What’s Taxing the Third Sector?
This session will provide an overview of the taxes that impact third sector organisations, the common pitfalls/ oversights and to give a few case studies. We will cover PAYE, VAT and Corporation tax.
Attendees will have the opportunity to avail of a follow up clinic the following week book for a free discussion with Grant Thornton’s tax specialists.
Kindly Hosted by Grant Thornton in their premises, Clarence West Building, 2 Clarence Street, Belfast
Please see below further information on the presenters for this event.
Associate Director, Indirect Taxes
Aidan is an Associate Director in the Belfast office and has over 16 years of experience of working in the Not for Profit sector both in England and Northern Ireland following his move to the Belfast office in January 2011.
Aidan leads the Belfast office Indirect Tax Team and advises on all aspects of VAT working with clients across the Public and Not for Profit sectors including Charities, Housing Associations, Local Authorities and NHS Trusts. His work has included obtaining significant refunds of VAT as well as advising charitable clients on the impact of VAT to ensure any risks and opportunities are identified and acted upon.
He understands the complexities of VAT for charities and is experienced in providing tailored, practical solutions to specific issues.
Kelly is a Chartered Tax Advisor, with almost ten years’ experience in the UK and Northern Ireland.
Kelly has responsibility for advising on private client and employment taxes issues for high net worth individuals, owner managed businesses and larger company clients. She has a broad range of experience in employee share schemes and reward, having designed and implemented incentive structures for listed and private companies.
Kelly has responsibility for managing the employment taxes reviews and due diligence projects, and her team has experience advising the Public and Not for Profit sectors.
Prior to joining Grant Thornton, Kelly worked in the global employer services team at a big four firm in Manchester. Here, she gained experience in working with the executive boards and remuneration committees. Kelly also project managed a remuneration review commissioned by a local city council.
Associate Director, Tax
Francis is a qualified Chartered Accountant (ACA) and Chartered Tax Adviser (CTA), specialising in providing UK corporate tax advice. He has more than 5 years’ experience in working with and advising organisations and charities in the ‘Not for Profit’ sector on both corporate tax and Stamp Duty Land Tax (SDLT) matters.
He has worked for Grant Thornton for 3 years, both in London and Belfast, prior to which he was a has spent almost 7 years working in ‘Big 4’ practice in London.
Francis can bring a dynamic, proactive and commercial approach to his clients, ensuring those organisations are structured as tax efficiently as possible, and are fully compliant with their UK tax obligations. His experience includes managing all stakeholders in various tax advisory projects as well as coordinating compliance processes for many businesses and organisations throughout the UK.
Francis uses his experience to bring ideas to clients, and to proactively ensure they are aware of any tax planning opportunities.