BRANCHES PROGRAMME · East Anglia 16. East Midlands 18. Edinburgh 20. Essex 22. European 24....

BRANCHESPROGRAMME

2018-19

2

CONTENTSWelcome 4

Aberdeen 6

Birmingham & West Midlands 8

Bristol 10

Commerce & Industry 12

Cumbria & South West Scotland 14

East Anglia 16

East Midlands 18

Edinburgh 20

Essex 22

European 24

Glasgow 26

Hampshire 28

Harrow & North London 30

HMRC 33

Jersey 34

Kent 36

Leeds 38

London 40

Manchester 44

Merseyside 46

Mid-Anglia 48

North East England 50

Northern Ireland 52

Scottish Borders 54

Severn Valley 56

Sheffield 58

Somerset & Dorset 60

South London & Surrey 62

South Wales 64

South West England 66

Suffolk 68

Sussex 70

Thames Valley 72

Other Branches 76

CPD FAQs 78

[email protected]

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What does being a branch volunteer mean for you?Being a branch volunteer is an excellent way to raise your profile in your local tax community. The Branch committees are open to volunteers at any stage of their career and can offer opportunities to suit a range of skills and experience.

Benefits of volunteering• Opportunities to exchange views and experiences with fellow tax professionals, further

developing your personal and professional networks• Opportunities to establish professional relationships with local firms, tax authorities and

government departments• A contribution to your annual CPD requirement• Excellent additional material for your CV• A potential route into CIOT or ATT council

The duties of the Branch Committee are to:• educate members of the CIOT and ATT in their local area

• discuss any tax policies or tax issues that require clarification

• respond on technical matters as required or requests for opinions

• deal with enquiries from members

• build up good relations on a local level with the tax authorities and other professional bodies

• respond to consultation on proposed tax changes and to liaise with the tax authorities whenrequired on tax technical and policy matters

• provide an opportunity for members and non-members to meet other tax professionals andshare technical issues

If you would like to get involved, we would love to hear from you.Email us at [email protected] for more information and get involved today!

Volunteering for the Branch Network

The events in the following pages were put together entirely by the volunteers of the CIOT/ATT Branch Commiteees. If you would like to get more involved with your local tax professionals, please come along to one of your local events and speak to your local branch committee, or email us at [email protected] for more information!

[email protected]

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I am very pleased to introduce the Branches programme for the coming year. One of the amazing advantages of being part of the community that our Institute represents relies upon the fact that through our UK wide Branch network and the events they organise, learning, improving and keeping up to date is made easier. That network is vibrant and across the coming year will offer something for everyone of us regardless of where we are in our careers and whether we work alone, in the largest firms or “in-house”.

I hope to meet as many of you as possible but can only do so if you get involved. Time is obviously the great challenge we all face but I have no doubt that getting involved with your local Branch will more than repay that effort at a time when there is more new things to learn than ever before. I am proud that together with our conference events the CIOT is a great place for developing your skills and making progress in your career.

I look forward to meeting you.

Ray McCann

President Chartered Institute of Taxation

Despite the Government move to the one fiscal event per year, the tax world seems to be constantly on the move. It is vital for us all to keep up to date with the changes we are faced with in our day to day work. Add to that the ability to mix with like-minded people and the result is our branch network.

As ATT President for the 2018-19 year, I am proud of the programme in this booklet. Having been involved with my local branch I know the work and time that the volunteers on the branch committees have devoted to putting each event together. Each year they manage to give us access to CPD which is excellent value for money together with access to some of the finest speakers.

I would encourage all of our members who are not already regular attendees of their local branch to go to a meeting. The first time I walked into a branch meeting, I found it daunting. Some years later here I am having met some great people and made some amazing friends along the way.

Thank you to each and every one of you for your work on arranging another great season. I am looking forward to meeting some of you throughout my year as your President.

Tracy Easman

President Association of Taxation Technicians

THE CIOT PRESIDENT

THE ATT PRESIDENT

WELCOME FROM...

[email protected]

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THE BRANCHES NETWORK CHAIR

THE NTP CHAIR

I am very proud to Chair the Branch Network and be involved in such a vibrant part of the ATT and CIOT. The new season of events is upon us and I am delighted to advise that it another superb and varied programme. Each branch committee deserves an enormous thank you for the time and energy that they very kindly give in support of their Branch.

Each branch run their programme from the autumn to the following summer and they are arranged to appeal to both the tax specialist and the general tax practitioner. I am keen to ensure that our members obtain training and assistance relevant to their work and I hope to continue with extending the availability of webinar seminars during the 2018- 19 season. We have also seen many branches introducing softer skills seminars and I am confident these will appeal to our members and the ever-changing tax and commercial landscape we work in.

I strongly believe that the Branches Network and the seminar programme provides an invaluable opportunity for every tax professional to network and meet new, and reacquaint with old, fellow tax people to share knowledge and experiences. I would encourage you all, including new tax professionals, to get involved, no matter how small, with your local Branch – you will receive far more than what you give.

If you have any issues you wish to raise regarding your local Branch, your training needs or other related issues, then please contact your local branch chairperson, myself or Head Office at [email protected] to provide us with such feedback.

Malachy McLernon

Chair Branches Network

The New Tax Professionals (“NTP”) network has been gaining momentum since its formation a couple of years ago. Students or members of the ATT and/ or CIOT who are in the first ten years of their career in tax constitute “NTPs” and our aim as a committee is to encourage engagement between the CIOT/ATT and NTPs. Hosting events targeted at the needs of new tax professionals and, in particular, the promotion of the Branches Network to NTPs is critical to achieving that aim.

Branches do an excellent job of celebrating the successes of newly qualified members in their region and we would love to help build on that success by creating lasting relationships between Branches and those in the early part of their tax career. There are a number of branch events that appeal to the typical “NTPs”, from soft skills and career development sessions to social events and we would encourage anyone who is new to the CIOT/ATT to attend.

We have the late and much missed Chris Jones, past CIOT President, to thank for establishing our committee and focussing attention on the NTP network. We have had the benefit of valuable support from other past and current Presidents and Council members and look forward to developing our network and programme of events over the next 12 months. Alongside hosting specific NTP social, networking and soft skills events, our focus this year will be on developing international links with new tax professional organisations overseas. We are also very excited to be working towards the creation of a residential conference tailored to NTPs.

To contact the New Tax Professionals committee please email [email protected]. We are always keen to hear from anyone who would like to be involved in the development of our network and also very open to suggestions from NTPs on the types of events and initiatives they would like the CIOT/ATT to offer.

Julia Cockroft Chair New Tax Professionals Joint Committee

www.tax.org.uk/branches

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BRANCH CHAIR

COMMITTEEMartin Findlay

Cath Strathdee

Brian Robertson

Shannon Dowdles

PRICINGTax Discussion GroupFREE

Registration opens from 12:30 PM.

Please contact Lindsey Stewart, the ICAS Grampian Area Coordinator, by e-mail at [email protected] or on 07941 365627 for further information.

Please call or email to confirm if you require sandwiches. Tea/Coffee and sandwiches are available at a cost of £3.00 per person.

Parking is available in the front and rear car parks. The rear car park is accessible from Albyn Lane and is clearly labelled.

Access to the building is from the stairs to the side of the building round to front reception.

All sessions are held at KPMG, 37 Albyn Place, Aberdeen, AB10 1JB. Remember that you may record attendance for your CPD.

Andrew Henderson [email protected]

ABERDEEN

[email protected]

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Inheritance Tax IssuesDerek Francis, Terra Firma ChambersMonday 1 October 2018 12:45 PM - 1:45 PMKPMG, 37 Albyn Place, Aberdeen

Topic TBCSpeaker TBC, Johnston Carmichael Monday 5 November 2018 12:45 PM - 1:45 PM

KPMG, 37 Albyn Place, Aberdeen

VATAlistair Duncan, Anderson Anderson & BrownMonday 3 December 2018 12:45 PM - 1:45 PMKPMG, 37 Albyn Place, Aberdeen

Recent Tax CasesCharlotte Barbour, ICASMonday 4 February 2019 12:45 PM - 1:45 PMKPMG, 37 Albyn Place, Aberdeen

Corporation TaxMartin Bell, BDOMonday 4 March 2019 12:45 PM - 1:45 PMKPMG, 37 Albyn Place, Aberdeen

Finance Act 2019Martin Findlay, KPMG LLPMonday 29 April 201912:45 PM - 1:45 PM

KPMG, 37 Albyn Place, Aberdeen

2018 2019

www.tax.org.uk/aberdeen

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BRANCH CHAIR

COMMITTEERobert Fearon | Treasurer Robert Fearon & Co.

Adam Rollason Grant Thornton

Umair Khatri Grant Thornton

Martin Jahreiss Gately plc

Terri Halstead HWCA

Fiona Holloway Claritas Tax

Stephanie Churchill Churchill Taxation

[email protected]

PRICING

SeminarsMembers: £35 Non-Members: £50 Students: £35 Retired Members: £35

Finance Bill UpdateMembers: £45 Non-Members: £75 Students: £45 Retired Members: £45

BIRMINGHAM & WEST MIDLANDS

SPONSORED BY:Anne Mills 0121 796 8500 [email protected]

[email protected]

9www.tax.org.uk/birmingham

2018 2019

Tax InvestigationsDavid Francis and Clare Halligan, Grant ThorntonMonday 24 September 201808:00 AM - 10:00 AM

Grant Thornton, 20 Colmore Circus, Birmingham, B4 6AT

Non-Dom and Offshore Tax UpdateStephanie Churchill, Churchill TaxationThursday 15 November 20186:00 PM - 8:15 PM

Venue TBC

Private Client UpdateMatthew Hansell, Stephanie ChurchillThursday 13 December 20188:15 AM - 10:00 AM

Mills & Reeve, 78-84 Colmore Row, Birmingham, B3 2AB

Taxation of Cryptocurrencies and the Changing World of Investments Jamie Donald, Donald Wealth ManagementAndy Wood, Enterprise TaxThursday 21 February 20196:15 PM - 8:15 PM

Venue TBC

FRS 102 and General CT UpdateSpeaker TBC, BDOThursday 14 March 2019Timings TBC

BDO Birmingham, 2 Snowhill, Birmingham, B4 6GA

EOTS and Share Scheme UpdateWilliam Franklin, Pett Franklin & Co.Thursday 16 May 20196:15 PM - 8:15 PM

Venue TBC

Finance Act Update 2019Mark Morton, Mercia TrainingWednesday 19 June 20194:00 PM - 7:15 PM

Venue TBC

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BRANCH CHAIRZena Hanks Saffery Champness LLP 0117 915 1617 [email protected]

PRICINGMonday evening seminarsFREE Online registration required to confirm attendance. Registration from 6:00 PM for a 6:15 PM start.Visit www.tax.org.uk/bristol to register.

Afternoon seminars£75Online registration required to confirm attendance. Registration from 3:45 PM for a 4:00 PM start.Visit www.tax.org.uk/bristol to register.

COMMITTEESarah Riddle | Secretary Imagile Group 0203 405 1255

Rebecca Foley | Treasurer Smith & Williamson LLP 0117 376 2127

Danielle Atherton Saffery Champness LLP

Kay Newsham Newsham Tax Limited

Jacqueline Shipp Burges Salmon LLP

Sophie Williams Saffery Champness LLP

Connect with us Twitter: @ciotattbristol

BRISTOL

[email protected]

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Domicile UpdateJohn BarnettMonday 1 October 20186:00 PM - 7:15 PM

Burges Salmon, One Glass Wharf, Bristol, BS2 0ZX

Recent Tax CasesKeith GordonMonday 22 October 20183:45 PM - 7:00 PM

Saffery Champness, St Catherine's Court, Berkeley Place, Clifton

Bristol, BS8 1BQ

Transfer Pricing and BEPS UpdateJames ThurgurMonday 5 November 20186:00 PM - 7:15 PM


SDLT UpdateAdam KayMonday 3 December 20186:00 PM - 7:15 PM


Getting Ready for Making Tax DigitalRichard WildMonday 4 February 20196:00 PM - 7:15 PM


Practical Tax Update and PlanningTim PalmerWednedsay 13 March 20193:45 PM - 7:00 PM

Saffery Champness, St Catherine's Court, Berkeley Place, Clifton

Bristol, BS8 1BQ

www.tax.org.uk/bristol

2018 2019

The Sale and Purchase of Development Property (and AGM)Nicola ManclarkMonday 13 May 20196:00 PM - 7:15 PM


New Tax Professionals EventThursday 13 September 2018Details to be confirmed on invitations.

