'The Annual Oxford Residential Seminar - Practical Tax Planning 2017'

'The Annual Oxford Residential Seminar - Practical Tax Planning 2017'

35th Annual Conference

Chair: Robert Venables K.C.

Date: 27/09/2017 - 29/09/2017

Price: £1,400.00 + VAT




35th Annual Oxford Five-Silk Residential Seminar and Workshop




Wednesday September 27th to Friday 29th September


Merton College, Oxford



Full price £1400 plus VAT, to include, accommodation within the college, meals, wine, conference and notes. Booking details below.


The aim of this year’s residential seminar is once again to examine, in the congenial atmosphere of an historic Oxford College, practical solutions to the ever changing fiscal complications to modern life. In addition to talks, a key feature of the Seminar is the Workshop in which case studies and problem papers raising current tax planning issues are considered. This is the 35th Annual Conference, once discovered, many delegates come every year and newcomers are always made welcome.  




Robert Venables Q.C. (Chairman)

James Kessler Q.C.

Amanda Hardy Q.C.

Christopher Coltart Q.C.

Keith Gordon

Patrick Cannon

Peter Vaines

Rory Mullan

Oliver Marre


The speakers are all practising barristers.  They all practise from Old Square Tax Chambers, 15 Old Square Lincoln’s Inn, London WC2A 3UE, except Christopher Coltart Q.C., who practises from 2 Hare Court, Temple EC4Y 7BH,  Keith Gordon who practises from 3 Temple Gardens, EC4Y 9AU and Peter Vaines who practises from Field Court Tax Chambers, 3 Field Court, Gray's Inn, WC1R 5EP.




WEDNESDAY September 27th


12.00 Arrival and Registration


13.00 Lunch Merton College


14.00 Chairman’s Introduction


14.10  Directors and Employees - Robert Venables Q.C.

Disguised Remuneration: the 2017 Disguised Rules - April 5th 2019 Charge.  The Supreme Court Decision in Murray Group Holdings.  Planning


15.00 The GAAR and Penalties for Enablers of Tax Avoidance - Patrick Cannon


The GAAR: the new penalty regime, provisional counteraction notices, binding notices and pooling notices.  Penalties for Enablers of Tax Avoidance: limited scope of regime - is it compatible with the Human Rights Act?


15.45 Deemed Domicile Rules - Oliver Marre


New Deemed Domiciled Rules - Income and Gains of Protected Settlements


16.30 Discussion Session with Tea


16.45 - 18.00 Introduction to Workshop Papers


19.00 Pre-dinner drinks and dinner in the Great Hall




09.30 Chairman’s Introduction


09.35  Tax Planning for Non-UK Domiciled or Non-UK Resident Directors and Employees - Amanda Hardy Q.C.


10.20 Inheritance Tax on Indirectly Held UK Residences - Peter Vaines


The New Rules - Properties Held in Companies, Trusts and Partnerships - Creditor’s Rights - Planning


11.05 Discussion Session with Coffee


11.20 Transfer of Assets Abroad Provisions 2017 - Rory Mullan


12.05 How to Avoid Discovery Assessments - Keith Gordon

 Most of the leading cases on discovery concern tax-planning arrangements.  What does the case law tell advisers when it comes to disclosing the arrangements?  How can advisers minimise the risk of a discovery assessment and give their clients the sense of finality that Self Assessment is meant to promote?  Does the threat of APNs change the analysis?

12.50  Lunch


15.00 Discussion of Problem Papers in Workshop Groups


15.45 Discussion Session with Tea


16.00 - 18.00 Continuation of Discussion of Problem Papers in Workshop Groups


19.15 Pre dinner drinks


19.45 Gala Dinner Merton College (Black-Tie Optional) in the Great Hall




09.30 - Chairman’s Introduction


09.35 Tax and the Criminal Law:  A Shift in the Landscape - Christopher Coltart Q.C.


The current regime re tax evasion:  present offences (all of which require proof of dishonesty); HMRC investigations policy and COP9 · The new individual strict liability offence of offshore tax evasion ·The new corporate offence of facilitating tax evasion (whether offshore or domestic)


10.10  Charities Law and Tax Update and Social Investment Relief -

James Kessler Q.C.


Charity Tax Law Update: Cases, Legislation and HMRC Practice - Social Investment Relief and and 2017 changes - Charity Commission Inquiries


10.45 Discussion Session with Coffee


11.00  Discussion of Problem Papers in Plenary Session followed by Questions to Speakers


12.45 Lunch


Post Lunch Close of Seminar





For booking application and conditions please contact: E-mail: aw.khpplc@khpplc.co.uk 


Key Haven Publications Ltd, PO Box 669, Oxford OX3 3AU Tel: 01865 352121;

 Fax: 01865 351081;

Conferences Terms and Conditions


 (Oxford Conference Cancellations)

Cancellations: Those confirmed in writing 30 days prior to the Seminar qualify for a refund subject to a £150 charge. Cancellations within 30 days prior to the seminar do not qualify for a refund, although substitutions will normally be allowed at Key Haven’s discretion, subject to a £50 administration fee.

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.