Course description
This live broadcast session is designed for solicitors and accountants who act for either charities or potential donors and for in-house charity professionals. It will explain the different tax reliefs available to donors, what is required to qualify for the reliefs, how they interact and the legislation to prevent abuse.
It will also sharpen your awareness on the scope and limitations of charitable status, the need for clear drafting and the equal need for clear thinking.
Join expert tax adviser Tony Austin as he discusses relief from income tax, corporation tax, capital gains tax and inheritance tax, gifts by individuals, companies and partnerships, and benefits in return for donations. The loss of tax relief for tainted donations will also be covered, along with preferences for named beneficiaries, and much more.
Upcoming start dates
Outcome / Qualification etc.
Training Course Content
Introduction
This virtual classroom session is designed for accountants and solicitors who act for either charities or potential donors and for in-house charity professionals. It will explain the different tax reliefs available to donors, what is required to qualify for the reliefs, how they interact and the legislation to prevent abuse.
It will also sharpen your awareness on the scope and limitations of charitable status, the need for clear drafting and the equal need for clear thinking.
What You Will Learn
This live and interactive broadcast will cover the following:
- Relief from income tax, corporation tax, capital gains tax and inheritance tax
- Gifts by individuals, companies and partnerships
- Gift Aid, payroll giving and gifts of securities and property
- Legacies, will trusts and deeds of variation
- Use of charitable trusts and foundations
- Benefits in return for donations
- Sponsorship and supporter schemes offered by charities
- Loss of tax relief for tainted donations
- Preferences for named beneficiaries
- Relevant statute and case law
Expenses
MBL Seminars Limited
MBL is a leading learning and development provider for professional service firms. Over the past 18 years, more than 198,000 people across 23,000 different organisations spanning 81 countries, have chosen us to deliver their training. With over 800 expert speakers...