Hotel du Vin, Bristol

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PRICINGAfternoon seminarsFREE

Registration is required in order to attend though there is no fee. If there are topics which you would like to see covered, please contact one of the Commerce & Industry Group Committee members.

Day conference£335

For more information and to book please visit www.tax.org.uk/commerceandindustry2018

Robert De La Rue RSM [email protected]

BRANCH CHAIR

COMMERCE & INDUSTRY

COMMITTEEPratha Mahendran | Vice Chair Glory

Christina Koch Sun Life Financial of Canada

Chris Lallemand Mazars

WINMARK CONTACTDanielle Bodjo | Registration Co-ordinator +44 (0) 203 478 [email protected]

[email protected]

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Corporate Interest Restriction and Loss RestructionSpeaker TBCMonday 8 October 20184:45 PM - 7:00 PM

Smith & Williamson, 25 Moorgate, London EC2R 6AY

Tax ReportingSpeaker TBCMonday 19 November 20184:45 PM - 7:00 PM


Customs and BrexitSpeaker TBCMonday 11 February 20194:45 PM - 7:00 PM


Topic TBCSpeaker TBCMonday 13 May 20194:45 PM - 7:00 PMSmith & Williamson, 25 Moorgate, London EC2R 6AY

2018 2019

www.tax.org.uk/commerceandindustry

Topic TBCSpeaker TBCMonday 17 June 20194:45 PM - 7:00 PMSmith & Williamson, 25 Moorgate, London EC2R 6AY

Commerce and Industry Conference 2018Wednesday 19 September 20189:30 AM to 5:00 PM

Freshfields Bruckhaus Deringer, Northcliffe House, London, EC4Y 0BQ

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BRANCH CHAIR

CUMBRIA & SOUTH WEST SCOTLAND

PRICINGHalf-day seminarsMembers: £65

Non-Members: £75

Students: £65

Retired Members: £65

Registration opens from 1:30 PM

COMMITTEESteven Brown | Treasurer Armstrong Watson 01228 690000 Amanda Hardiman Bennett Kirkhope Smith 01524 261206 Bevan Osgood Dodd & Co 01228 530913 Craig Pollack Dodd & Co 01228 530913 Linette Hall Dodd & Co 01768 864466 Carrie Taylor Dodd & Co 01228 530913

Murdo Laurie Armstrong Watson 01228 690000

Louise Thomson David Allen 01228 711888

Alex Dent Saint & Co 01228 534371

Connect with us Twitter: @ciotattcumbria

Debbie Marston Saint & Co 01539 433430 [email protected]

[email protected]

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Capital Taxes/IHT FarmingChris ThorpeThursday 6 September 20182:00 PM - 5:00 PMThe Rheged Centre, Redhills, Penrith, CA11 0DQ

Includes Branch AGM

Properties and Related MattersMarion HodgkissThursday 4 October 20182:00 PM - 5:00 PMThe Rheged Centre, Redhills, Penrith, CA11 0DQ

Trusts Update (Joint with STEP)Gill SteelThursday 15 November 20182:00 PM - 5:00 PMThe Rheged Centre, Redhills, Penrith, CA11 0DQ

Finance BillGiles MooneyThursday 7 February 20192:00 PM - 5:00 PMThe Rheged Centre, Redhills, Penrith, CA11 0DQ

Corporate TaxesRobert JamiesonThursday 7 March 20192:00 PM - 5:00 PMThe Rheged Centre, Redhills, Penrith, CA11 0DQ

VAT UpdateNeil OwenThursday 28 March 20192:00 PM - 5:00 PMThe Rheged Centre, Redhills, Penrith, CA11 0DQ

Recent Tax CasesGiles MooneyThursday 16 May 20192:00 PM - 5:00 PMThe Rheged Centre, Redhills, Penrith, CA11 0DQ

Topical Tax TipsMark MortonThursday 20 June 20192:00 PM - 5:00 PMThe Rheged Centre, Redhills, Penrith, CA11 0DQ

2018 2019

www.tax.org.uk/cumbria

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BRANCH CHAIR

COMMITTEELoretta Bond | Deputy Chair 0777 686 042 Norwich Business School

Jane Jackson | Secretary 01493 335 100 Lovewell Blake

Michael Morter | Treasurer 01603 709330 Price Bailey

Stuart Wright | Administrator 01842 754 166 East Anglia Administrator

Kevin Bunting | Technical Officer 01493 335 100 Lovewell Blake

Stuart Maggs 01603 580 079 Howes Percival

Tracy Newton 01603 203 201 Grant Thornton

Emma Hunt 01603 227 664 M+A Partners

Kelly Sizer 07972 857 483 Lexis Nexis

PRICINGAfternoon seminars£55

A 10% discount for 20 places or more is available for block bookings of the seminars (not the day conference). If you want to avail of this, please let us know how many places you wish to book and send us payment by the end of September 2018. During the year, places can be allocated to any seminar other than the day conference. The names of those attending will need to be sup-plied shortly before each seminar. Please note that payments in advance are not refundable.

Bookings for individual seminars can be made by contacting the administrator or using the on-line booking service on www.tax.org.uk/eastanglia and www.att.org.uk/eastanglia.

Felicity Whitley Hall Barn Consultants Ltd 01508 471 672 [email protected]

EAST ANGLIA

[email protected]

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Property Tax and SDLT MasterclassCaroline FleetTuesday 11 September 20184:00 PM - 7:00 PM

Norfolk Snowsports Club, Whitlingham Lane, Trowse, Norwich, NR14 8TW

PensionsBob TrunchionTuesday 16 October 20184:00 PM - 7:00 PM


Overseas VAT and Brexit IssuesMalcolm GreenbaumTuesday 6 November 20184:00 PM - 7:00 PM

Barnham Broom Hotel, Honingham Road, Barnham Broom, Norwich, Norfolk, NR9 4DD

MTD Update WorkshopRichard WildTuesday 4 December 20182:00 PM - 5:00 PM


Employment IssuesTim PalmerTuesday 12 February 20192:00 PM - 5:00 PM


Day ConferenceGiles MooneyTuesday 12 March 20199:00 AM - 5:00 PM

John Innes Centre, Norwich Research Park, Colney, Norwich, NR4 7UH

Including Branch AGM

Corporate UpdateAnne FairpoTuesday 23 April 20194:00 PM - 7:00 PM


Inheritance Tax and Trusts (Joint with STEP)Gill SteelTuesday 14 May 20192:00 PM - 5:00 PM

Dunston Hall, Ipswich Road, Norwich, NR14 8PQ

Partnership TaxationPaul HowardTuesday 11 June 20192:00 PM - 5:00 PM

Park Farm Hotel, Hethersett, Norwich, NR9 3DL

2018 2019

www.tax.org.uk/eastanglia

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BRANCH CHAIR

PRICINGSeminarsMember: £50 Non-Member: £60 Student: £25 Retired Member: £25

Day ConferencePrices to be confirmed.

NetworkingMember: £15 Non-Member: £15 Student: £15 Retired Member: £15

COMMITTEEPaul Gayton | Vice Chair Wren Accountancy Services Ltd

Melissa Dunkley | Secretary MD Advisory Ltd

Dan Ellerton | Treasurer Newtons Accountants Ltd

Margaret Curran | Technical Officer Chartered Institute of Taxation

Rachael Cobb | Student/Newly Qualified Representative Mazars

Catherine Cox Retailmap

Ken Curran HM Revenue & Customs

Evelyn Wireko Presson Tax Accountants Ltd

Stephen Foulkes Mabe Allen LLP

01773 743325 [email protected]

EAST MIDLANDS

[email protected]

SPONSORED BY:

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2018

Advanced Inheritance Tax & Trusts UpdateRobert JamiesonWednesday 19 September 20183:45 PM - 7:30 PM

The Link Hotel, New Ashby Road, Loughborough, LE11 4EX

Mock First Tier TribunalKeith Gordon, Temple Tax ChambersMonday 18 February 20193:45 PM - 7:30 PM Free to attend - Joint with CIOT/ATT HMRC Branch

HM Revenue & Customs, Castle Meadow Road, Nottingham, NG2 1AB

Timebombs in Your VAT ReturnsDean WoottenTuesday 9 October 20182:00 PM - 6:00 PM

PwC, Donington Court, Pegasus Business Park, Castle Donington, Derbyshire, DE74 2UZ

Includes AGM at 2:30 PM

Recent Tax Cases - Their Importance and PlanningTim PalmerTuesday 13 November 20183:45 PM - 7:30 PM

The Midland Hotel, Midland Road, Derby, DE1 2SQ

Drinks Reception Evening and NetworkingIn partnership with Nottinghamshire Law Society and Nottingham ICAEWWednesday 27 February 20196:00 PM - 8:00 PM

Venue TBC

East Midlands Tax ConferenceGiles Mooney, PTP; Pete Miller, The Miller Partnership; Andrew Hubbard, Editor-in-Chief, Taxation Magazine; and Paul Morton, Office for Tax SimplificationWednesday 20 March 20199:30 AM - 5:30 PM

The National Space Centre, Exploration Drive, Leicester, LE4 5NS

2019

www.tax.org.uk/eastmidlands

Brexit: Transitioning Businesses Through Unchartered WatersJoint event with the Notts, Derby & Lincoln ICAEWWednesday 22 May 20193:45 PM - 7:30 PM

The Nottingham Belfry, Mellors Way, Nottingham, NG8 9PY

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BRANCH CHAIR

PRICINGBranch eventsAll Edinburgh Branch events are free to attend and are open to members, students and non-members alike. Please note we do require registration at www.tax.org.uk/edinburgh

Edinburgh Tax NetworkEvents are usually free to attend. In order to be notified of upcoming events and to register for them, please email [email protected]

COMMITTEEAlan Dean | Treasurer

Sean Cockburn 0131 313 7922

Richard Johnston

Bob Langridge

Susie Stewart

Mike Martin

Derek Francis

Tanya McIlwain [email protected] 07930 852537

EDINBURGH

[email protected]

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Top Tips for Owner Managed BusinessesMike MartinThursday 6 September5:15PM - 6:45 PM

Faculty of Advocates’ Mackenzie Building, Old Assembly Close, Edinburgh, EH1 1QX

Pensions UpdateRichard JohnstonThursday 20 September 20185:15 PM - 6:45 PM

Murray Asset Management, 3 Glenfinlas St, Edinburgh EH3 6AQ

Tax InvestigationsRay McCannThursday 4 October 20185:15 PM - 6:45 PM

Venue TBC

Career Choices and How to be Head HuntedAmy Bothwick, Ross Stupart and Anne OliverThursday 22 November 20185:30 PM - 6:45 PM

RSM, Quay 2, 139 Fountainbridge, Edinburgh EH3 9QG

BRANCH EVENTS EDINBURGH TAX NETWORK

www.tax.org.uk/edinburgh

The Edinburgh Tax Network is a joint co-ordinating body which organises CPD events alongside CIOT, ICAS, ICAEW, STEP and the Faculty of Advocates. The Edinburgh Tax Network holds monthly events (excluding August and generally January) usually from 1.00 to 2.00 p.m. at the Faculty of Advocates’ Mackenzie Building, Old Assembly Close, Edinburgh, EH1 1QX. Please email [email protected] to be added to the ETN distribution list to be notified of upcoming events. In the coming year the topics below will be covered: The Consultation on the Taxation of Trusts Gordon Watt, Advocate, CTA

Guidance and Legitimate Expectation Derek Francis, Advocate, Barrister, CTA (Fellow)

The interpretation of tax statutes even handedly between taxpayer and HMRC (ie purposive interpretation in favour of both as the situation requires) David Small, Advocate, CTA These talks will be given on dates to be advised.

