BRANCH NETWORK PROGRAMME 2019/20 - The Association of ...
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BRANCH NETWORK PROGRAMME 2019/20
CONTENTS
Welcome 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
New Tax Professionals 50
North East England 52
Northern Ireland 54
Scottish Borders 56
Severn Valley 58
Sheffield 60
Somerset & Dorset 62
South London & Surrey 64
South Wales 66
South West England 68
Suffolk 70
Sussex 72
Thames Valley 74
International Branches 78
CPD FAQs 80
2
GET
INVOLVED!
Volunteering for the Branch Network
The events in the following pages were put together entirely by the volunteers of the CIOT/ATT Branch
Commitees.
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 branches@tax.org.uk for more
information.
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:
• To promote the values of the Institute and Association to the wider public in accordance with our
charitable objectives and to promote our Professional Standards
• To facilitate education of local branch members of the CIOT and ATT and members of the public
• To be ambassadors for the CIOT and ATT in the region
• To provide a core programme of Technical CPD to local branch members of the CIOT and ATT and
members of the public
• To build up good relations on a local level, with other professional bodies, firms and other relevant
3rd parties
• To provide an opportunity for members and non-members to meet other tax professionals and
share technical issues
If you would like to get involved, we would love to hear from you. 3
Email us at branches@tax.org.uk for more information and get involved today!
WELCOME FROM...
THE CIOT THE ATT
PRESIDENT PRESIDENT
I am very pleased to introduce the Having held just about every role in
Branches Programme for the my local Branch, including
coming year. Our vibrant Branch photographer, it gives me great
Network produces a superb range pride to write this introduction.
of technical and social events More than at any time before,
across the UK and beyond. In the following pages, our world is changing. The obvious
wherever you are in your career and whatever part of challenges that come with digitalisation, the disruption
the profession you work in, you should find something of business models that many of us grew up with, the
of interest. proliferation of social media and consequent access to
A huge amount of effort goes into producing these information (and disinformation), all flavoured by the
events, nearly all of it from volunteers in each branch. prospect of further change in the political world means
Thank you to all these organisers! However, the magic that keeping track of the what, where, why and how in
ingredient in each event is you, the member that attends the tax world is not getting any easier.
and participates. Time and location may be a barrier to This is why I am so proud of our Branch Officers and
many members being able to attend meetings regularly, Network. Year on year, working so hard to consistently
but if this is the case, why not consider investing a day provide relevant, reliable and robust programmes to
at one of the larger Branch conferences - including the ensure that, whatever area of tax that you work in, there
Commerce & Industry Branch Conference for those will be a course or two to help you keep up to date; and
working in-house? affordable too.
I will be visiting a number of branches over the next year, I look forward to meeting as many of you as possible at
as a presenter and socially. I look forward to meeting some of these events during the year.
as many of you as possible; in the meantime, please do
support your Branch network, one of the CIOT/ATT's
greatest assets.
Jeremy Coker
Glyn Fullelove President
President Association of Taxation Technicians
Chartered Institute of Taxation
Connect
with us
with
withusus
www.tax.org.uk/local-branches
branches@tax.org.uk
4
www.att.org.uk/branches
We are delighted to take on the role of Chair of the Branches Network this year. Malachy will be a hard act to follow and we’d
BRANCH like to extend our thanks to him for his sterling efforts over the last few years. As working mothers of young children, sharing
NETWORK
the role of chairing the Branches Forum was an ideal solution and reflects the willingness of the CIOT and ATT to adapt and
change to meet the needs of its members in today’s working world.
CO-CHAIRS The Branch Network continues to offer members and non-members a varied programme of high quality CPD at a reasonable
cost, thus meeting one of its aims to educate members and non-members. As well as technical courses, the Branches also
offer soft skills training, events tailored to those earlier on in their careers and social events. Hopefully, there is something for
everyone, specialists, general practitioners, large firms and small firms.
As well as the education side, attending events gives you an opportunity to network with others and share knowledge
and experience. Branch events are typically informal and friendly and so we would encourage everyone to take these
opportunities.
It is very rewarding being involved in the Branch Network, so we would encourage you to become involved. We have certainly
made some good friends by being involved as well as learning some new skills and gaining new experiences. We hope
over the period of our Chairship that we can encourage others to get involved in their local branches. The Branch Network
depends on volunteers to continue to run effectively and (as we personally know) even with limited time it is possible to have
an impact and be involved.
We are looking forward to the challenges that come with this role and we look forward to hearing any feedback on the
Branches Network, of where it works or doesn’t work.
We also hope to meet lots of you on the way.
Zoe Roberts and Jo Routier
Co-Chairs
Branches Network
CHAIR OF The New Tax Professionals (“NTP”) network is continuing to grow its offering and reach following its formation a few years
ago. Students or members of CIOT/ATT who are in the first ten years of their career in tax constitute “NTPs” and our aim is
THE NTP to encourage engagement between the CIOT/ATT and NTPs.
COMMITTEE We host events organised centrally through the NTP from ‘soft skills’ and social events to ‘general interest topics’ that
are particularly relevant to those in the early part of their career (such as our recent panel discussion on the evolution
of tax technology). In addition to these events we also look to promote the Branches Network to NTPs and hope to
grow participation in this manner through widening the geographic scope of our committee and continuing to work
collaboratively with local branch committee members.
Over the past 12 months, we are proud to have successfully forged links with NTP organisations in other European
countries through promoting the CIOT/ATT NTP success story within CFE Tax Advisors Europe. We also look forward to
building our links with other organisations, such as Women in Tax, as we look to replicate the successful joint NTP and WiT
event hosted in connection with International Women’s Day and also explore issues facing those that have taken a career
break from the tax profession and supporting those individuals as they return to work.
Our events and the NTP initiative in general have had the benefit of valuable support from past and current Presidents
and Council members who recognise the need to engage with those in the early stages of the profession. We look forward
to developing our network and programme of events over the next 12 months.
To contact the New Tax Professionals committee please email ntp@tax.org.uk. 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 NTPers on the
types of events and initiatives they would like the CIOT/ATT to offer.
Julia Cockroft
Chair
New Tax Professionals Joint Committee
CHAIR It seems that the UK tax system rarely stands still and this is perhaps especially true in Scotland. The Scotland
Act 2012 passed additional revenue raising powers to the Scottish parliament and fundamentally changed the
OF THE tax landscape in Scotland. As a result, it was necessary to expand CIOT/ATT's capabilities in Scotland so in 2013
the existing Scotland Branch was reformed into a Hub steering committee with new local Branches established in
SCOTLAND Edinburgh, Glasgow and Aberdeen. The Scottish Borders Branch was formed shortly afterwards and each of these
branches continues to flourish driven by a talented pool of motivated volunteers.
HUB In addition to the fully devolved tax powers, Scottish taxation was further complicated when The Scotland Act 2016
provided the Scottish parliament with the ability to set its own tax rates and bands for some, but not all, types of
income and subsequent years have seen income tax in Scotland diverge from that in the rest of the UK.
To help our members deal with the complexities of Scottish taxation in addition to UK-wide tax issues, the local
Branches arrange a series of technical seminars each year, often working together with other professional bodies,
where members and other stakeholders can learn and expand their professional network. In addition, the Hub
organises the Scotland Annual Tax Conference in November of each year which attracts some of the UK’s top tax
speakers and politicians.
We are always keen to hear from members who want to assist whether at local Branch level or, for instance, to help
inform future tax policy through input into the CIOT Scottish Technical Committee. So please do get in touch via
scotland@tax.org.uk if you want to get more involved in the constantly evolving arena of Scottish taxation.
Sean Cockburn
Chair
5
CIOT/ATT Scotland Branches' Hub
ABERDEEN
BRANCH
CHAIR
Andrew Henderson
aberdeen@tax.org.uk
COMMITTEE OUR EVENTS
Martin Findlay Tax Discussion Group
FREE
Cath Strathdee
Brian Robertson The joint CIOT/ATT and ICAS tax discussions
groups will run at lunchtime on the first
Shannon Dowdles Monday of the month from October to April.
