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Spring Virtual Conference 2023

The Spring Virtual Conference will offer a range of topical lectures presented by leading tax speakers and offers access to CPD opportunities from the comfort of your own home or the office.

The virtual conference includes:

  • Conference materials provided in advance.
  • Opportunities for live delegate questions with all sessions.
  • Recordings of the sessions will be made available to all delegates afterwards enabling you to enjoy flexible access to all content when it is convenient to you.
  • Charlotte Barbour

    09:00 - 09:10

    Introduction by conference chair

    Charlotte Barbour MA (Hons) CA CTA (Fellow), Vice-President, Chartered Institute of Taxation

    Sharon Cooke

    09:10 - 10:00

    Corporation Tax - Back to the future

    Sharon Cooke FCA CTA, Technical Director, 2020 Innovation Training Limited

    • Preparing to revisit some old friends in preparation for the new regime from April 2023
    • Categorising clients into the small, marginal, and main rate categories
    • Associated company refresher and considerations
    • Planning points arising

    10 MINUTE BREAK

    Georgina West

    10:10 - 11:00

    Stamp duty pitfalls on common transactions - how to spot them and deal with them

    Georgina West (CTA), Partner, Stamp Taxes Ernst & Young

    • Demergers - undertakings
    • Group transactions:
      • Group breakers
      • Successive transfers
    • Joint ventures
    • Third party acquisitions:
      • Interaction of the contingency v wait and see
      • Debt laden entities
      • Completion by another entity
    • Electronic documents

    10 MINUTE BREAK

    Peter Rayney

    11:10 - 12:00

    Structuring purchase of own shares transactions

    Peter Rayney CTA (Fellow), FCA, TEP, Peter Rayney Tax Consulting

    • The legal and accounting framework
    • Default distribution treatment
    • Requirements for 'capital' treatment
    • Corporate sellers and SSE
    • Business Asset Disposal Relief traps
    • Multiple completion purchases and HMRC's latest views

    10 MINUTE BREAK

    Keith Gordon

    12:10 - 13:00

    Taking a case to the Tax Tribunal - busting the myths

    Keith Gordon, FCA CTA (Fellow) Barrister, Temple Tax Chambers

    • Who should take a case and when should a specialist be engaged?
    • 10 dos and don'ts when taking a case to the Tribunal
    • What is the risk of paying HMRC's costs?
    • Can a party back down at any stage?
    • What happens after the Tribunal makes its decision?

    CLOSE OF CONFERENCE

  • Charlotte Barbour

    08.30 - 08.40

    Introduction by conference chair

    Charlotte Barbour MA (Hons) CA CTA (Fellow), Vice-President, Chartered Institute of Taxation

    Myrtle Lloyd

    08.40 - 09.10

    HMRC Customer Services update

    Myrtle Lloyd, Director General for Customer Services, HMRC

    • The challenges of the last year
    • The new changes we've brought in 2022
    • The improvements we've made in the Representative Bodies space
    • What we're looking to achieve in 2023
    Rebecca Benneyworth

    09.10 - 10.00

    Latest tax issues for landlords

    Rebecca Benneyworth MBE BSc FCA

    • Quick review of property income issues for unincorporated landlords
    • Is a limited company the right structure for property letting?
    • CGT 60 day reporting - practical points
    • What is going on in the market place with residential letting?
    • Where is MTD in all this?

    10 MINUTE BREAK

    Moniza Syeda

    10.10 - 11.00

    Decrypting cryptoassets and understanding how they are taxed

    Moniza Syeda, BSc(Econ) Hons, ACA, PGCE (PCE), LexisNexis

    • Deciphering the jargon around cryptoassets
    • The use of cryptoassets in employment packages
    • Investment of cryptoassets personally or through a company
    • Tax and reporting of cryptoassets transactions

    10 MINUTE BREAK

    Robert Burton

    11.10-12.00

    Coming of age - what to expect next for managed service companies and umbrellas

    Robert Burton, MSc, CEDR, Ernst & Young LLP

    • The when and where of MSC and Umbrella use
    • The good, the bad and the ugly; signs to lookout for when engaging
    • Risks and rewards - the tax perspective
    • Current compliance trends and lessons learned

    10 MINUTE BREAK

    Robert Jamieson

    12.10-13.30

    Finance Act 2023 - First Thoughts

    Robert Jamieson MA FCA CTA (Fellow) TEP, Mercer & Hole

    • Autumn Finance Bill and Spring Finance Bill changes
    • Stamp Duty Land Tax (Temporary Relief) Bill
    • Provisions announced at Autumn Statement 2022 including R&D reliefs and global minimum tax for multinational companies
    • Provisions to be announced in Budget 2023

    CLOSE OF CONFERENCE