Office of Tax Simplification and GDPR

Wednesday, 19 June 2019
Office of Tax Simplification and GDPR
Wednesday, 19 June 2019 15:45 - 19:00 (GMT)

Sandy Park Conference Centre
Sandy Park Way
United Kingdom

Map and Directions
About this Event
Bill Dodwell and Andy Richens from the OTS will cover the Office’s recent work programme and discuss potential areas for future reports.  Over the last year, the OTS has published two reports on Technology and platforms, a report on simplifying tax for smaller businesses, and on savings; a landmark report on HMRC Guidance and a review of capital allowances.  A first report on Inheritance Tax has been published with the second one due imminently.  Audience feedback on areas for future investigation would be most welcome!


The talk will focus on GDPR and associated practical points for tax advisers based on Frequently Asked Questions and Engagement Letter Guidance.  It will also briefly cover other new and existing Professional Standards matters such as Anti-money laundering, Professional Indemnity Insurance, CPD, Professional Rules and Practice Guidelines, Professional Conduct in relation to Taxation, Alternates, your websites, penalties checklist and more.

Members: £50 
Non-Members: £65 
Students: £30 
Retired Members: £30 

15:45  Registration and coffee   
16:00  Lecture starts   
17:30  Break for refreshments  
17:50  Lecture resumes  
19:00  Close 

About The Speaker 
Jane Mellor, CIOT

Jane Mellor is a Professional Standards Officer at the Chartered Institute of Taxation and Association of Taxation Technicians. Jane is ATT and CTA qualified and before joining the staff of the CIOT/ATT, she worked as a personal tax manager in a firm of Chartered Accountants in South Wales. 

Andy Richens, OTS
Andy Richens ATII has worked on 11 of the OTS reports, including the recent papers on business lifecycle and savings. Andy was a tax lecturer for an accountancy business school, and had spells with two of the big 4 accountants, before becoming tax technical director at Bishop Fleming Accountants, based in the south west. Andy is a member of the Tax Professionals Forum, and is a regular speaker on the professional conference circuit

Bill Dodwell, OTS
Bill Dodwell is Tax Director at the Office of Tax Simplification.  He is also editor in chief of Tax Adviser magazine and a member of the GAAR Advisory Panel.  He is a past president of the CIOT and was head of tax policy at Deloitte until May 2018.  He tweets as


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