Essential guidance and critical updates on how for your organisation

Monday 18 October 2010
QEII Conference Centre, Westminster
Register by 27 August
and save up to £79
“great all-round update
on tax issues affecting
our sector”
Andy Gibb,
British Red Cross
Expert speakers include:
Helen Donoghue
director
Charity Tax Group
Essential guidance and critical updates on how
to formulate a winning tax and VAT strategy
for your organisation
Get expert direction, clarification and money-saving
taxation and VAT guidance on:
• VAT on shared services
• Gift Aid
• Direct tax
• Utilisation of surplus assets
• Comprehensive Spending Review
Organised by:
• Property strategies
• VAT relieved purchases
• Sponsorship
In association with:
• Partial exemption
• VAT efficiencies
• International tax issues
• Income streaming
Graham Elliott
partner
haysmacintyre
Andrea Sofield
VAT partner
Grant Thornton
Socrates Socratous
partner
SocVat
Deborah Jennings
senior indirect tax manager
KPMG
Andrew Robinson
associate director
Grant Thornton
Luke Savvas
tax partner
Buzzacott
Clive Fathers
partner
Grant Thornton
Paul Knight
tax senior manager
BDO
Conference partners:
Media partners:
REGISTER TODAY
Call: 020
7819 1200 • Fax: 020 7819 1210 • Email: events@civilsociety.co.uk • Website: www.civilsociety.co.uk/vatandtax
Monday 18 October 2010
QEII Conference Centre, Westminster
An essential day’s learning on
charity VAT and tax
The VAT and tax regime for charities continuously evolves and it is essential to stay up-to-date with
changes if you want to keep your charity’s VAT and tax to a minimum.
With considerable sums involved and many traps for the unwary, even experienced charity managers
will benefit from a day reviewing and refreshing knowledge across a broad range of issues.
Don’t miss this essential and intensive day’s learning and the chance to hear the UK’s leading advisers
on charity VAT and tax review the fundamentals and explain the latest developments in this complex area.
09:00
Registration
Welcome to Charity Finance VAT & Tax Conference 2010
09:40
Chair’s welcome and opening address
An Overview of VAT and tax issues charities need to consider for 2011
· Progress on the consultation on VAT on shared services
· An update on the proposals on Gift Aid reform and simplification
· Key findings from the CTG Tax Map study, looking at the wider impact of tax on the sector
· What is happening on tax on development - is CIL being replaced?
· What charities can expect from the Comprehensive Spending Review (due to be published on 20 October)
Helen Donoghue
director
Charity Tax Group
Session 1
10:10
VAT relieved purchases
· Advertising, including Pay Per Click services
· Direct Mailing Packages, including impact of new postal service rules
· Facilities for use by disabled, and qualifying medical equipment
· Construction projects, including both the zero and reduced VAT rates
· Importing VAT-free services, whether it works, and if so how
Graham Elliott
partner
haysmacintyre
10:50
Morning coffee
11:20
Partial exemption made easy!
· The importance of identifying the VAT liability of supplies
· The need for accurate record keeping and understanding basic principles
· Differentiating between business and non business activities
· Getting to grips with ‘partial exemption’ calculations
· Worked example using the standard method
· Review of alternative special methods
· What to do before the VAT rate is increased and the impact on the calculations
Session 2
Socrates Socratous
partner
SocVat
REGISTER TODAY
Call: 020 7819
Email: events@civilsociety.co.uk
1200 • Fax: 020 7819 1210
• Website: www.civilscociety.co.uk/vatandtax
Session 3
12:00
Achieving greater efficiency through cost optimisation
· What practical solutions are out there for charities to work around the impact of VAT and tax increases?
· How can charities share VAT and tax resources and work together in order to drive down costs?
· Planning ahead to introduce VAT efficiencies and thinking more laterally for the future
Deborah Jennings
senior indirect tax manager
KPMG
12:40
Graham McKay
senior indirect tax manager
KPMG
Lunch
Session 4
14:00
Gift aid and direct tax update
· Gift Aid reform - where are we on the current consultation?
· Gift Aid development and proposals
· Practical aspects of Gift Aid, the pitfalls and opportunities.
· New requirements for recognition as a charity for tax purposes
· The “fit and proper persons” test for charity managers and HMRC’s current stance on policing
· Direct tax - other recent developments
Luke Savvas
tax partner
Buzzacott
Session 5
14:40
International tax issues for charities
· Tax and VAT implications of selling goods and services overseas
· Tax and VAT consequences of operating in other jurisdictions
· Receiving donations from overseas donors
· Relocating employees internationally
Andrew Robinson
associate director
Grant Thornton
15:20
Andrea Sofield
VAT partner
Grant Thornton
Clive Fathers
partner, head of employment solutions
Grant Thornton
Afternoon coffee
Session 6
15:40
Troubleshooting for not for profit organisations – VAT & tax pitfalls to avoid (CASE STUDY BASED)
· Case study based - tax and practical issues
· Income streaming
· Sponsorship, advertising, sale of logo
· Commercial participation, reciprocal arrangements
· Utilisation of surplus assets
· Property strategies - trading, rents and conferencing facilities
Paul Knight
tax senior manager
BDO
16:20
Round-up & closing remarks
16:30
Networking drinks reception sponsored by Zurich
“A thorough and interesting
conference on a tricky
subject area”
“A very broad spread of topics, covered well
with relevance to many parts of the sector.
Definitely money well spent“
Nick Ryan, SSAT
Samantha Dent, Youth Music
Conference partners:
Register by 27 August and save up to £79
REGISTRATION FORM
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VAT & Tax Conference
18 October 2010
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