THURSDAY 17t h MAY 2018

VENUE: Hilton Hotel adjacent to Junction 24 of the M1 (4 miles from East Midlands Airport)

CONFERENCE SPEAKERSChairman and Speaker:

Alun James, Temple Tax ChambersSpeakers:Pete Miller, The Miller PartnershipDeborah Clark, Mills & ReevePhilip Ridgway, Temple Tax ChambersMichael Thomas, Pump Court Tax ChambersAndrew Facer, Ward Hadaway

CONFERENCE TOPICS• The substantial shareholding exemption – the eSSEntials • Structuring Family Investment Companies for estate planning • Entrepreneurs’ relief – 10 years old now so what are the

key issues?• The essential private client tax update• Property tax – some current issues• Partnerships – an update on recent and proposed changes

4 Delegates for the

Price of 3

The Heart of England

for wealthy individuals and SMEs

Practical TaxPlanning Conference

Sponsored by:

Programme: Thursday 17th May 2018

“ An excellent day, time well spent.” Paul Edwards, Crowe Clark Whitehill

What recent delegates have said about our conferences...

8.45 REGISTRATION AND COFFEE

9.15 Chair’s opening address

ALUN JAMES

9.25 The substantial shareholding exemption – the eSSEntials

• How does the SSE look now? • Something old, something new • Degrouping and packaging of

trades – something borrowed and something blue

• The new relief for companies with institutional investors

PETE MILLER

10.25 COFFEE

10.45 Structuring Family Investment Companies for estate planning

• How FICs work for estate planning • Funding issues • Share capital – how to structure

the share rights • How to manage control and other

drafting points • Asset protection

DEBORAH CLARK

11.45 Entrepreneurs’ relief – 10 years old now so what are the key issues?

• Paper for paper • Earn-outs - Marren v Ingles,

ascertainable consideration and warranties

• Satisfying the conditions – share capital, voting rights and the employee / officer test

• ER cases • Liquidations, the TAAR and

surplus cash • Single contract and multiple

completions – solution or problem?

PHILIP RIDGWAY

12.45 LUNCH

13.45 The essential private client tax update

• IHT residence nil rate band • Maximising BPR and APR • Pension death benefits • Efficient structures to enable

children and grandchildren to buy residential property

• Succession planning for the family home, and the UK and overseas holiday home

ANDREW FACER

“ Excellent speakers and depth of topics.” Catherine Desmond, Smith Cooper

14.45 COFFEE

15.05 Property tax – some current issues

• IHT and property – what activities qualify for BPR?

• SDLT – 3% rate problems, de-enveloping & debt and HMRC’s new attacks

• Selling land for development: ER and pooling etc

• Incorporation of residential property businesses – CGT and SDLT issues

• NRCGT and disposals of UK land

MICHAEL THOMAS

16.05 Partnerships – an update on recent and proposed changes

• Corporate partners post S850C-E ITTOIA

• Entrepreneurs’ relief and partnerships

• Partnerships/LLPs and IHT • Proposed FA 2018 changes to

partnership taxation

ALUN JAMES

17.05 Chairman’s closing remarks and final questions

ALUN JAMES

17.15 CONFERENCE CLOSE

Pre-book your question with one of the speakersOur conferences not only give you the chance to hear what some of the leading experts have to say, but also to put your own questions to them in advance. Our speakers are encouraged to allow time to take questions from delegates and answering interesting questions from practitioners can add to the overall experience for both speakers and delegates alike. If you have a specific question you would like to put to one of the speakers please email your question to info@longmark.co.uk at any point following your booking. We will then ensure that this is passed on to the relevant speaker who will deal with the question at the end of their session.

“ Superb range of topics, well presented.” Mark Squibb, Price Pearson

What recent delegates have said about our conferences...“ Overall high quality lecturers and content.” Steve Andic, MHA Macintyre Hudson

Meet the SpeakersALUN JAMESAlun James is a barrister specialising in all areas of tax and VAT. He has been advising owner-managed businesses and their owners on all aspects of their business and personal tax planning for over 20 years. He has been co-author of Bramwell on Taxation of Companies and Company Reconstructions (Sweet & Maxwell) since 1991. As well as his Chambers at Temple Tax Chambers, Alun is also a member of Exchange Chambers, Liverpool and Manchester.

PETE MILLER Pete formed The Miller Partnership in April 2011 to offer expert advice to other advisers on all business tax issues. Apart from the transactions in securities rules, specialist areas include reorganisations, reconstructions, HMRC clearances, disguised remuneration, the new Patent Box relief and taxation of intangible assets. Pete has worked in tax for over 25 years, starting as an Inspector of Taxes in 1988 and staying for nearly 10 years, working in Birmingham and London before posts in Policy Division and Technical Division. He then worked for 11 years in ‘Big 4’ firms.Pete speaks and writes regularly on tax issues and is a member of the editorial boards of Taxation, The Tax Journal and Simon’s Taxes and a consulting editor to TolleyGuidance. He is co-author of Taxation of Company Reorganisations (4th edition, Bloomsbury Professional, June 2012) and author of Tolley’s Tax Digests on Disguised Remuneration, the Substantial Shareholdings Exemption and Transactions in Securities.

