Tax Conference 2013

Monday, 9 Sep 2013, 08:30 - 17:20

Overview

CFG's fourth full day tax conference takes place on Monday 9 September at the Doubletree by Hilton, Tower of London. It is a must attend event for finance professionals with responsibility for property, tax, trading and financial compliance or those with a wider strategic interest in the operating environment.

Sessions this year cover a wide range of topics and content, designed to provide you with what you need to ensure our charity or social enterprise is well equipped and efficient.

New for 2013 is the change to a 2-stream agenda in the afternoon offering a mixture of technical and practical session, ensuring you can attend the sessions most relevant to you.

As always the day provides plenty of time for networking with your peers, as well as time to explore the exhibition and meet with a range of companies that work with finance professionals in the sector.

pdf icon Download the Tax Conference programme here

The Exhibition

There will be an exhibition alongside the conference programme. 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 networking during breaks.

The following companies are exhibiting at this year's conference:

Crowe Clark Whitehill - www.croweclarkwhitehill.co.uk

Sayer Vincent - www.sayervincent.co.uk

 

 

Programmes/Presentations

08:30-09:00

Registration / exhibition opens

09:00-09.10

Chair’s welcome
Rodney Buse 

09.10-09.40

Opening plenary - Behavioural responses of donors to tax incentives for giving
Professor Kimberley Scharf, Warwick University

09.40-10.35

Plenary – Tax update

At the end of the session you will be aware of the effects of FATCA (The Foreign Account Tax Compliance Act) on UK charities and on other entities in which charities may be involved.  You will have been updated on changes to small donation gift aid, on-line gift aid filing, and administrative reliefs relating to 'retail gift aid'.
Graham Elliott, Withers LLP 

Kristin Konschnik, Withers LLP

10.35-11.05

Refreshment break and time to explore the exhibition

11.05-12.00

Plenary – VAT update
In this session Socrates will consider the difference between business and non-business activities for VAT purposes. There is a clear tension between arguing non business activities for the purposes of some of the zero rate reliefs and the objective of trying to maximise VAT recovery. The two do not necessarily go ‘hand in hand’ and the session will highlight what you need to consider when trying to decide which structure may best suit your charity. In addition Socrates will also summarise any recent VAT issues or Tribunal decisions that could affect the charity sector
Socrates Socratous, SOC VAT Consultants

12.00-12.55

Plenary – Future possible developments in gift aid and other tax reliefs
During this session, the digital giving and social investment consultations will be discussed, along with the effects these will have on the charity sector.

Nick Aldridge, PayPal Giving Fund UK,
Daniel Fluskey, Institute of Fundraising &

Annika Tverin, Social Finance

12.55-13.55

Lunch and time to explore the exhibition

 

 

Technical Know-How 

 

Stream 2 – Practical Action

13.55-14.50

1A – Trading
This session will explain when charities are permitted to trade, covering both the Charity Commission and the direct tax rules. All participants will receive a free copy of "Trading Issues Made Simple". The session will also consider various fundraising activities including sponsorship, cause related marketing, and how this is handled when it is a commercial participation. If you do need a trading subsidiary, you have to consider how the charity will invest in this, how services will be recharged and the VAT implications. It will also cover the tax effective transfer of profits from the subsidiary to the charity.
Helen Elliott, Sayer Vincent 

Noelia Serrano, Sayer Vincent

1B – VAT Tribunal Case Study
Simon Evans from CFG and Bill Lewis of Bates Wells & Braithwaite will lead an interactive session on VAT Zero Rating of new buildings for charities using relevant VAT and case law. Fund raising from donors and charitable trusts for new buildings is a common policy for most charities and lack of clarity over whether VAT will need to be included in the costs is an unwelcome uncertainty. This session will highlight the key relevant issues and advise Charity Finance Professionals on preparing well to claim VAT zero rating benefit on the cost of new buildings and annexes that are being used for the charity’s core objectives.
Simon Evans, CFG 

Bill Lewis, BWB LLP

14.50-14.55

Time to move between sessions

14.55-15.50

2A – Property
This session will be covering the key areas of property tax that charities need to be aware of such as sharing in development profits, commercial ways to minimise the charity's exposure to tax, recovery of cost, refurbishment and construction costs and the latest developments in this area.
Paul Knight, BDO LLP UK &

David Neal, BDO LLP UK 

2B – Getting the best tax arrangements for fundraising
Gift aid is worth over £1 billion a year to charities, but could be even more. Many charities are missing out on opportunities to improve their rate of gift aid recovery, for example because they collect a large amount of donations in cash. You might be able to convert some of the donations into gift aid by collecting declarations and you may be able to use the small donations scheme. Equally, you need to be careful to manage your records properly so you can survive a gift aid audit. Charities that manage their VAT well can achieve a good balance for gift aid, VAT and business rates relief. This particularly applies to shops and other trading situations where you need to get all areas of tax right. Fundraising teams are beginning to use social media and texting for more donations, so you need to look ahead to think about how you will manage tax in an online world.
James Tarleton, British Red Cross
Kate Sayer, Sayer Vincent

15.50-16.20

Refreshment break and time to explore the exhibition

16.20-17.20

3A – Employment tax update
Payroll departments and Finance teams are seeing some major changes rolled out in employment taxation. Providing the most tax efficient and compliant remuneration for staff should be top of the agenda.  This session will cover the latest developments and trends, helping you to establish the most efficient, low risk strategy. It will include:
- RTI
- Auto enrolment
- Status of workers – employment v self-employed, officeholders and volunteers
- Homeworkers expenses
- Salary sacrifice

Susan Ball, Crowe Clark Whitehill

3B ­– What to expect when you’re inspected
During this session, HMRC will focus on the different elements of an HMRC inspection providing an insight into some of the common arising issues that charities need to be aware of.
Louise Hodkinson, HMRC
John Welsh, HMRC

17.20

Close of conference

 

Venue Details

Location

Doubletree by Hilton - Tower of London, 7 Pepys Street, LONDON, London, EC3N 4AF

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Bookings & Prices

Prices

  • CFG Member - £107.00;
  • CFG Member Colleague - £149.00;
  • Non CFG Member - £198.00;
  • CFG Subscriber - £276.00;
  • Other Corporate - £413.00;

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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