CLT
 

VAT - Partial Exemption for the Social Housing and Not-for-Profit Sectors

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COURSE OBJECTIVES: This course is designed to explore the ways partial exemption affects the social housing and not for profit sectors in general. It examines the rules in detail including the complexities of cost attribution, the distinction between partial exemption and non-business calculations, the standard method of apportionment and special methods. As well as an in-depth analysis of statute law, it will examine how case law has fashioned policy and practice.


The course is particularly intended for those who prepare or are responsible for the VAT return of a housing association or charity, as well as their advisers. A sound grasp of the basic rules of VAT is assumed.


At the end of the course:


  • participants will have a clear understanding of how partial exemption affects their organisation and how the recovery of VAT can be maximised through its application
  • awareness of VAT-saving possibilities will be heightened

  • junior staff will become familiar with the right questions to ask, and
  • senior staff will have clear guidance towards making key decisions.

COURSE CONTENT


Specifically, the course will cover:


  • An introduction to the basic principles of partial exemption

  • Direct attribution: the ‘use’ of taxable goods and services purchased

  • The distinction between partial exemption and non-business
  • The standard method of apportionment - how it works, advantages and pitfalls
  • Special methods – a comparison of different types of special method and how they work

  • Other common pitfalls and problem areas

  • The capital goods scheme


WHO SHOULD ATTEND


The course is ideal for anybody who is directly or indirectly involved with VAT in housing associations, charities and other not-for-profit organisations.


It would also be relevant for their professional advisers.


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


Nick Lawrence spent several years with HM Customs & Excise in the UK, specialising in partial exemption, before joining a medium sized accountancy firm in 1988 where he advised on all aspects of VAT and was latterly chairman of the national VAT committee. In January 1995, he started his own business, working from home. Nick has provided regular consultancy and training services to a wide range of clients in the UK and abroad. He has particular expertise in partial exemption, land and property, charities and social housing. Nick has also lectured extensively on VAT issues around the world and assignments have included the USA, Canada, Vietnam, Nepal, Sweden, Hungary and the Netherlands, as well as the UK. Nick was also the author of two books on VAT and served on the Editorial Board of the International VAT Monitor published by the International Bureau of Fiscal Documentation based in Amsterdam. Nick has an honours degree in Spanish with Portuguese from the University of Birmingham (2:1) and also ha

Fees (ex VAT)

Member Fee £315.00

Non Member Fee £575.00

Locations & Dates
19/06/2012 - London (09:30 am - 05:00 pm)   Speaker & Venue Details BOOK >>
11/09/2012 - London (09:30 am - 05:00 pm)   Speaker & Venue Details BOOK >>
04/12/2012 - London (09:30 am - 05:00 pm)   Speaker & Venue Details BOOK >>