CTG Expert Insight Session – the relationship between charities and their tax advisers

In June, CTG’s Expert Insight Session focused on the relationship between charities and their tax advisers. Taking tax advice can often result in significant tax savings and avoid problems for charities, but what type of questions should they be asking of their advisers and how to relate this to their practical experiences at the coal face.

Our panellists included Louise Hillman, Head of Finance at the Medical Research Foundation and Trudi Amy, Tax Accountant at Macmillan Cancer Support (and formerly a Tax Director at Mazars and Grant Thornton), as well as Paul Knight, Head of Not-for Profit Tax and Partner at BDO. The panel shared their experiences and participated in a Q&A session.

You can watch a recording of the webinar here (approx 1 hour) and view the slides here.

CTG runs a programme of monthly training sessions, open to all members, on topical tax issues for charities. Launched in 2021, the meetings take place in a virtual format and take place for an hour at the end of the day. Sessions are addressed by expert speakers with a mixture of presentations and panel discussions.

Slides and recordings of recent sessions on the future of the tax system, VAT developments, Making Tax Digital for VAT, Employment taxation, Business Rates, Payroll Giving, Tackling the Gift Aid Gap, donor experiences of Gift Aid and tax issues for small charities can be found here.