Confirmation of topics and speakers will be
provided nearer the time.
Details on these events and additional upcoming
events will be e-mailed to members as they
become available and can also be viewed at
www.tax.org.uk/aberdeen
All sessions are held at KPMG, 37 Albyn Place,
Aberdeen, AB10 1JB. Remember that you may
record attendance for your CPD. 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. Registration opens from 12:30 PM.
Connect
Please contact Lindsey Stewart, the ICAS
Grampian Area Coordinator, by e-mail at
ac-g@icas.org.uk or on 07941 365627 for further
with us information.
www.tax.org.uk/aberdeen
aberdeen@tax.org.uk
6
EXCITING WAYS TO
JOIN THE CIOT AS A
VOLUNTEER
What kind of Volunteer are you?
Promoter Influencer Teacher
+ + +
Co-ordinator Leader Facilitator
+ + +
Networker Forward Teamworker
Thinker
Branch volunteer Sub-committee CIOT ambassador
branches@tax.org.uk technical@tax.org.uk marketing@tax.org.uk
As an educational charity public benefit is at the heart of
our strategy and is integral to all of our activities. Key to this are our
skilled volunteers who play an essential role in helping to shape the
future of the taxation profession.
7
BIRMINGHAM &
WEST MIDLANDS
BRANCH
CHAIR
Stephanie Churchill
Churchill Taxation
birmingham@tax.org.uk
COMMITTEE PRICING
Adam Rollason | Vice Chair
Grant Thornton
2 Hour Seminars
Robert Fearon | Treasurer Members, students
Robert Fearon & Co and retired members: £40
Non-Members: £50
Lucy Pilkington | Secretary
3 Hour Seminars
Members, students
and retired members: £60
Non-Members: £75
Registration opens 15 minutes before stated start
time.
Please book online at www.tax.org.uk/birmingham.
SPONSORED BY:
Anne Mills
0121 796 8500
am@annemillsrecruitment.co.uk
8
2019 2020
Entrepreneurs Relief – Planning and Tax Investigations and working with
Update HMRC update
Billy Chiverton, Grant Thornton Gary Ashford, Harbottle and Lewis
Thursday 12 September 2019 Thursday 11 February 2020
6:00 PM - 8:00 PM 6:00 PM - 8:00 PM
Grant Thornton, 20 Colmore Circus, Queensway, Birmingham, Venue TBC
B4 6AT
CIOT President's Lunch (with update from Glyn
Fullelove)
Glyn Fullelove
Private Client and Estate Planning Wednesday 11 March 2020
12:00 - 2:00 PM
Update
Members only - free of charge
Matthew Hansell, Mills & Reeve Venue TBC
Wednesday 6 November 2019
6:00 PM - 8:00 PM
Mills & Reeve, 78-84 Colmore Row, Birmingham, B3 2AB
General Tax Update
Mark Morton, Mercia Training
Thursday 23 April 2020
4:15 - 7:15 PM
Venue TBC
IR35 and Employment Taxes
Planning and Update
Keith Gordon, Temple Tax Chambers
Tuesday 9 June 2020
4:15 - 7:15 PM
Grant Thornton, 20 Colmore Circus, Queensway, Birmingham,
B4 6AT
Connect with us
with us
www.tax.org.uk/birmingham
birmingham@tax.org.uk
9
BRISTOL
BRANCH
CHAIR
Zena Hanks
Saffery Champness LLP
0117 915 1617
bristol@tax.org.uk
COMMITTEE PRICING
Hannah Larsen | Vice Chair Monday evening seminars
Smith and Williamson LLP FREE
0117 376 2083
Sophie Williams | Secretary
Online registration required to confirm
Saffery Champness LLP
attendance.
0117 915 1617
Rebecca Foley | Treasurer Registration from 6:00 PM for a 6:15 PM start.
Smith & Williamson LLP Visit www.tax.org.uk/bristol to register.
0117 376 2127
Afternoon seminars
Danielle Atherton £75
Saffery Champness LLP
Kay Newsham Online registration required to confirm
Newsham Tax Limited attendance.
James Nash Registration from 3:45 PM for a 4:00 PM start.
Deloitte LLP Visit www.tax.org.uk/bristol to register.
Sarah Riddle
Thank you to our Sponsor
Imagile Group
The Branch would like to thank JP Connections
for sponsoring our New Tax Professionals
Celebratory Reception in September 2019 and
our soft skills event, Fast Track Your Career
Without Wasting Your Valuable Time in May
2020.
JP Connections are an independent, dedicated
and boutique tax recruitment consultancy. Find
out more about their work at
www.jpconnections.co.uk
102019 2020
New Tax Professionals Celebratory Reception Update on IR35 and topical employment
Thursday 26 September 2019 tax matters
Hotel Du Vin Bristol Angela Carter, Saffery Champness
By invitation only
Monday 2 March 2020
Sponsored by JP Connections
6:00 PM - 7:15 PM
Burges Salmon, One Glass Wharf, Bristol, BS2 0ZX
Share Schemes
Karen Cooper and Jeremy Cavendish
Monday 7 October 2019 Joint Afternoon Seminar with STEP
6:00 PM - 7:15 PM Speaker TBC
Burges Salmon, One Glass Wharf, Bristol, BS2 0ZX Date TBC
Venue TBC
Tax Issues of Close Companies
Fast Track Your Career Without Wasting
Robert Jamieson Your Valuable Time
Wednesday 16 October 2019 Jo Maughan
3:45 PM - 7:00 PM
Saffery Champness, St Catherine's Court, Berkeley Place, Clifton, Monday 4 May 2020
Bristol, BS8 1BQ 6:00 PM - 7:15 PM
Burges Salmon, One Glass Wharf, Bristol, BS2 0ZX
Includes Branch AGM at 6:00 PM
Sponsored by JP Connections
Capital Allowances Update
Chris Doyle
Monday 4 November 2019
6:00 PM - 7:15 PM
Burges Salmon, One Glass Wharf, Bristol, BS2 0ZX
Corporation Tax Update
Emma Rawson, ATT
Monday 2 December 2019
6:00 PM - 7:15 PM
Burges Salmon, One Glass Wharf, Bristol, BS2 0ZX
Connect with us
with us
www.tax.org.uk/bristol
bristol@tax.org.uk
11COMMERCE
& INDUSTRY
BRANCH
CHAIR
Robert De La Rue
RSM
commerce@tax.org.uk
COMMITTEE 2019 CONFERENCE
Pratha Mahendran | Vice Chair
Glory
Commerce and Industry Conference
Chris Lallemand Wednesday 2 October 2019
Mazars 9:00 AM - 4.00 PM
Pinsent Masons LLP, 30 Crown Place, London EC2A 4ES
Justin Walton
Topics include:
Shan Sun
• The role of tax policy and how it affects legislation
• Economic update
• Business Risk Review
• Digital Services Tax
• Making Tax Digital – practical lessons learned and next steps
• The future of the tax department
Book online at www.tax.org.uk/commerceandindustry2019.
WINMARK CONTACT Connect with us
Julia Basnak | Senior Member Services Executive
020 7605 8000
commerce@winmarkglobal.com
with us
www.tax.org.uk/commerce
commerce@tax.org.uk
12THE BENEFITS OF
VOLUNTEERING
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
WHERE COULD YOU GET INVOLVED?
