Understanding the current issues tax specialists face
"I would heartily recommend this to practitioners!"“An excellent update addressing key issues and topical concerns”“The tax conference was excellent, it covered all the important current issues and all of the speakers delivered their sessions brilliantly.” – 2018 delegates
Why should you attend?The Tax Conference will address practical tax issues and how you can do the best for your clients in an uncertain political environment. With Brexit still undecided and the government itself in a state of flux, there has never been a greater need for accountants and tax professionals to support their clients.
What will you gain from attending?
What are the key topics and speakers?
Become a Tax Faculty member today. As well as enjoying a discount at this event, you can keep up-to-date with the latest in Tax – support includes HMRC agent services and digital tax systems as well as IR35 and contractor loan schemes.
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Breakfast session - Patent box tax relief – Could your clients be missing out?Nigel Holmes, Head of R&D Technical Operations and Senior Tax Specialist, Catax
Patent box tax relief is the government’s way of encouraging the development of new patented inventions in the UK. If a company is making a profit on their patented inventions, they could be eligible for a lower effective corporation tax rate of 10% on your relevant profits.
In this breakfast session Nigel Holmes, senior tax specialist at Catax, will clarify the background to the patent box tax relief legislation including:
• Who and what qualifies; • An overview of the complex calculations, including the differences between the old rules and the new streaming rules; • How patent box interacts with other legislation, such as research and development.Nigel will also explain why he believes take up of this relief is low, misconceptions surrounding the relief and the potential barriers to claiming.
Registration and refreshments
Chair's opening remarksPeter Rayney, Peter Rayney Tax Consulting Limited
VAT after Brexit Richard Asquith, Avalara
The UK is set to leave the European Union in the next few months. Currently, this will be without any agreement on its exit terms or future trading relations (‘no-deal Brexit’) with the remaining EU members (‘EU27’) or rest of the world. Tax automation specialists Avalara will be on hand to explain the implications for the UK, and in particular how businesses that trade with EU countries will be impacted by new customs declarations, tariffs and VAT.
Employee share schemes - pitfalls and practical tipsThomas Dalby, Gabelle In this session Thomas Dalby will provide an overview of the various share schemes available, the tax implications and the traps to be aware of.
Understanding the rules of the new entrepreneurs’ relief ball gamePeter Rayney, Peter Rayney Tax Consulting LimitedPeter Rayney explains the new conditions introduced by Finance Bill 2018-19 that must be met in order to qualify for entrepreneurs’ relief.
Intangible fixed assets - the accounting and tax position Sharon Cooke, Mercia incorporating SWATSharon Cooke detangles the complicated web of accounting and tax rules for intangible fixed assets, including the latest from Finance Act 2019.
Lunch and networking
Optional lunchtime CABA session - Do more in a day than you do in a weekZena Everett, Organisational Psychologist and Executive Careers Coach, CABADo you want to be five times more productive? And to work less hours? Who doesn’t!In this session we will explore ways to be five times more effective and the hijackers that can prevent this. We explore how organisations create processes that create productivity-killing ‘organisational drag’. Research shows we can waste 20% of our time on this. You’d never waste any other resource like that. We’ll share ideas on how to manage your inbox, push back on interruptions (no, you haven’t got five minutes now) and block out your time to focus on your priority tasks.
IR35 and off-payroll working – the end of the personal service company? Steve Wade, EYSteve Wade reflects on the implementation of the off-payroll working rules in the public sector and looks ahead to the private sector changes in April 2020. Is this the end of the personal service company?
Managing Risks in a Litigious WorldPatrick Hearn, Head of Professions, Bluefin
FRS 102: what’s new Marianne Mau, Technical Lead, Financial Reporting Faculty, ICAEW The Triennial review amendments to FRS 102 are effective from 1 January 2019. This session will provide an overview of the key changes including changes to the accounting treatment of:
Practical points from the Tax Faculty Lindsey Wicks, TAXline editor, ICAEW Caroline Miskin, Technical Manager, ICAEW Sue Moore, Technical Manager, ICAEWThe Tax Faculty share their favourite practical points including top tips for Making Tax Digital.
Chair's closing remarksPeter Rayney, Peter Rayney Tax Consulting Limited
Nigel Holmes, Head of R&D Technical Operations and Senior Tax Specialist, Catax. Nigel qualified as a Chartered Accountant in 1994 and as a Chartered Tax Adviser in 1998, with a focus on helping businesses claim Research & Development (R&D) tax relief. With over 19 years’ experience, Nigel advises both individuals and companies to uncover significant tax relief and tax refunds from their work. He was nominated for Tolley’s Taxation ‘Tax Writer of the Year Award’ in 2017 and posts regularly through Catax’s internal blog, ‘Tax Talk’, to educate and advise anyone thinking of claiming R&D Tax relief, as well as providing content for external sources. Nigel also specialises in Patent Box following its introduction in 2013 due to its natural fit with R&D tax relief.
