Annual technical conference addressing the key issues and topical concerns in tax.
‘The tax conference was excellent, it covered all the important current issues and all of the speakers delivered their sessions brilliantly.’ 2018 delegate
Now in its 23rd successful year the ICAEW Tax Conference is an excellent annual update of the key technical issues and practical changes in the tax pipeline. Each year the technical experts from the Tax Faculty bring together insightful and topical speakers to cover some of the most topical concerns facing tax practitioners.
The Tax Conference is designed to give delegates the time to consider issues raised by speakers and give you the opportunity to voice opinions and pose questions to our experts throughout the day.
Topics that will be covered this year include:
This year’s breakfast session is powered by Catax and there will be an optional lunch session provided by CABA to help you to ‘do more in a day than you do in a week’.
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Breakfast session - Patent box tax relief – Could your clients be missing out?Nigel Holmes FCA CTA, 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, 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, CABABeing effective is a crucial aspect of our wellbeing. It gives us a sense of achievement, autonomy, certainty, purpose and control, and this in turn leaves us more fulfilled and motivated to do more. This session is a chance to step back and review what you do (your goals and priorities), how you do them (your strategies), and your relationship to them. Zena will explore some of the latest thinking and practical productivity hacks, leaving you with the capacity to clear the mind, define what's important to you and get in flow.
• Clarify your priorities• Increase your effectiveness• Learn some new productivity hacks• Have more effective meetings• Deal with external distractions and procrastination
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 Tax Faculty Staff, ICAEW The 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 is a Chartered Accountant and Chartered Tax Adviser. After nearly 25 years in practice in a large regional firm, most recently as Corporate Tax Partner, he joined Catax in April 2017 as a Senior Tax Specialist. Nigel’s specialisms include Capital Allowances, Research & Development Tax Relief and Patent Box. Nigel was shortlisted for Tax Writer of the Year at the 2017 Tolley Tax Awards. Catax are ICAEW Member Rewards Partner for Capital Allowances.
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.
Zena Everett is one of the UK’s leading careers experts. She started her own recruitment business at 28, sold it 15 years later to study Organisational Psychology and Career Counselling and qualify as an Executive Coach. She has helped thousands of people to raise the bar on their career goals and get the jobs or promotion they want. Zena has worked across all professions, with clients as varied as Oxford University’s Said Business School, Equity and Mumsnet. Her career book, Mind Flip, is well on the way to the best seller lists. Zena has her own experience of career change, amongst other things having once been the first woman in the Royal Navy sent to work in Aldershot, the home of the British Army.
Peter Rayney is an independent tax consultant advising accountants and OMBs. He enjoys a great reputation as a speaker and tax author. Peter chairs the ICAEW Tax Faculty’s Technical Committee and is Deputy President elect of The Chartered Institute Of Tax.
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 is an executive director in the human capital practice of EY. Steve has nearly 30 years’ experience of advising multinational companies and their employees on the employment and personal tax implications of international assignments.
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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