VAT Conference - Manchester

Tuesday, 17 Apr 2018, 08:30 - 16:15


Charities are subject to VAT just like any other organisation. However, many charities undertake activities that are either exempt from or outside the scope of VAT, which means 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 are crucial to minimising irrecoverable VAT and budgeting for remaining amounts that can't be recovered. 

Delegates will be provided with updates on VAT, tax, partial exemptions and recovery, fundraising and zero rate activities and irrecoverable VAT, grants and contracts, and trading subsidiaries. 

This conference will be particularly useful 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 conference is kindly hosted by HSBC.





09.00-10:00 0.

Introduction to VAT

This complimentary session is for those looking for an introduction to and overview of the steps you need to take to effectively manage your VAT responsibilities and be HMRC compliant.




Chair’s welcome and introduction


VAT Update and latest Developments

How will the most recent changes affect you and your charity? In this session we will discuss the case law and policy changes to VAT that you need to know about and what you should be doing to prepare for them.


Partial Exemptions and Recovery

Prudent financial strategies for charities should not only seek to maximise the value of income and assets but also minimise tax liabilities. This session will offer a practical advice on tax planning to ensure you are getting the most out of available reliefs and exemptions.




Irrecoverable VAT and Using a Trading Subsidiary

Reducing the incidences of irrecoverable VAT is a key component of any pragmatic financial plan. This session will not only look what is and isn’t possible to reduce your VAT burden but will also include a look at trading subsidiaries, when to use them, how to finance the trading subsidiary and shedding profits.


Fundraising and Zero Rated Activities

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


Break for refreshments


Grants and Contracts

With the agreements between funders and charities becoming increasingly complex it is important to know what type of income your organisation receives. In this session we will discuss the differences and what steps you can take to limit your VAT liabilities.   


Troubleshooting session

This final session will be an opportunity for attendees to have their questions answered on anything relating to the topics we have covered throughout the day.



Chair’s close and end of conference

Venue Details


HSBC, 4Hardman Square, Spinningfields,, MANCHETSER, M3 3EB

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Bookings & Prices


  • Early Bird CFG Charity Member - £99.00;
  • CFG Charity Member - £119.00;
  • Non CFG Member Charity - £152.00;
  • CFG Subscriber Company - £199.00;

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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© Charity Finance Group / © Charities Resource Network / Registered Office: 15-18 White Lion Street, London, N1 9PG.
A Company Limited by Guarantee. Registered in England No. 3182826, Registered Charity No. 1054914, Registered VAT No. 945 6038 09.