all CA’s who use their experience, in a facilitative manner, to support the career exploration and determination of the student and help them take their first steps into a professional career.

You can make a real difference by volunteering to become a mentor or donating to the ICAS Foundation. Donations can be made online at:

For all enquires on the ICAS Foundation please email

Together we can make a difference.

The ICAS Foundation is a registered Scottish charity: No SC034836


IFBConnecting your business. Protecting your data. Enabling your team.

Headquartered in Aberdeen and with over 20 years’ experience, IFB has continued to build its reputation within the digital technology industry as a proactive and responsive Internet Service Provider (ISP), going on to become the market leading Managed Services Provider (MSP) it is today.

IFB directly supports 900 clients across a range of sectors in UK and international markets with extensive expertise in the energy, professional services, public and third sector, with customers varying from SMEs to large international organisations and public sector bodies.

Having an in-house team of specialists means IFB designs, deploys, manages and supports business-focused digital services covering Cloud and Physical Hosting, Data Protection, Security, Backup and Recovery, Network services including Wide Area Network and Internet Access, Workplace Recovery and IP Telephony.


JordansJordans are part of Vistra, ranked as one of the top four corporate service providers globally. With 44 offices around the world, our UK offices are situated in Edinburgh, Bristol and London. With an unrivalled reputation for delivering UK and International incorporations, company secretarial support, business information, corporate governance, AML and trust services to the accountancy profession, we continue to develop and deliver practical, cost-effective solutions to support their offering to their clients.

Many accountants now rely on our online company formations, anti-money laundering and business information platform on a daily basis for instant access to a range of services that provide reliability and reassurance with their day to day client requirements.

If you would like to hear more about how our online formations and AML platform could help you or you would live to arrange a demonstration during the event, please contact or phone 0131 226 8280.

Leicester Castle Business School

LCBSLeicester Castle Business School has been created by De Montfort University (DMU) to meet the needs of 21st century business by providing academic expertise and research excellence that will enable you and your business to flourish and prosper.

We want to help future-proof your organisation, develop your talent and build management capability with a robust outlook of the global marketplace. Through our innovative and thought-inspiring courses, we offer practical expertise from leading academics, enabling you to challenge current thinking and ways of working through a diverse and global lens.

We can tailor and create bespoke programmes to suit your cultural or commercial focus or offer you an existing programme such as our flagship Executive MBA, Postgraduate Certificate in Professional Coaching or our range of industry specific masterclasses from our portfolio. For more information on how we can help you email us at or visit


Lusona“We are changing the face of Professional Recruitment in Scotland and beyond. We want to be different. Inspirationally different.

Lusona's main focus is on creating and maintaining high quality relationships. Aligned to this is a high quality service which is founded upon our value system. We operate across offices in Glasgow, Lanarkshire and Edinburgh, and cover every Scottish location.

Our specialisms are Accountancy & Finance, Audit & Risk and Tax. We only recruit in the professional space, incorporating permanent, temporary and fixed term assignments.

We are different for a few reasons. Firstly, we have no hierarchy. We work as a Team and everyone is valued. Secondly, we do not operate within a culture of micro-management. We have a professional environment with a key focus on delivering beyond expectation. Finally, it really matters to us that every single person who connects with us has a positive experience!”

Find out more

Opt Pensions

LusonaOpt Pensions was established specifically to meet the demands of auto-enrolment and to assist small to medium sized companies with their new workplace pension responsibilities. We offer guaranteed acceptance and support you through both the implementation and running of your auto-enrolment scheme.

Opt Pensions recognise that when it comes to auto-enrolment, there isn`t a one-size-fits-all formula for success. Our system, known as Root, aims to provide a user-friendly online solution with tailored access for members, employers and introducers. Root has been designed by Opt Pensions using its extensive experience in the pensions industry and offers a unique online Auto-enrolment service.

From start to finish, Opt Pensions will manage your needs and provide a highly compliant, well-functioning workplace pension scheme that you can rely on to fit all of your auto-enrolment requirements. At Opt Pensions we will provide you with not only compliance, but compatibility, and the reassurance of knowing your workplace pension is in safe hands.

Find out more

Quiver Management

QuiverQuiver Management is a European quality award winning coaching, leadership training and change consultancy company. We facilitate change and growth at an individual, team and organisational level, developing your leadership capabilities to inspire your teams to excel.

We help accountants and others step-up to and have more impact in their senior leadership roles. Through executive coaching we provide you with an external, confidential sounding board to help develop your strategic thinking and impact as a leader.

We provide bespoke inhouse leadership, coaching and mentoring training, ranging from short courses to qualification programmes, to support your business’ current needs and strategic ambitions.

We are delighted to offer ICAS members a complimentary Leadership Development Needs analysis. For more information, come visit us on our exhibition stand or look at our leaflet.

For more information please visit our website or contact Jan Bowen-Nielsen on 0131 215 1192 or by email.