Business Development Steering Group Member Steering Group
Audit and Risk Committee Professional Standards Committee
Examinations Steering Group Finance Steering Group
Technical Steering Group
f a day per quarter
Most volunteers commit to around hal
up to you. To find out
but the level of involvement is totally
ering
more visit: www.att.org.uk/volunte
13CUMBRIA & SOUTH
WEST SCOTLAND
BRANCH
CHAIR
Debbie Marston
Saint & Co
01539 433430
cumbria@tax.org.uk
COMMITTEE PRICING
Louise Thomson | Secretary
David Allen
Half-day seminars
01228 711888 Members: £65
Non-Members: £75
Students: £65
Amanda Hardiman
Retired Members: £65
Bennett Kirkhope Smith
01524 261206
Registration opens from 1:30 PM
Bevan Osgood Please book online at www.tax.org.uk/cumbria
Dodd & Co
01228 530913
Craig Pollock
Dodd & Co
01228 530913
Linette Hall
Dodd & Co Connect with us
01768 864466
Carrie Taylor
Dodd & Co
01228 530913
with us
Alex Dent
Saint & Co
01228 534371 www.tax.org.uk/cumbria
cumbria@tax.org.uk
@CIOTATTcumbria
142019 2020
Autumn Tax Update Farming: Back to Basics
Sharon Cooke, Mercia Michael Steed
Thursday 12 September 2019 Thursday 6 February 2020
2PM - 5 PM 2PM - 5 PM
The Rheged Centre, Redhills, Penrith, CA11 0DQ The Rheged Centre, Redhills, Penrith, CA11 0DQ
Includes Branch AGM
High Net Worth Individuals Topical Tax Cases
Robert Jamieson Giles Mooney
Thursday 3 October 2019 Thursday 19 March 2020
2PM - 5 PM 2PM - 5 PM
The Rheged Centre, Redhills, Penrith, CA11 0DQ The Rheged Centre, Redhills, Penrith, CA11 0DQ
IHT and Trusts - The Next Level VAT Update
(Joint with STEP) Neil Owen
Gill Steel Thursday 23 April 2020
Thursday 14 November 2019 2PM - 5 PM
2PM - 5 PM The Rheged Centre, Redhills, Penrith, CA11 0DQ
The Rheged Centre, Redhills, Penrith, CA11 0DQ
Capital Allowances and Property
Giles Mooney
Thursday 7 May 2020
2PM - 5 PM
The Rheged Centre, Redhills, Penrith, CA11 0DQ
OMBs
Mark Morton
Thursday 18 June 2020
2PM - 5 PM
The Rheged Centre, Redhills, Penrith, CA11 0DQ
15EAST ANGLIA
BRANCH
CHAIR
Loretta Bond
01603 597798
Norwich Business School
eastanglia@tax.org.uk
COMMITTEE PRICING
Jane Jackson | Secretary
Lovewell Blake Day conference
01493 335 100 £130
Felicity Whitley | Treasurer
Hall Barn
01508 471 672 March 2020 Seminar
£30
Stuart Wright | Administrator
eastanglia@tax.org.uk
Emma Hunt Afternoon seminars
M+A Partners
£55
01603 227 664
Stuart Maggs
Howes Percival
01603 580 079
Block Booking Available
Tracy Newton A 10% discount for 20 places or more is available for block bookings
Grant Thornton of the seminars (not the March 2020 seminar or the day
01603 203 201 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
Kelly Sizer September 2019. During the year, places can be allocated to any
LITRG seminar other than the day conference. The names of those
07825 201 180 attending will need to be supplied shortly before each seminar.
Please note that payments in advance are not refundable. Please
contact the administrator to set up a block booking.
Bookings for individual seminars can be made by contacting the
administrator or using the on-line booking service on
Connect www.tax.org.uk/eastanglia and www.att.org.uk/eastanglia.
with us
16 www.tax.org.uk/eastanglia
eastanglia@tax.org.uk2019 2020
Non-domiciles & offshore tax Farming update
John Barnett Michael Steed
Tuesday 17 September 2019 Tuesday 25 February 2020
4:00 PM - 7:00 PM 2:00 PM - 5:00 PM
Park Farm Hotel, Hethersett, Norwich, NR9 3DL Norfolk Snowsports Club, Whitlingham Lane, Trowse, Norwich,
NR14 8TW
Family Owned Companies
Andrew Hubbard Professional standards update
Tuesday 15 October 2019 Heather Brehcist
2:00 PM - 5:00 PM
Norfolk Snowsports Club, Whitlingham Lane, Trowse, Norwich, Tuesday 17 March 2020
NR14 8TW 2:00 PM - 5:00 PM
Barnham Broom Hotel, Honingham Road, Barnham Broom,
Norwich, NR9 4DD
HMRC Enquiries
John Cassidy Day conference
Tuesday 12 November 2019 Giles Mooney
2:00 PM - 5:00 PM
Norfolk Snowsports Club, Whitlingham Lane, Trowse, Norwich, Thursday 2 April 2020
NR14 8TW 9:00 AM - 5:00 PM
John Innes Centre, Norwich Research Park, Colney, Norwich, NR4
7UH
Includes Branch AGM
VAT
Malcolm Greenbaum
Tuesday 10 December 2019 Finance Act update
2:00 PM - 5:00 PM
Mark Morton
Sprowston Manor Hotel, Wroxham Road, Norwich, NR7 8RP
Tuesday 12 May 2020
2:00 PM - 5:00 PM
Park Farm Hotel, Hethersett, Norwich, NR9 3DL
Inheritance Tax and Trusts
(Joint meeting with STEP)
Robert Jamieson
Tuesday 9 June 2020
4:00 PM - 7:00 PM
Dunston Hall, Ipswich Road, Norwich, NR14 8PQ
Branch Evening Reception
Thursday 18 June 2020
6:00 PM - 8:00 PM
The Sainsbury Centre, University of East Anglia, Norwich, NR4 7TJ
17EAST MIDLANDS
BRANCH
CHAIR
Stephen Foulkes
Mabe Allen LLP
01773 743325
eastmidlands@tax.org.uk
COMMITTEE PRICING
Paul Gayton | Vice Chair
Wren Accountancy Services Ltd Seminars
Member: £50
Melissa Dunkley | Secretary Non-Member: £60
MD Advisory Ltd Student: £25
Retired Member: £25
Dan Ellerton | Treasurer
Newtons Accountants Ltd
Networking
Margaret Curran | Technical Officer All delegates: £18
Chartered Institute of Taxation
Rachael Cobb | Student/Newly Qualified Representative
Page Kirk LLP The Branch Committee intends to run a programme of soft
skills events alongside our technical seminars, the details of
Catherine Cox which will be announced nearer the time. Please check the
Retailmap Limited web listings of each event for more details.
Ken Curran
To ensure you always receive our email marketing, please add
HM Revenue & Customs
eastmidlands@tax.org.uk to your email contacts.
Evelyn Wireko
Presson Tax Accountants Ltd Registration opens half an hour before the stated start time.
Dipti Thakrar
ABB Group Please book online at www.tax.org.uk/eastmidlands.
