Annual Tax Conference 2017 – Finalised Agenda

We are delighted to invite you to our Annual Tax Conference on Tuesday, 30 May 2017.

The tax landscape for advisers is uncertain and advisers need to be prepared for the challenge – both now and in the future. Advisers should be aware of the tax planning opportunities for their clients to ensure that key reliefs and exemptions are not missed.

Our one-day conference will update advisers on the key tax changes over the past year and offer practical tips to ensure they are providing the best advice to their clients. Delegates will also have the opportunity to put questions to any of the speakers and meet the wider team.

The programme for the day is as follows:

09.30-10.00 Registration + Tea, Coffee and Pastries
10.00-10.05 Chairman’s Introduction
10.05-10.40 Pension Planning and Non-Dom Update – Kevin Offer

Kevin will consider the effect of some of the recent changes affecting individuals including contributions to pension schemes, the use of qualifying recognised overseas pensions schemes (QROPS) and the new regime for non-domiciled individuals now that it has come into force.

  • Pensions – How much can now be contributed?
  • QROPS – Budget 2017 changes
  • What planning should non-doms now undertake?
  • Where may a non-dom wish to move to?
10.40-11.20 Direct Tax issues affecting OMBs – Paul Howard

Paul will look at the impact on OMBs of recent changes in legislation and case decisions over the past year.

  • Changes to substantial shareholding exemption
  • Corporate loss relief
  • Key cases affecting OMBs
11.20-11.40 Tea/Coffee break
11.40-12.20 Employee Reward in Upheaval – Thomas Dalby

Thomas will discuss a year of change in the field of employee reward and focusses on opportunities for the future.

  • Changes to share schemes
  • The Rangers Case in the Supreme Court
  • New rules on salary sacrifice
12.20-13.00 Missed Tax Reliefs – Alison Lynch

Alison will look at how to spot hidden tax saving opportunities for SME’s by explaining her simplified three step approach to:

  • The definition of R&D tax relief
  • How to tap into a headline 10% patent box tax relief rate
  • Understanding what grant funding is available for SMEs
13.00-14.00 Lunch
14.00-14.40 VAT cases, Brexit and International VAT – Vaughn Chown

Vaughn will cover current VAT trends and cases, as well as Brexit and the impact on international VAT.  His session will include:

  • Most recent case law and interpretation
  • TaxDesk queries and trends
  • The place of supply of services
  • The reverse charge
  • Movement of goods
14.40-15.20 HMRC enquiries: Why do HMRC seem to be alleging that my client has been involved in tax evasion? – John Hood

John will examine some recent cases where HMRC have written to clients offering them the opportunity to disclose deliberate behaviour under the Contractual Disclosure Facility.

  • How does the client respond?
  • What are the risks of getting it wrong
  • If you accept deliberate behaviour, what does this mean?
  • Should your client accept that they acted deliberately to find out what has instigated the enquiry?
  • Financial and reputational issues to be considered
15.20-15.40 Tea/Coffee break
15.40-16.20 Property Taxes – Practical Tips – Caroline Fleet

Caroline will explore some of the common trends in property holding including “enveloping” and “de-enveloping” properties.

  • Key tax determinants in establishing how to hold the property
  • Key tax changes affecting the structuring of property interests
  • 3% SDLT and some of the common pitfalls
16.20-17.00 HMRC employment status challenge – David Harmer

David will look at how to safeguard your contractor clients against the HMRC minefield of Employment Status and IR35.   

  • Key case law decisions you should know
  • The rise of “worker” status
  • The Section 44 trap
  • IR35 and the public sector

Our Annual Tax Conference will be held at Haberdashers’ Hall, 18 West Smithfield, London EC1A 9HQ.

If you haven’t already booked your place, please call Costas Pavlou on 0203 805 7471 or email costas.pavlou@gabelletax.com.

The full cost of the conference is £199 plus VAT, with discounts available to existing Gabelle clients.