Preparation for Tribunals; date and speaker to be advised.

Legal Aspects of Commercial DealsSpeaker TBC, Brodies LLPWednesday 20 February 20195:15 PM - 6:45 PM

Brodies LLP 15 Atholl Crescent Edinburgh, EH3 8HA

HMRC Powers under Discovery Assessment RulesDerek FrancisMay 2019 tbc5:15 PM - 6:45 PM

Venue TBC

22

BRANCH CHAIR

ESSEX

PRICINGFinance ActMembers: £50 Non-Member: £55 Student: £50 Retired Member: £50

Evening seminarsMembers: £35 Non-Member: £40 Student: £35 Retired Member: £35

Joint afternoon conferenceMembers: £70 Non-Member: £75 Student: £70 Retired Member: £70

Registration for all meetings opens 30 minutes before the listed start time.

COMMITTEEJamie Hooper | Vice Chair 01376 573766

John Holliday | Treasurer 01245 322808

Jamie Nice | Secretary 01702 347771

Caroline Barnes 01245 441221

Alastair Godfrey 01702 209600

John Speller 01702 613039

Graham Stapleton 01702 549288

Connect with us Twitter: @ciotattessex

Gina Mills 01702 347771 [email protected]

[email protected]

23

Property Taxes UpdateCaroline Fleet, GabelleTuesday 18 September 20186:00 PM - 8:00 PM

Pontlands Park, West Hanningfield Road, Great Baddow, CM2 8HR (Conservatory)

2018 2019

www.tax.org.uk/essex

DISCUSSION GROUPThe Southend Discussion Group meets regularly on the second Thursday of each month between 1:00 pm and 2:00 pm at The Alex, Alexandra St, Southend, SS1 1BW.

For further details please contact the Branch Chair.

Personal Tax Planning Opportunities Tim PalmerTuesday 16 October 20186:00 PM - 8:00 PM

Pontlands Park, West Hanningfield Road, Great Baddow, CM2 8HR (Lilli Room)

Making Tax Digital and AGM Richard Wild, CIOTTuesday 27 November 20186:00 PM - 8:00 PM


Followed by a buffet

Finance Act Update Chris Holmes, BDOTuesday 12 February 20194:45 PM - 8:00 PM


Student Meeting Chris SiddleTuesday 19 March 20196:00 PM - 8:00 PM

Pontlands Park, West Hanningfield Road, Great Baddow, CM2 8HR (Lilli Room) Free

Employment Taxes Karen Foster, BDOTuesday 30 April 20196:00 PM - 8:00 PM


IHT/CGT Update Robert JamiesonTuesday 21 May 20196:00 PM - 8:00 PM


OMB (Joint Meeting with Suffolk) Paul Howard, GabelleTuesday 25 June 20194:00 PM - 7:15 PM

Venue TBC


24

Gary Ashford

[email protected]

COMMITTEEStéphane Gelin | Vice Chair – France

David Sayers | Vice Chair – France

Giovanni Rolle | Vice Chair – Italy

Mark Stapleton | Vice Chair – Netherlands

Eric Tomsett | Vice Chair – United Kingdom

Ed Wright | Vice Chair – United Kingdom

Anne Fairpo

Clive Gawthorpe

David Hughes

PRICINGConferences£230

With exception of: BEPS and EU (£296) and Milan Half Day

INFORMATIONAll enquiries regarding conferences should be made to:

The CIOT/ATT Events Team

Email: [email protected]

Both dates and locations are subject to change. Individual conferences will be separately notified.

BRANCH CHAIR

EUROPEAN

[email protected]

25www.tax.org.uk/european

Conference in association with Nederlandse Orde van Belastingadviseurs, NOBDetails TBCWednesday 5 September

Geneva ConferenceDetails TBCFebruary 2019

11th Young International Corporate Tax Practitioners’ Conference Chartered Institute of Taxation European Branch (in association with the British Branch of the International Fiscal Association)

Friday 28 September 201810:30 AM - 5:30 PM (Registration from 10:15 AM)

Deloitte, 2 New Street Square, London

£97

2018 2019

Milan ConferenceTopics to include: - The Digital Economy- State Aid- The EU Anti Avoidance DirectiveFriday 19 October 20182:30 PM - 5:30 PM

Venue TBC

22nd Cross Atlantic and European Tax Symposium Chartered Institute of Taxation European Branch (in association with the British Branch of the International Fiscal Association)

Friday 16 November 20189:00 AM - 5:30 PM (Registration from 8:30 AM)

Deloitte, 2 New Street Square, London

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BRANCH CHAIR

PRICINGSeminarsFREE to all Members and Students

Jillian McAulay EY [email protected]

COMMITTEEIan McMonagle | Vice Chair Russell & Russell

Jen Brown Deloitte

Andrew Ford Barr & Ford Limited

Joe Green PwC

GLASGOW

[email protected]

27

US Tax ReformCraig French, PwCTuesday 9 October 201812:30 PM - 1:30 PM

The Merchants House of Glasgow, 7 West George Street, Glasgow, G2 1BA

PensionsMartyn Shaw, MacRobertsTuesday 6 November 201812:30 PM - 1:30 PM


Recovery of Tax, Limitation and Change of PositionGordon Watt, Advocate at Scottish BarTuesday 4 December 201812:30 - 1:30 PM


Brexit UpdateStuart Brodie, Grant ThorntonTuesday 12 February 201912:30 PM - 1:30 PM


Private Client MattersGregor Mitchell, Addleshaw GoddardTuesday 5 March 2019

12:30 PM - 1:30 PM


Capital AllowancesMatt Smith, DeloitteTuesday 16 April 201912:30 PM - 1:30 PM


ICAS Spring UpdateCharlotte Barbour, ICASTuesday 14 May 201912:30 PM - 1:30 PMThe Merchants House of Glasgow, 7 West George Street, Glasgow, G2 1BA

2018 2019

www.tax.org.uk/glasgow

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BRANCH CHAIR

COMMITTEEClaire Perrett | ATT Representative 01483 407100

Gemma Merritt 01264 361430

Ken Voller 0845 130 6380

David Bird 0330 1500 100

Tom Lacey

[email protected] 023 8024 7070

HAMPSHIRE

PRICINGSeminarsMembers: £10 Non-Members: £15 Students: £10 Retired Members: £10

Afternoon Seminars

Members: £80 Non-Members: £90 Students: £80 Retired Members: £80

[email protected]

Capital AllowancesKirsty Palacci, LovellsThursday 20 September 20186:30 PM - 8:00 PM

Winchester Guildhall, The Broadway, Winchester SO23 9GH

2018 2019

www.tax.org.uk/hampshire

Making Tax DigitalRichard Wild, CIOTThursday 18 October 20186:30 PM - 8:00 PM

The Concorde, Stoneham Lane, Eastleigh, Hampshire, SO50 9HQ

Budget and AGMKen Voller and David TippleTBC - November 20186:30 PM - 8:00 PM

Solent Hotel, Rookery Ave, Whiteley, Fareham PO15 7AJ

Capital Taxes - The Hot TopicsRobert JamiesonThursday 28 February 20194:30 PM - 7:30 PM

The Concorde, Stoneham Lane, Eastleigh, Hampshire, SO50 9HQ

R&DPaul Duckworth, Smith and WilliamsonThursday 21 March 20196:30 PM - 8:00 PM

Solent Hotel, Rookery Ave, Whiteley, Fareham PO15 7AJ

VAT UpdateMike PayneTuesday 21 May 20196:30 PM - 8:00 PM

Winchester Guildhall, The Broadway, Winchester SO23 9GH

30

HARROW & NORTH LONDONBRANCH CHAIR

PRICINGTechnical meetings (includes sandwich buffet)Included in £70 administration fee Students FREE All hosted at the Harrow Civic Centre unless otherwise stated Harrow Civic Centre, Station Road, Harrow, London, HA1 2XF

Tax Forums (includes sandwich buffet)Members, Non-Members, Students and Retired Members: £30

Extended evenings (includes hot buffet)Members, Non-Members, Students and Retired Members: £60 (£200 if all four booked)

COMMITTEEAlan Hooper | Vice Chair 01895 257507

Viral Haria | Programme Secretary 020 8492 5650

Ahmed Jeewajee | Treasurer & ATT Representative 07561 155579

Anne Clark | Committee Member 07791139247

Bhogilal Rupani | Attendance Officer 020 8907 2941

Anup Sharma | Liason Officer 020 8863 8660

Peter Goodman | Technical Officer 020 7403 1877

Divya Malde | Technical Officer 07766 230866

Partha Ray | Technical Officer 020 8422 6101

Marc Selby | Technical Officer – Indirect Taxes 020 7842 8000

Martin Levin | Student Officer 07561 155579

Vanessa Drake | Administrator 020 8864 0649

Harry Ross 020 8446 4193 [email protected]

[email protected]

31

Capital Allowances RefresherSteven Bone, The Capital Allowances Partnership

Thursday 13 September 20186:45 PM - 8:15 PM

Auto Enrolment - What Every Tax Adviser Needs to KnowAdam Bexson, Brooks MacdonaldThursday 4 October 20186:45 PM - 8:15 PM Harrow Masonic Centre, Northwick Circle, Harrow London HA3 0EL

CGT UpdateJohn Kingsley, Atlantic TaxThursday 1 November 20186:45 PM - 8:15 PM

How to Negotiate the Best Outcome with HMRC Shares & Assets ValuationsDavid Bowes, Bruce SutherlandThursday 18 October 20185:30 PM - 8:30 PM

Harrow Masonic Centre, Northwick Circle, Harrow London HA3 0EL

De-Enveloping Residential Property Tax EfficientlyEmma Chamberlain, Pump Court Tax ChambersThursday 6 December 20186:15 PM - 8:15 PM


Preceded by Buffet - please arrive by 5:45 PM

www.tax.org.uk/harrow

Tax Efficient Management BuyoutsPete Miller, The Miller PartnershipThursday 29 November 20186:45 PM - 8:15 PM Harrow Masonic Centre, Northwick Circle, Harrow London HA3 0EL

Autumn BudgetMark Baycroft, Moore StephensThursday 10 Janary 20196:45 PM - 8:15 PM

MTD CountdownRichard Wild, CIOTThursday 21 February 20196:45 PM - 8:15 PM

Employment Status After The Taylor ReviewDavid Kirk, David Kirk & CoThursday 28 March 20196:45 PM - 8:15 PM

Tax Cases UpdatePeter Vaines, Field Court Tax ChambersThursday 11 April 20196:45 PM - 8:15 PM

Share Schemes UpdateDavid Pett, Temple Tax ChambersThursday 16 May 20196:45 PM - 8:15 PM

TECHNICAL MEETINGS

EXTENDED EVENINGS

VAT: Mapping the Post-Brexit LandscapeNeil Owen, VAT Advisory Services LtdThursday 28 February 20195:30 PM - 8:30 PM


Finance Act 2019Robert Jamieson, Mercer & HoleThursday 21 March 20195:30 PM - 8:30 PMHarrow Civic Centre, Station Road, Harrow, London, HA1 2XF

32

Non – Domiciles: Planning OpportunitiesJohn Barnett, Burges SalmonThursday 27 September 20186:45 PM - 8:15 PM


Loan Relationships Busting MythsKiret Singh, Grant ThorntonThursday 11 October 20186:45 PM - 8:15 PM