182019 2020
Trusts: 4 tax efficient case studies Finance Act 2020
- and 1 disaster! Dean Wootten
Amanda Fisher Wednesday 26 February 2020
Tuesday 24 September 2019 4:00 PM - 7:30PM
3:15 PM - 6:30PM (includes Branch AGM from 3PM) The Link Hotel, New Ashby Road, Loughborough, Leicestershire,
PwC LLP, Donington Court, Pegasus Business Park, Castle LE11 4EA
Donington, DE74 2UZ
Key Issues for Close Companies Construction Industry Taxes
and Their Director/Shareholders Update and Their Reporting
Malcolm Greenbaum Obligations
Thursday 10 October 2019 Cathya Djanogly
4:00 PM - 7:30PM Tuesday 24 March 2020
The Link Hotel, New Ashby Road, Loughborough, Leicestershire, 4:00 PM - 7:30PM
LE11 4EA Leicestershire County Cricket Club, Grace Road, Leicester,
LE2 8AD
Joint Drinks Reception with Leicester “Taxman Traumas” – Dealing with
ICAEW and Leicester Law Society HMRC Compliance
October 2019 (TBC) Mark Morton
Venue TBC
Thursday 14 May 2020
3:15 PM - 6:30PM
PwC LLP, Donington Court, Pegasus Business Park, Castle
Donington, DE74 2UZ
Current Developments in Capital
Allowances & Other Business
Incentives
Rebecca Benneyworth Joint Drinks Reception with
Monday 25 November 2019 Nottingham ICAEW and
3:15 PM - 6:30PM Nottingham Law Society
PwC LLP, Donington Court, Pegasus Business Park, Castle June 2020 (TBC)
Donington, DE74 2UZ Venue TBC
Connect
with us
www.tax.org.uk/eastmidlands
eastmidlands@tax.org.uk
www.linkedin.com/groups/8764188
@eastmidsciotatt
19EDINBURGH
BRANCH
CHAIR
Derek Francis
edinburgh@tax.org.uk
07930 852537
COMMITTEE PRICING
Alan Dean | Treasurer
Lunchtime events
Sean Cockburn Unless otherwise stated, the lunchtime
events will be held at the Mackenzie
Richard Johnston Building of the Faculty of Advocates, Old
Assembly Close, Edinburgh, EH1 1QX.
Bob Langridge
Registration, tea and coffee from 12.30 PM
Susie Stewart
to 1 PM and a seminar from 1 PM to 2 PM;
one hour CPD.
Mike Martin
Free to attend. Please register online at
www.tax.org.uk/edinburgh
Evening events
Unless otherwise stated, the evening events
will be held at the Mackenzie Building of
the Faculty of Advocates, Old Assembly
Close, Edinburgh, EH1 1QX.
Registration from 5.00 to 5.30 p.m. and a
seminar 5.30 pm- 6.30 pm; one hour CPD.
Free to attend. Please register online at
Connect www.tax.org.uk/edinburgh.
with us
www.tax.org.uk/edinburgh
20 edinburgh@tax.org.uk2019 2020
CGT for UK land and the TCGA (Tax) Year End Planning for Individuals &
1992 Part 1 re-write Owner Managed Businesses
Sarah Squires, Barrister, of Old Square Mike Martin, BA Accounting; FMAAT; CTA; ATT, Principal
Tax Chambers of The Number Crunchers
Thursday 19 September 2019 Thursday 20 February 2020
1PM - 2PM
Entrepreneurs’ Relief Bear Traps
Joint discussion group: HMRC, ICAS,
CIOT and Edinburgh Tax Network Bob Langridge, LLB (Hons), DipLP, ATT,
Associate Corporate Tax and Incentives,
TBC - October 2019 Brodies LLP, Edinburgh
5:30 PM
Institute of Chartered Accountants of Scotland, CA House, 21
Thursday 27 February 2020
Haymarket Yards, Edinburgh EH12 5BH
Tax Issues on Importing and Exporting
Matthew Paul Clark, Head of UK Customs,
Softer Skills - Resilience - Excise & International Trade Team, PwC LLP
Newly-qualified Event & Wine-tasting Thursday 26 March 2020
Emma Bell
Friday 15 November 2019
5:30 PM - 8:00 PM Aspects of Taxation + U.S. Revocable
Open to CIOT/ATT Members only Trusts and their Interaction with IHT
Mark McKeown, MA, M. Litt.,
Senior Associate, Turcan Connell;
IR35 and interposing Personal Service Andrew Aldridge and Sarjul Patel, U.S. Tax & Financial
Services Ltd.
Companies: Where can you do it? Co-speaker TBC
Where will it work for the Taxpayer? Thursday 23 April 2020
Derek Francis, LL.B., CTA (Fellow), Advocate, Barrister,
Chartered Tax Advisor, Terra Firma Chambers & Temple
Tax Chambers Topical Issues - personal tax
Thursday 21 November 2019 Alan Dean, MA, CTA, ATT,
1PM - 2PM Senior Tax Manager, Chiene + Tait
Thursday 30 April 2020
Advisory Issues and Computational
Aspects re IR35 Update on Scottish Taxes
Karen Davidson, LLB (Hons), DipLP, ATT, Speakers TBC
Partner, Corporate Tax & Incentives,
Brodies LLP, Glasgow Thursday 14 May 2020
Thursday 28 November 2019
1PM - 2PM
Corporate Tax Update
Martin Bell, CA, CTA,
Tax Partner & Head of Tax, BDO Glasgow
Thursday 28 May 2020
Family Investment Companies
Speakers TBC
Thursday 25 June 2020
Property Taxes Round-up
Carl Bayley B Sc., FCA,
immediate past President ICAEW
Tax Faculty, Bayley Miller Accountants
30 July 2020
21ESSEX
BRANCH
CHAIR
Gina Mills
01702 347771
essex@tax.org.uk
COMMITTEE PRICING
Jamie Hooper | Vice Chair Finance Act
01376 573766 Members: £50
Non-Member: £55
John Holliday | Treasurer Student: £50
01245 322808 Retired Member: £50
David Tallon | Secretary
01702 347771 Evening seminars
Members: £35
Caroline Barnes Non-Member: £40
01245 441221 Student: £35
Retired Member: £35
Alastair Godfrey
01702 209600
Joint afternoon conference
John Speller Members: £70
01702 613039 Non-Member: £75
Student: £70
Graham Stapleton Retired Member: £70
01702 549288
Student Meeting
Free of charge
Registration for all meetings opens 30
minutes before the listed start time. Please
book online at www.tax.org.uk/essex
Connect
with us
www.tax.org.uk/essex
essex@tax.org.uk
222019 2020
Personal Tax Planning Opportunities Finance Act Update
Speaker TBC Michael Steed, BPP
Tuesday 8 October 2019 Wednesday 26 February 2020
6:00 PM - 8:00 PM 4:45 PM - 8:00 PM
Pontlands Park (Conservatory), West Hanningfield Road, Great Pontlands Park (Conservatory), West Hanningfield Road, Great
Baddow, CM2 8HR Baddow, CM2 8HR
Making Tax Digital and Branch AGM Student Meeting: Using the tax
Richard Wild, CIOT legislation
Tuesday 19 November 2019 Chris Siddle, Tolleys
6:00 PM - 8:00 PM Tuesday 17 March 2020
Pontlands Park (Conservatory), West Hanningfield Road, Great 6:00 PM - 8:00 PM
Baddow, CM2 8HR Pontlands Park (Conservatory), West Hanningfield Road, Great
Followed by buffet Baddow, CM2 8HR
Tax Investigations
Richard Morley, BDO
Tuesday 21 April 2020
6:00 PM - 8:00 PM
Pontlands Park (Conservatory), West Hanningfield Road, Great
Baddow, CM2 8HR
Tax Issues Affecting SMEs
Chris Holmes, BDO
Tuesday 19 May 2020
6:00 PM - 8:00 PM
Pontlands Park (Conservatory), West Hanningfield Road, Great
Baddow, CM2 8HR
Property Taxes
Caroline Fleet, Crowe
Tuesday 23 June 2020
4:00 PM - 7:15 PM
Essex Business School, University of Essex, Wivenhoe Park,
Colchester, CO4 3SQ
Followed by hot buffet
Joint with CIOT/ATT Suffolk Branch
DISCUSSION
GROUP
The 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.
23EUROPEAN
BRANCH PRICING
CHAIR Conferences
£230
Gary Ashford
events@tax.org.uk
With exception of:
Milan Half Day (FREE)
COMMITTEE CONFERENCES
Stéphane Gelin | Vice Chair – France
12th Young International Corporate Tax
David Sayers | Vice Chair – France Practitioners Conference in conjunction
with the 73rd International Fiscal
Giovanni Rolle | Vice Chair – Italy Association Congress
Eric Tomsett | Vice Chair – United Kingdom 10 September 2019
Royal Festival Hall, London
Anne Fairpo
Milan Conference 2019
Clive Gawthorpe
18 September 2019
Crowe Valente/Valente Associati GEB Partners
David Hughes
23rd Cross Atlantic Tax Symposium
London
13 February 2020
Deloitte, London
Connect INFORMATION
All enquiries regarding conferences should be made to:
with us The CIOT/ATT Events Team
Email: events@tax.org.uk
Both dates and locations are subject to change.
