Is your trust realising all available Employment Tax savings? Is non compliance putting you at risk of HMRC fines?

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1 16 th July 2015 Warning: This is Time Sensitive Information. Do not put to one side to Read Later and risk missing out Action Required by Friday 31 st July Is your trust realising all available Employment Tax savings? Is non compliance putting you at risk of HMRC fines? Long gone are the days when trusts and foundation trusts could afford to put employment tax on the back burner. At Assista Consulting, having worked with more than 100 NHS finance teams over the last 10 years; last year we teamed up with HMRC expert Louise Hateley to expand our offering into employment tax advice. Louise began her career in employment tax over 10 years ago. She has worked for the Big Four providers (Ernst & Young, Deloitte) and was later head hunted to work at Lloyds Banking Group, where she was responsible for all matters relating to employment tax. She has worked on some very high profile cases and has saved her clients 000 s of pounds over the years. During the course of her work she s identified 6 key parameters that NHS accountants need to consider when preparing to engage with HMRC. 1.) Expenses and benefits Have you considered not only the cost of the expenses and benefits you provide, but also the compliance issues and risks surrounding them? 2) Salary sacrifice schemes There are lots of different schemes to explore, including ones for travel if you have a mobile workforce to the ones that you have probably heard of for example such as pensions, child care, cycles and car parking amongst others. 3) Overpayments of tax and NIC to HMRC Often if a paper system is used to keep a HR record, there may be a miscommunication or a delay between HR and Payroll when an employee leaves the trust and the employee is often overpaid. Therefore, there is an opportunity to reclaim the tax and NIC back. 4) HMRC Travel rules The rules can be quite complicated for compliance purposes and there are also some favourable tax treatments available.

2 5) Termination and redundancy payments The rules can be misunderstood and the incorrect tax and NIC treatment is followed, which then opens the trust up to a compliance exposure, as well as sometimes overpaying tax and NIC. 6) Employment Status This is a common area with NHS trusts as doctors may be be employed and self-employed at the same time. It is important that you are aware of the rules surrounding this common issue and are armed with some practical solutions of how to defend a position in the event of a HMRC audit. What will you receive? At the seminar Louise will give your delegate practical advice on how to structure your affairs more efficiently, how to identify any potential savings and also how to protect your trust in the event of a PAYE audit from HMRC. In fact Louise recently spoke to a Director of a trust where they had overspent 400,000 on tax and NI and he told her how much he wished he could have attended this seminar! Benefits that you can expect from the seminar include: A complete transfer of 10 years of her employment tax knowledge to your delegate. Practical strategies that can be immediately deployed. A much deeper understanding of the HMRC s perspective on your activities. We regularly run seminars and consistently get great feedback: Excellent speaker and content Full of useful nuggets that I can use immediately Clearly worth a day out of the office In fact we re so sure you ll find it really useful we re offering our cast iron guarantee if you come to the seminar and you re not completely happy you re going to get something out of it by the start of the first coffee break we ll refund your money, no questions asked.

3 The Top 5 Reasons NHS Accountants Don t Like Coming To Seminars I m too busy at work What we teach in the seminar will actually save you time. It can be extremely time consuming dealing with HMRC. We re going to talk about lots of time saving approaches. We ll give you step-by-step instructions on how you can achieve this. I won t be able to relate what you talk about to my organization This seminar has been designed to be useful for NHS accountants in any healthcare setting acute, mental health, community or ambulance. Seminars are generally rubbish and a waste of my time This isn t airy fairy theory, cobbled together by some management consultant. This is practical advice, with real life examples. Everything we teach has been fully field tested. I don t want to come on my own Some people don t like coming to seminars on their own. This is fair enough. We feel like that sometimes ourselves, so we ve got 2 very special offers: Book 2 places and get a third one for free. Bring your DOF for free. Yes, you read that correctly. If you book a place please feel free to bring your DOF for free. Just let us know when you make your booking. And no substitutions on the day please! I ve never heard of you. finance? What do you actually know about NHS I m not one of those Big 4 types who waltzes in and tries to tell NHS accountants how it is in the real world. More than 20 years ago I left university and immediately joined the NHS finance management training scheme. Since then I ve been a DDOF and an ADOF. The strategies we re going to be talking about at the seminar have all been deployed in my NHS clients organisations across the UK.

4 All this for 299 plus VAT Liverpool, Tuesday 4 th August, 1pm 5pm HOW TO BOOK YOUR PLACE: If you can see the tremendous benefit of attending this course for your personal development and for your Trust of FT then please either: Ring us on , and either quote your credit card details or give us a valid purchase order number so we can invoice your Trust. us on jane.wilcox@assista.co.uk and either quote your credit card details or give us a valid purchase order number so we can invoice your Trust. Fill out the attached form and scan and it or fax it to Fill out the attached form, take a photo of it and text it to Regards, James Wilson, Managing Director, Assista Consulting

5 a Everything you wanted to know about employment tax but were afraid to ask! Liverpool Tuesday 4th August 2015 From 1pm Your experts for the seminar: TA AT T, C y e l e Hat ialist x spec Lo ui se a t t n me Employ Your details: J a m e s W il son Former NHS DDOF & ADOF. Has w orked with more than 10 0 NHS teams Card details: Name.. Card Number.. Expiry date../ Sec Code NHS organisation.... Billing Address.. address..... Best Phone No.. Postcode... Signature. The Small Print The ONLY circumstances in which we ll be able to refund your ticket purchase is if we change the date of the seminar. By completing this form you agree to pay the full fee, and accept our zero refunds policy. In the event that you can t make it you may send a substitute to the event, at no additional cost (this does not apply to the bring your DOF for free offer). To make a substitution, or for any other queries about the employment tax seminar, please jane.wilcox@assista.co.uk