VAT & Tax Conference

Wednesday 13 July 2022

VAT is a complicated area at the best of times and can be particularly complex for charitable organisations. In addition, those charities engaging in additional trading through trading subsidiary may be subject to taxation which brings with itself a whole new set of rules and complications.

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

How to book

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

Who is this event useful for?

This event would be valuable for accountants, finance directors and finance managers.

About CFG events and membership

Becoming a CFG member gives you access to exclusive benefits including event discounts, so find out more about CFG Membership before you book. Association of Independent Museums members can register for free CFG membership through our partnership.

CFG events, training and members' meetings can count towards your continuous professional development (CPD), and this event could provide you with 2.5 hours of CPD. For more details contact your association or email events@cfg.org.uk.

 
Speakers

Debbie Jennings, VAT Director, Moore Kingston Smith

Suzanne O’Brien, Chairperson, The Fifth Trust

Robert Warne, Partner, Head of VAT, Crowe

Glyn Edwards, VAT Director, MHA MacIntyre Hudson

Jack Castle, VAT Senior, MHA MacIntyre Hudson

Glen Thomas, Partner, MHA MacIntyre Hudson

Programme
09:30 – 09:35

Welcome

09:35 – 10:00

VAT and Tax update

This session will cover updates on the latest developments in VAT case law and VAT and Tax regulations and how they might apply to your charity. 

Glyn Edwards, VAT Director, MHA MacIntyre Hudson 

Glen Thomas, Partner, MHA MacIntyre Hudson 

10:00 – 11:00

Practical help to get on top of VAT

We will have practical exercises to help you understand what from a VAT point of view, is a grant (no VAT) and what is a supply of services (VATable). We will also give you hands on experience of preparing a VAT return with business/non-business and partial exemption calculations. With plenty of opportunities to ask questions and learn from our experts.

Glyn Edwards, VAT Director, MHA MacIntyre Hudson

Jack Castle, VAT Senior, MHA MacIntyre Hudson

11:00 – 11:10

Break

11:10 – 11:50

Getting the most of available reliefs and VAT recovery

This session will provide you with practical advice on VAT recovery methods and ensure you are able to optimise your recovery and available reliefs.

Debbie Jennings, VAT Director, Moore Kingston Smith 

11:50 – 12:30

Case Study: VAT and The Fifth Trust – a quarter of a million pounds in question

The Fifth Trust provides a safe, dignified and fulfilling experience for our students – but we continually strive to make what we do even better. Our skills centre in Barham reached the end of its usable life so we decided to redevelop it. The cost of the redevelopment is c£2m including VAT of c£280k. Our paid advisors specified that the VAT incurred would not be recoverable. Our trustees disagreed. Our new advisors worked with us to restructure our operation and recover most of the VAT incurred. This meant we could start our redevelopment which was completed June 2022.

Suzanne O’Brien, Chairperson, The Fifth Trust

Robert Warne, Partner, Head of VAT, Crowe

Prices
Charities - Members£75.00
Charities - Non-members£140.00
Corporate - Members£180.00
Corporate - Non-members£250.00
Individual - Members£75.00