CLT
 

Charity Tax
horizontal rule


COURSE OBJECTIVES: The course comprehensively covers the taxation principles pertaining to charities. The framework for fundraising as specified by Charity Commissioners and HMRC is explored. VAT as it applies to charities will not be covered. At the end of the course participants will benefit from an understanding of the factors involved in making Giftaid repayment claims and fund-raising within the tax exemptions available to charities.


COURSE CONTENT


Specifically the course will cover the following:


  • Giftaid rules; documentation and the problem of benefits

  • The taxation exemption for income of charities and the anti-avoidance rules – in particular non-charitable expenditure and the substantial donor rules

  • Trading and fund-raising events by charities – the taxation and other principles

  • The tax rules as they relate to other fundraising

  • HMRC compliance for charities


WHO SHOULD ATTEND


This is an essential course for anyone concerned with the finance or audit of charities and those involved in any fundraising for charity including gifts, events and trading, and legacies.


It will be of interest to those not currently in the charity sector who may become involved in the future.


Would you like this course run in-house? Call us on 0207 566 8207 to find out more


Anne Mathieson Anne started life in the Scottish office of Peat Marwick Mitchell & Co where she qualified as a chartered accountant and tax advisor. She gained experience of audit, accounting and consultancy in a wide range of commercial environments before specialising in taxation of corporations and their key staff. After nine years, Anne moved south and spent a short period with Sheen Stickland & Co. A career in business education followed at Farnborough College of Technology (lecturing tax and accountancy and latterly in management) where she stayed for twenty years culminating in an appointment as Head of School of Management in Finance. Throughout this time, Anne had been in spare time practice specialising in accounting and taxation services to small business and personal taxation. Training had also been provided to professionals and others on a wide range of accounting and tax subject areas. Having left the education sector Anne still enjoys carrying out training. Her current full

Fees (ex VAT)

Member Fee £315.00

Non Member Fee £490.00
Locations & Dates
13/11/2012 - London (09:30 am - 05:00 pm)   Speaker & Venue Details BOOK >>