Learn | Develop | Interact

Taxation of Owner-Managed

Businesses Conference

7th September 2021 - Online Event

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2020 programme

*Timings are currently being adjusted for our Virtual event and are subject to change to those listed below.

9.00am Chair’s Introduction

Making sense of Business Asset Disposal Relief (ER) post-Finance Act 2020

Peter Rayney, Peter Rayney Tax Consulting Ltd

  • Effect of £1 million BADR lifetime gains limit
  • Are you caught by the anti-forestalling provisions?
  • Company share sale structuring – loan notes and earn-outs
  • Dealing with owner-manager’s accelerated retirement from the business

IR35 Update

Kye Burchmore, Trinity Tax Ltd

  • What is IR35?
  • When is someone an employee?
  • Who is liable and for what?
  • Solutions
10.50am Coffee Break

Current Issues With Stamp Duty

Pete Miller, The Miller Partnership

  • The stamp duty reliefs
  • FA 2020 changes
  • Share exchanges
  • Schemes of reconstruction
  • Intra-group transactions

HMRC enquiries and how to keep a ‘low profile'

Dawn Register and Jennifer Jones, BDO

  • HMRC compliance activity – what’s new
  • Offshore data and how does it impact your client
  • Mitigating penalties
  • Practical tips on keeping a low profile
12.40pm Lunch

Current Covid-19 tax issues for owner-managers

Peter Rayney, Peter Rayney Tax Consulting Ltd

  • Dealing with debt restructuring and impaired debt
  • Implementing a debt for equity swap
  • Debt for equity swaps

Reward your innovation: getting the most from your R&D tax relief claim

David O’Keeffe, Aiglon Consulting

  • Overview
  • Identifying qualifying R&D
  • Identifying eligible expenditure
  • Subcontracting issues
  • State Aid and other subsidies
  • Practicalities of making a claim
  • Avoiding pitfalls
  • Restored PAYE/NIC cap
2.50pm Tea Break

HMRC Clearances

Pete Miller, The Miller Partnership

  • What they are
  • What they mean
  • Why do we do them?
  • What happens at HMRC?
  • What are the current problem areas?

Chairs closing overview