Transactions in UK LandMichael Thomas, Pump Court Tax ChambersThursday 15 November 20186:45 PM - 8:15 PM

Harrow Civic Centre, Station Road, Harrow, London, HA1 2XF

TAX FORUMS

IR35 – Update for Tax AdvisersCaroline Harwood, Crowe Clark WhitehillThursday 22 November 20186:45 PM - 8:15 PM


BPR an UpdateAnthony Nixon, Irwin MitchellThursday 7 February 20196:45 PM - 8:15 PM


How to Avoid a PI ClaimKaren Eckstein, Womble Ben & DickinsonThursday 4 April 20196:45 PM - 8:15 PM


What's a Reasonable Definition of "Reasonable" in the Tax World?Robert Maas, Carter Baker Winter LLPThursday 2 May 20196:45 PM - 8:15 PM


Stamp Duty DevelopmentsSean Randell, KPMGThursday 6 June 20196:45 PM - 8:15 PM


Tax Treaties in the MLI and Brexit EraJonathan Schwarz, Temple Tax ChambersThursday 13 June 20196:45 PM - 8:15 PM


[email protected]

33

HMRC

One Profession, Perspectives on What Tax Advisors do: A Discussion with Ray McCann, CIOT PresidentRay McCannTuesday 16 October 20184:30 PM - 6:30 PM

HMRC, Euston Tower, 286 Euston Road, London, NW1 3DP

Topical Updates to HMRC BranchPete Miller, The Miller PartnershipDate and timings TBC Venue TBC

BRANCH CHAIR

COMMITTEEJenny Foakes | Secretary

Rob Lever

Adeyinka Omole

Juliet Roche

Ken Curran

Angela Bowman

Alessandro Ricciomini

Vicky Topps

Sarah Kelsey

Andrew Donaldson

Richard Freeman [email protected]

Mock First Tier TribunalKeith Gordon, Temple Tax ChambersMonday 18 February 20193:45 PM - 7:30 PM Free to attend - Joint with CIOT/ATT East Midlands Branch

HM Revenue & Customs, Castle Meadow Road, Nottingham, NG2 1AB

PRICINGEvents are open to all members, students and non-members, and are free.

www.tax.org.uk/hmrc

34

BRANCH CHAIR

PRICINGLecturesMembers: £30 Students: £30 Non-Members: £40 Retired Members: £30

If you are in the first year of your membership with CIOT or ATT, we would like to invite you to attend our events for FREE. Email us at [email protected] to claim your free space.

Subject to change on an event-by-event basis. Check www.tax.org.uk/jersey before registering.

COMMITTEEAmy Collins | Secretary [email protected] Ocorian 01534 507108

Stuart Macklin | Treasurer [email protected] PwC

Andreas Egeland Standard Bank

Pieter Williams KPMG

Garry Bell Smith & Williamson

Alan Vickers RSM Channel Islands

Alison Chalk Smith & Williamson

Lynsey Reeve States of Jersey

Giles Morison Bracken Rothwell

Joanne Routier PKF BBA

Anthony Chandlen PwC

[email protected] [email protected]

JERSEY

[email protected]

OUR EVENTSIf you would like to hear from our Branch regarding upcoming events in Jersey, as well as updates that may be of interest to local members, please update your Branch Preferences on your membership account and add Jersey as a choice, or email us [email protected] and we will be in touch.

Check our websites, www.tax.org.uk/jersey and www.att.org.uk/jersey for more information and for the most up-to-date programme information throughout the season.

35

v

+BETTER TOGETHER

2,500 CIOT MEMBERS HAVE ALREADY CHOSEN TO BECOME JOINT MEMBERS OF THE ATT.

As an existing CIOT member, you already receive several benefits but you can get access to an additional collection of benefits that are only available to ATT members by becoming a member of the ATT.

First and foremost, you will be entitled to use the ATT designation so you can let current and prospective clients and employers know you are dedicated to your profession.

Secondly, you will also get access to benefits unique to ATT including but not limited to:

• Tolley’s annual tax guide• Finance Act hard copy• Whillan’s tax rates and tables• Conferences• Pinsent Masons Tax Enquiry

Help Facility

In today’s dynamic world, membership of a tax professional body can be a reliable constant that is there to support you throughout your career. Why not have two constants? Join the ATT today!

www.att.org.uk/joint

@ourATT on

36

BRANCH CHAIR

COMMITTEEHerschel Santineer | Vice Chair 01622 744403

Lesley Carrington | Treasurer

Phillip Kearsey | Working Together Liaison Officer 01227 373271

Nadine Lamont-Brown

Gareth Bridgland

Clare Vinson

Roger Holman DWF LLP [email protected]

PRICINGSeminarsMembers: £60 Non-Member: £70 Student: £60 Retired Member: £30

KENT

www.tax.org.uk/kent

[email protected]

OUR EVENTSTo be notified of our events as they are announced, please log in to your account via the ATT or CIOT websites and add Kent to your Branch Preferences.

Alternatively, email us at [email protected] and we will be in touch!

Visit our web pages to view our events:

www.tax.org.uk/kent and www.att.org.uk/kent

To find out more go to hub.tax.org.uk/pathway

37To find out more go to hub.tax.org.uk/pathway

WHAT ARE THE BENEFITS OF THE TAX PATHWAY?

• Cost-effective and earlier qualification

• More choice

• No prerequisites

• Access to branch events and conferences

• Subscription to Tax Adviser online

• Discounts on CCH and Tolley’s Tax Legislation

WHAT IS THE ATT CTA TAX PATHWAY? The Tax Pathway provides a streamlined route into the tax industry.

There are five elements of the Pathway:

1. Core Knowledge 1

2. Core Knowledge 2

3. Law and Professional Responsibilities, Ethics and Accounting Principles examinations

4. Advisory Knowledge

5. Application and Professional Skills

The Tax Pathway enables students to study for both the ATT and CTA qualifications and become members of both bodies in less time, without reducing the quality and rigour of the qualifications.

38

BRANCH CHAIR

LEEDS

PRICINGSeminarsMembers: £20 Non-Members: £25 Students: £15 Retired Members: £15

Season Ticket Members: £90 Non-Members: £115 Benefit from a further 10% off if you book at Welcome Back! on 12 September.

Networking Seminar Free

Half-Day ConferenceMembers: £25 Non-Members: £50 Students: £25 Retired Members: £25

COMMITTEEEmma Rawson Association of Taxation Technicians

Craig Hughes Brown Butler

Julia Rangecroft Mills & Reeve

Nicola Turner Mills & Reeve

Ayesha Watkins Deloitte

Rebecca Bonner TPO

Alison Tait Georgiana Head Recruitment

Connect with us

linkedin.com/groups?gid=3003943 Twitter: @leedstax

James Heathcote EY [email protected]

[email protected]

39

2018 2019

www.tax.org.uk/leeds

Hot Topics: The World of Property TaxationTim JarvisWednesday 24 October 20186:00 PM - 8:00 PM

EY, 1 Bridgewater Place, Water Lane, Leeds, LS11 5QR

Welcome Back!Speaker TBCWednesday 12 September 20186:00 PM - 9:00 PM

Venue TBC

The Budget: What You Need to KnowBill DodwellWednesday 12 December 20186:00 PM - 8:00 PM


Penalties for You and Your ClientsEmma RawsonWednesday 13 February 20196:00 PM - 8:00 PM


Hot Topics: Employment TaxesSpeaker TBCWednesday 13 March 20196:00 PM - 8:00 PM


Advising HNWIs in the New WorldHalf-Day Conference in Conjunction with STEPTuesday 16 April 201912:30 PM - 5:00 PM

Venue TBC

Exits: planning ahead for OMBsPete MillerWednesday 15 May 20196:00 PM - 8:00 PM


40

BRANCH CHAIR

COMMITTEE Sarah Hewson | Vice Chair Sue Harrison | Treasurer Sean Eastwood | Secretary Michael Ashdown Oliver Rowland Robert Harness Caroline Hastie-Smith Nick Brennan Renata Ardous Owen Burn Paul Bowes Robert Venables QC | Co-Honorary President Keith Gordon |Co-Honorary President

Connect with us Twitter: @ciotattlondon linkedin.com/groups?gid=2984215

Lynne Poyser [email protected] ATT Representative

LONDON

PRICINGMain branch meetingsFREE

Indirect tax meetingsFREE

VAT Panel FREE

All day conferencesMembers: £175 Non-Members: £200 Students: £175 Retired Members: £175

Communication skills (total price, booked as a block course)Members: £100 Non-Members: £120 Students: £100 Retired Members: £100

International Tax Meetings FREE

Student & Newly-QualifiedPrice varies (max £5)

Quiz£90 per team (max 6 people)

Summer PartyMembers: £30 (£25 each when you book two tickets)

Non-members: £35 (£30 each when you book two tickets)

[email protected]

41

MAIN BRANCH MEETINGS

INDIRECT TAX MEETINGSHeld at BDO, 55 Baker Street, London W1U 7EU. From 6.00 pm until 7.00 pm followed by networking drinks. Topics and speakers will be announced one month before the meeting. Sponsored by BDO.

Held at Deloitte, 2 New Street Square, London EC4A 3BZ. From 6.00 pm until 7.00 pm followed by networking drinks. Sponsored by Deloitte.

Investigations UpdateRay McCann, CIOT PresidentWednesday 26 September 2018

Private Client UpdateHarriet Brown, Old Square Tax ChambersWednesday 17 October 2018

Intellectual Property: The Value WithinDavid Hopkins, Intellectual Property OfficeWednesday 7 November 2018

Corporate Tax UpdateBill Dodwell, CIOT Past President Wednesday 23 January 2019

Autumn Budget 2018 and Finance Bill 2019Paul Howard & Reshma Johar, GabelleWednesday 13 February 2019

Devolved Taxes UpdateJoanne Walker, Low Incomes Tax Reform GroupWednesday 13 March 2019

SDLT Issues in Common TransactionsPeter Rayney, Peter Rayney Tax ConsultingWednesday 3 April 2019

Tax Cases UpdateKeith Gordon, Temple Tax ChambersWednesday 15 May 2019

VAT PANELPanel event followed by networking drinks. Run jointly with the VAT Practitioners Group. Sponsored by BDO.

Key VAT cases of 2018 and ones to watch in 2019Monday 29 April 20196:00 PM - 7:00 PM

BDO, 55 Baker Street, London W1U 7EU

Indirect Tax Meeting DatesMonday 17 September 2018Monday 19 November 2018Monday 21 January 2019Monday 18 March 2019 Monday 20 May 2019

www.tax.org.uk/london

42

ALL-DAY CONFERENCES

Property Taxes ConferenceCaroline Fleet, GabelleTuesday 13 November 2018

Held at Mazars, Tower Bridge House, St Katharine’s Way, London E1W 1DD unless otherwise stated. Registration from 9.30 am with conference from 10.00 am to 5.00pm unless otherwise stated. Sponsored by Mazars.

COMMUNICATION SKILLSHeld at FTI Consulting, 200 Aldersgate, Aldersgate Street, London EC1A 4HD. From 5.45 pm until 7.15 pm followed by networking drinks. Sponsored by FTI Consulting.

Indirect Taxes ConferenceMichael Ashdown, BDOTuesday 26 February 2019

Employment Taxes ConferenceRuth Punter, PwCTuesday 30 April 2019

Corporate Tax ConferenceHeather Self, Blick RothenbergTuesday 21 May 2019

Private Client ConferencePaul Ayres, BDOTuesday 25 June 2019

International Tax ConferenceJonathan Schwarz, Temple Tax ChambersTuesday 19 March 20199:15 AM - 5:30 PM

King's College London, Great Hall, King's Building, Strand, London WC2R 2LS

INTERNATIONAL TAX MEETINGSHeld at Mazars, Tower Bridge House, St Katharine’s Way, London E1W 1DD. From 6.00 pm until 7.00 pm followed by networking drinks. Topics and speakers will be announced one month before the meeting. Sponsored by Mazars.

