Webinar Agendas

Webinar 1                                                                                                                                       

Tax planning - its importance in current times 9:30am  

Further agenda details to be send shortly.   

 Self- Assessment - The devil is in the details 10:45am

The presentation looks at the importance of using a professional to assist with the preparation of self-assessment tax returns and how this can save money in the long run.

Understanding what information we have as advisers and how best we can use that to make sure our client pays the right amount of tax or obtains the optimum amount of relief.

Discussing the level of disclosure required to future proof against HMRC inquiries or to minimize HMRC’s power to make a discovery, the interaction this has with the number of years HMRC can look into and the impact these behaviors have when discussing penalties.

This session will cover:

  • Self-Assessment
  • Getting the detail right
  • How much information should be included
  • The benefits of disclosure     

Webinar 2

Corporate Criminal Offences ("CCO") 9:30am

The legislation was enacted as part of the Criminal Finances Act 2017 and has been in effect since 30 September 2017.

It applies to corporates and partnerships regardless of size and holds the business criminally liable if an “associated person” criminally facilitates tax evasion. The only defence is if the business can demonstrate that it had reasonable prevention procedures in place. The consequences of prosecution include unlimited fines, reputational damage and the likelihood of regulatory sanctions.

In this presentation, we will explore how the legislation applies to small businesses, why it is important to pay heed to it, who your associated person may be and how you can help your clients manage this risk.

This session will cover:

  • Background to the CCO legislation
  • Current state of play with HMRC investigations
  • The Defence
  • Who is an “associated person”
  • Practical steps  

Employment Taxes Update | 10:45am         

Isn’t employment taxes just payroll? This is a question I have been asked many times. This workshop will demonstrate that there is more to employment tax than this.

Employment taxes is an often-misunderstood area and what might seem small innocent mistakes have the potential to grow quickly.

This workshop will help you be aware of potential employment tax traps, explore the latest developments and provide ways you can help save your client’s money.

This session will cover:

  • Working from home – travel, and expenses
  • ET traps to be aware of
  • Ways employers can maximize savings through the use of salary sacrifice
  • Off-payroll labor – where are we now?
  • HMRC’s current activity

Webinar 3 

Trusts: How can they help your clients and what shouls you tell them? | 9:30am

This presentation will provide members with an overview of how to use trust structures to streamline and protect the assets of their clients. It will also address the issues that need to be assessed in setting up and running a trust structure, and the ongoing compliance requirements. It will address current legislation changes and the tax treatment of many types of trust that are seen regularly within family and small business enterprises.

This session will cover:

  • Different types of trusts and when they might appear in practice
  • The tax treatment of trusts– broad overview and avoiding potential pitfalls
  • How trusts can be useful in the set-up, sale or succession of a small business
  • How trusts can protect your client’s wealth
  • Important points to look out for in the setting up and running of a trust
  • Changes to the Trust Registration Service
  • The use of professional trustees

Life after Brexit: An update on cross-border VAT 10:45am 

This session looks at the VAT landscape since the UK’s departure from the EU. We’ll highlight the importance of being aware of cross-border VAT requirements when businesses supply goods or services outside the UK; in some cases, getting it wrong can lead to significant delays when importing goods into the EU, or the total loss of VAT if paperwork is not completed correctly.

We’ll review the key obligations that Brexit has brought about for UK businesses, as well as some planning ideas which could ease the burden of VAT compliance, save costs, and improve trade for businesses.

This presentation will be relevant for any business which supplies goods and/or services to EU customers, including private consumers/e-commerce. 

This session will cover:

  • What’s changed after Brexit for VAT?
  • New VAT and Customs requirements
  • New EU e-commerce package
  • Key problem areas and risks for UK business in the EU
  • Planning opportunities
  • What businesses should be doing if they are planning to expand into the EU, and beyond