Bringing the top tax speakers to you since 2006.

Envelope Linkedin
  • home
  • lecture notes
  • sponsorship opportunities
  • register for email alerts
  • about us
  • contact us
  • home
  • lecture notes
  • sponsorship opportunities
  • register for email alerts
  • about us
  • contact us
login
login
logout
Conference Date: Thursday, 5 Dec 2024
Venue: Lord’s Cricket Ground

Conference Programme

  • 8:30 am -  
    Registration and Coffee
  • 9:30 am - Alun James 
    Introduction and chair's opening address
  • 9:40 am - Michael Sherry 
    The October 2024 budget and closing the tax gap – initial thoughts
    • Forestalling measures
    • Split year tax treatment for those leaving
    • Is it too late to leave?
    • Internationally mobile employees and information on arrival/departure
    • Non-doms – the changes to the changes
    • Other budget topics
    • - Closing the tax gap
    • - 5000 HMRC compliance full-time equivalent officers at 130k each – implications and original reasons
  • 10:30 am - Keith Gordon 
    Taking a case to the Tax Tribunal – busting the myths
    • Who should take a case and when should a specialist be engaged?
    • What is the risk of paying HMRC’s costs (in Scotland, expenses)?
    • Can a party back down at any stage?
    • What happens after the tribunal makes its decision?
    • Dos and don’ts when taking a case to the tribunal
  • 11:10 am -  
    Coffee Break
  • 11:30 am - Jonathan Schwarz 
    Overseas expansion – international tax in the post-Brexit and post-BEPS era
    • Providing services to overseas customers
    • Managing CT Permanent Establishment and VAT Fixed Establishment exposure
    • Effective relief for foreign tax paid
    • Structuring and funding overseas operations
  • 12:15 pm - David Pett 
    EOTs, share options, JSOPs and SIPs etc – an update and the impact of the October budget
    • What are ERS? -the fallout from the Vermilion decision
    • EOTs and EBTs – the government’s response to the Call for Evidence
    • EOTs:
    • - the importance of the trust deed
    • - what if it is found not to meet the “relief requirements”?
    • - valuation issues
    • - issues on sales of an EOT-owned company
    • EMI and CSOP share options:
    • - issues arising on due diligence
    • - the independence requirement
    • - early exercise and sales for cash
    • SIPs:
    • - why are they not more widely adopted?
    • The attraction of JSOPs
  • 1:05 pm -  
    Lunch
  • 2:05 pm - Michael Collins 
    IR 35 update
    • Recent changes to IR35 – new offset rules from 6 April 2024
    • Impact of recent decisions on:
    • - mutuality of obligation (RALC and PGMOL
    • - business on own account (Atholl House and S&L Barnes)
    • - partnerships as intermediaries (Gary Lineker Media)
    • Recent presenter cases – S&L Barnes (Stuart Barnes), Basic Broadcasting (Adrian Chiles), McCann Media (Neil McCann), PD & MJ (Phil Thompson), Atholl House (Kaye Adams)
    • Off-payroll working rules – who’s covered?
    • IR 35 proof contracts
  • 2:50 pm - Philip Ridgway 
    Recent issues affecting tax indemnities and warranties
    • The focus on notice provisions
    • Issues specific to W&I insurance
    • Limitation by disclosure
    • Bespoke clauses
  • 3:30 pm -  
    Coffee Break
  • 3:50 pm - Michael Sherry 
    Incorporating residential landlords’ businesses – update
    • Property 118 / Dan Neidle etc
    • Trust drafting errors
    • “Taking over liabilities” – ESC D32
    • - creating a director’s loan account – overnight funding which does not move from the lender’s structure
    • - shifting mortgage liabilities – indemnifying transferor
    • Is there a business - Ramsay v IRC [2013] STC 1764, [2013] UKUT 226 (TCC)/ CG65715? “Other cases should be considered carefully.”
  • 4:35 pm - Alun James 
    A tax case and budget update
    • A review of a number of topical cases and closing thoughts on the October 2024 budget
  • 5:20 pm - Alun James 
    Chair’s closing remarks and final questions
  • 5:30 pm -  
    Conference Close

DELEGATE FEES

For payments received by 09/11/2024

£600 + vat per delegate

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

For payments received after 09/11/2024

£650 + vat per delegate

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

Register online for this conference
Chairman & Speaker
Alun James

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
Michael Sherry

Speaker Biography - Michael Sherry


Michael practices in all areas of tax law and practice.

Key areas of his work include:

  • Tax planning
  • Remuneration planning
  • VAT & Duties
  • Accounting and tax
  • Private client
  • Property
  • Back duty
  • Tax administration
  • Money Laundering
  • Professional negligence

He has been in practice since 1985.
Visit Temple Tax website

Speaker Biography
Keith Gordon

Speaker Biography - Keith Gordon

Keith practised as a chartered accountant and chartered tax adviser before qualifying as a barrister.