International Tax Meeting DatesMonday 26 November 2018Monday 17 June 2019

Communication Skills Course DatesTuesday 13 November 2018Tuesday 12 February 2019Tuesday 2 April 2019Tuesday 11 June 2019

[email protected]

43

STUDENT AND NEWLY-QUALIFIED

SOCIAL EVENTS

Using the Legislation: Tips and Tricks for the ATT and CTA ExamsJuliet Smith, Tolley Exam Training Tuesday 25 September 2018

Students only. £5

QuizThursday 15 November 20186:00 PM - 9:00 PM

The Fable, 52 Holborn Viaduct, London EC1A 2FD

Summer PartyWednesday 19 June 20196:30 PM - 10:30 PM

The Honourable Artillery Company, Armoury House, City Road, London EC1Y 2BQ

Using the Legislation: Tips and Tricks for the ATT and CTA ExamsNicole Neville, Tolley Exam TrainingTuesday 5 March 2019Students only. £5

Hot Topics for the May ExamsJuliet Smith, Tolley Exam TrainingTuesday 12 March 2019Students only. £5

How to Raise Your Professional ProfilePanel DiscussionTuesday 15 May 2019Free to all.

A series of events for students and newly-qualified members held at LexisNexis, 30 Farringdon Street, London EC4A 4HH. From 6.00 pm until 7.00 pm followed by networking drinks. Sponsored by Tolley.

www.tax.org.uk/london

44

BRANCH CHAIR

PRICINGFinance Act update£75 each £300 for 5 delegates

All other lectures£50 each £200 for 5 delegates

Season ticket

If all lectures are booked and paid for up-front, the total price is £325 – ie the last lecture is free.

The season ticket and multiple discount bookings cannot be taken together.

COMMITTEEGary Smith

Katy Benson

Karen Bullen

Mark Fink

Davyd Fisher

Mike Hodges

Mike Longman

Fiona McNair

David Reynolds

Lindsey Holmes 07976 365226 [email protected]

MANCHESTER

SPONSORED BY:

[email protected]

45www.tax.org.uk/manchester

Capital allowances for commercial properties - practical planning ideasRay Chidell, Claritax BooksMonday 15 October 20184:00 PM - 7:00 PM

Manchester Hall, 36 Bridge Street, Manchester M3 3BT

Making Tax Digital and professional issues including professional standards and HMRC penaltiesEmma Rawson, ATT Technical OfficerRichard Wild, Head of CIOT Technical TeamMonday 11 February 20194:00 PM - 7:00 PM


2018 2019

Recent Finance Act and Finance Bill UpdateRobert JamiesonMonday 10 September 20181:00 PM - 6:00 PM


Practical aspects of employee share schemes for SMEsStephen Woodhouse, Pett FranklinMonday 12 November 20184:00 PM - 7:00 PM


EIS and venture capital reliefs - traps and planning opportunitiesAndrew Rainford, Tax Editor Indicator – FL Memo, author of “Enterprise Investment Scheme, and other venture capital reliefs”Monday 18 March 20194:00 PM - 7:00 PM


Practical tax issues for high net worth individuals (Joint with STEP)Oliver Marre, Barrister 5 Stone Buildings and author of Tolleys Tax Planning chapter: Tax Planning for High Net Worth IndividualsMonday 13 May 20194:00 PM - 7:00 PM


46

BRANCH CHAIR

COMMITTEEMark Kearsley | Vice Chair and Joint Programme Secretary DSG 0151 243 1256

Stan Blake | Secretary 07940 266732

Rob Adams | Treasurer Grant Thornton 0151 224 7217

Richard Dillea Mazars 0161 831 1311

Philippa Baker | Joint Programme Secretary McEwan Wallace 0151 647 6681

Jane Grainger 0151 236 0941

Rebecca Hulse Jackson Stephen 01942 292500

Kim Rotheram McEwan Wallace 0151 647 6681

Joel Fowlis DSG 0151 243 1660

Michael Spencer Grant Thornton [email protected]

MERSEYSIDE

PRICINGHalf day lecturesMembers: £65 Non-Members: £65 Students: FREE Retired Members: FREE

Evening lecturesMembers: £40 Non-Members: £40 Students: FREE Retired Members: FREE

Annual ConferenceAll delegates (full day): £75 All delegates (PM only): £55Early-bird rate available until 14 September. All delegates (full day): £65 All delegates (PM only): £50

Season ticketAvailable for £230, which gives access to all of the lectures, including the LSCA joint events.

LSCAWe are now working in conjunction with The Liverpool Society of Chartered Accountants (LSCA) and all of our lectures are open to members of the LSCA at the member rate shown above. Bookings for the LSCA joint events are taken directly by the ICAEW, with the exception of Back to Basics - IHT which can be booked through our website. Further details are online at www.tax.org.uk/merseyside and www.att.org.uk/merseyside

[email protected]

SPONSORED BY:

47www.tax.org.uk/merseyside

Annual ConferenceIn Conjunction with LSCAFriday 5 October 20189:30 AM - 4:30 PM

Rathbone Hall, Port of Liverpool Building, L3 1NW

Tax Issues Affecting SMEsPaul Howard, GabelleTuesday 13 November 20182:00 PM - 5:00 PM

The Racquet Club Hotel, 5 Chapel St, Liverpool L3 9AG

Making Tax Digital - All You Need to KnowRichard Wild, CIOTTuesday 18 September 20184:00 PM - 6:00 PM

Deloitte LLP, Horton House, Exchange St East, Liverpool, L2 3PG

Current Issues with Share ValuationsJenny Nelder, Bruce Sutherland & Co.Tuesday 12 February 20194:00 PM - 6:00 PM


Private Client UpdateRobert Jamieson, Mercer & HoleTuesday 26 March 20192:00 PM - 5:00 PM

The Racquet Club Hotel, 5 Chapel St, Liverpool L3 9AG

Back to Basics - IHTIn Conjunction with LSCA Sophie Chamberlain, DeloitteTuesday 30 April 20194:00 PM - 6:00 PM


Spring Tax UpdateIn Conjunction with LSCA Marion Hodgkiss, KaplanMay 2019 (TBC)09:30 AM - 12:30 PM

Crowne Plaza Liverpool, 2 St Nicholas Place, Princes Dock, Liverpool L3 1QW

2018 2019

Common Investment StructuresIn Conjunction with CISIJune 2019 (TBC)Venue TBC

Merseyside Branch Annual DinnerThursday 28 February 2019Timings TBCCrowne Plaza, 2 St Nicholas Place, Princes Dock, Liverpool L3 1QW

48

BRANCH CHAIR

COMMITTEEPeter Rayney FCA CTA (Fellow) TEP | Vice Chair Peter Rayney Tax Consulting [email protected]

Victoria Kingman CTA | Secretary MHA MacIntyre Hudson [email protected]

Phil Beard CTA | Treasurer Thomas Quinn [email protected]

Tina Gilmour | Event Administrator Thomas Quinn [email protected]

Derek Carr CTA ATT PEM

Sunil Punchal ES IT and Accounts Services Ltd

Gareth Peters CTA TEP MHA MacIntyre Hudson

Tania Rowe ATT (Fellow) ACMA Willmott Dixon Holdings Limited

Ryan Steel CTA PEM

Roger Cobley CTA ATT

Cobley Desborough Ltd

David Webb CTA ATT FCA FCCA Bulley Davey

Luke Prout CTA ATT Streets Chartered Accountants

PRICINGHalf day conferencesMembers, Non-Members, Students and Retired Members: £70

OMB DayMembers, Non-Members, Students and Retired Members: £130

NoteRegistration opens 30 minutes before the start time. Refreshments will be provided.

Patricia Caputo FMAAT ATT (Fellow) MCIPP Peter Rayney Tax Consulting 01582 503223 [email protected] ATT Representative

MID-ANGLIA

[email protected]

49

Charities - An Update, and How to Avoid Common ProblemsTony Austin FCA Independent Tax Consultant Wednesday 19 September 2018

2:00 PM - 5:00 PM

Holiday Inn Cambridge, Lakeview, Bridge Road, Impington, Cambridgeshire, CB24 9PH.

Topical Farming UpdateDavid Missen, Larking GowenWednesday 21 November 20182:00 PM - 5:00 PM

Marriott Hotel, Peterborough Business Park, Lynch Wood, Peterborough PE2 6GB

Finance ActGiles Mooney, PTP LtdWednesday 6 February 20193:00 PM - 6:00 PM

Campanile Hotel, Loake Close, Grange Park, Northampton NN4 5EZ Followed by a meal

Stamp Duty, SDLT & SDRT for Non-LawyersPaul Giles, Solicitor and Chartered Tax Advisor Tuesday 12 March 2019

2:00 PM - 5:00 PM

Doubletree by Hilton, Stadium MK, Stadium Way, Milton Keynes, MK1 1ST

2018 2019

Personal Tax (and Meet the CIOT President, Ray McCann)Robert Jamieson, Mercer & HoleWednesday 10 October 20182:00 PM - 5:00 PM

Mercure St Albans, Watford Road, St Albans, AL2 3DS Followed by a meal

Essential CPD for Members in Practice: What You Can and Can't DoRichard Wild, Heather Brehcist, CIOTTuesday 14 May 20192:00 PM - 5:00 PM

Wyboston Lakes Conference Centre, Wyboston, Bedfordshire, MK44 3AL Preceded by lunch

OMB DayPeter Rayney, Peter Rayney Tax Consulting; Rebecca Benneyworth, Rebecca Benneyworth Training Consultants

Including: buying & selling; PAYE; corporation tax; and meet the ATT President Tracy Easman

Wednesday 5 June 201910:00 AM - 5:00 PM

Novotel Stevenage, Stevenage Rd, Knebworth, Stevenage SG1 2AX

Includes lunch

www.tax.org.uk/mid-anglia

50

BRANCH CHAIR

COMMITTEETina Jones | Treasurer CTP Taxation Services Ltd 0191 4553165

David Bradshaw | Secretary Bradshawnet Limited 07506113076

Jodie Barwick-Bell HMC Group 0191 4618873

Graeme Brough Deloitte 0191 2025210

Tom Young Sibbald Young Chartered Accountants 0191 2684860

Alice Clewes Hay & Kilner 0191 2328345

Mitch Johnson EY 0191 2472650

Joseph Sample PwC 0191 2694167

Sarah Smart UNW 0191 2436085

Michelle Bhanji 07736317739

Claudia Telfer KPMG 0191 401 3870

Sara James HM Revenue & Customs [email protected]

PRICINGHalf-Day Lectures (includes refreshments and buffet)Members: £45 Non-Members: £60 Students: £45 Retired Members: £45

Evening seminars (includes refreshments and buffet)Members: £27.50 Non-Members: £35 Students: £27.50 Retired Members: £27.50 Note: HMRC seminar on 14 March will be free of charge

Soft Skills Members: £10 Non-Members: £15 Students: £10 Retired Members: £10

Early booking discount£5 off per delegate per event if booked before 28 September 2018

NORTH EAST ENGLAND

[email protected]

51

2018 2019

www.tax.org.uk/northeastengland

Corporation Tax UpdateEmma Rawson, ATTThursday 20 September 20186:00 PM - 7:30 PM

The NUFC Conference Centre, St James' Park, Newcastle upon Tyne NE1 4ST

Maximising Family Wealth Through Tax Efficient PlanningRobert JamiesonThursday 25 October 20182:00 PM - 5:00 PM


Getting Ready for Making Tax DigitalRichard Wild, CIOTThursday 22 November 20186:00 PM - 7:30 PM


Mentoring MasterclassSean Costello, Synapse Global LTDTuesday 27 November 20186:00 PM - 8:00 PM

