Description
KEY HAVEN PUBLICATIONS LTD
43rd Annual Oxford Residential Seminar
PRACTICAL TAX PLANNING 2025
Wednesday September 24th – Friday September 26th
Merton College, Oxford.
SPEAKERS
Robert Venables K.C. (Chairman) James Kessler K.C.
Etienne Wong Harriet Brown Ben Symons Patrick Boch Mary Ashley Ross Birkbeck Rebecca Sheldon Chris Vallis Shanzé Shah
The speakers are all practising barristers. They are all members of Old Square Tax Chambers,15
Old Square, Lincoln’s Inn W2A 3UE: Website: www.taxchambers.com, Contact: [email protected]
PROVISIONAL TIMETABLE WEDNESDAY September 24th
12.00 Arrival and Registration
13.00 Lunch Merton College
14.00 Chairman’s Introduction
14.10 Circumnavigating Some Key Income Tax Anti- Avoidance Provisions – Robert
Venables K.C.
The Income Tax (Trading and Other Income) Act 2005 Settlements Provisions -Transfer of
Assets Abroad Provisions -Income Streams Legislation
15.00 Income of Employees and Directors in an International Context – Ross Birkbeck
15.40 Proposed Restriction of Agricultural and Business Property Relief – Rebecca
Sheldon
16.20 Discussion Session with Refreshments
16.40 Recent Developments to the Remittance Basis – James Kessler K.C.
Finance Act 2025 – Recent Case Law
17.25 Behavioural penalties and “Enhancing HMRC’s powers: tackling tax advisers facilitating non-compliance” – Chris Vallis
18.00 Close of Formal Proceedings for the Day
19.00 Pre-dinner Drinks
19.30 Dinner in the Great Hall
THURSDAY SEPTEMBER 25th
09.30 Chairman’s Introduction
09.35 Planning to Live with the New Restrictions on Agricultural and Business Property
Relief – Robert Venables K.C.
Resurrection of Old Strategies: but beware GROBS and Pre-owned Asset Provisions – Partnerships – Trusts -Double Trusts -Multiple Trusts -Companies
10.20 The Temporary Repatriation Facility – Mary Ashley
11.00 Discussion Session with Refreshments
11.20 Offshore Trust Planning – Ben Symons
Trust Distributions – Capital Or Income? – Avoiding Tainting – Temporary Repatriation Facility
Planning for Trusts – Going Non-resident – Tax Planning Tips to Avoid Pitfalls.
12.00 – 12.40 Foreign Income and Gains Relief (“FIG”) – Shanzé Shah
13.00 Lunch
16.30 Discussion Session with Refreshments
16.50 Employee Benefit Trusts: Past and Future – Harriet Brown
Reminder: what are EBTs and what tax legislation applies – History: a short history of EBTs and EBT litigation – EBT litigation: where are we now? – The future of EBTs: FA 2025 changes – What to do with EBTs now
17.30 Close of Formal Proceedings for the Day
19.45 Gala Dinner Merton College (Black-Tie Optional) in the Great Hall
FRIDAY SEPTEMBER 26th
09.30 Chairman’s Introduction
09.35 Farmland to Flats: Tax Overview – Etienne Wong
Trading Risk – the “Anti-avoidance” Transactions in Land Rules – the particular issue with “Piece of the Action” Arrangements – SDLT & VAT – que sera sera?
10.20 Tax Planning with Pensions – Patrick Boch
The benefits of pension tax planning -Income tax relief for contributions to private pension schemes – Examples of tax-efficient uses of pension funds – Recent developments, including the removal of the lifetime allowance and plans to impose IHT on pension funds
11.00 Discussion Session with Refreshments
11.15 Questions to Speakers and Discussion Session with Panel
12.45 Lunch
14.00 Close of Seminar
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FEES
£1,599 per delegate plus VAT (£319.80) = £1,918.80
SPECIAL EARLY BOOKING DISCOUNT
For bookings made and paid for before August 5th 2025
£1,399 per delegate + VAT (£279.80) = £1,678.80
(to include course notes, accommodation, meals and wines.) REGISTRATION DETAILS
For application and conditions please contact:
Key Haven Publications Ltd, PO Box 669, Oxford OX3 3AU Tel: 01865 352121;
E-mail: [email protected]
CANCELLATIONS:
Those confirmed in writing 30 days prior to the Seminar qualify for a full refund,
subject to a £250 administration fee. Cancellations within 30 days prior to the Seminar do not qualify for a refund, although substitutions will normally be allowed at Key Haven’s discretion, subject to a £100 administration fee.
www.khpplc.co.uk