About the Conference
CFDG is delighted to offer its second full day Tax Conference covering key taxation developments relevant to charities. It will include sessions on The Tax Landscape, Tax and Trading, Top 10 Investigations Areas for VAT plus more and will be led by experts in charity VAT, direct taxation and employment taxation, and will feature speakers from the Charity Tax Group, HM Revenue & Customs and leading sector experts. Case studies and a panel session on Tax Simplification, the Unobtainable Dream? will ensure that delegates find the day relevant, stimulating and practical.
During the day there will be ample time to network with delegates and exchange ideas and views on the challenges you face, and to visit the exhibitor stands. The conference can also support your personal development plan with 5.75 hours of cpd.
Book early to ensure your place is reserved.
All delegates are invited to join CFDG at the drinks reception at the close of the day. The reception provides an excellent opportunity to meet with our speakers, and to extend the networking part of the day.
There will be an exhibition alongside the conference programme. Exhibitors working in a range of service areas will be available for delegates to meet, ask questions and share information.
The informal setting is an excellent opportunity to find products and service suppliers who can assist in tackling your charities'problems and who can help to make the management of your charity more efficient.
The conference timetable allows delegates plenty of opportunity to browse the exhibition and network during breaks.
The following companies are exhibiting at this year's Tax Conference:
Access Prepaid Worldwide - www.corporatecashpassport.com
CFDG - www.cfdg.org.uk
Crowe Clark Whitehill - www.croweclarkwhitehill.co.uk
Haysmacintyre - www.haysmacintyre.com
Iveagh - www.iveaghltd.com
Sayer Vincent - www.sayervincent.co.uk
Presentations available below. Click session titles to download PDFs
9.15-9.30 Chair's welcome
Phil Brown, CFDG Trustee & Head of Finance, The King's Fund
9.30-10.00 OPENING SESSION
The Tax Landscape
David Richardson will set the scene with his insight into the tax landscape for England and Wales. Outlining the challenges faced in engaging with sector groups, understanding and strengthening ties with the voluntary sector and striking a balance between maximising tax recovery, minimising tax evasion and avoidance whilst being cognisant of the burden compliance can create.
David Richardson, HMRC
10.000-10.45 SESSION 2
Top 10 Investigation Areas for VAT
The session will cover some of the most common areas that HMRC are likely to focus on during a VAT inspection of a charity. Whilst it is always difficult to ensure that there are no mistakes or errors in accounting for VAT, an awareness of what HMRC are likely to focus on will enable you to prepare accordingly. The session will give a flavour for where problems can often arise and the action needed to avoid costly assessments.
Socrates Socratous, SOC VAT Consultants
10.45-11.15 Tea/coffee break & time to explore the exhibition
11.15-12.00 SESSION 3
Tax and Trading
As charities try to raise additional funds many enter the realm of trading - this goes much further than selling merchandise and many of the more innovative fundraising methods lead to trading. If your charity allows others to use your logo, have web links for your corporate supporters, runs events, carries out research, charges fees then it is likely that you are trading In this session Pesh Framjee will cover typical areas, common pit falls and will discuss the law and actual practice.
Pesh Framjee, Crowe Clark Whitehill
12.00-12.45 SESSION 4
PANEL SESSION: Tax Simplification, the Unobtainable Dream?
The Office for Tax Simplification were tasked last year with looking at the length and complexity of the tax system which is infamous for being the longest in the world. The Chancellor announced a 100 page reduction in length and the abolition of 43 reliefs - but will we ever be able to achieve a simple to apply code? Chaired by Peter Fanning, CEO of CIOT, a panel of experts, including the Office for Tax Simplification and CTG, will debate whether our tax legislation will ever truly be simplified. This session will explore the challenges in reducing the tax code, whether there are simply areas and quick wins or if as a result of the evolution of the tax code we can only dream about radical change.
Andrew Edwards, HMRC, Helen Donoghue, CTG, Jeremy Sherwood, Office of Tax Simplification
12.45-13.45 Lunch & time to explore the exhibition
13.45-14.30 SESSION 5
Update on VAT
1. New partial exemption/business-nonbusiness method rules
2. New Capital Goods Scheme rules to replace Lennartz
3. New rules for calculating a “clawback” for a change of use in an RRP or RCP building
4. Case law round up, including, but not limited to: Birmingham Hippodrome and “Fleming Claims”; Wheeled Sports 4 Hereford Ltd; what is a “building” for RCP relief; Weald Leasing – the use of leases and whether it is “avoidance”
Graham Elliott, haysmacintyre
14.30-15.15 SESSION 6
Working collaboratively – tax and VAT consequences
This session will look at the key factors to consider when working with other organisations to make sure that tax and VAT are fully covered:
1. bidding in a consortium for funding
2. acting as lead partner for the delivery of services<p sub-contracting services
3. sharing costs
4. setting up service companies
Kate Sayer & Helen Elliott, Sayer Vincent
15.15-15.45 Tea/coffee break & time to explore the exhibition
15.45-16.30 SESSION 7
Worth the Investment? The cost of tax compliance vs possible savings
The CTG Charity Tax Map research identified where the tax burden fell heaviest and where compliance costs were disproportionate to the tax saved or gathered on behalf of the Government. This session will discuss these findings and the cases where better knowledge of the tax landscape and a change of direction saved costs.
John Hemming, CTG Chairman
16.30-17.00 CLOSING SESSION
Tax Efficient Giving
1. Tainted Donation Rules - Replacement rules for the Substantial Donation rules - explanation of what the rules entail for charities - are they really necessary?
2. Gift Aid & Payroll Giving - Traps and Anomalies
3. Gift Aid - the European dimension - How Gift Aid can be claimed on Gifts to European Charities
4. Overseas grant making and HMRC requirements - we must now take such steps as HMRC deem as reasonable in order to ensure the grant is spent charitably!
Bill Lewis, Bates Wells & Braithwaite London LLP
17.00-17.15 Chair's close of Conference
17.15-19.00 Reception & Networking
Time to relax and network with your peers
The King's Fund, 11-13 Cavendish Square, LONDON, W1G 0AN
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Bookings & Prices
- Discount CFDG Member - £100.00;
- CFDG Memb Colleague - £139.00;
- Non CFDG Member - £185.00;
- CFDG Subscriber - £258.00;
- Non CFDG Subscriber - £386.00;
Terms and Conditions:
Written notice of cancellations up to 21 days before an event will incur a 25% administration fee. After this time period, a 100% cancellation charge will apply. Substitutions (i.e. name changes) for the course booked can be made free of charge.
CFG reserves the right to cancel any event two weeks prior to the event date. You will be entitled to a full refund or given the opportunity to transfer to an alternative date. However we regret that we cannot refund any travel or accommodation costs incurred by delegates. CFG accepts no liability if an event is cancelled or postponed for reasons beyond our reasonable control resulting from an act of God, governmental regulation, fire, war, terrorist activity or civil commotion.
It may be necessary for reasons beyond our control to change the date, time or the venue at any time prior to the event date. If this occurs you will be informed of changes and given the opportunity to cancel or transfer to an alternative date.
CFG reserves the right to amend the content of the programme or the speakers where necessary without consulting booked delegates.
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