Venue TBC

General Tax UpdateJeremy Mindell, PTPThursday 28 February 20192:00 PM - 5:00 PM


Annual DinnerThursday 7 March 2019The River Terrace, Baltic, Gateshead, NE8 3BA

Hot Topics in VATRob Fox, HMRCThursday 14 March 20196:00 PM - 7:30 PM


PAYE, NIC and Benefits Refresher and PlanningTim Palmer, Palmer TrainingThursday 11 April 20196:00 PM - 7:30 PM


OMBsPaul Howard, GabelleThursday 16 May 20192:00 PM - 5:00 PM


52

BRANCH CHAIR

PRICINGMorning lecturesMembers, Non-Members, Students, Non-Members: £45

Evening lecturesMembers, Non-Members, Students, Non-Members: £30

COMMITTEERachael Woods | Secretary Deloitte 02890 195253

David McHugh | Treasurer EY 02890 441471

Steven McVitty Muldoon Accountants 02890 325050

Bridie Bradley 02890 201959

Eunan Ferguson KPMG 02890 893706

Cathy Kelly BDO 02890 439009

Richard Blakeman ASM 02890 249222

Moira McKeown Grant Thornton 02895 871053

Clare Coyle PwC 02890 415043

Niamh Clarke Coca-Cola HBC 02892 642212

Shane Martin PGR Accountants 02890 788880

Malachy McLernon PKF-FPM 02887 750400 [email protected]

NORTHERN IRELAND

[email protected]

53

PRICINGMorning lecturesMembers, Non-Members, Students, Non-Members: £45

Evening lecturesMembers, Non-Members, Students, Non-Members: £30

www.tax.org.uk/northernireland

2018 2019

21 Key Tax Areas People Get Wrong (But Shouldn't)Tim GoodFriday 14 September 20189:15 AM - 1:00 PM

Chartered Accountants Building, 32-38 Linenhall Street, Belfast, BT2 8BG

Property Taxes - A MasterclassPeter RayneyWednesday 10 October 20185:15 PM - 7:15 PM


Practical Aspects of Share ValuationsJenny NelderWednesday 14 November 20185:15 PM - 7:15 PM


Topical Issues in VATMike ThextonWednesday 5 December 20185:15 PM - 7:15 PM


Latest Developments in Corporation TaxBill DodwellWednesday 13 February 20195:15 PM - 7:15 PM


Capital Taxes UpdateRobert JamiesonWednesday 13 March 20195:15 PM - 7:15 PM


MTD - Where Are We Now?Rebecca BenneyworthWednesday 3 April 20195:15 PM - 7:15 PM


Topical Personal Tax Issues and OpportunitiesMarion HodgkissWednesday 15 May 20195:15 PM - 7:15 PM


OMB Planning OpportunitiesPete MillerWednesday 12 June 20195:15 PM - 7:15 PM


54

BRANCH CHAIR

COMMITTEESuzanne Douglas | Secretary Douglas Home & Co

Kirsty MacDonald Rennie Welch

Mark Thompson Rennie Welch

Kenny Adamson Hogg & Thorburn

Steven Turnbull JH Greenwood & Co [email protected]

SCOTTISH BORDERS

PRICINGAfternoon lecturesMembers (inc. ICAS): £25 Non-Members: £35 Students: £25 Retired Members: £25

Day conferenceMembers (inc. ICAS): £70 Non-Members: £80 Students: £70 Retired Members: £70

[email protected]

55

IHT PlanningIan Clark, Turcan ConnellThursday 20 September 20183:00 PM - 4:45 PM

Borders College, Scottish Borders Campus, Nether Road, Galashiels, TD1 3HE

Full Day Tax ConferenceRobert JamiesonTuesday 20 November 20189:00 AM - 4:30 PM

Salmon Room, Buccleuch Arms, The Green, St Boswells, TD6 0EW

Tax Investigations UpdateRichard Alderson, Pannu TaxThursday 7 March 20193:00 PM - 4:45 PM


Spring UpdateCharlotte Barbour, ICASThursday 9 May 20193:00 PM - 4:45 PM


2018 2019

www.tax.org.uk/scottishborders

56

BRANCH CHAIR

COMMITTEETrish Clements | Secretary Clements Tax Associates 07817 747653

Morag Ballance PwC 07730 146250

Sara Crowther Crowthers 07723 916890

James Chappell Davies Mayers Barnett

01242 252 555

Chris Hobbs Crowther Beard

01905 454854

Jo Hobson Hazlewoods 01242 680000

Chris Mattos Chris Mattos Tax 07415 934648

Julian Millinchamp Hazlewoods 01242 237661

Francis Nolan Bespoke Tax Accountants 01242 505978

Connect with us linkedin.com/groups?gid=3004079

James Geary Randall & Payne 01242 776000 [email protected]

PRICINGSeminarsMembers: £55 Non-Members: £55 Students: FREE Retired Members: £55

Season ticketAll six events for £275

SEVERN VALLEY

[email protected]

57www.tax.org.uk/severnvalley

Corporation Tax UpdatePete MillerTuesday 18 September 20182:15 PM - 5:15 PM

Randall & Payne, Chargrove House, Shurdington Road, Cheltenham GL51 4GA

MTD UpdateRichard Wild, Jane Mellor, CIOTWednedsay 24 October 20182:15 PM - 5:15 PM

Hazlewoods, Staverton Court, Staverton, Cheltenham GL51 0UX

2018 2019

Recent Tax CasesKeith GordonTuesday 20 November 20182:15 PM - 5:15 PM


IR35 & PAYE UpdateRebecca BenneyworthWednesday 13 February 20192:15 PM - 5:15 PM


Share Schemes UpdateWilliam Franklin, Pett FranklinTuesday 12 March 20192:15 PM - 5:15 PM


OMB / Family Company Tax PlanningTim PalmerWednesday 24 April 20192:15 PM - 5:15 PM


58

BRANCH CHAIR

COMMITTEEPaul Benton | Vice Chair Haigh & Co

Clair Godley | Treasurer Hart Shaw

Mark Dixon | Secretary Centre Taxation

Zoe Roberts | NTP Representative BHP Chartered Accountants

Claire Boyce | Technical Officer Freeths

Sue Stephenson | Committee Member

Kieron Batham Tomkins BHP Chartered Accountants [email protected]

ATT Representative

PRICINGAfternoon Seminars


Early evening lectures


FA UpdateMembers: £75 Non-Members: £75 Students: £20 Retired Members: £75

Social eventsMembers: £10 Non-Members: £10 Students: £10 Retired Members: £10

Season ticketAll afternoon and evening technical lectures: £350 All evening technical lectures: £80

Please noteRegistration opens 30 minutes before the start time listed on the event.

SHEFFIELD

[email protected]

59

R&D: It's Not Rocket Science!Chris Humphreys, BHPWednesday 12 September 20186:15 PM - 7:45 PM

Sheffield University Management School, Conduit Rd, Sheffield S10 1FL

AGM from 7:45 PMFinance Act UpdateGiles MooneyTuesday 12 February 20192:00 PM - 5:00 PM

The Source, 300 Meadowhall Way, Sheffield S9 1EA

2018 2019

www.tax.org.uk/sheffield

End of Summer Pool partyThursday 27 September 20186:30 PM - 11:00 PM

The Common Room - 1st floor, 127-129 Devonshire St, Sheffield S3 7SB

Employee Share Incentives for SMEsSarah Anderson, RM2Wednesday 21 November 20186:15 PM - 7:45 PM


Acting for Farmers & Landowners - Tax Risks and OpportunitiesJulie Butler, Butler & Co.Thursday 13 December 20182:00 PM - 5:00 PM

Holiday Inn Doncaster A1 (M), Jct.36

Making Tax Digital - Ready, Set, Go?Richard Wild, CIOTWednesday 6 March 20196:15 PM - 7:45 PM


Latest issues in Employment Taxes Sarah Hoult, DeloitteWednesday 27 March 20196:15 PM - 7:45 PM


International Tax Issues for BusinessesAnne FairpoWednesday 5 June 20192:00 PM - 5:00 PM


EIS/SEIS - A 90 Minute Guide Adrian Hackett, FreethsWednesday 15 May 20196:15 PM - 7:45 PM


VAT - What's New?Mike ThextonWednesday 10 October 20182:00 PM - 5:00 PM

The Source, 300 Meadowhall Way, Sheffield S9 1EA

Post Tax Return Social – Escape The Room!February 2019 (TBC)6:30 PM - 9:00 PM

The Great Escape Game Sheffield Generation 2

60

BRANCH CHAIR

COMMITTEEElizabeth Bagg | Treasurer & ATT Representative 01458 274479

Amy Brister-Warr | Branch Administrator 07930 557362

Jonathan Stride | Working Together Representative

Simon Christopher

Viscount Dilhorne

James McDougal

Connect with us

Twitter: @ciotattsomerset PRICING3-Hour CoursesMembers: £60 Non-Members: £60 Students: £30 Retired Members: £60

Buffet provided after each lecture.

1.5-Hour CoursesMembers: £30 Non-Members: £30 Students: £15 Retired Members: £30

Stephen Moorse 01460 271000 / 07905 485078 [email protected]

SOMERSET & DORSET

[email protected]

OUR EVENTSIf you would like to hear from our Branch regarding upcoming events in Somerset and Dorset, as well as updates that may be of interest to local members, please update your Branch Preferences on your membership account and add Somerset as a choice, or email us [email protected] and we will be in touch.

Check our websites, www.tax.org.uk/somerset and www.att.org.uk/somerset for more information and for the most up-to-date programme information throughout the season.

www.tax.org.uk/somerset

SPONSORED BY:

61

201922 – 24 March 2019

Spring Residential Conference (Queens College, Cambridge)

21 May 2019

CIOT AGM followed by CTA Address and President’s Reception (One Great George Street)

4 July 2019

ATT AGM (Venue tba)

6 – 8 September 2019

Autumn Residential Tax Update Conference (University of Warwick)

20187 – 9 September 2018

Autumn Residential Tax Update Conference (University of Warwick)

19 September 2018

Commerce and Industry Conference (Freshfields, London)

3 October 2018

Annual Indirect Taxes Conference (Etc. Venues, County Hall)

6 October 2018

AAT/ATT Joint Master course (Holiday Inn Regents Park, London)

13 October 2018

AAT/ATT Joint Master course (Novotel Bristol)

24 October 2018

AAT/ATT Joint Master course (Novotel York)

2 – 3 November 2018

CIOT/ATT Scotland Branch Conference (Dunblane Hydro)

9 November 2018

AAT/ATT Joint Master course (Holiday Inn Birmingham City Centre)

Chartered Institute of TaxationAssociation of Taxation Technicians

10 November 2018

AAT/ATT Joint Master course (Holiday Inn Manchester City Centre)

14 November 2018

AAT/ATT Joint Master course (Holiday Inn London Kensington Forum, London)

62

BRANCH CHAIR

SOUTH LONDON & SURREY

COMMITTEEJagriti Patwari | Vice Chair Maroon Accounts Ltd

Simone Malby | Secretary

LeRoy Crossman | Treasurer Blue Yonder 01737 557707

Andrew McKenzie-Smart | Working Together Rep Smart Solutions LLP

Mark Baycroft | Technical Officer

Moore Stephens

Purnima McQuillan Menzies LLP (Woking)

Connect with us

linkedin.com/groups?gid=3683390

Raja Sengupta Equal IP Ltd

[email protected]

PRICINGEvening seminarsOnline: £15 On the door: £20

Copy of slides (if unable to attend seminar)Online: £5 Cash or cheque: £6

HMRC meetingsOnline: FREE

Season ticketOnline: £100

Guildford eventsAll Guildford events will take place at Guildford Harbour Hotel, 3 Alexandra Terrace, High Street, Guildford GU1 3DA, starting at 6:30 PM and ending at 8:00 PM. Delegates can use the carpark at G-Live for £1 and walk to the venue.