Individual conferences will be separately notified.
www.tax.org.uk/european
events@tax.org.uk
24CIOT/ATT
UPCOMING EVENTS
Autumn Residential Tax Update Conference Spring Residential Conference
6-8 September 2019 27-29 March 2020
University of Warwick Queens’ College, Cambridge
Commerce and Industry Conference CIOT AGM followed by CTA Address and
2 October 2019 President’s Reception
Pinsent Masons LLP, London 19 May 2020
One Great George Street
AAT/ATT Joint Master course
5 October 2019 ATT AGM
Holiday Inn Bloomsbury, London 9 July 2020
Venue TBA
Indirect Taxes Conference
Autumn Residential Tax Update Conference
8 October 2019
11-13 September 2020
America Square Conference Centre, London
University of Warwick
AAT/ATT Joint Master course
23 October 2019
Holiday Inn Bloomsbury, London
AAT/ATT Joint Master course
26 October 2019
Mercure, Exeter
AAT/ATT Joint Master course
30 October 2019
Novotel, Birmingham
AAT/ATT Joint Master course
5 November 2019
Novotel, York
CIOT/ATT Scotland Conference
8-9 November 2019 MORE INFORMATION
Dunblane Hydro
For more information on CIOT events visit:
AAT/ATT Joint Master course www.tax.org.uk/members/conferences-events
12 November 2019
London
For more information on ATT events visit:
www.att.org.uk/news-events/events
CIOT/ATT Carol Service
12 December 2019
St Peters’, Eaton Square E: events@tax.org.uk
25GLASGOW
BRANCH
CHAIR
Jillian McAulay
EY
glasgow@tax.org.uk
COMMITTEE PRICING
Ian McMonagle | Vice Chair
Russell & Russell
Seminars
FREE to all Members and Students
Jen Brown Please book online at www.tax.org.uk/glasgow
Deloitte to confirm attendance.
Joe Green
PwC
Connect
with us
www.tax.org.uk/glasgow
glasgow@tax.org.uk
262019 2020
Scottish Tax Process IHT and Family Wealth - Thinking
Neil Ferguson, Revenue Scotland; Outside the Box
Martin Davidson, Scottish Government Benjamin Jones, PwC; Natalie Martin, PwC
Tuesday 1 October 2019 Tuesday 11 February 2020
12:30 PM - 1:30 PM 12:30 PM - 1:30 PM
Merchants Hall, 7, West George Street, Glasgow, G2 1BA Merchants Hall, 7, West George Street, Glasgow, G2 1BA
Reflections on the Profit Diversion Scottish Taxes Update
Compliance Facility and on Joanne Walker, CIOT Technical Officer
the evolution of Discovery Scottish Technical
Johnston Orr, EY; Zee Overton, EY Tuesday 10 March 2020
Tuesday 12 November 2019 12:30 PM - 1:30 PM
Merchants Hall, 7, West George Street, Glasgow, G2 1BA
12:30 PM - 1:30 PM
Merchants Hall, 7, West George Street, Glasgow, G2 1BA
IR35 and Interposing Personal Employment Tax Update
Service Companies Rachel Chalmers, EY
Derek Francis, Terra Firma Chambers Tuesday 14 April 2020
Tuesday 3 December 2019 12:30 PM - 1:30 PM
12:30 PM - 1:30 PM Merchants Hall, 7, West George Street, Glasgow, G2 1BA
Merchants Hall, 7, West George Street, Glasgow, G2 1BA
ICAS Spring Update
Charlotte Barbour, ICAS
Tuesday 12 May 2020
12:30 PM - 1:30 PM
Merchants Hall, 7, West George Street, Glasgow, G2 1BA
27HAMPSHIRE
BRANCH
CHAIR
Tom Lacey
hampshire@tax.org.uk
023 8024 7070
COMMITTEE PRICING
Claire Perrett | ATT Representative Evening Seminars
01483 407100 Members: £10
Non-Members: £15
Ken Voller Students: £10
0845 130 6380 Retired Members: £10
David Bird
Afternoon Seminars
Members: £85
Non-Members: £95
Students: £85
Retired Members: £85
Please book online at
www.tax.org.uk/hampshire
Connect
with us
www.tax.org.uk/hampshire
hampshire@tax.org.uk
282019 2020
Building Allowances Succession Planning
Alun Oliver Robert Jamieson
Thursday 19 September 2019 Thursday 13 February 2020
6:30 PM - 8:30 PM 4:30 PM - 7:30 PM
The Concorde Club, Stoneham Lane, Eastleigh, Hampshire, SO50 Winchester Guildhall, The Broadway, Winchester, SO23 9GH
9HQ
Recent Cases Event TBC
Keith Gordon, Temple Tax Chambers Speaker TBC
Thursday 24 October 2019 TBC March 2020
6:30 PM - 8:30 PM 6:30 PM - 8:30 PM
Winchester Guildhall, The Broadway, Winchester, SO23 9GH The Concorde Club, Stoneham Lane, Eastleigh, Hampshire, SO50
9HQ
Budget Tax Investigations
Speakers TBC CIOT/ATT Technical Team (TBC)
TBC November 2019 TBC April 2020
6:30 PM - 8:30 PM 6:30 PM - 8:30 PM
Solent Hotel, Rookery Avenue, Whiteley, Fareham, PO15 7AJ Solent Hotel, Rookery Avenue, Whiteley, Fareham, PO15 7AJHARROW &
NORTH LONDON
BRANCH
CHAIR
Harry Ross
020 8446 4193
harrow@tax.org.uk
COMMITTEE PRICING
Alan Hooper | Vice Chair Technical meetings
01895 257507 (includes sandwich buffet)
Included in £70 administration fee
Viral Haria | Programme Secretary Students FREE
07815156428
Ahmed Jeewajee | Treasurer & ATT Representative All hosted at the Harrow Civic Centre unless
07561 155579 otherwise stated - Harrow Civic Centre, Station
Road, Harrow, London, HA1 2XF
Anne Clark | Committee Member
07791139247
Bhogilal Rupani | Attendance Officer Tax Forums
020 8907 2941 (includes sandwich buffet)
£30
Anup Sharma | Liason Officer
020 8863 8660
Peter Goodman | Technical Officer Extended evenings
020 7403 1877 (includes hot buffet)
£60 (£250 if all five booked)
Divya Malde | Technical Officer
07766 230866
Partha Ray | Technical Officer
020 8422 6101
Connect
Marc Selby | Technical Officer – Indirect Taxes
020 7842 8000
Martin Levin | Student Officer
0794 648 1209
with us
Vanessa Drake | Administrator
020 8864 0649
www.tax.org.uk/harrow
30 harrow@tax.org.ukTECHNICAL EXTENDED
MEETINGS EVENINGS
Capital Allowances Update Inheritance Tax Planning for OMBs
Steven Bone Helen Lewis
Thursday 12 September 2019
6:45 PM - 8:15 PM Thursday 26 September 2019
Harrow Civic Centre, Station Road, Harrow, London, HA1 5:30 PM - 8:30 PM
2XF Harrow District Masonic Council Northwick Cir, Harrow
HA3 0EL
Deemed Domicile and Offshore Trusts VAT Hot Topics
Nicholas Hughes
Thursday 21 November 2019 Neil Owen
6:45 PM - 8:15 PM Thursday 13 February 2020
Harrow Civic Centre, Station Road, Harrow, London, HA1 5:30 PM - 8:30 PM
2XF Harrow District Masonic Council Northwick Cir, Harrow,
HA3 0EL
Autumn Budget
Mark Baycroft Tax Strategies for Owner Managed
Thursday 12 December 2019
6:45 PM - 8:15 PM
Business
Harrow Civic Centre, Station Road, Harrow, London, HA1
Peter Rayney
2XF Thursday 27 February 2020
5:30 PM - 8:30 PM
Harrow District Masonic Council Northwick Cir, Harrow
Helping Tax Advisers Sell their Services HA3 0EL
Kim Tasso
Thursday 9 January 2020
6:45 PM - 8:15 PM R&D Refresher
Harrow Civic Centre, Station Road, Harrow, London, HA1 Anne Fairpo
2XF Thursday 5 March 2020
6:45 PM - 8:15 PM
Harrow District Masonic Council Northwick Cir, Harrow
