The Tax Faculty Conference returns on Friday 28 September 2018 with a line-up of expert speakers including Rebecca Benneyworth, Peter Rayney, John Cassidy and ICAEW President Paul Aplin. This year’s topics include Making Tax Digital, HMRC enquiries, off-payroll working and a session dedicated to practical points aimed at general practitioners. The conference will be chaired by the Tax Faculty’s new chairman Mary Monfries, partner PwC.
Our popular one-day conference will tackle a range of current issues providing you with practical insight and the latest developments you need to keep up-to-date.
The day will include the opportunity to put questions to our experts, lunch and networking opportunities, and displays from tax publishers and software houses, plus a breakfast session about uncovering tax relief – R&D and Patent Box.
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Uncovering Tax Relief – R&D and Patent Box, Catax
Nigel Holmes (FCA CTA), Senior Tax Specialist
Research and Development (R&D) tax relief is awarded to businesses that invest in innovation. This innovation can be in the form of developing new systems, processes, products, materials, devices, advancing the state of knowledge in their sector.The chances are your clients’ businesses are doing R&D without even realising!We regularly speak to businesses that are unaware of the R&D that they may be undertaking. From pharmaceuticals & manufacturing to breweries & sports clubs, we have worked with companies of all types.Join us to get an expert view on:• What is R&D?• What is the benefit?• What to consider before making a claim.• How to implement a process to maximise your clients benefit.• Q&A Session with a Senior Tax Specialist, Nigel Holmes (FCA CTA) to answer all your questions.
Registration and refreshments
Chairman's opening remarks
Mary Monfries, PwC
Finance Bill 2018-19
An overview of the key headlines from Finance Act 2018 and Finance Bill 2018-19. This session will also cover the latest tax rates, allowances and reliefs including the new corporate loss regime, current thoughts on choice of business structure and devolved taxes.
Rebecca Benneyworth BSc FCA MBE
HMRC enquiries – latest developments and common myths
This session will include a whistle-stop tour through various topical aspects in the world of enquiries, disclosures and disputes with HMRC including:
John Cassidy, Partner, Crowe Clark Whitehill LLP
Topical issues for corporate owner-managed business sales
Making the most of the new substantial shareholding exemption rules, hive-downs and how to avoid degrouping charges.
Peter Rayney, Peter Rayney Tax Consulting
Commercial Banking Fraud Awareness & Guidance
Gain a wider perspective of the key fraud threats commonly seen and detected by Lloyds Banking Group, Commercial Banking Fraud Management to ensure you are protecting your business. You will receive awareness of the current key fraud types and practical advice to mitigate these risks.
Donna Dimmack, Lloyds Banking Group
Lunch and networking
IR35 – reflecting on the public sector changes
How are the new rules working and can they be extended successfully to the private sector?
Sharon Cooke, Mercia incorporating SWAT
Practical points from the Tax Faculty team
A selection of new topical and practical points across a range of taxes.
Making Tax Digital:• State of play• Reflections from the President
A reflection of the digital journey so far and the upcoming changes in April 2019, including the MTD VAT requirements and ICAEW guidance and support for members.
Paul Aplin and Anita Monteith, ICAEW
Chairman's closing remarks
Close of conference
Rebecca Benneyworth BSc FCA MBE, Owner, Rebecca Benneyworth TrainingRebecca Benneyworth MBE trained in London with Kidsons and on qualifying spent some time as a chief accountant of a manufacturing company. She now has her own small practice in Gloucestershire with a client list that comprises owner managed businesses and small companies. She also lectures extensively for a range of professional bodies, accountancy firms, commercial organisations and HM Revenue and Customs.
Sharon Cooke FCA CTA, Director, Mercia incorporating SWATSharon 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.
Nigel Holmes (FCA CTA), Senior Tax SpecialistNigel qualified as a Chartered Accountant in 1994 and as a Chartered Tax Adviser in 1998. He is an expert in helping businesses claim Research & Development tax relief, in which he has over 16 years’ experience. He was recently nominated for Tolley’s Taxation, Tax Writer of the Year Award 2017.
John Cassidy, Partner, Crowe Clark Whitehill LLPJohn Cassidy is one of the two tax investigations partners in the Taxation Awards winning team at Crowe. He has over 25 years' experience and has written copious amounts on tax investigation matters in the national and professional press and publications. He has also lectured extensively at tax conferences in the UK and overseas on investigations, disputes, HMRC's powers and taxpayer rights. John covers all aspects of tax investigations including disclosures to HMRC, fraud, HMRC challenges under self-assessment, professional negligence cases concerning tax and expert witness work relating to tax matters. John is a Fellow of the ICAEW and a member of the Chartered Institute of Taxation as well as representative of the ICAEW on HMRC's fraud forum, a member of the Tax Investigations Practitioners' Group, deputy chairman of the ICAEW Enquiries and Appeals Committee and a member of the Management of Taxes sub-Committee at the Chartered Institute of Taxation.
Mary Monfries, Partner, PwCMary is a partner in the PwC UK firm and was a member of the firm’s tax leadership team for eight years, firstly as Market Leader for Private Business and then leading across the firm’s tax practice on policy, reputation and regulation. She now leads the UK firm’s Private Client practice and leads our thinking on reputation and Purpose for PwC’s global tax network. She is also an elected member of the UK firm’s Supervisory Board. Mary retains a client-facing relationship partner role alongside her leadership responsibilities, focussing primarily on families and established wealth but also across a broader remit in the area of tax strategy and policy as a Board issue.
Peter Rayney, Peter Rayney Tax ConsultingPeter Rayney practices as an independent tax consultant. His main specialisms are corporate tax, company reorganisations, corporate finance tax (including company sales and acquisitions) and all aspects of owner managed business taxation. Peter worked at BDO LLP for nearly 20 years, acting most recently as their National Tax Technical Partner. He is a widely-recognised tax author and lecturer and regularly contributes to the professional press. He has now won Taxation's 'Tax Writer of the Year' award an unprecedented three times in 2002, 2014 and 2018. Also, in 1994, Peter won the Chartered Institute of Taxation Fellowship Thesis prize for his thesis on "Selling companies for a deferred consideration (with particular reference to earn-outs)". The firm was also short-listed in the 'Tax Consultancy Firm Of The Year' at the 2014 Taxation Awards. Peter currently chairs the ICAEW Tax Faculty's Technical Committee. He is also Vice President of the Chartered Institute of Taxation.
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