Croydon eventsAll Croydon events will take place at Jurys Inn, Wellesley Rd, London CR0 9XY starting at 6:30 PM and ending at 8:00 PM

President's Reception14 March 20196:30 PM - 8:00 PM Park Hotel, Croydon£15 for all

[email protected]

63

GUILDFORD CROYDONProfit Extraction for Small BusinessesMatt AppletonMonday 3 September 2018

www.tax.org.uk/southlondon

Pension UpdateAndrew JohnstonMonday 1 October 2018

Dealing With Employee Benefits and Salary SacrificeGlen HuxterMonday 5 November 2018

BudgetMark BaycroftMonday 3 December 2018

Entrepreneurs' ReliefMark BaycroftMonday 4 February 2019

Property TaxesAndrew StanleyMonday 4 March 2019

HMRC - EnquiriesJeremy JohnsonMonday 1 April 2019

VAT UpdateLes HowardMonday 13 May 2019

High Net Worth Individuals - Tax PlanningAndrew McKenzie-SmartMonday 3 June 2019

Capital Gains Tax for Non-ResidentsPhil CollingtonWednesday 12 September 2018

SDLT UpdateSpeaker TBCMonday 1 July 2019

Entrepreneurs' ReliefSpeaker TBCWednesday 10 October 2018

Profit Extraction for Small BusinessesSpeaker TBCWednesday 14 November 2018

BudgetMark Baycroft Wednesday 12 December 2018

VAT UpdateLes HowardWednesday 13 February 2019

Dealing with Employee Benefits and Salary SacrificeSpeaker TBCWednesday 13 March 2019

Complaints to HMRC & AGMSpeaker TBCWednesday 10 April 2019

ProbateAndrew McKenzie-SmartWednesday 15 May 2019

HRMC - EnquiriesJeremy JohnsonWednesday 12 June 2019

Tax Implications as a Result of Brexit (Individual and Corporate)Mark BaycroftWednesday 10 July 2019

64

BRANCH CHAIRLakshmi Narain 07921 818257 [email protected]

COMMITTEEGareth Thomas Ty Hei Cyf (Happy House Ltd) 02920 363200

Hayley Bradfield Watts Gregory 02920 546600 Andrew Evans Geldards LLP 02920 391761

Robert Lillycrop 01834 843907

Jane Mellor CIOT/ATT Professional Standards 07557 953860

Claire Nicholson Norton Accountancy 02920 529435

Anne Smith Watts Gregory 02920 546600

PRICING

Afternoon lecturesMembers: £60 Non-Members: £65 Students: FREE Retired Members: £60

Joint Meeting with ICAEWMembers: £10 Non-Members: £10 Students: £10 Retired Members: £10

Register online at www.tax.org.uk/southwales

SOUTH WALES

[email protected]

65

Practical Capital AllowancesJohn LovellMonday 8 October 20183:00 PM - 5:30 PM

Village Hotel, Coryton, Cardiff, CF14 7EF

MTD (Joint Meeting with ICAEW)Richard WildWednesday 7 November 2018

3:00 PM - 5:30 PM


Personal Tax UpdateMichael SteedWednesday 6 February 20193:00 PM - 5:30 PM


General Update and Welcome to the CIOT PresidentRay McCannWednesday 6 March 20193:00 PM - 5:30 PM


IHT Planning and Trusts Update Joint Meeting with STEPRobert JamiesonTuesday 9 April 20192:00 PM - 5:00 PM


Corporation Tax UpdatePete MillerTuesday 7 May 20193:00 PM - 5:30 PM


2018 2019

www.tax.org.uk/southwales

66

PRICINGAfternoon lecturesMembers: £50 Non-Members: £60 Students: £30 Retired Members: £30

COMMITTEELisa Lane | Treasurer Thomas Westcott 01392 288555

Trish Jones | Secretary & WT Representative Tax Genie 01752 290896

Helen Geatches Stapletons Accountants

David Hill The Hay Group

Simon James University of Exeter

Stewart Rae Darnells

Stephen Taylor Pearce Taylor Taxation 01395 577202

Dale Simpson Thomas Westcott 01392 288555 [email protected]

BRANCH CHAIR

SOUTH WEST ENGLAND

[email protected]

67

Making Tax Digital - Where Are We Now?Rebecca BenneyworthMonday 17 September 20183:45 PM - 7:00 PM

Sandy Park Conference Centre, Sandy Park Way, Exeter, EX2 7NN

2018 2019

www.tax.org.uk/southwestengland

Farming and DiversificationJulie ButlerMonday 15 October 20183:45 PM - 7:00 PM


IHT UpdateRobert JamiesonWednesday 28 November 20183:45 PM - 7:00 PM


SDLT, ATED and NRCGTRos MartinWednesday 13 February 20193:45 PM - 7:00 PM


Topical Tax Planning Tips for ClientsTim PalmerWednesday 20 March 20193:45 PM - 7:00 PM


Finance Act 2019Robert JamiesonWednesday 24 April 20193:45 PM - 7:00 PM


Owner Managed Business UpdateDean WoottenWednesday 15 May 20193:45 PM - 7:00 PM


Office of Tax Simplification and GDPRPaul Morton and Jane MellorWednesday 19 June 20193:45 PM - 7:00 PM


68

BRANCH CHAIR

COMMITTEEAndré Roden | Treasurer 01394 282614

Susan Ball 020 7842 7238

Persophone Booth 01728 723502

Mark Wallace 01359 231084 [email protected]

PRICINGLecturesMembers: £30 Non-Members: £40 Students: FREE Retired Members: £25

Day ConferencesMembers: £50 Non-Members: £60 Students: FREE Retired Members: £45

Joint Meeting Members: £70 Non-Members: £75 Students: £70 Retired Members: £70

Joint with STEP Members: £60 Non-Members: £85 Students: £60 Retired Members: £60

SUFFOLK

[email protected]

69www.tax.org.uk/suffolk

2018 2019

Tax EnquiriesAnne GrundyWednesday 12 September 20186:30 PM - 8:00 PM

Holiday Inn Ipswich, London Road, Ipswich, IP2 0UA

Employment LawNigel FrenchWednesday 10 October 20186:30 PM - 8:00 PM


Getting Ready for Making Tax DigitalRichard WildWednesday 14 November 20186:30 PM - 8:00 PM


VAT UpdateAnne HoltWednesday 12 December 20186:30 PM - 8:00 PM


Tax Efficient LiquidationsMark Wallace and Nick CusakWednesday 13 February 20196:30 PM - 8:00 PM


Professional Standards WorkshopHeather Brehcist, Charlotte Ali & Jane MellorWednesday 13 March 20196:30 PM - 8:00 PM


General Tax UpdateMichael SteedWednesday 8 May 2019 2:00 PM - 5:00 PMHoliday Inn Ipswich, London Road, Ipswich, IP2 0UA

OMB (Joint Meeting with Essex) Paul Howard, GabelleTuesday 25 June 20194:00 PM - 7:15 PM

Venue TBC


Advanced Inheritance Tax and Trusts (Joint with STEP Essex) Robert JamiesonTuesday 30 April 2019 2:00 PM - 5:00 PMGotelees Solicitors, 31-41 Elm Street, Ipswich, Suffolk IP1 2AY

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BRANCH CHAIR

COMMITTEEStuart Jessop | Treasurer TR Taxation 01273 584030

Emma Gooch | Secretary Wells Associates 01892 507280

Sally Cox Aspens 01273 420377

Paula Tomlinson On The Spot 01444 882677

Norbert Karoli

PRICINGSaturday conferencesOn the door: £100 Pre-booked and paid online: £80 Students (pre-booked online): FREE

Evening meetingsOn the door: £20 Pre-booked and paid online: £15 Students (pre-booked online): FREE

Season ticket (available online before 13 October)

All evening meetings: £45 Both conferences and all evening meetings: £180

Andrew Bonavia Kreston Reeves 01903 828728 [email protected]

SUSSEX

[email protected]

71

Autumn Tax UpdateSaturday 13 October 2018 9:30 AM - 1:00 PM

Hollingbury Park Golf Course, Ditchling Road, Brighton BN1 7HS

International IssuesThursday 22 November 20186:30 PM - 8:00 PM


Professional Standards, including AML and GDPRThursday 20 September 20186:30 PM - 8:00 PM


2018 2019

www.tax.org.uk/sussex

Trusts, Estates and IHTSaturday 9 March 20199:30 AM - 1:00 PM


Finance Act 2019Thursday 25 April 20196:30 PM - 8:00 PM


Employer ComplianceThursday 16 May 20196:30 PM - 8:00 PM


72

BRANCH CHAIR

COMMITTEEJulia Gambold | Treasurer 01628 639570

Gerry Jackson | Secretary 01865 261106

Sean Egan | Reading Secretary 01628 626333

Elizabeth Anfield | Working Together Representative 01635 42210

Bill Cope 01932 222456

Amanda Fisher | ATT Representative 01865 883511

Hilary Pack 0118 948 4490

Harsh Singh 01628 665432

Jeffrey Smith 01628 665432

Fern Johnson 0118 322 2756 [email protected]

THAMES VALLEY

PRICINGEvening seminars£10 contribution

ConferencesHalf Day Conferences: £95

Full Day Conferences: TBC

Season TicketsAll Reading evening seminars: £50

All Oxford evening seminars: £50

All evening seminars, Oxford and Reading: £80

Visit www.tax.org.uk/thamesvalley for more information.

EVENT DETAILSREADING PROGRAMMEUnless otherwise stated, all events take place at:

CR4A & CR4B, New Reading Civic Centre, Reading RG1 2LU

from 6:30 PM - 7:30 PM

OXFORD PROGRAMMEUnless otherwise stated, all events take place at:

Christie Suite, Holiday Inn Pear Tree, Oxford, OX2 8JD

from 6:30 PM - 7:30 PM

[email protected]

73

READING PROGRAMME

www.tax.org.uk/thamesvalley

Residential Property UpdateLakshmi Narain, WRAWednesday 12 September 2018

OXFORD PROGRAMME

VAT UpdateJulie Park, The VAT ConsultancyWednesday 3 October 2018

EIS Share SchemesTom Wilde, ShoosmithsWednesday 7 November 2018

Inheritance Tax and Trusts Update Cheese and Wine EventPeter McGeown, Clifton Ingram LLPWednesday 5 December 2018

Management Buy-OutsPeter Miller, The Miller Partnership Wednesday 6 March 2019

Investments/Pensions and TaxationMartin Holden, Tilney Wednesday 6 February 2019

IR35 and the Private SectorMatt Bridger, PwC Wednesday 3 April 2019

Making Tax DigitalRichard Wild, CIOTMonday 10 September 2018

Capital Allowances UpdateAlun Oliver, E3 ConsultingMonday 1 October 2018

US Tax UpdateDavid Treitel, American Tax Returns LtdMonday 5 November 2018

Private ResidencesGerry Jackson, G Jackson (Taxation) Ltd Monday 3 December 2018

VAT UpdateNeil Owen, VAT Advisory Services LtdMonday 4 February 2019

IHT RNRB: Problems in PractiseJames Greig, Blake MorganMonday 4 March 2019

Tax Risk Post - 2017Andrew Watters, Farrer & CoMonday 1 April 2019

Finance Bill UpdateRobert JamiesonMonday 20 May 2019

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CONFERENCES

Whole Life PlanningRobert Jamieson, Mercer & HoleWednesday 17 October 20182:00 PM - 5:30 PM (Registration from 1:30 PM)

Jury's Inn, Godstow Road, Oxford, OX2 8AL

Post-Budget ReviewRobert Maas, Carter Backer Winter LLPDate TBC9:30 AM - 12:30 PM (Registration from 9:00 AM)

Windsor Racecourse, Maidenhead Road, Windsor, West Berkshire, SL4 5JJ

Property ConferenceVariousFull Day Conference

Details to be confirmed. Check online for

more details at www.tax.org.uk/thamesvalley

SOCIAL

QuizThursday 13 September 20187:00 PM - 9:00 PM£5 per person; team of 4 minimum

Check online for more details: www.tax.org.uk/thamesvalley.