DEBORAH CLARKDeborah Clark is a barrister and partner at law firm Mills & Reeve. Deborah specialises in estate planning for private clients, advising on all aspects of inheritance tax, capital gains tax, trusts, wills and LPAs. Deborah has a national reputation for her work on using family investment companies in estate planning and she is a regular speaker on the topic.

PHILIP RIDGWAYPhilip Ridgway has a broad commercial experience having previously worked in a firm of solicitors and been a tax partner for 8 years at Deloitte. He advises on all areas of Revenue Law. Philip is the co author of Butterworths Tax Indemnities and Warranties.

ANDREW FACERAndrew Facer is a partner and head of private client at Ward Hadaway, a leading law firm with offices across the North of England. Andrew specialises in a range of private client matters including wills, business succession planning, trust creation and estate and capital tax planning. Andrew is also a member of STEP.

MICHAEL THOMASMichael advises and litigates in relation to all areas of the UK tax code. His practice covers business tax, private client work and VAT. He has particular interest in property tax and has been involved in some of the UK’s largest real estate transactions and development projects.

For more information on this and forthcoming events log on to www.longmark.co.uk

Who are we?LONGMARK TAX CONFERENCES LTD.Registered Office: Grove House, Back Rowarth, Glossop, Derbyshire SK13 6EDTel: 0845 260 1057, Email: info@longmark.co.ukDirectors: Mark Fink BA ACA CTA, Mike Longman BA FCA CTA Co. Reg. No: 5601421

RegistrationPAYMENT DETAILSFor payments received by 28th March 2018:

£445 + VAT (£534) per delegate

£1,335 + VAT (£1,602) (4 for the price of 3)

For payments received after 28th March 2018:

£495 + VAT (£594) per delegate

£1,485 + VAT (£1,782) (4 for the price of 3)

Our account details are as follows:

Santander UK PLCAccount number: 0430 4217Sort code: 09 01 50Please email the completed booking form to info@longmark.co.uk

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The Heart of England Practical Tax Planning Conference | Thursday 17th May 2018

We are not able to issue a VAT invoice until we receive full payment and we must receive both a completed booking form and payment by 28th March to qualify for the reduced fee.

VENUEHilton Hotel (adjacent to Junction 24 of the M1)

FEEYour fee includes attendance, refreshments, lunch and paper documentation. It is a condition of the booking that the fee is payable in advance. Once payment has been received a VAT receipt will be sent. Payment must include VAT.

OUR CONFIRMATION OF YOUR BOOKINGAll bookings will be acknowledged in writing within 21 working days of their receipt and joining instructions (final conference details and a venue location map) will be sent out to delegates approximately two weeks before the event. Please telephone immediately:

• if you have not received written acknowledgement of your booking within four weeks of sending it:

• if you have not received your joining instructions five days before the event.

SPECIAL NEEDSIf you have any special needs or particular dietary requirements, we are happy to help where possible. Please contact us on the enquiry numbers below with details.

CERTIFICATE OF ATTENDANCE / CPD INFORMATIONA certificate of attendance is available on request, following your attendance at this conference, as a record of your training and development. Longmark Tax Conferences are SRA accredited CPD providers (Ref: DNH LTCL). This conference carries 6 CPD hours.

CANCELLATIONSA refund of fees will be made only for cancellations received in writing at least 21 days before the event (less a 25% cancellation fee to cover administration costs). No refunds will be made for cancellations received within 21 days of the event and failure to attend after confirming a booking will be subject to the same terms. A substitute delegate will be accepted at any time before the event.

DOCUMENTATION SALEIf you are unable to attend the conference but would like to purchase a set of the conference documentation (price £150 - zero VAT) please call us on 0845 260 1057 or e-mail info@longmark.co.uk. Your notes will be dispatched within 5 working days after the event.

SPONSORSHIP OPPORTUNITIESIf you would like details of bespoke sponsorship packages for this and future conferences, which can be tailored to your company’s specific requirements, please call Mike Longman or Mark Fink on 0845 260 1057 or e-mail sponsorship@longmark.co.uk.

Administration

Booking and EnquiriesENQUIRIES:Please call 0845 260 1057 or email info@longmark.co.uk

BOOKINGS:If paying by cheque, please send your completed form and cheque to:Longmark Tax Conferences Ltd, Grove House, Back Rowarth, Glossop, Derbyshire SK13 6ED