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Conference Date: Thursday, 30 Nov 2023
Venue: Lord’s Cricket Ground

Conference Programme

  • 8:30 am -  
    Registration and Coffee
  • 9:30 am - Alun James 
    Chair's opening address
  • 9:40 am - Alun James  
    Transactions, clearances and beyond
    • Current TiS clearance issues inc business successions, the valuation issue, reconstructions ahead of a sale, and whether to apply at all
    • Understanding the importance of S686 ITA and fundamental change of ownership
    • An update on pre-6 April 2016 counteractions and the time limit point
    • Capital gains’ clearances
    • Transactions, tax planning and S137 TCGA: Euromoney, Wilkinson etc
    • Share cancellation schemes
    • Purchase of own shares in instalments
  • 10:40 am -  
    Coffee Break
  • 11:00 am - Nigel Holmes 
    R&D tax reliefs – hot topics
    • Summary of the recent changes
    • The state of play with HMRC R&D tax enquiries
    • The prospect of a merged scheme
  • 12:00 pm - Pete Miller & Nick Wright 
    EOTs: the good, the bad and the downright daft
    • Why sell to an EOT?
    • Relief requirements and disqualifying events
    • Options for options
    • Selling out of an EOT
    • The ConDoc
  • 1:00 pm -  
    LUNCH
  • 2:00 pm - Philip Ridgway 
    SSE: an interactive mess
    • A quick recap on SSE
    • SSE and paragraph 15A issues
    • M Group Holdings Limited V HMRC – what the tribunals have said
    • An alternative analysis
    • Where it has an impact: CGT and intangibles
  • 3:00 pm -  
    Coffee break
  • 3:15 pm - Chris Gore & David Field 
    What does global mobility look like for businesses today?
    • International remote working
    • Revival of traditional assignments
    • Virtual assignments
    • Short term business visitors
    • Non-resident directors
    • International off-payroll working
    • Social security post Brexit
  • 4:15 pm - Ian Rowbotham 
    The landscape for tax enquiries and disputes
    • Life cycle of a tax dispute
    • HMRC’s approach
    • Traps for the unwary
    • Case study on a recent matter
  • 5:15 pm - Alun James 
    Chair’s closing remarks and final questions
  • 5:20 pm -  
    Conference Close

DELEGATE FEES

For payments received by 14/10/2023

£575 + vat per delegate

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

For payments received after 14/10/2023

£625 + vat per delegate

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

Register online for this conference
Chairman & Speaker
Alun James
Temple Tax Chambers

Speaker Biography - Alun James


Alun advises on all direct taxes in a business context, as well as SDLT and VAT.

Much of his practice is advisory, whether planning, transaction-based or assisting in relation to disputes with HMRC. Typically instructions come by email and are discussed in conference or by phone. He then settles a note of the advice given.

Litigation is also undertaken, usually at FTT/UT level.

Alun seeks always to develop a good working relationship with his clients. Many are in contact on a regular basis, sometimes just to talk a possible matter through, as well as for specific advice. Alun believes that the better our professional clients understand what we do, and the benefits we can provide, the better the end product.

He has been in practice since 1988 and is also a member of Exchange Chambers in Liverpool and Manchester.

Visit Temple Tax website

Speaker Biography
Speakers
Nigel Holmes
Ryan

Speaker Biography - Nigel Holmes

Nigel Holmes FCA CTA is a Chartered Accountant and Chartered Tax Adviser and is Director, Research and Development at Ryan.

He has over 20 years experience in R&D tax relief and has lectured and written widely on the subject.

In 2017 he was shortlisted for Taxation’s Tax Writer of the Year award. He joined Ryan (formerly Catax) in April 2017 after nearly 25 years at a large regional practice.

Visit the website

Speaker Biography
Pete Miller and Nick Wright
Jerroms Miller

Speaker Biography - Pete Miller and Nick Wright

Pete has always taken an interest in tax policy, having had policy roles with the Inland Revenue. In recent years, his involvement, both personally and through his CIOT positions, has helped shape several aspects of the current tax regime, including the 2011 changes to the capital gains tax exit charges and the amended joint-venture and partnership rules for entrepreneurs’ relief (now business asset disposal relief).

Associate director Nick joined Jerroms as a Corporate Tax Manager in 2019 to undertake technical tax research, planning and advisory projects for our business and corporate clients.

With Pete and the team, he provides specialist corporate tax advice in areas such as transactions tax, company reconstructions and Employee Ownership Trusts, Employment Related Securities and employee share schemes both to individuals and to accountants and solicitors requiring support for their own clients.

Visit the Jerroms Miller website

Speaker Biography
Philip Ridgway
Temple Tax Chambers

Speaker Biography - Philip Ridgway


Philip advises on all areas of revenue law, both corporate and personal, but has a particular interest in corporate tax matters including, acquisitions and disposals, reconstructions and demergers, MBOs, returning capital to shareholders, s425 schemes, SDLT, stamp duty and SDRT.

Philip has a special expertise in the taxation of insolvent companies, members’ voluntary liquidations (including s110 schemes) and bankruptcy, and lectures regularly to R3 and is a member of the R3/HMRC liaison group which meet regularly to discuss issues of conflict between insolvency law and tax law. Over the years he has been involved in advising on the tax aspects of some of the UK’s major insolvencies including Maxwell, Pollypeck, BCCI, Olympia and York, Mayflower, ITVdigital, MFI, Allied Carpets, Borders, Farepak and Lehman Bros. He is a Member of the Association of Business Recovery Professionals (MABRP) having passed the JIEB examinations.

Visit Temple Tax website

Speaker Biography
Chris Gore and David Field
RSM

Speaker Biography - Chris Gore and David Field

Chris is an Expatriate Tax Director based in London with over 15 years’ experience of advising companies and their employees in respect of international mobility, overseas remote working and international payroll.

Chris has vast experience in assisting clients of all sizes, across a variety of different sectors. He provides a wide variety of services, including cross border tax and social security advice, tax efficient structuring and planning of assignments, advice in respect short term business visitors, international coordination of advice and compliance services, completion of home and host tax returns, arrival/departure tax consultations, advice in relation to tax equalisation and net pay schemes.

David is a Director in the Employer Solutions team, specialising in cross-border employment. He has advised companies that have internationally mobile workforces with regard to the more formal nature of global tax and social security compliance, tax efficient structuring of assignments, tax policy design and implementation, and business traveller risks. As the way people work continues to evolve, so does the nature of his work. In addition to the above, David now supports businesses with challenges arising from international commuting, international and remote working, and all other facets of cross-border employment.

Chris Gore – more information

David Field – more information

Speaker Biography
Ian Rowbotham
Pinsent Masons

Speaker Biography - Ian Rowbotham

Ian deals with disputes relating to direct and indirect tax.

More details 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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