Tax and VAT Conference - Newcastle

Tax and VAT Gift Aid

Wednesday 9 October 2019

Brewin Dolphin Newcastle
Time Central
32 Gallowgate
Newcastle upon Tyne NE1 4SR

Answering your VAT and Gift Aid questions

For many charities, raising income through trading activities and Gift Aid has become an increasingly important source of revenue. However, there are certain restrictions that can apply and charities need to be aware of what they can and can't claim depending on the nature and level of activity.

The conference will offer updates for those already working with VAT and Gift Aid, offering tips for optimising income, as well as those new to it, walking them through the benefits, registering and administration of VAT and Gift Aid schemes.

Buy your early bird ticket now! 

Would you like to bring a colleague or trustee along? You can book one additional place on this event for just £99 - to do this, email events@cfg.org.uk with your attendee details. 

This event is also taking place in Birmingham, click on the link below to find out more and book:

Birmingham, Thursday 26 September

 

Becoming a CFG member gives you discounts on events and training, and access to exclusive events. Membership is open to your whole organisation. Join our community

 

 
Speakers

Colin Scates, Associate Director, RSM

Louise Cottam, Tax Manager, MHA Tait Walker

Emma Moody, Head of Charities, Womble Bond Dickinson

Alastair Wilson, Tax Partner, MHA Tait Walker

Stephen Poole, Tax Director, Baldwins

Louise Gannon, Senior Manager, Grant Thornton

Claire Hamlin, Senior Manager, Grant Thornton

Programme
9.00-9.30

Registration and refreshments

9.30-10.00

Opening plenary – VAT and tax update

Covering all the latest updates on tax and VAT, this session will look at all the key changes including irrecoverable VAT, the latest case laws and changes to Gift Aid regulation.

Stephen Poole, Tax Director, Baldwins

10.05-11.00

Fundraising and memberships

This session will look at the overall tax treatment (Gift aid and VAT) of membership and fundraising activities, including claiming Gift Aid on subscriptions.

Emma Moody, Head of Charities, Womble Bond Dickinson

11.00-11.20

Break for refreshments

11.20-12.20

Getting the most of available reliefs

Optimising VAT recovery is core to the sustainability of any charity. This session will offer practical advice on tax planning and how your charity can make the most of VAT reliefs.

Colin Scates, Associate Director, RSM

12.25 – 13.00

 Troubleshooting

This is your chance to ask further questions about VAT and Gift Aid to a panel of speakers.

13.00-13.45

Lunch

13.45-14.45

Making the best use of your trading subsidiary

Join this session to learn why a charity may need a trading arm and the tax advantages of having a trading subsidiary.

Alastair Wilson, Tax Partner & Louise Cottam, Tax Manager, MHA Tait Walker

14.45-15.00

Refreshments break

15.00-16.00

Grants and Contracts 

What is the different between a grant and a contract? This session will explore how they differ what the tax consequences of each look like, as well as a discussion around the challenges charities have had with relationships with local authorities and defining a grant or contract.

Claire Hamlin, Senior Manager & Louise Gannon, Senior Manager, Grant Thornton

16.05-16.35

Closing plenary : Making Tax Digital

Making Tax Digital is one of the biggest changes to tax this year. This closing plenary will give you the opportunity to hear from a case study about the implementation of Making Tax Digital and how this affected them. What were the challenges and how has the case study dealt with them?

Stephen Poole, Tax Director, Baldwins

16.35-16.40

Chair’s close and conference ends

This conference is kindly hosted by