Tax Planning Autumn 2019

Tax Planning Autumn 2019

An Extended Afternoon Seminar at The Law Society’s Hall, London WC2A

Chair: Robert Venables Q.C.

Date: 28/11/2019

Price: £550.00 + VAT

Tax Planning Autumn 2019

An Extended Afternoon Seminar at The Law Society’s Hall, London WC2A

Thursday November 28th 2019


Delegate Fees

£600 + value added tax (£120) = £720


Early booking fee for bookings received November 5th


£550 + VAT (£110) = £660


Many changes in United Kingdom tax law are proposed in Finance Act 2020. The panel of tax barristers will discuss some of these and other developments.



Robert Venables Q.C. (Chairman)

Patrick Cannon

Rory Mullan

Harriet Brown

Sarah Squires

Rebecca Sheldon


 All the speakers are members of Old Square Tax Chambers, Lincoln’s Inn, WC2A 3UE, 020

7242 2744,

 Patrick Cannon is also an Accredited Mediator




12.00 Registration and Buffet Lunch


13.00 Chairman’s Introduction to Afternoon  Session


13.05 The New Off-Payroll  Rules - Robert  Venables Q.C.


Enormous Extension of Income Tax (Earnings and Pensions) Act 2003 Part 2 Chapter 10 (Public Authorities) to non-public end-users - Reduced scope of “IR 35" - Impact on PSCs - Impact on Umbrella Companies - Inconsistencies between Draft Legislation, Notes on Draft Legislation, HMRC Policy Paper and HMRC Guidance.


13.45  Principal Residence Capital  Gains Tax Relief - Rebecca Sheldon


The Existing Rules - Proposed Finance Act 2020 Changes


14.20 UK Property Income of Non-UK Resident Companies  -Sarah  Squires


The new charge to corporation tax for non-resident company landlords - key changes from income tax - transitional provisions - impact on financing arrangements


15.00  The Art of Mediation in Tax Disputes - Patrick Cannon


Basics of mediation - Risks of not mediating: R(Archer) v HMRC [2019] - HMRC mediations and their limitations: Serpentine Trust v HMRC [2018] - Tax mediations not involving HMRC - How does mediation differ from arbitration?


15.35 Discussion Session with Tea and Coffee


15.50 Transfer of Assets Abroad  Provisions - Harriet Brown


Legislative and case law developments – Davies v HMRC – Fisher v HMRC in the Upper Tribunal – application to contractor loan arrangements – impact of requirement to correct – impact of Brexit


16.25 Inheritance Tax - Excluded Property - Rory Mullan


The current rules - Indirectly Held United Kingdom Residential Property - Proposed Finance Act

2020 Changes: retroactive effect


17.00  Questions to Speakers


17.30  Close of Seminar


Terms and Conditions

Cancellations in writing 14 days prior to the seminar qualify for a refund subject to a £50 charge. Cancellations within 14 days prior to the seminar do not qualify for a refund.

Disclaimer: Key Haven Publications Ltd reserves the right to change the speakers or the programme for any reasons beyond its control or on account of changes in the law. Nothing in the talks or discussions or the prepared notes constitute legal advice. They are simply an expression of the speakers’ views, put forward for consideration and discussion. No action should be taken nor omitted in reliance on them but independent professional advice should be taken in every case. Neither the speakers nor Key Haven Publications Ltd accept any legal responsibility for them.

Warning: Neither Key Haven Publications Ltd nor the speakers gives any licence to any person to record and/or reproduce in any format (including sound and/or visual recording) (a) any Notes prepared in conjunction with this seminar; (b) the delivery by any speaker of any talk or any response to any question or discussion, in whole or in part, on any of the above. Any such unlicensed recording or reproduction or the making of any such epitome or transcript is a civil wrong and could well involve the commission of a criminal offence.