Registration and refreshments
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.
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1A: 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.
1B: Intro to Gift Aid
Perfect for those new to Gift Aid, this session will give an introduction of what Gift Aid is, covering how to register, how to administer Gift Aid and donor benefit rules.
Break for refreshments
2A: 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.
2B: Record keeping
This session will give practical tips on how to keep Gift Aid records effectively including declaration claims, and GDPR relating to Gift Aid.
Move between sessions
12.25 – 13.00
This is your chance to ask further questions about VAT and Gift Aid to a panel of speakers.
3A: 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.
3B: Intro to VAT
This session will introduce VAT and explain the benefits of registering for VAT, as well as looking at what kinds of activities would be subject to VAT and the different rates that apply to them.
4A: 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.
4B: Retail Gift Aid
This session will explore Retail Gift Aid schemes, how they operate and at the more challenging areas of retail Gift Aid when making claims.
Move to closing plenary
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?
Chair’s close and conference ends