He advises in all tax-related matters, extending to social security contributions and benefits as well as professional negligence matters, where he acts for claimants and defendants alike.

Keith acts as an advocate in all types of Court (from tribunals to the higher Courts) as well as advising clients either “in conference” (in person or by telephone) or by providing a written opinion.

For a summary of Keith’s recent work, click here.

Speaker Biography
Jonathan Schwarz

Speaker Biography - Jonathan Schwarz

Jonathan Schwarz BA, LLB (Witwatersrand), LLM (UC Berkeley), FTII is an English Barrister at Temple Tax Chambers in London and is also a Canadian Barrister, a South African Advocate and an Irish Barrister. His practice focuses on international tax disputes as counsel and as an expert and advises on solving cross-border tax problems.

He is a visiting Professor at the Dickson Poon School of Law, King’s College London where he is Programme Director of the LLM (International Tax Law).

He is the author of Schwarz on Tax Treaties 5th Ed and Booth and Schwarz: Residence, Domicile and UK Taxation 20th Ed among other publications and a contributor to Transfer Pricing and Business Restructurings: Streamlining all the way. He has been listed as a leading tax Barrister in both the Legal 500 by reference to recommendation for international corporate tax, and Chambers’ Guide to the Legal Profession by reference to international transactions and particular expertise in transfer pricing. In the Chambers Guide he is commended for his ‘encyclopaedic knowledge of double tax treaties’ and described as “clearly amongst the best international tax barristers”. In Who’s Who Legal UK Bar 2016, he is lauded for his “brilliant” handling of cross-border tax problems. In Chambers UK Bar 2018 he is “highly regarded for his expertise in international tax matters.” In the Legal 500 UK Bar 2019 he is rated as “the leading advisor on international tax treaty issues.” In Chambers UK Bar 2020 he is identified as “The double tax guru” with “extraordinary depth of knowledge and experience when it comes to tax treaty issues, and is a creative thinker and a clear and meticulous writer.”

He served on the EU Commission Group of experts on removing tax problems facing individuals who are active across borders within the EU from June 2014 to November 2015 and was appointed to the Permanent Scientific Committee of the International Fiscal Association in September 2016.

Speaker Biography
David Pett

Speaker Biography - David Pett


David first trained as a tax lawyer at what is now Clifford Chance and has nearly 40 years’ experience of all aspects of direct corporate and personal UK taxes. He was for many years a senior partner and Head of Tax at Pinsent Masons.

After some 8 years of practising as a founding partner of the law firm Pett, Franklin & Co. LLP, David switched to the Bar in 2017 and has resumed his more general tax advisory practice and revived his advocacy skills in the recent cases of Supaglazing (2018 – CT deductions) and Glais House Care Home (2019 – capital allowances).

He is author and co-editor of “Employee Share Schemes” published by Thomson Reuters (2-vol. loose-leaf) and, most recently, “Disguised Remuneration and the Loan Charge” published by Claritax  Books.

Visit Temple Tax website

Speaker Biography
Michael Collins

Speaker Biography - Michael Collins


Michael began practice in a leading set of commercial chambers before joining Temple Tax in 2005. For more than ten years he has been an author of the leading commentary on corporate tax and company reorganisations (Bramwell et al on Taxation of Companies and Company Reconstructions) and he has built a strong reputation in these and associated areas, such as stamp duty and SDLT. However, as his recent work shows below, Michael continues to advise in all areas of tax and this breadth of knowledge is one of his strengths. In the last year he has appeared before the Tax Tribunals in three cases concerning the taxation of employees and pensions. And some of Michael’s most important reported decisions have been in the areas of inheritance tax (IRC v Piercy v HMRC [2008] which established the principle that land remained trading stock for BPR purposes even where let for 10+ years) and trusts law (Coombes v HMRC [2007] where the High Court held that a capital contribution to a company owned by a trust did not make the contributor a settlor).

Michael’s approach is informal but professional. He is happy to advise in person, by telephone or video. He is also happy to discuss potential instructions on a no-fee basis and finds this particularly useful in helping clients decide whether it is necessary to seek counsel’s advice.

Michael regularly lectures and participates in brainstorming sessions particularly in the areas of corporate reconstructions, SDLT and partnerships/LLPs. Michael regards open-forum discussions such these mutually rewarding and an essential way to share experience of HMRC’s practice. If clients wish to arrange a lecture or panel discussion, they are encouraged to contact the clerks.

Visit Temple Tax website

Speaker Biography
Philip Ridgway

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

Conference Brochure

Click to download

Conference sponsored by:

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.
  • sponsorship opportunities
  • contact us
  • privacy policy
  • sponsorship opportunities
  • contact us
  • privacy policy

0845 260 1057

©2026 Longmark Tax Conferences Ltd. All rights Reserved.

Envelope Linkedin-in
Login to your account

Click here if you need to create or reset your password