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Informa

08:30 09:00 (30 mins)

Main agenda

Registration

09:00 09:10 (10 mins)

Main agenda

Chairman’s Opening Remarks

  • Patrick Cannon - Barrister, 15 Old Square Tax Chambers

09:10 09:40 (30 mins)

Main agenda

Randall’s Essential Case Law Update Covering

  • Avoidance schemes
  • Discovery
  • Penalties
  • Closure notices
  • Goodwill
  • Sean Randall - Associate Partner, Head of Stamp Taxes, KPMG

09:40 10:10 (30 mins)

Main agenda

Which of the 4 Rate Structures Applies?

  • Sara Maccallum - Senior Partner, Boodle Hatfield

10:10 10:40 (30 mins)

Main agenda

The 3% Higher Rates Charge

  • Steven McGrady - Associate Director, Grant Thornton

10:40 11:00 (20 mins)

Main agenda

Morning Refreshment Break

11:00 11:30 (30 mins)

Main agenda

3% Case Studies and Planning

  • The exception for the replacement of an only or main residence
  • What property interests "counts against" a taxpayer and the £40,000 rule
  • Spouses are not treated as a single unit!
  • Company purchasers and transfers to companies
  • Granny flats and other subsidiary dwellings
  • John Shallcross - Associate, Blake Morgan

11:30 12:00 (30 mins)

Main agenda

ATED Update

  • Gordon Keenay - Head of Stamp Taxes, FTI Consulting

12:00 12:30 (30 mins)

Main agenda

Running an SDLT Appeal and When/How to Use Counsel

  • Drafting SDLT appeals to HMRC
  • Notifying the appeal to the FtT
  • Preparing witness statement, disclosure, skeletons and bundles
  • At the hearing and when counsel is needed
  • Costs issues
  • Patrick Cannon - Barrister, 15 Old Square Tax Chambers

12:30 12:40 (10 mins)

Main agenda

Questions to Speakers on Morning Sessions

12:40 13:40 (60 mins)

Main agenda

Lunch

13:40 14:10 (30 mins)

Main agenda

Section 75A: Is the Fog Clearing?

  • The structure (or lack of it) of s.75A,
  • S.75A and de-enveloping,
  • S.75A and partnership transactions,
  • The unanswered questions on s.75A,
  • The limitations of s.75A.
  • Marc Selby - Partner, Laytons

14:10 14:40 (30 mins)

Main agenda

Partnerships and Incorporating Property Business

  • Toby Price - Head of Stamp Taxes, Deloitte

14:40 15:10 (30 mins)

Main agenda

Stamp Duty and Shares, s77 etc.

  • Michael Collins - Barrister, Temple Tax Chambers

15:10 15:30 (20 mins)

Main agenda

Afternoon Refreshment Break

15:30 16:00 (30 mins)

Main agenda

LBTT Update and Developments

  • Charities relief
  • Group relief
  • Second home supplement
  • Philip Simpson QC - Barrister, 15 Old Square Tax Chambers

16:00 16:30 (30 mins)

Main agenda

APNs, FNs and SDLT DOTAS

  • David Southern QC - Barrister, Temple Tax Chambers

16:30 16:50 (20 mins)

Main agenda

Questions to Speakers

16:50 17:00 (10 mins)

Main agenda

Chairman’s Summation

  • Patrick Cannon - Barrister, 15 Old Square Tax Chambers