About the Conference
CFDG is delighted to offer a full day Tax Conference covering key taxation developments relevant to charities. The conference will be hosted by Horwath Clark Whitehill and will be chaired by Pesh Framjee, Head of the not for profit unit at Horwath Clark Whitehill and Special Advisor to CFDG.
It will include sessions led by the firm's experts in charity VAT, direct taxation and employment taxation, and will also feature speakers from the Charity Tax Group, HM Revenue & Customs and the charity sector. Case studies and a closing panel session will ensure that delegates find the day relevant, stimulating and practical.
Lunch will be provided and the Conference will close with a drinks reception and a chance for further networking.
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.
Presentations available below. Click session titles to download PDFs
08.45-09.15 Registration/tea & coffee
09.15-09.30 Welcome by the Chair
Pesh Framjee, Advisory Partner and Head of not for profit unit at HCW
09.30-10.15 SESSION 1
European developments and implications for UK charities
Helen Donoghue, Charity Tax Group
10.15-11.00 SESSION 2
Direct tax: Trading issues and use of trading subsidiaries; update following the Pre-Budget Report; tax implications of exploiting your brand
Anne Wilson, Director of Taxation, HCW
11.00-11.20 Tea/coffee break & time to explore the exhibition
11.20-12.00 SESSION 3
The sector perspective and practical challenges
John Mortlock, Deputy Finance Director, Royal Opera House
12.00-12.45 SESSION 4
VAT update and developments including reverse charges; VAT on investment management fees; other recent changes and challenges
Robert Warne, VAT Partner, HCW
12.45-13.30 Lunch & time to explore the exhibition
13.30-14.30 SESSION 5
Online Filing for Corporation Tax
Jeff Smith, Customer Champion, Carter Programme, HM Revenue & Customs
14.30-15.15 SESSION 6
Employment taxes - employment tax update, including matters raised in the Pre-Budget Report; dispensations / new subsistence rates; PAYE settlement agreements; are your consultants really self employed?
David Daly, Employment Taxation and Advisory Partner, HCW
15.15-15.40 Tea/coffee break & time to explore the exhibition
15.40-16.15 SESSION 7
Questions from the Helpline - practical responses to issues which are challenging the sector
16.15-16.45 PANEL SESSION
Q&A chaired by Pesh Framjee
Speakers from the day to participate
16.45-18.00 Reception & networking
Horwath Clark Whitehill LLP, St. Bride's House, 10 Salisbury Square, London, EC4Y 8EH
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Bookings & Prices
CFDG Member - £120
Horwath Clark Whitehill Client - £120
CFDG Member's Colleague - £130
Non-CFDG Member - £170
CFDG Subscriber - £230
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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