Tax Conference - Newcastle

Tax and VAT

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! 

 

 
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.

10.00-10.05

Move between sessions

10.05-11.00

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.

10.00-10.05

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.

11.00-11.20

Break for refreshments

11.20-12.20

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.

11.20-12.20

 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.

12.20-12.25

Move between sessions

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

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.

13.45-14.45

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.

14.45-15.00

Refreshments break

15.00-16.00

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.

15.00-16.00

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.

16.00-16.05

Move to closing plenary

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?

16.35-16.40

Chair’s close and conference ends

Prices
Charities - Members - Early Bird Rate£99.00
Charities - Non-members£139.00
Corporate - Members£249.00
Individual - Members - Early Bird Rate£99.00
Community Leisure UK - Members - Early Bird Rate£99.00
HTN - members - Early Bird Rate£99.00

This conference is kindly hosted by