Domicile: It's only Partly About TaxJohn BarnettTuesday 25 September 2018 2:00 PM - 5:30 PM (Registration from 1:30 PM)Venue TBC

[email protected]

Chartered Tax Adviser and ICAEW Chartered Accountant Joint Programme

Key benefits:

Flexibility

Optimised study time

Specialism facilitated

Cost effective

Earlier qualification

The ACA CTA Joint Programme enables students to achieve two prestigious qualifications – the ICAEW chartered accountancy qualification, the ACA, and the Chartered Tax Adviser qualification, the CTA.

For more information please visit www.tax.org.uk/aca-cta

The programme maintains the rigorous standards of both ICAEW and CIOT and enables you to offer your employees a more efficient route from the start of their training to become tax specialists either in the tax affairs of owner-managed businesses or private businesses, FTSE 350 companies or other large corporates, or in indirect tax.

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ASIA PACIFICwww.tax.org.uk/asiapacific

AUSTRALASIAAmy Waterhouse | Secretary [email protected] www.tax.org.uk/australasia

GUERNSEYAnthony Tennant | Branch Chair [email protected] www.tax.org.uk/guernsey

HONG KONGDavid Cheng | Branch Chair (852) 21105238 [email protected] www.tax.org.uk/hongkong

ISLE OF MANDavid Parsons | Branch Chair [email protected]

Andrew Bennett | Treasurer www.tax.org.uk/isleofman

NORTH AMERICARobert Moncrieff | Branch Chair +1 212 773 5021 [email protected] www.tax.org.uk/northamerica

MIDDLE EAST & NORTH AFRICAStephen Cutts | Branch Chair

Saida Kaddoumi Osman | Vice Chair

Stuart Halstead | Secretary

Neil Allmark | Treasurer

www.tax.org.uk/mena

OTHER BRANCHES

[email protected]

THE BENEFITS OFVOLUNTEERING

WHAT IS IN IT FOR YOU, YOUR PRACTICE OR EMPLOYER?

Help shape the future of the ATT and the industry as a whole

Career and personal development

Great networking opportunities

Develop technical skills

Most volunteers commit to around half a day per quarter

but the level of involvement is totally up to you. To find out

more visit: www.att.org.uk/volunteering

Member Steering Group

Professional Standards Committee

Technical Steering Group

Business Development Steering Group

Education Steering Group

Exam Steering Group Finance Steering Group

WHERE COULD YOU GET INVOLVED?

78

CPD FAQs

[email protected]

INTRODUCTIONUpdated CPD Regulations were introduced on 1 January 2017. For further details see www.tax.org.uk/CPDregs and www.att.org.uk/members/professional-standards-ethics/continuing-professional-development-cpd

DO I NEED TO UNDERTAKE CPD?(REGULATION 1)CPD Regulation 1 states the following:

“1.2 Compliance with the Regulations is compulsory for all members of the Chartered Institute of Taxation (CIOT) and the Association of Taxation Technicians (ATT) and Advanced Diploma in International Taxation (ADIT) affiliates who:

1.2.1 provide tax compliance services, advice, consultancy or guidance in tax including, without limitation, those in private practice, the public sector, commerce, industry or not for profit sector;

1.2.2 do not fall in paragraph 1 above but who use the designation, CTA, CTA (Fellow), ATII, FTII, Chartered Tax Adviser, ATT, Taxation Technician, ATT (Fellow), Taxation Technician (Fellow), ADIT affiliate or International Tax Affiliate of the Chartered Institute of Taxation.”

WHAT IS CPD AND WHY IS ITIMPORTANT? (REGULATIONS 1 AND 2)CPD is the requirement to maintain and develop the skills and competencies necessary to carry out professional and technical duties competently throughout the member’s working life. The mandatory CPD scheme applying to members of the CIOT, ATT and ADIT affiliates should ensure that members maintain and build on the technical knowledge obtained through their CTA, ATT and ADIT studies and develop the additional skills and technical knowledge required on a variety of subjects as their career progresses. It is recognised that members often progress in a diversity of careers and their CPD needs may evolve in line with their career direction. Maintenance of relevant competence and adherence to professional standards is necessary to uphold the highest standards of practice and to enhance public confidence in the integrity and quality of professional services offered by those who use the designation CTA, CTA (Fellow), ATII, FTII, Chartered Tax Adviser, ATT, Taxation Technician, ATT (Fellow), Taxation Technician (Fellow), ADIT affiliate or International Tax

Affiliate of the Chartered Institute of Taxation.

WHAT ARE THE ANNUAL CPDREQUIREMENTS?(REGULATIONS 1.3 AND 3)CPD requirements must be met over a CPD year. The CPD year commences on 1 January and ends on 31 December each year. The requirements during a year are as set out in steps one to three below.

Step One – Planning

Members must carry out their professional work with proper regard for the technical and professional standards expected and, based on this, members should consider their CPD objectives each year and consider CPD opportunities available to them. In determining what is appropriate CPD, members should plan based on existing knowledge, skills and competencies that need to be maintained to carry out duties competently on an ongoing basis. In addition, they should consider areas identified for development as a result of, for example, changing legislation, career changes and aspirations or employer and client feedback.

Step Two – Undertaking CPD (regulation 2.2)

CIOT, ATT members and ADIT affiliates will meet requirements by;

• Undertaking appropriate CPD activities as set

out under step one in their annual CPD plan; or

7 CPD FAQS

• Performing such CPD as is appropriate to

their duties. Members need to be able to

substantiate why they consider the CPD

undertaken meets the requirements.

CPD covers a broad range of activities. Members should include an element of professional standards material in their annual CPD. The trend amongst professional bodies is to move away from the hours based approach to CPD compliance and to require members to plan their CPD requirements and effectiveness based on the individual member’s circumstances. If members move away from the hours based approach they should be aware that this does not change the requirement to undertake CPD. The CPD hours based approach (in 2016 CIOT 90 hours, ATT 45 hours) which has been used historically will satisfy the requirements under the new Regulations provided it

[email protected]

is relevant to the work undertaken by the member (it is recognised that members generally exceed the current hours requirements).

Step Three – Outcome of CPD

Having recorded the CPD undertaken during the year members should consider the outcome and effectiveness of the CPD undertaken. This may lead to the preparation of the individual CPD plan for the next year.

WHAT ACTIVITIES COUNT AS CPD?Any CPD undertaken needs to be relevant to your role. Some examples include:

• Attendance at branch talks, conferences,

seminars, workshops, discussions at committee

meetings and similar events organised by CIOT

or ATT and its branches and similar training

organised by other professional bodies,

professional firms and companies

• Learning media including podcasts and

computer based training packages.

• Learning at work, such as firms’ training

meetings, coaching and mentoring.

• Technical discussions on client matters, new

legislation and case law.

• Studying for a relevant further qualification.

• Developing and presenting relevant training

material.

• Writing books, articles and reviews.

• Reading technical journals such as Tax Adviser.

• Researching the answer to a technical query

• Reading material relevant to your role such

as anti-money laundering or data protection

guidance.

• Reading professional standards material e.g.

Professional Rules and Practice Guidelines and

Professional Conduct in relation to Taxation.

• Non tax technical subjects such as practice

management, “soft skills” and IT skills as

relevant to your role.

ARE THERE ANY EXEMPTIONS?Fully retired members and honorary members not also

falling within regulation 1.2.1 are exempt from performing CPD. Any members falling only within regulation 1.2.2 are required to consider their need to perform CPD as relevant to their role.

DO I HAVE TO UNDERTAKE CPD WHENI AM TEMPORARILY NOT WORKING?Members may suspend CPD when they are temporarily not working. However, the CIOT and ATT encourage them to meet the CPD requirements on a voluntary basis as a means of ensuring that they keep up to date. This is particularly important where the member will be returning to a role where tax knowledge is required. Examples of temporarily not working are: maternity leave, career break or illness. Time spent off work and limited or no access to training, are factors that will affect your learning objectives and career development plans. In order to minimise the impact we suggest that you consider whether you are going to maintain CPD throughout the period when you are temporarily not working or undertake a more intensive CPD programme on returning to work as either approach is acceptable. If you are taking up a new role you should consider whether any additional CPD will be required to enable you to carry out your duties effectively.

I AM A MEMBER OF ANOTHERPROFESSIONAL BODY AND I COMPLYWITH THEIR CPD REQUIREMENTS. DOI HAVE TO DO MORE CPD?It is very likely that compliance with the CPD requirements of your other professional body and in house training and development programmes operated by employers will count towards and possibly fulfil CIOT and ATT requirements. However, to count towards CIOT’s and ATT’s requirements the CPD must be relevant to your work. Where you work in a predominantly tax related role you should ensure that any additional CPD is undertaken to ensure your tax knowledge is appropriate to the role you are undertaking. Please refer to the case studies included in the guidance on the website which give further helpful information.

80

CPD FAQs

[email protected]

I AM A RETIRED TAX ADVISER BUT IDO SOME UNPAID VOLUNTARY WORKFOR ONE OR TWO LOCAL CHARITIES –MAINLY BOOKKEEPING AND GIFT AIDRECOVERIES. DO I HAVE TO COMPLYWITH THE CPD REQUIREMENTS?You must carry out all your voluntary work with due

regard to the technical and professional standards expected of members. Assess your training needs to ensure that your knowledge is up to date in all areas of your work. Please refer to the case studies included in the guidance on the website which give further helpful information.

WHAT RECORDS DO I NEED TO KEEP?(REGULATIONS 3.1 TO 3.3)We recommend that you download a form from the CIOT or ATT websites. However, if you are a member of another professional body, or work for a partnership, or company which requires you to keep CPD records then you may use those records, suitably adapted where necessary. At a minimum we would expect a record to show:

• The date CPD was undertaken

• Details of learning or activity (including course title and provider where relevant)

We expect members to be able to explain why the level of CPD undertaken is appropriate. Whilst there has been a move away from the hours based requirement for CPD the form gives you the option of recording the hours spent on training and it may be a helpful to record this. It is not necessary to record a breakdown of the reading element in minutes or hours on a daily basis for each on-line or hardcopy publication, although indicating the nature of the publications read and the estimated time spent will be helpful, for example, Tax Adviser x hours per month, HMRC manuals y hours per week, or sundry on-line publications z hours per month. Additional guidance is included on the website setting out examples of good CPD records for members in different circumstances.

HOW DO I SELF-CERTIFY MYCOMPLIANCE WITH THEREQUIREMENTS OF THEREGULATIONS EACH YEAR?(REGULATION 1.3)All members are required to make a declaration on-line as part of their annual return. The declaration asks you if you have completed your CPD obligations.

FURTHER QUERIESIf you have any further queries in relation to CPD please email [email protected] or [email protected].

The see what volunteer opportunities there are within the CIOT, please contact Peter Fanning on [email protected]

If you are interested in joining a Technical Sub-Committee, please visit www.tax.org.uk/join-technical

As a professional in your field you can help drive the CIOT forward and shape our policies by becoming a committee volunteer.

Our committees include:• ADIT

• Education

• Examinations

• Finance & Operations

• Low Income Tax Reform Group

• Membership & Branches

• Professional Standards

• Technical

Your CIOT

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NOTES

The Chartered Institute of Taxation 1st Floor, Artillery House 11-19 Artillery Row London SW1P 1RT

Tel: 0844 579 6700 Tel: 020 7340 0550 Fax: 0844 579 6701

Web: www.tax.org.uk

Registered as a Charity No. 1037771 VAT Registration No. 243 8539 45

The Association of Taxation Technicians 1st Floor, Artillery House

11-19 Artillery Row London SW1P 1RT

Tel: 0844 251 0830 020 7340 0551

Fax: 0844 251 0831

Web: www.att.org.uk

Registered as a Charity No. 803480 Company Registration No. 2418331

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