SageWith over 30 years’ experience, Sage offer invaluable advice and solutions to help accountants and bookkeepers support their clients.  New technology is transforming the way accountants work with their clients and at Sage, we put accountants at the heart of what we do to enable them to work more efficiently and improve greater collaboration, freeing up time to offer value-added services.  Embrace the change. Join Sage and become the Practice of Now.


SmartSearchSmartSearch is a unique Anti Money Laundering (AML), Fraud Prevention and Know Your Customer (KYC) platform which incorporates fully automated Sanction, PEP, SIP and RCA screening, along with Daily Monitoring. The SmartSearch platform is a “one-stop-shop” platform to verify both Individuals and Businesses in 3 seconds and 2 or 3 minutes respectively.

We continue to innovate in this specialist area creating the very best AML, Sanction & PEP screening technology. The latest version of SmartSearch incorporates a number of unique features such as automated “Sanction and PEP Alerts” that are emailed to the MLRO and /or the Compliance Team. Daily Monitoring of our client’s customers against any Sanction and PEP changes ensures you and your business remains fully compliant and protected for the life of your contract. Where a Sanction or PEP match is encountered SmartSearch collates and presents Biography information, Adverse Media and Photographic Evidence to enable automated or manual Enhanced Due Diligence.

Our principal Data Partners are Experian, Equifax and Companies House. We also licence the Dow Jones “Watchlist” to support our Client’s Sanction & PEP screening, this comprises over 1,100 Regulatory Sanction & PEP Watchlists.

SmartSearch already serves 1 in 4 of the top Law Firms and 1 in 3 Accountants use SmartSearch, over 2500 firms and 25,000 users.

Swat UK

Swat UKLooking for CPD courses and / or compliance support?

With SWAT UK, you can choose from hundreds of CPD courses online and you can access then all from just £29.50+VAT a month per person*. With hundreds of courses available on-demand, you really can tailor the CPD around you and your staff, without leaving your office. Learn more here.

Helping accountants remain up to date and comply with the many industry regulations has always been at the heart of what we do. From sole practitioners through to multi-national organisations, accountants in the UK and beyond have been trusting SWAT UK’s expertise for over 40 years.

Come and see us at the conference or request a brochure at to find out more.

*Terms and conditions apply. Visit for details.

The Highly Profitable Accountant

THPA‘The Highly Profitable Accountant’ (currently selling on Amazon for £14.99) is a best-selling book with incredible 5* reviews from managing partners and practice owners just like you. Discover step-by-step:

  • The Profitable Practice Model that gives you 50%+ Net Profit
  • The exact steps to creating continuous growth for your practice
  • How to build your ideal A+ team so you can focus on the important things
  • The 3 simple systems that will reduce your lock-up within 60 days
  • And much more!

Having spent the last 6+ years working closely with practice owners testing what works and what doesn’t work in real world practices just like yours, the author, Rudi Jansen, takes all that knowledge and experience, and translates it into a very simple step-by-step 223-page action guide.

If you want to take control of your practice, make more money and get your life back, then come and claim your free copy on the 20th.

Wolters Kluwer

Wolters KluwerWolters Kluwer is a global information brand trusted by more than 20,000 UK accountants and other professionals to deliver accurate and timely reporting and analysis.

Our market-leading online service CCH Online covers all tax, accounting and auditing topics with a range of interlinked and incisive commentaries, useful tools and full source material databases. Most are maintained by our in-house experts and updated every day.

The advanced functionality of the service makes it quick and easy to find and use information so research can be more efficient and our customers can get it right first time. Innovative features include integrated CPD Tracker, user annotations and permanent, sharable research folders, practice areas and quick links. CCH Online can be tailored to your specific requirements, so whether it’s understanding the latest tax legislation, dealing with new accounting standards or getting to grips with corporate finance, you can rely on our service to keep you best placed to give high quality advice.


X-VATThe vatman tech​ subscription from X-VAT is the ultimate VAT resource for accountancy firms, an online subscription service with unlimited email queries or calls, providing full support to manage VAT for clients.

Our ethos is technical excellence and compliance and our aim is to create an accessible and cost effective online VAT resource providing technical assistance and support, training and consultancy services to professional firms and other advisers.

We can deal with any type of VAT issue, either directly or through our specialist network, including registration and deregistration, assessments and penalties, Tribunals and Appeals, liability queries and international VAT through to the Special VAT Schemes, Partial Exemption, Capital Goods Scheme, Transfer of a Going Concern, Option to Tax etc.

We are based in Edinburgh but we have a UK and global reach online providing VAT training and consultancy services to Nigeria, the UAE and Saudi Arabia or anywhere required.

For any firms wishing to promote their products and services to the membership by exhibiting at the Conference, please get in touch with Jesse Kingston at THINK Publishing - for available opportunities.

To book your place at the ICAS Conference 2017, please visit our booking page.

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