Scottish charities, devolution, tax policy and practice

Have questions about the devolution of income tax and how it could impact on charities?  Concerned about the VAT rules for charities?  Need to know more about charity tax reliefs? Then join ICAS, SCVO and CTG to hear from policy-makers and charity tax experts at our event here in Edinburgh.

Speaking at the event are Daniel Pease, Head of Charities Tax, HMT; Sue Pennicott, Charity Policy Team Leader, HMRC and Michelle Stokell, Charities Senior VAT Policy Adviser, HMRC.  We will also be joined by Anne-Marie Roberts, Head of Taxation (Scottish Taxes and Indirect Taxes), ICAS, and CTG’s Helen Donoghue.

Further details about the event can be found below.  To reserve your place please email [email protected].

Programme

13.45     Registration and coffee

14.00     Welcome from ICAS

14.05     Income tax devolution and possible implications for charities operating in Scotland

Presentation from Daniel Pease, Head of Charities Tax, HMT, and Sue Pennicott, Charity Policy Team Leader, HMRC, followed by Q&A/discussion.  Chaired by Jenny Bloomfield, SCVO.

With powers over income tax devolving to Scotland, policy-makers, charities and donors need to wrestle with the knotty issue of how the prospect of different income tax rates in different parts of the UK could impact on the Gift Aid system.  In this session you will hear about the policy-making challenges this presents and have the opportunity to discuss possible solutions.

15.00     Coffee break

15.20     VAT challenges for charities

Presentation from Anne-Marie Roberts, Head of Taxation (Scottish Taxes and Indirect Taxes), ICAS and Helen Donoghue, Charity Tax Group.  The speakers will be joined by Michelle Stokell, Charities Senior Tax Policy Advisor, HMRC for a Q&A/discussion.  Chaired by Jenny Bloomfield, SCVO.

Anne-Marie’s presentation will include a brief overview of VAT assignment in the context of the fiscal framework.  However, the main focus of this session will be the VAT challenges for charities arising from their role as providers of public services.  This session will also highlight the different VAT arrangements which apply to the sector and to other types of organisation delivering public services.

16.10     Updates on: the Gift Aid Small Donations Scheme and Donor Benefits from HMT

Updates from Daniel Pease, Head of Charities Tax, HM Treasury.

Hear from Daniel about how your charity or charity clients could be effected by changes to GASDS, and new rules on donor benefits.

16.30     Event closes

Event registration

There are 14 places left.

  • One name per line - please also state which organisation you represent

Event location

ICAS, CA House, 21 Haymarket Yards, Edinburgh, EH12 5BH

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