Our 2021 Virtual Tax Partner 'VtaxP' practical tax conference takes place over two half-days on 12-13 October 2021. 

•  In the run-up to the event, we are holding a series of bonus pre-conference workouts.

This unique tax conference builds on the many tax FAQs that you submit to the Virtual Tax Partner support service (on our sister site www.VtaxP.co.uk) as well as providing specialist material and an all-round OMB tax update.

• Participants who purchase 'early bird' tickets will be given priority places on our bonus workouts.

What's On?

Schedule one: half-day 12 October 2021

Venue: at your desk

Timings: 9am-1.30pm

How to make ^{lots of} money out of your practice

• How to run the most tax efficient accounting practice…ever!
  • Preach what you practice. In an ideal world, what steps can you take to maximise your own income and your business income?
• Selling up and moving on: CGT reliefs
  • Ensuring BADR is available to you and your clients could save £100,000.  This session will recap the rules for BADR, look at other CGT reliefs, run through other considerations' and highlight some of the quirks and pitfalls for these valuable capital tax reliefs.
• IHT Planning for accountants
  • Many taxpayers don't seek advice on IHT: what advice should accountants give their clients and themselves? 
• Group Q & A and topical discussion based on the morning's sessions
• Close at 1.30pm

 Schedule two: half-day 2 13 October 2021

Venue: at your desk

Timings: 9am-1.30pm

The greatest tax hits of 2021-22

• Finance Act 2021 tax update
  • Losses: refresher & update on new rules
  • Change of basis period. How will it affect you and your clients? What tax saving opportunities are there?
  • Making Tax Digital: getting ready for income tax reporting, change of basis period, change of tax year end.
• Capital Reduction demergers unmasked
  • What is a capital reduction demerger? When and why would you use one? 
• Tax planning for a rise in Corporation Tax
  • The rate of Corporation Tax for many companies will increase by a third from April 2023, its highest for 12 years. We look at what planning should be undertaken now.
• 2020-21 Tax Return boot camp/hot topics
  • Taxing COVID 
  • Top Slicing. How to calculate it when the software doesn't work
  • Avoiding the High-Income Child Benefit Charge
  • Where are we with Crypto? Reporting & Recording Crypto: current state of play 

 Schedule three: ^bonus pre-conference work-outs

Venue: at your desk

Timings: 20mins per session

Maximum participants per session: 6-10

What's this?

• Come and join us for a personalised tax work-out and masterclass.
• We have selected some of your hot topics and the aim of these sessions is to provide a closer look at some of the trickier aspects of tax. 

Useful tax things you can sell on:

• FHL & COVID
  • A refresher of the FHL qualifying conditions. 
  • How those conditions may be impacted by COVID. 
  • What elections can be made. 
  • The consequences of ceasing to qualify
• Creating a family investment company 
  • This workshop will explore the goals and considerations in setting up a family investment company and how they could be of benefit for your clients.
  • What is a family investment company trying to achieve?
  • How does it do it?
  • Tax considerations
  • Case study
• Setting up a group
  • What are the benefits
  • What are the pitfalls
  • What paperwork is required
  • Tax clearance and Stamp Duty
• MBOs: how should they be structured? 
  • What are the options for selling your business to your management team? Which is best?
  • Case study for an MBO using a holding company
    • Step by step
    • Clearances and reliefs
    • Pitfalls and complications
  • Planning ahead
• Share scheme or share option scheme?
  • Tax considerations
  • What changes do you want to make to your Articles?
  • What to put into share holder agreements?
• AML for accountants: how to do it
  • What is meant by a risk-based approach?
  • Does one size fit all?
  • Topical issues for accountants: beneficial ownership, error correction, reliance on other professionals.

Speakers: our event is presented by the team here at www.rossmartin.co.uk.

Continuing professional development (CPD): There are 9 hours of CPD over the two-day conference, plus extra depending on whether you choose to attend our pre-conference workouts.

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