Major Gift Tax Issues-FAQs

Venue: Cass Business, School, 106 Bunhill Row, London, EC1Y 8TZ
Start: 17/09/2008 - 09:15
End: 17/09/2008 - 12:15
Organiser: European Association for Planned Giving
Fee: 0
Tel: 01622 859356
Email: sue@plannedgiving.org.uk
Website: EAPG

* UK Gift Aid, gifts of shares, property –planning
* Are your donors crossing borders?
* What if you have US donors?

* UK Gift Aid, gifts of shares, property – planning - Paul Ridout, Farrer & Co

Paul has been a member of the Farrer & Co charity & community team since 2000 and advises a wide range of clients, including charitable trusts and companies, non-departmental public bodies and other non-profit clients, on such matters as charity formation and registration, the drafting of grant contracts, administrative law, constitutional changes and fund-raising.

* Are your donors crossing borders? - Paul Bater, International Charity Tax Consultant

Paul specialises in the tax treatment of charities and other non-profit organisations. He has also served as a trustee and adviser of charities ranging from small local organisations to large national bodies, and as a member of the Large Business and International Tax Sub-Committee of the Tax Faculty of the Institute of Chartered Accountants.

* What if you have US donors? –
Khrista McCarden, Withers LLP

Khrista is a US attorney practising with the London office of Withers LLP. She is a member of the Charities and International Wealth Planning practice groups. Her principal practice area includes advising on optimising cross-border tax incentives for charitable giving and charitable structuring. She also routinely advises on US estate tax and US income tax planning for high net worth individuals.

London – Wednesday 17 September 2008
Welcome: 09:15 for 09:30am –12:15pm
Venue: Cass Business School, 106 Bunhill Row, London, EC1Y 8TZ

Nearest Underground stations: Moorgate, Old Street, Barbican

A location map and directions for Cass Business School can be found at:
http://www.cass.city.ac.uk/about/location/findus.html