VAT, Tax & Gift Aid Conference

Tax and VAT Gift Aid Financial sustainability

Tuesday 16 June 2020

Answering your VAT and Gift Aid questions - Virtual Conference 

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.

This online conference will offer updates for those already working with VAT and Gift Aid, as well as providing introductory information, offering tips for optimising your tax recovery, plus registering and administration of VAT and Gift Aid schemes.

Our speakers will bring you their expert updates through webinar sessions throughout the day, and delegates will have the opportunity to ask questions in live Q&As at the end of each session.

Book below and you will receive a link and login details to join the meeting one week before the event.

CFG events, training and members’ meetings can count towards your continuous professional development (CPD). Contact your association for further information, or email events@cfg.org.uk

 

CFG members receive access to early bird and member rate discount. Not a CFG member? You could receive savings on bookings like this by joining CFG. Find out more about becoming a member and how to join our community.

 
Speakers

Helen Elliott, Partner, Sayer Vincent

Richard Bray, Finance Regulatory & Taxes Manager, Cancer Research UK

Mark McGarry, Partner, Saffery Champness

Claire A Hamlin, Director, Tax, Grant Thornton

David Humphrys, Director - Tax Advisory, Saffery Champness

Louise Gannon, Corporate Tax Senior Manager, Grant Thornton

Helena Wilkinson, Partner, Head of Charities and NFP, Price Bailey

Michael Godfrey, Assistant Director, Business Tax, PEM

Programme
09.30 - 09.45

Welcome

09.45 - 10.05

Plenary Session: VAT and Tax update session

What can you expect from the upcoming 2020/21 tax year? What are the changes you need to look out for? Covering all the latest updates on tax and VAT, this session will look at all the key changes including the latest case laws and changes to Gift Aid regulation.

Richard Bray, Finance Regulatory & Taxes Manager, Cancer Research UK

10.05 - 10.20

Q&A Session

10.25 - 10.45

1A: Intro to Gift Aid

This is an introductory session that will give a better understanding of what Gift Aid is and how it works. The session will explain how to register for Gift Aid and how to make claims. It will also look at what defines a “gift” and what can you claim, as well as an introduction to Gift Aid small donation schemes.

Helena Wilkinson, Partner, Head of Charities and NFP, Price Bailey

10.25 - 10.45

1B: Employment Tax

There have been a number of important changes to employment taxation in recent times and many of these are ongoing. This session will discuss those changes and how they will affect the charity sector in the coming year.

10.45 - 11.00

Q&A Session

11.05 - 11.25

2A: Intro to VAT

This session will introduce VAT and outline everything subject to VAT taxation. It will answer questions such as what is the rate applied for each service and which are the exemptions?

Helen Elliott, Partner, Sayer Vincent 

11.05 - 11.25

2B: Gift Aid record keeping and data management

Charitable organisations must now keep Gift Aid declarations and records until six years after the end of the accounting period they relate to. This session will give practical tips on how to keep Gift Aid records effectively including declaration claims, and GDPR relating to Gift Aid.

Mark McGarry, Partner, Saffery Champness 

David Humphrys, Director - Tax Advisory, Saffery Champness 

11.25 - 11.40

Q&A Session

END OF MORNING SESSIONS

AFTERNOON SESSIONS

14.00 - 14.20

3A: Getting the most of available reliefs and tax recovery

This session will offer a practical advice on tax planning to ensure you are getting the most out of available reliefs and optimise recovery.

Claire A Hamlin, Director, Tax, Grant Thornton

Louise Gannon, Corporate Tax Senior Manager, Grant Thornton

14.00 - 14.20

3B: Retail Gift Aid 

A charity that operates its own shops can offer to act as an agent for private individuals and sell goods on their behalf. This session will explore Retail Gift Aid schemes, how they operate and the more challenging areas of retail Gift Aid when making claims.

Michael Godfrey, Assistant Director, Business Tax, PEM

14.20 - 14.35

Q&A Session

14.40 - 15.00

4A: Taxable income from trading subsidiary

Many charities trade, either as an integral part of their charitable activities or to raise funds. Join this session to learn why a charity may need a trading arm and the tax advantages of having a trading subsidiary.

John Foskett, Partner, RSM

14.40 - 15.00

4B: Protecting your charity from Gift Aid fraud

This session will provide you with measures to take to protect your charity from potential Gift Aid fraud and information on what to do if it happens.

15.00 - 15.15

Q&A Session

15.20 - 15.40

Closing Plenary: Making Tax Digital 

This closing plenary will give you the opportunity to hear a case study about the implementation of Making Tax Digital. The organisation will discuss the challenges and how they dealt with them.

 

15.40 - 15.55

Q&A Session

16.00

End of the conference

Prices
Charities - Members£95.00
Charities - Non-members£116.00
Corporate - Members£251.00
HTN - Members£95.00