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Conference Date: Thursday, 4 May 2023
Venue: Lord’s Cricket Ground

Conference Programme

  • 9:00 am -  
    Registration and coffee
  • 9:30 am - Katherine Bullock 
    Chair's opening address
  • 9:35 am - Katherine Bullock 
    Tax and Residential Property in 2023: Tips and Traps
    • Property investment: Incorporating highly geared property
    • Dos and don’ts for managing the bank
    • Property developers: how to secure BPR
    • How to handle BPR property enquiries
    • The essential Non-dom investors checklist
    • Tied up in land: ‘safe’ IHT planning for the family home
    • The overseas property register
  • 10:35 am -  
    Coffee
  • 10:55 am - Keith Gordon 
    Taking a case to the Tax Tribunal – busting the myths
    • Who should take a case and when should a specialist be engaged?
    • 10 dos and don’ts when taking a case to the Tribunal
    • What is the risk of paying HMRC’s costs?
    • Can a party back down at any stage?
    • What happens after the Tribunal makes its decision?
  • 11:55 am - Philip Simpson KC 
    How to get money out of a pension scheme to fund the business
    • Legislative framework
    • Tax charges
    • What can you do?
    • Traps to avoid
    • If the worst comes to the worst…
  • 12:55 pm -  
    Lunch
  • 1:55 pm - Emma Chamberlain OBE 
    Divorce and separation – a tax and trust update on matrimonial issues including:
    • CGT changes in the budget – implications for couples - good and bad
    • IHT issues
    • Remittance issues – update on HMRC approach
    • Main residence relief and divorce
    • Use of trusts in protecting families
  • 2:55 pm -  
    Coffee
  • 3:10 pm - Michael Ripley 
    SDLT update
    • Summary of recent developments in relation to SDLT
    • News from the Spring Budget
    • HMRC’s consultation on mixed-property purchases and Multiple Dwellings Relief
    • Recent tribunal and court decisions including:
    • ... Non-residential rates for mixed property purchases: taxpayer wins and losses
    • ... Multiple Dwellings Relief: when is a building “in the process of being constructed as a dwelling”?
    • ... Scope for the anti-avoidance rule in s.75A
  • 4:10 pm - Emma Chamberlain OBE 
    Capital taxes update
    • New DOTAS guidance
    • Gilts exemption – its scope and effect
    • Trust register – general points
    • Disabled. S71D and relevant property trustsworking out the differences and updated HMRC guidance
    • Case law on BPR/APR
    • Some planning on relevant property trusts
  • 5:10 pm - Katherine Bullock 
    Chair’s closing remarks and final questions
  • 5:20 pm -  
    Conference close

DELEGATE FEES

For payments received by 04/03/2023

£575 + vat per delegate

...or book 4 places for the price of 3

For payments received after 04/03/2023

£625 + vat per delegate

...or book 4 places for the price of 3

Register online for this conference
Chairman & Speaker
Katherine Bullock
St. Katharine’s Chambers

Speaker Biography - Katherine Bullock

Katherine is an expert tax barrister, in practice at her own chambers, St Katharine’s, with a particular focus on private clients and their businesses.

As the past editor of the definitive practitioners’ text on land taxation, she is regularly asked to advise on property transactions.

She has an MA in Law from Cambridge University and is a Chartered Tax Adviser, member of STEP, a Chartered Financial Planner and Certified Family Business Adviser.

Recognised as one of the ‘Most Influential Private Client Advisers’ in the UK in 2013, 2014 and 2018 and “50 Top Tax Advisers” in 2018, she has over 25 years’ experience in supporting accountants, solicitors and tax advisers to solve complex tax problems.

Prior to practice, Katherine was a senior tax partner with two Big 4 professional services firms, first as the UK head of private client services at PwC and then as head of private client services for EMEIA at EY.

Visit stkatharines.com

Speaker Biography
Speakers
Keith Gordon
Temple Tax Chambers

Speaker Biography - Keith Gordon

Keith practised as a chartered accountant and chartered tax adviser before qualifying as a barrister.

He advises in all tax-related matters, extending to social security contributions and benefits as well as professional negligence matters, where he acts for claimants and defendants alike.

Keith acts as an advocate in all types of Court (from tribunals to the higher Courts) as well as advising clients either “in conference” (in person or by telephone) or by providing a written opinion.

For a summary of Keith’s recent work, click here.

Speaker Biography
Philip Simpson KC
Old Square Chambers

Speaker Biography - Philip Simpson KC

Philip Simpson KC is a CTA-qualified tax advocate and barrister, specialising in all areas of tax law. He is ranked for tax by both Chambers UK and the Legal 500. His areas of expertise include income tax, capital gains, stamp duties, VAT and corporate tax.

More details at the Old Square Chambers website

Speaker Biography
Emma Chamberlain OBE
Pump Court Tax Chambers

Speaker Biography - Emma Chamberlain OBE

Emma Chamberlain specialises in tax and trust advice for private clients, trusts and charities. Her practice is focused particularly on IHT and CGT as well as advising foreign domiciliaries and trustees. She frequently advises on taxation issues in connection with divorce and family issues, on BPR and APR and on residence, remittance and domicile enquiries.

Emma regularly writes for Tax Journal, Private Client Business, Tax Adviser and British Tax Review. Articles include an analysis of the reservation of benefit provisions in Tax Journal, IHT reform, and an analysis of the Finance Bill 2020 provisions.

In 2020 she was one of the three co-authors of the final report produced by the Wealth Tax Commission on whether an annual or one-off wealth tax was feasible for the UK.

Visit the Pump Tax website

Speaker Biography
Michael Ripley
11 New Square Chambers

Speaker Biography - Michael Ripley

Michael advises a variety of corporate and private clients on contentious and non-contentious matters across a broad range of revenue law areas including direct and indirect tax. He also frequently represents both taxpayers and HMRC in courts and tribunals in the UK on tax matters either with a leader or on his own.

Michael now has more than 12 years of experience in litigating significant and high-value tax disputes in the UK. Recent notable areas of litigation include:

– Computation of business profits, including cases involving disputed accounting matters.
– Capital allowances for large infrastructure projects.
– Motive tests, where tax is alleged to have been one of the main objects of a transaction.
– San Giorgio rights to unlawfully levied tax, VAT grouping and general principles of EU law.
– The scope of HMRC’s powers of enquiry, including carry-back loss relief claims.
– Penalties for deliberate inaccuracies.

In addition, Michael advises on a broad spectrum of matters relating to the taxation of corporates and private individuals. For example, in relation to corporates, he has extensive experience in relation to loan relationships, the intangible assets regime and international tax issues such as diverted profits tax and double tax relief. In relation to private individuals, Michael is familiar with many of the tax issues facing high-net-worth individuals including the remittance basis, reliefs from CGT, the taxation of trusts and income tax/NICs on employment income (including disguised remuneration).

Read more here

Speaker Biography

Conference Brochure

Click to download

Full details of the speakers and topics for this conference will be posted as soon as they are finalised. Normally 4-5 weeks before the conference date.

Delegates will receive a comprehensive set of notes to take away and will have the opportunity to ask questions of any of the speakers both on the day and in advance of the conference. This conference will provide 6 hours CPD / CPE and will offer the chance to network with other local senior tax professionals.

This conference features a “4 for the price of 3” offer so that key members of your tax team can attend and hear the latest ideas first-hand.

 Please contact us with any booking queries.
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