VAT Conference 2017 - Birmingham

Tuesday, 14 Nov 2017, 09:15 - 16:15

Overview

Charities are subject to VAT just like any other organisation. However, unlike other organisations, many charities undertake activities that are either exempt from VAT or outside the scope of VAT, which means that they cannot reclaim VAT costs on purchases. There are a number of exemptions that may be available if your organisation meets certain conditions. VAT knowledge and planning is crucial to minimising irrecoverable VAT and budgeting for remaining amounts that can't be recovered.

For many charities, raising income through trading activities has become an increasingly important source of revenue. However, there are certain restrictions that can apply and charities may still be liable for tax depending on the nature and level of activity.

This conference will be particularly for all those working in roles that work with VAT on a regular basis including Finance Directors, Treasurers, Finance Managers, Senior Accountants, Donor Relationship Managers and Trustees.

CFG will also be running an optional session in the morning before the conference, inviting those who are less familiar with VAT to gain some background understanding and an overview of the topic. The aim is to help junior delegates feel more confident in their knowledge before attending the main conference sessions.

This event is kindly hosted by:

 

Programmes/Presentations

09:15-10:15-10.00

Introduction to VAT for junior staff

This session is for those who are less familiar with VAT to gain some background understanding and an overview of the topic. The aim is to help junior delegates feel more confident in their knowledge before attending the main conference sessions

Leila Ong, Price Bailey

10.00-10.30

Registration and refreshments

10.30-10.35

Chair’s welcome and introduction

10.35-11.05

VAT Update and Developments

HMRC have recently changed the process of VAT and Tax reporting to a digital system. In this session, find out how this change will affect your current processes and learn about other updates and developments to VAT.

Robert Warne, Crowe Clark Whitehill

11.05-12.05

Making Strategy Work

All charities need to make sure that they are acting in the best interests of their beneficiaries. So when building their financial and operational strategies charities should consider reasonable and prudent tax planning. This ensures that they minimise their tax liabilities and maximise the value of their income and assets. This session will help charities to make the best use of relevant tax provisions and ensure that they are getting the most out of available reliefs and exemptions.

Gregg Pearman, BDO

12.05-12.45

Lunch

12.45-13.45

Irrecoverable VAT and Using a Trading Subsidiary

Irrecoverable VAT is a major tax burden to many charities, however it is often possible to minimise the irrecoverable VAT you suffer. This session will include a look at trading subsidiaries, when to use them, how to finance the trading subsidiary and shedding profits.

Leila Ong, Suzanne Goldsmith and Helena Wilkinson, Price Bailey

13.45-14.45

Partial Exemptions and Recovery

For many charities partial exemption can be a daunting area of VAT. This session will give tips to maximise your recovery and practical insight into partial exemption methods.

Socrates Socratous, SOC VAT Consultants

14.45-15.05

Break for refreshments

15.05-15.35

Fundraising and Zero Rate Activities

Commonly, fundraising and charitable activities are exempt from VAT, however there are areas where VAT is chargeable, or there are implications of recovery that need to be planned for due to the status of income. This session will cover the VAT treatment of fundraising events and other sources of fundraising. and zero-rated activities such as publications.

Steve Hodgetts, VAT Partner, RSM UK

15.35-16:10

Troubleshooting session
This final session will be an opportunity for attendees to have their questions answered on anything relating to trading and VAT from some of our speakers who have presented during the day.

16.10-16.15

 Chair’s close and end of conference

Venue Details

Location

HaysSt Philips House4 St Philips Place, BIRMINGHAM, B3 2SL

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Bookings & Prices

Prices

  • CFG Charity Member - £101; 
  • Non CFG Member Charity - £132.00;



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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