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Informa
Jul 04
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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
more
09:10 - 09:40 30 mins
Main agenda
Randall’s Essential Case Law Update Covering
  • Sean Randall - Associate Partner, Head of Stamp Taxes, KPMG
more
  • Avoidance schemes
  • Discovery
  • Penalties
  • Closure notices
  • Goodwill
09:40 - 10:10 30 mins
Main agenda
Which of the 4 Rate Structures Applies?
  • Sara Maccallum - Senior Partner, Boodle Hatfield
more
10:10 - 10:40 30 mins
Main agenda
The 3% Higher Rates Charge
  • Steven McGrady - Associate Director, Grant Thornton
more
10:40 - 11:00 20 mins
Main agenda
Morning Refreshment Break
11:00 - 11:30 30 mins
Main agenda
3% Case Studies and Planning
  • John Shallcross - Associate, Blake Morgan
more
  • 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
11:30 - 12:00 30 mins
Main agenda
ATED Update
  • Gordon Keenay - Head of Stamp Taxes, FTI Consulting
more
12:00 - 12:30 30 mins
Main agenda
Running an SDLT Appeal and When/How to Use Counsel
  • Patrick Cannon - Barrister, 15 Old Square Tax Chambers
more
  • 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
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?
  • Marc Selby - Partner, Laytons
more
  • 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.
14:10 - 14:40 30 mins
Main agenda
Partnerships and Incorporating Property Business
  • Toby Price - Head of Stamp Taxes, Deloitte
more
14:40 - 15:10 30 mins
Main agenda
Stamp Duty and Shares, s77 etc.
  • Michael Collins - Barrister, Temple Tax Chambers
more
15:10 - 15:30 20 mins
Main agenda
Afternoon Refreshment Break
15:30 - 16:00 30 mins
Main agenda
LBTT Update and Developments
  • Philip Simpson QC - Barrister, 15 Old Square Tax Chambers
more
  • Charities relief
  • Group relief
  • Second home supplement
16:00 - 16:30 30 mins
Main agenda
APNs, FNs and SDLT DOTAS
  • David Southern QC - Barrister, Temple Tax Chambers
more
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
more