We are delighted to host again our successful charity fundamentals and advanced series. The first part of the day focuses on the basics of charity taxation and the afternoon examines more complex problems and emerging issues. Respected speakers from the sector will provide comprehensive coverage of the essential topics, including charities and VAT, direct taxation, gift aid and compliance issues.
The two sessions can be purchased separately, for those attendees that wish to attend one part of the day, or together, for those that wish to attend the whole day. Please select the session you wish to attend from the drop down above.
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Registration and networking
Chair’s opening remarks
Introduction to charities and taxation
Charitable status and corporation tax, HMRC registration, fit and proper, charitable trading, badges of trade, charity trading exemptions, charitable trading limits, use of trading subs, trading vs non trading income.
What is gift aid on donations, eligible donors, administration of gift aid, claiming gift aid, required documentation and declarations, special circumstances, donated goods etc, donor benefits.
Charities and VAT
Business, non-business, exempt, zero rated and OTS, registration requirements, partial exemption, charitable exemptions, special circumstances, fundraising, buildings, group transactions.Robert Warne, Partner, Crowe U.K. LLP
Advanced charity taxation
Income from investments, rentals & investment properties, capital gains, non charitable expenditure, retail gift aid schemes, IR 35 arrangements, complex IT with staff and volunteers.
Mixed supplies, investment fees, overseas VAT/reverse charges, capital goods scheme, option to tax adaptations for disabled, MTD, group VAT.
Robert Warne, Partner, Crowe U.K. LLP
Proposed reformation of charity taxationPesh Framjee, Partner and Global Head of Non Profits, Crowe U.K. LLP
Chair closing remarks
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