How Developments in Anti- Money HA3 0EL
Laundering Affect your Work as a Tax
Professional Finance Act 2020
CIOT/ATT Professional Standards
Thursday 19 March 2020
Robert Jamieson
6:45 PM - 8:15 PM Thursday 28 May 2020
Harrow Civic Centre, Station Road, Harrow, London, HA1 5:30 PM - 8:30 PM
2XF Harrow Civic Centre, Station Road, Harrow, London, HA1
2XF
Engagement Letters and Liability Caps
Karen Eckstein
Thursday 30 April 2020
6:45 PM - 8:15 PM
Harrow Civic Centre, Station Road, Harrow, London, HA1
2XF
Tax Cases Update
Peter Vaines
Thursday 7 May 2020
6:45 PM - 8:15 PM
Harrow Civic Centre, Station Road, Harrow, London, HA1
2XF
Capital Gains Update
Robert Maas
Thursday 4 June 2020
6:45 PM - 8:15 PM
Harrow Civic Centre, Station Road, Harrow, London, HA1
2XF 31TAX FORUMS
UK Real Estate Update Corporate Interest Restriction
John Barnett Kiret Singh
Thursday 10 October 2019 Thursday 6 February 2020
6:45 PM - 8:15 PM 6:45 PM - 8:15 PM
Harrow District Masonic Council Northwick Cir, Harrow Harrow Civic Centre, Station Road, Harrow, London, HA1
HA3 0EL 2XF
Dual Residents and Double Tax Coming to Work in the UK - Early Years
Treatments Jonathan Golding
Nikhil Mehta Thursday 12 March 2020
Thursday 17 October 2019 6:45 PM - 8:15 PM
6:45 PM - 8:15 PM Harrow Civic Centre, Station Road, Harrow, London, HA1
Harrow Civic Centre, Station Road, Harrow, London, HA1 2XF
2XF
Stamp Duty Planning Opportunities
Tax Investigations & Alternative Dispute Craig Leslie & Georgina West
Thursday 11 June 2020
Resolution 6:45 PM - 8:15 PM
Dawn Register Harrow Civic Centre, Station Road, Harrow, London, HA1
Thursday 7 November 2019 2XF
6:45 PM - 8:15 PM
Harrow Civic Centre, Station Road, Harrow, London, HA1
2XF
Current Consultations
Richard Wild
Thursday 14 November 2019
6:45 PM - 8:15 PM
Harrow Civic Centre, Station Road, Harrow, London, HA1
2XF
Current Issues with Mergers and
Demergers
Pete Miller
Thursday 28 November 2019
6:45 PM - 8:15 PM
Harrow District Masonic Council Northwick Cir, Harrow
HA3 0EL
32HMRC
BRANCH
CHAIR
Richard Freeman
hmrc@tax.org.uk
COMMITTEE ABOUT US
Jenny Foakes | Secretary Our events are open to all members, students and
non-members, and are free.
Rob Lever
Adeyinka Omole Who are we?
HMRC Branch are unique in being the only one-
Juliet Roche employer branch. As a committee, we are formed with
representation across a broad range of locations and
Ken Curran areas of the department.
Angela Bowman
What do we do in HMRC?
Sarah Kelsey Members within HMRC organise CPD events which may
be attended by any HMRC employee and are held jointly
Andrew Donaldson
with members of the profession. These events provide
an opportunity to learn about topical issues affecting
Alessandro Riccomini
the world of taxation from a variety of perspectives. You
don’t have to be a CIOT/ATT member to attend.
Vicky Topps
Nick Driver Details of coming events are posted on the CIOT/ATT
websites as they are arranged. They can be booked using
the booking tool on the site and our events are free to
attend.
Please look out for these during the course of the year!
Connect
with us
www.tax.org.uk/hmrc 33
hmrc@tax.org.ukJERSEY
BRANCH 2019
CHAIR
Introduction to Corporation Tax
Amy Collins
and the transition from
Ocorian
Non-Resident Landlords
01534 507108
October 2019
jersey@tax.org.uk Venue TBC
jersey.chair@tax.org.uk
COMMITTEE 2020
Stuart Macklin | Treasurer
PwC A Private Client Tax Update
jersey.treasurer@tax.org.uk Speaker TBC
Pieter Williams | Secretary January 2020
KPMG Venue TBC
jersey.secretary@tax.org.uk
Garry Bell
Smith & Williamson Professional Conduct in Relation
to Tax and a reminder of
Lynsey Reeve
CPD requirements
States of Jersey
CIOT/ATT Professional Standards (TBC)
Joanne Routier April 2020
PKF BBA Venue TBC
Andreas Egeland
PRICING
Standard Bank
Sarah Collier
Bracken Rothwell
Lectures
Members: £30
Ensure you stay up to date on the activity of the Students: £30
CIOT/ATT Jersey Branch by updating your Branch Non-Members: £40
Preferences on the Portal. Retired Members: £30
For more information please email jersey@tax.org.uk.
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.
Connect Email us at jersey.events@tax.org.uk to claim
your free space.
Subject to change on an event-by-event basis.
with us Check www.tax.org.uk/jersey before
registering.
www.tax.org.uk/jersey
jersey@tax.org.uk
www.linkedin.com/groups/8175026/
34GET
INVOLVED!
e st s y o u that you
that inte r gramme?
e a to p i c c h e s P ro
Is ther s e e i n t he Bran
to
would like
Could
you p
resen
t on it y
ourse
lf?
Share your knowledge and experience with others
Consider yourself a subject matter expert? Branches are always on the lookout for
experienced professionals to showcase their knowledge and speak at upcoming events and
webinars. If you would like to be considered, message us with your details and preferred
subject matter area
Raise your professional profile locally
Share your expertise
Develop your public speaking skills
Boost your CV
Network with local tax professionals
Find out more about becoming a speaker for the Branch Network by emailing
our team on branches@tax.org.uk
35KENT
BRANCH
CHAIR
Roger Holman
DWF LLP
kent@tax.org.uk
COMMITTEE OUR EVENTS
Herschel Santineer | Vice Chair For the next few years we have decided that it would
01622 744403 be good to try something new for our members, being
round table discussion groups. The sessions will have
Lesley Carrington | Treasurer limited space to make the most of the group and we will
be touring the county. They are intended to consist of
Phillip Kearsey | Working Together Liaison Officer discussions of our practical experiences relating to the
01227 373271 topics, with one or two speakers from outside of the
accountancy/tax profession joining the group to lead the
Gareth Bridgland discussion. However, this is intended to be an interactive
session, so please come armed with something to talk
Terrence Ogden about!
The intention is that the following year we will run
similar sessions in those locations that have not
discussed that topic. As always, we are pleased to hear
of any suggestions for topics or what you feel would
PRICING
be helpful to you; and of course, we are always looking
for more willing volunteers to join our committee – just
drop the committee an email on kent@tax.org.uk if you
want to know more.
Round Table Discussions
£15 each
Please visit www.tax.org.uk/kent to book.