Sharon Cooke FCA CTA, Director, Mercia incorporating SWAT. Sharon joined SWAT UK in 2004 having been a manager in practice. Sharon's role developed at SWAT UK and she is now an Executive Director and a CPD tax lecturer. Sharon heads up the London and Eastern regions of the company and works hard to understand the needs of each of our clients and to match this up with the best package of training and support services. This is partly achieved by remaining in touch with the issues faced in the accountancy profession and the opportunities and threats that the future brings. Sharon is routinely meeting with partners of various size firms and of course taking part in internal SWAT UK technical meetings and discussions. From a tax perspective, Sharon is a Chartered Institute of Taxation prize-winner (2005 Gilbert Burr medal) and is a member of the London Society of Chartered Accountants tax committee. She authors and presents a selection of our CPD tax courses, including the London and webinar quarterly general tax updates. Sharon is active on Twitter and, starting in 2017, will be presenting monthly webinars with Julia Penny to round up topical/interesting issues arising.
Richard Asquith, Avalara. Richard leads Avalara’s Global VAT compliance service, and is based in Avalara's EMEA headquarters in the UK. He has assisted hundreds of companies ensure they are fully compliant for VAT and GST as they expand and consolidate in foreign markets. Richard qualified as an accountant with KPMG in the UK 1991, and worked with them and Ernst & Young in Russia, France and Hungary over the subsequent 10 years. Prior to joining Avalara, he established and grew the market’s first pan-European VAT compliance service at a firm of international accountants. This included launching the insurance market’s only global tax engine. Richard is also a frequent contributor to the OECD Global Forum on VAT.
Thomas Dalby is a Director at Gabelle. He is a Barrister and Chartered Tax Adviser and has specialised in tax since he joined Deloitte in 1996. He has worked with clients on the whole spectrum of employee share ownership, including EMI, growth shares, joint ownership shares, statutory share plans, Employee Ownership Trusts and bespoke share-owning arrangements. He is the author of ‘Employee Share Schemes: Equity Reward for Private Companies’, published by Claritax Books.
Careers Expert Zena Everett is an international executive coach and sought-after speaker on productivity with her Crazy Busy™ and Crazy Busy for Leaders™ sessions. She is an executive coach on the Executive MBA programme at Oxford University’s Saïd Business School and a speaker for the London Business Forum. Zena is author of Mind Flip: Reinvent Your Future and Crazy Busy: How to do more in a day than you do now in a week.
Peter Rayney practises as an independent tax consultant through his own practice, advising owner-managed companies, accountants, lawyers and tax practitioners on a wide range of tax issues. He specialises in company sales/acquisitions, reconstructions, succession planning and all aspects of owner managed business taxation. He is always in demand as a tax lecturer and regularly contributes tax articles to the professional press. Peter is also an author of various books and journals including The Practical Corporate Tax Manual (iCroner). He has won ‘Tax Writer of the year’ at the Taxation Awards an unprecedented three times. Peter is Deputy President of the Chartered Institute Of Taxation and chairman of the ICAEW Tax Faculty’s Technical Committee.
Patrick Hearn is an Associate of the Chartered Insurance Institute and has specialised in Accountants’ professional indemnity business as an underwriter and broker for 35 years in RSA, Marsh and Aon. Patrick joined Bluefin Professions in Bristol in 2017 as Head of Professions, leading a team of nearly 50 people that handles the professional indemnity placements and claims of over 4,000 ICAEW member firms.
Steve Wade, an Associate Partner in the FSO People Advisory Services Practice of EY, is EY’s Employment and Global Mobility Taxes Technical Lead. He is also the Chairman of the ICAEW’s Employment Taxes and National Insurance Contributions committee and a member of the Chartered Institute of Taxation. Steve has nearly 30 years of experience of advising multi-national companies and their employees on the tax and social security implications of international assignments.
Recently he has been advising employers on PAYE compliance in general and in particular on expatriate employees, dealing with Short Term Business Visitors and the disclosure of past liabilities. He is currently advising clients regarding Brexit, the loan charge, IR35 and the off-payrolling changes.
Steve has many years of experience of training advisors and global mobility professionals on the complexities of UK taxation. He has a wealth of experience in dealing with tax treaties and the interaction of UK tax and social security with foreign tax systems.
Marianne Mau is Technical Lead in the Financial Reporting Faculty at the ICAEW. Her responsibilities include keeping members up to date on changes in the financial reporting regime via the Institute website, various ICAEW publications, webinars and events. Prior to joining the ICAEW Marianne was a presenter at BPP Professional Education, developing and delivering training in IFRS and UK GAAP to professional accountants and non-accountants with an interest in financial reporting. Marianne qualified with BDO Stoy Hayward
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