Speakers:

Robert Warne, Helen Elliott

Chairperson:

Tony Austin

Location:

Copthorne Tara Hotel

Date:

18 May 2012

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Join us at the Charity Tax and VAT Seminar 2012, where our expert speakers will help you to understand the legislation, avoid costly mistakes and structure your charities' activities to make the most of the exemptions and relief available.  Hot topics include:

• Avoiding tax on trading and business activities
• VAT treatment of income streams
• Making the most of tax-efficient giving and avoiding costly errors on Gift Aid
• Understanding the new recovery scheme on all property purchases or property refurbishments in excess of £250,000
• Getting the latest on penalties for VAT return errors
• Understanding and improving VAT recovery

Many areas relating to Charity Tax and VAT have been the focus of news items of late. The impact of the present economic climate on a charity's income will worsen the position of many charities, making it even more important for them to maximise their tax efficiency and use tax reliefs available to donors to encourage donations.

The conclusion of consultations, reports from the Gift Aid Forum, the Public Administration Select Committee's report on the Big Society and the role of the third sector in the development of a culture of philanthropy will all have a significant effect on how charities will arrange their tax and VAT affairs in the future.  With all this change in motion, Jordans' acts as the beacon of light bringing together three exemplary speakers for this year's Charity Tax and VAT Seminar to thrash out all the pertinent aspects of VAT and the exemptions from taxation on a charity's income and what you need to know as a charity professional.

What is included?

• Comprehensive notes to use as reference in the office
• The opportunity to ask questions on all subjects covered
• The chance to buy selected Jordans products at 20% discount

Who should attend?

• In-house charity finance and accountancy professionals
• Accountants
• Lawyers
• Charity Tax advisors

 Testimonials:

 

"Brilliant, well put together and executed, very informative"   
Louise Glover,  Oakhaven Hospice Trust

"Very knowledgeable speakers, practically appreciate the detail they gave in answering questions"
Sara Van Der Pas, Solicitor, Farrer & Co

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CHAIR

Tony Austin
FCA Charity Tax Consultant

Tony has been a tax adviser for over 30 years and specialises in advising charities, large and small, on all aspects of direct taxation but particularly on tax-efficient giving, sponsorship and trading. He is a member of the Charities Tax Group, providing technical advice and assisting them in their work to bring about changes to tax legislation and practice. Tony is also a visiting lecturer at CASS Business School, where he lectures on tax issues for their charity finance courses

SPEAKERS

 

Robert Warne
Partner, Crowe, Clark Whitehill LLP

Robert has extensive VAT knowledge of the not-for-profit sector specifically concerning charities, schools and trade unions.  His experience covers not only the obvious issues of business activities and partial exemption, but crucially how VAT impacts on any transaction in relation to land property where the VAT at stake is often considerable.  Robert is a member of the VAT Practitioners Group and the Charity Tax Reform Group and a regular speaker on VAT and charities.

Helen Elliott
Partner,  Sayer Vincent

Helen is a partner at Sayer Vincent, a firm of consultants and auditors specialising in charities and not-for-profit organisations. She is the audit partner for a number of significant charities and leads VAT, gift aid, governance, mergers and due diligence reviews.  She provides training and facilitation for charities on finance, tax, governance and risk.  Helen is a special adviser to the Charities' Internal Audit Network.

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09.30   Registration and Coffee

10.00   Welcome and Introduction
Tony Austin

10.10   Tax Aspects of Donations
Tony Austin

• Encouraging donations with tax-efficient giving of money and assets
• Essentials of Gift Aid, including:
  
  • using it with membership subscription
  • keeping within benefit limits
  • avoiding problems with HMRC
• Corporate giving

 

11.00   COFFEE

11.15   2012 VAT Update
Robert Warne

• Cost sharing exemption
• Supply of temporary staff
• Postal charges
• Recent Tribunal cases
• Membership subscriptions
• Partial exemption changes
• Default surcharge appeals

12.05   VAT Treatment of Income Streams
Helen Elliott

• Business or non-business activities
• Contracts
• Welfare services
• Education 

12.55   Questions and Answers Session

13.10   LUNCH

14.00   Tax Aspects of Trading and Business Activities
Tony Austin

• What constitutes a trading activity
• Proper use of a trading subsidiary
• Sponsorship - when it is not a donation
• Tax exemptions on trading activities
• Charity shops

14.50   TEA

15.05   VAT Recovery
Helen Elliott

• Basic rules
• Special methods to consider for better recovery
• Using trading subsidiaries
• Group VAT registration 

15.55   Charities and Land and Property
Robert Warne

• Action required on any:
  
  • acquisitions
  • extensions
  • refurbishments over £250,000
• The new Capital Goods Scheme rules will apply with effect from 1 January 2001
• Practical implications: how to do deal with the VAT and what is required to be done 

16.50   Questions and Answers Session 

17.00   Chair's Closing Remarks and Seminar Conclusion

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CONTINUING PROFESSIONAL DEVELOPMENT

Under The Law Society's and ILEX's Continuing Professional Development Schemes, this seminar will receive a credit of 5 hours 30 minutes.

The Institute of Chartered Accountants in England and Wales, the Chartered Association of Certified Accountants and the Institute of Chartered Secretary Administrators do not accredit courses for professional development purposes, but if the course is of particular relevance to you, it could qualify under your organisation's guidelines.

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Enquiries
Jordan Publishing Limited
Conference Department
21 St Thomas Street
Bristol BS1 6JS
Tel: 0117 918 1490
Fax 0117 925 0486
DX 78161 Bristol

Fee
All fees are inclusive of refreshments, lunch (all day events only) and course documentation. Cheques payable to Jordan Publishing Limited.

Small Charities Discounted Fee
Charities with an annual turnover of £250.000 or less are entitled to a 20% discount on the full rate. This offer is not available in conjunction with any other discounts.

Booking Terms
If you book online you may enter your credit card details, or ask to be invoiced (customers with existing credit account only). Telephone bookings are only accepted if paid by credit card. All other bookings must be confirmed in writing. Receipt of your completed order or registration form constitutes a firm booking. All invoices for this event must be paid within 30 days of the invoice date.

Venue
Copthorne Tara Hotel
Scarsdale Place
LONDON
W8 5SR

Acknowledgement of Bookings
A registration letter including full details of the venue and a map will be sent by email two weeks prior to the event. If you have not received acknowledgement of your registration one week before the event, please telephone our Conference Department on 0117 918 1490 to confirm that your registration has been received.

Registration on the Day
The event will start promptly at 10.00 Registration will take place in the preceding half  hour.

Substitute Delegates
If you are unable to attend, a substitute may attend in your place. Please inform us of any changes as soon as possible.

Cancellation and Refunds
A credit against the registration fee payable (less an administration fee of £50.00 plus VAT per delegate) can only be made in respect of written cancellations received by Jordan Publishing in Bristol at least 10 days before the event. The full registration fee plus VAT is payable on cancellations received less than 10 days before the event.  

Please note:
It may be necessary for reasons beyond the control of Jordan Publishing to change the content and/or timings of the programme and/or venue and/or speaker.