362019 2020
R&D/IP Business Funding
24 September 2019 24 March 2020
5:00 PM - 7:00 PM 5:00 PM - 7:00 PM
Wrotham Wrotham
Exit Planning Employment
29 October 2019 21 April 2020
5:00 PM - 7:00 PM 5:00 PM - 7:00 PM
Tunbridge Wells Tunbridge Wells
Practical Experiences of MTD Private Client Planning
26 November 2019 26 May 2020
5:00 PM - 7:00 PM 5:00 PM - 7:00 PM
East Kent East Kent
Connect
with us
www.tax.org.uk/kent
kent@tax.org.uk
37LEEDS
BRANCH
CHAIR
James Heathcote
Lancaster Knox
leeds@tax.org.uk
COMMITTEE PRICING
Emma Rawson Technical - Lunchtime Seminar
Association of Taxation Technicians Free
Craig Hughes
Brown Butler Technical - Evening Seminar
Members: £45
Julia Rangecroft Non-Members: £65
Shulmans Students and Retired Members: £35
Nicola Turner
Mills & Reeve
Technical - Evening Seminar Block Booking
Ayesha Watkins Purchase all three Technical Evening Seminars at
Deloitte once to receive a discount.
Members: £115
Rebecca Bonner Non-Members: £175
TPO Students and Retired Members: £95
Alison Tait
Georgiana Head Recruitment Please book online at www.tax.org.uk/leeds
Connect
with us
SPONSORED BY
www.tax.org.uk/leeds
leeds@tax.org.uk
linkedin.com/groups?gid=3003943
@leedstax
382019 2020
CGT for non-UK residents - what you Managing risk - a guide for
need to know accountants and tax advisers
Mike Hunter and Martin Griffiths, Karen Eckstein,
Addleshaw Goddard Womble Bond Dickinson
Thursday 19 September 2019 Tuesday 11 February 2020
12:30 PM - 1:30 PM 12:30 PM - 1:30 PM
Addleshaw Goddard, 3 Sovereign Square, Sovereign Street, Leeds Womble Bond Dickinson, 1 Whitehall Riverside, Leeds LS1 4BN
LS1 4ER
The Generation Game - advising
families and their NextGen leaders
Domicile and remittances - a crash Rennie Hoare, C. Hoare & Co,
course Jodie Barwick-Bell (Deloitte),
Andra Ilie (Knox group of companies)
James Heathcote, Lancaster Knox and
Chair of the Leeds Branch Thursday 12 March 2020
6:15 PM - 8:30 PM
Tuesday 15 October 2019
Deloitte, 1 City Square, Leeds, LS1 2AL
12:30 PM - 1:30 PM
Tilney, City Point, 29 King Street, Leeds LS1 2HL
Corporation Tax - essential update
IR35 and off-payroll working Emma Rawson, ATT
Sarah Hewson, PwC Wednesday 29 April 2020
12:30 PM - 1:30 PM
Tuesday 19 November 2019 Shulmans, 10 Wellington Place, Leeds, LS1 4AP
12:30 PM - 1:30 PM
PwC, 29 Wellington St, Leeds LS1 4DL
From the Bar - practical tax tips for
The Leeds Presidential Visit (and working with Counsel
taxation of the digital economy) Katherine Bullock, Field Court Tax
Chambers
Glyn Fullelove, CIOT President
Thursday 21 May 2020
Tuesday 10 December 2019 12:30 PM - 1:30 PM
6:15 PM - 8:30 PM Clarion, Elizabeth House, 13-19 Queen Street, Leeds, LS1 2TW
Womble Bond Dickinson, 1 Whitehall Riverside, Leeds LS1 4BN
Tim Palmer's topical tax tips
Tim Palmer, Palmer Consultancy
Partnership
Tuesday 16 June 2020
6:15 PM - 8:30 PM
Mills & Reeve, 1 City Square, Leeds LS1 2ES
39LONDON
BRANCH PRICING
CHAIR Main branch meetings
FREE
Sarah Hewson
london@tax.org.uk
COMMITTEE Indirect tax meetings
FREE
Oliver Rowland | Vice Chair
Sue Harrison | Treasurer
VAT Panel
FREE
Lynne Poyser | Secretary and ATT Representative
Michael Ashdown
All day conferences
Members: £175
Robert Harness
Non-Members: £200
Students: £175
Yvanna Pert Retired Members: £175
Caroline Hastie-Smith Communication skills
(total price, course of 4)
Nick Brennan Members: £100
Non-Members: £120
Students: £100
Owen Burn Retired Members: £100
Reshma Johar
International Tax Meetings
FREE
Hannah Gardner | Branch Administrator
Robert Venables QC | Co-Honorary President
Student & Newly-Qualified
Price varies (max £5)
Keith Gordon |Co-Honorary President
Quiz
Connect £90 per team (max 6 people)
with us Summer Party
Members: £30
Non-members: £35
www.tax.org.uk/london
london@tax.org.uk
linkedin.com/groups?gid=2984215
40 @ciotattlondonMAIN BRANCH INDIRECT TAX
MEETINGS MEETINGS
Held at Deloitte, 2 New Street Square, London EC4A 3BZ. Held at BDO, 55 Baker Street, London W1U
From 6.00 pm until 7.00 pm followed by networking 7EU. From 6.00 pm until 7.00 pm followed by
drinks. Sponsored by Deloitte. networking drinks. Topics and speakers will be
announced one month before the meeting.
Sponsored by BDO.
Tax Issues in Digital Businesses
Glyn Fullelove, CIOT President
Wednesday 25 September 2019 Indirect Tax Meeting Dates
6:00 PM - 7:00 PM
Monday 16 September 2019
Monday 18 November 2019
Pension Tax Issues Monday 20 January 2020
Rebecca Bonner, The Private Office Monday 16 March 2020
Monday 11 May 2020
Wednesday 16 October 2019
6:00 PM - 7:00 PM
Private Client Update
James Heathcote, Lancaster Knox
Wednesday 6 November 2019
6:00 PM - 7:00 PM
VAT PANEL
Corporate Tax Update
TBC, Mazars
Panel event followed by networking drinks. Run
Wednesday 29 January 2020 jointly with the VAT Practitioners Group.
6:00 PM - 7:00 PM Sponsored by BDO.
Budget 2019 and Finance Bill 2020
Mark Fielden, Kingston Smith;
Lynsey Christini, Kingston Smith
Wednesday 12 February 2020
6:00 PM - 7:00 PM
VAT Cases to Watch in 2020
Handling Disputes with HMRC Monday 27 April 2020
Matt Crawford, PwC 6:00 PM - 7:00 PM
Wednesday 4 March 2020 BDO, 55 Baker Street, London W1U 7EU
6:00 PM - 7:00 PM
Penalties for You and Your Clients
Emma Rawson, ATT
Wednesday 22 April 2020
6:00 PM - 7:00 PM
OMB Update
Laurence Parry, Kreston Reeves LLP
Wednesday 20 May 2020
6:00 PM - 7:00 PM
41ALL-DAY INTERNATIONAL
CONFERENCES TAX MEETINGS
Held at Mazars, Tower Bridge House, St Katharine’s Way, Held at Mazars, Tower Bridge House, St Katharine’s
London E1W 1DD unless otherwise stated. Registration Way, London E1W 1DD. From 6.00 pm until 7.00 pm
from 9.30 am with conference from 10.00 AM to 4.45 PM followed by networking drinks. Topics and speakers will
unless otherwise stated. Sponsored by Mazars. be announced one month before the meeting. Sponsored
by Mazars.
