Tax Planning for SME's - Presentation

Malcolm Green

As a MIP you should find our next branch meeting of particular interest as the topics to be covered are all highly topical and ‘hot’ in today’s changing tax arena.

If you can make it to Birmingham the meeting is being held at the Birmingham Medical Institute on the 12th June 6:30pm for a 6:45pm start and will be another of our joint events with CIMA.

We are very pleased to have joining us for the night a team of specialist tax advisers from Grant Thornton.

We would trust flowing the meeting the information passed on will be useful for holding further discussions with your SME clients about the planning areas discussed together with developing your own personal network.

Summary of presentation:

Direct tax - John Foskett Associate Director

• R&D relief
• Patent box

Employment taxes – Sharon Gilkes Associate Director

• Employment Tax Compliance – good housekeeping
• Areas of particular HMRC interest
• Getting the most value from your spend on people

VAT and indirect taxes – Henry Cairns-Terry Senior Manager

• Registration and de-registration
• VAT return cycles
• Specific SME measures
• Problem areas

Speaker profile:

John is an Associate Director in the Birmingham office of Grant Thornton. He specialises in tax advice to corporate clients, which include privately owned UK only businesses, inbounds, outbound multinationals, private equity backed and publicly listed groups.

Experience

John has worked as a corporate tax adviser throughout his career, and recently joined Grant Thornton in Birmingham from PricewaterhouseCoopers. He has experience in a wide range of sectors including: automotive; real estate; retail; manufacturing and engineering; support services; education and training; hotel and leisure; and freight and logistics. John spent 5 years of his career in M&A Tax advising private equity investors on acquisitions, refinancing, flotations and disposals.

Sharon joined Grant Thornton in February 2012 to head the Birmingham Employment Taxes team, prior to which she had spent 20 years working in the Employment Tax team of a big four firm, becoming the head of that team in 2008.

Experience

Sharon specialises in the taxation of employee compensation and benefits and has worked with clients in the private and public sector across a range of industries. She has designed and delivered a number of salary sacrifice and flexible benefit arrangements.

Henry is a Senior Manager in the Midlands Indirect Tax team.

Experience

Henry is a Chartered Accountant and Chartered Tax Advisor, who has been practising in tax for over 30 years, with more than 25 years’ experience of VAT consultancy. He has wide experience of delivering large-scale projects in commercial and non-for profit environments. Recent experience includes a group re-organisation for a property investor and developer, and a partial exemption VAT claim for a venture capital fund manager.