Property Taxes Conference International Tax Meeting Dates
Caroline Fleet, Gabelle Monday 25 November 2019
Tuesday 12 November 2019 Monday 15 June 2020
10 AM - 4:45 PM
Indirect Taxes Conference
Michael Ashdown, BDO
Tuesday 25 February 2020
10 AM - 4:45 PM
Employment Taxes Conference
Ruth Punter, PwC COMMUNICATION
SKILLS
Tuesday 21 April 2020
10 AM - 4:45 PM
Held at FTI Consulting, 200 Aldersgate, Aldersgate Street,
Corporate Taxes Conference London EC1A 4HD. Presented by Louise Walsh of Vocal
Heather Self, Blick Rothenberg Energetics. From 5.45 pm until 7.15 pm followed by
Tuesday 19 May 2020 networking drinks. Sponsored by FTI Consulting.
10 AM - 4:45 PM
Private Client Conference
Speaker TBC
Tuesday 9 June 2020 Communication Skills Course Dates
10 AM - 4:45 PM Tuesday 12 November 2019
Tuesday 4 February 2020
Tuesday 21 April 2020
Tuesday 2 June 2020
42STUDENT AND SOCIAL
NEWLY-QUALIFIED EVENTS
A series of events for students and newly-qualified
members held at LexisNexis, 30 Farringdon Street, Quiz
London EC4A 4HH. From 6.00 pm until 7.00 pm followed
Thursday 14 November 2019
by networking drinks. Sponsored by Tolley.
6:00 PM - 9:00 PM
De Vere Holborn Bars, 138‐142 Holborn, EC1N 2SW
Summer Party
June 2020 (TBC)
Navigating the maze: A guide to the 6:30 PM - 10:30 PM
ATT and CTA exam pathways The Honourable Artillery Company, Armoury House, City Road,
Simon Groom, Tolley Exam Training London, EC1Y 2BQ
Tuesday 17 September 2019
6:00 PM - 7:00 PM
Free to all
Using the legislation: tips and tricks
for the ATT and CTA exams
Nicole Neville, Tolley Exam Training
Tuesday 24 September 2019
6:00 PM - 7:00 PM
Students only - £5
Using the legislation: tips and tricks
for the ATT and CTA exams
Nicole Neville, Tolley Exam Training
Tuesday 25 February 2020
6:00 PM - 7:00 PM
Students only - £5
Hot topics for the May exams
Chris Siddle, Tolley Exam Training
Tuesday 10 March 2020
6:00 PM - 7:00 PM
Students only - £5
How to win work
Panel Discussion
Tuesday 12 May 2020
6:00 PM - 7:00 PM
Free to all
43MANCHESTER
BRANCH
CHAIR
Lindsey Holmes
07976 365226
manchester@tax.org.uk
COMMITTEE PRICING
Paul Davies | Deputy Chair Finance Act Update
£75 each
Sarah Kershaw | Secretary £300 for 5 delegates
Gary Smith
All Other Lectures
Katy Benson £50 each
£200 for 5 delegates
Karen Bullen
Mark Fink Season Ticket
Davyd Fisher If all lectures are booked and paid for up-front,
the total price is £325 – ie the last lecture is
Mike Hodges free.
The season ticket and multiple discount
Mike Longman bookings cannot be taken together.
Please book online at
Fiona McNair www.tax.org.uk/manchester
Kate Rothwell
Timothy Johnson
Ryan Witter
Connect
SPONSORED BY:
with us
www.tax.org.uk/manchester
44 manchester@tax.org.uk2019 2020
Finance Act and Finance Bill Update CT update including issues for the
Robert Jamieson creative industries / intangibles
update, international tax for SMEs
Monday 16 September 2019
1:00 PM - 6:00 PM Anne Fairpo, Barrister, Temple Tax Chambers
Manchester Hall, 36 Bridge Street, Manchester, M3 3BT Monday 10 February 2020
4:00 PM - 7:00 PM
Manchester Hall, 36 Bridge Street, Manchester, M3 3BT
Employment Taxes Update
Alastair Kendrick, AK Employment Tax
Services Reorganisations, reconstructions etc
Monday 14 October 2019 Pete Miller, The Miller Partnership
4:00 PM - 7:00 PM
Manchester Hall, 36 Bridge Street, Manchester, M3 3BT Monday 16 March 2020
4:00 PM - 7:00 PM
Manchester Hall, 36 Bridge Street, Manchester, M3 3BT
VAT – What’s new
Mike Thexton Joint event with STEP - Direct tax issues
Monday 11 November 2019 of relevance for non-doms and the
4:00 PM - 7:00 PM enquiries/anti avoidance landscape
Manchester Hall, 36 Bridge Street, Manchester, M3 3BT
Oliver Marre, Barrister 5 Stone Buildings; second
speaker TBC
Monday 18 May 2020
4:00 PM - 7:00 PM
Manchester Hall, 36 Bridge Street, Manchester, M3 3BT
45MERSEYSIDE
BRANCH
CHAIR
Mark Kearsley
DSG Chartered Accountants PRICING
0151 243 1256
merseyside@tax.org.uk Half day Lectures
Members: £65
Non-Members: £65
COMMITTEE Students: FREE
Retired Members: FREE
Evening Lectures
Rob Adams | Treasurer Members: £40
Grant Thornton Non-Members: £40
0151 224 7217 Students: FREE
Retired Members: FREE
Michael Spencer | Secretary
Grant Thornton Annual Conference
0151 224 0893 All delegates (full day): £75
All delegates (PM only): £55
Jane Grainger | Joint Programme Secretary Early-bird rate available until 16
KPMG September.
0151 236 0941
All delegates (full day): £65
All delegates (PM only): £50
Imran Khan | Joint Programme Secretary
Deloitte
0161 455 8264 Season Ticket
Available for £230, which gives access to all of
Stan Blake the lectures, including the LSCA joint events.
07940 266732
LSCA
Joel Fowlis We are now working in conjunction with The
DSG Chartered Accountants Liverpool Society of Chartered Accountants
0151 243 1660 (LSCA) and all of our lectures are open to
members of the LSCA at the member rate
James Rogers shown above. Bookings for the LSCA joint
Ernst and Young events are taken directly by the ICAEW, with
0151 210 4387 the exception of Back to Basics – Sole Traders
which can be booked through our website.
Further details are online at
www.tax.org.uk/merseyside and
www.att.org.uk/merseyside
Connect
with us
www.tax.org.uk/merseyside
46
merseyside@tax.org.uk2019 2020
Employment Taxes Update Tax Planning for OMBs
David Raistrick, KPMG Peter Rayney, Peter Rayney Tax
Tuesday 17 September 2019 Consulting
4:00 PM - 6:00 PM Tuesday 18 February 2020
Deloitte LLP, Horton House, Exchange Street, Liverpool, L2 3PG 2:00 PM - 5:00 PM
Radisson Blu Hotel, 107 Old Hall Street, Liverpool, L3 9BD
Annual conference (in conjunction Annual Dinner
with LSCA) Thursday 27 February 2020
Various Speakers 6:45 PM - 11:00 PM
Crowne Plaza, St Nicholas Place, Pier Head, Liverpool, L3 1QW
Thursday 3 October 2019
9:30 AM - 4:30 PM
Holiday Inn, Liverpool City Centre, Lime Street, Liverpool, L1 1NQ
Residence update including taxation of
commercial property for non-residents
Capital Allowances Update
Speaker TBC
Nicola J Bottley, Grant Thornton Tuesday 17 March 2020
Tuesday 12 November 2019 4:00 PM - 6:00 PM
4:00 PM - 6:00 PM Deloitte LLP, Horton House, Exchange Street, Liverpool, L2 3PG
Deloitte LLP, Horton House, Exchange Street, Liverpool, L2 3PG
Back to Basics - Sole Traders (in
conjunction with LSCA)
Speaker TBC
Tuesday 21 April 2020
4:00 PM - 6:00 PM
Deloitte LLP, Horton House, Exchange Street, Liverpool, L2 3PG
Spring Tax Update (in conjunction
with LSCA)
Marion Hodgkiss, Kaplan
May 2020 - TBC
Crowne Plaza, St Nicholas Place, Pier Head, Liverpool, L3 1QW
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