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Welcome to the CGA October 2019 Newsletter.

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Our newsletter this month highlights: the rescheduling of changes to VAT for CIS contractors, tax changes we know about from April 2020, why your Christmas party can be a tax-free perk and an update on the loan-charge review.

What we’re up to this month

24th October – Chelle on holiday
Chelle is leaving the wind & rain behind for the sunshine in Lanzarote (Costa Teguise) for 10 days. 
6th November – Claire’s final exam
Claire has her (fingers cross – final) exam and will be taking some time off beforehand for last-minute revision.
8th November – CGA’s Big Birthday Bash

2019 sees many celebrations at CGA and we have chosen to mark these by holding a birthday bash at the Jinnah in Selby.  It will come as a surprise to no-one that Chelle celebrates her 50th birthday next month (she has been telling everyone about it all year),  however, it may surprise some of you to know that Claire also celebrates a big birthday this year, turning 40 in December. Chelle is also celebrating 25 years at the helm of CGA and is proud to still work on behalf of many clients that have been with CGA throughout this tenure, in fact, she still has several years to go before she can catch up with some clients and their length of service with CGA! Claire joined CGA as a trainee 21 years ago and the rest, as they say, is history.

Over the years many clients, colleagues, peers and general visitors have graced the offices with their presence, it is 15 years since CGA took up residence at Park Court, the move from York City Centre Offices in Micklegate kick-started the transition from paper to less paper and eventually paperless, both the move to the “country” and the move to “paperless” continue to be 2 of the best decisions ever made. The team looks forward to seeing many clients that have been part of the CGA history and will continue to be part of the CGA future next month to share our celebrations. There will be a little charity fundraising during the celebrations with donations being split across 2 well-deserving charities; St Leonards Hospice and Dementia Forward.
16th/17th November – Claire weekend away
Claire is taking a trip to the Midlands, taking in a day at Wolverhampton Races on Saturday 16th November, followed by the Semi-final and Final of the Grand Slam of Darts on Sunday 17th.

Team News

Melissa is having a night away from the kids leaving hubby in charge and heading to York for a Hen Night on Saturday 26th October, hopefully she will have recovered by Monday morning.

Andrew is going posh and fine dining at The Ivy in Leeds on the same evening.

Billy is celebrating an anniversary with the lovely lady in his life and heading to KP Lodges.

Lawrence is heading north of the border to Loch Melfort near Oban on Friday 18th October for a few days with the lovely Molly and enjoying lots of walking and eating.

Announcement from Chelle – The Ladies Who Trade

Some of you will know of my daughter Gemma, Gemma now lives and works in Manchester as a self-employed logo design and brand identity specialist. As well as working many hours building up her new business, she is also the founder of The Ladies Who Trade, which she began as a means of building a network of like-minded business ladies. This year she has taken this further and set up a co-working space for the members of this group, recognising how difficult it is to find and fund premises for many small businesses, while appreciating how essential it is to have a space which is away from home and provides both business facilities and mental stimulation.

This has involved a huge amount of work as the premises actually started life as a stark shipping container and Gemma has designed, decorated and furnished the space herself and never one to rest on her laurels (I have no idea where she gets this from), she is now looking at rolling out more co-working spaces – all of this while maintaining a fairly hectic work schedule which I am happy to say does involve a fair bit of social media design and advice for CGA, I am so proud of Gemma and what she has accomplished in such a short space of time, please do take the time to check out the photos of her co-working space and forgive me for taking the opportunity for basking in a proud Mummy moment.

About The Ladies Who Trade 

The Ladies Who Trade are a group of self-employed females, skill-swapping, networking and empowering one another. We are 100% dedicated to creating a community of like-minded businesswomen to help each other through the rollercoaster that is self-employment.

We have recently successfully launched our first-ever coworking space, a home for our community spirit and a fantastic opportunity for self-employed women, to increase productivity and make real connections, all without breaking the bank.”

– Gemma, Founder of The Ladies Who Trade

(Find out more here)

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The Technical Stuff

Tax Information

don’t forget the 31st January 2020 Tax Return submission deadline is approaching fast – please let us have your completed Tax Checklists and 2019 Tax Information as soon as possible.

Fee Protection Services

We have now contacted all clients in respect of the fee protection service we offer. We have again selected Markel Tax to enable us to provide a valuable tax investigations service which enables us to defend you in the unfortunate case that you are selected for an enquiry without worrying about the cost. We are confident that the service delivers the most comprehensive protection against any potential fees arising from professional representation in the event of an HMRC enquiry.
Please respond no later than 25th October 2019.

Tax Diary October/November 2019

Tax Diary October/November 2019

(Read More)

The loan charge controversy continues

The following press release was published by HMRC last month. Extracts are reproduced below:

(Read More)

Enjoy a tax-free Christmas bash

Follow the outline below to ensure that the cost of your annual staff party will not create tax issues for you or your staff.

(Read More)


Property tax changes from April 2020

Although the Brexit process continues to throw a spanner into the normal workings of government, there are a few certainties from a tax point of view that will be effective from April 2020. A few property related changes are noted in this article:

(Read More)


About face by HMRC 

Last month we reported the changes that CIS, VAT registered contractors and sub-contractors were about to face with the introduction of the “reverse charge” process from 1 October 2019.

(Read More)


Best wishes,

Don’t forget! Our office closes at 2pm every Friday as a reward for our hard working team. If you urgently need to contact us, our mobile numbers are the best method when we are away from the office.
Copyright © 2019 Shared Equity Ltd T/A CGA, All rights reserved.

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CGA 3 & 4 Park Court Riccall Road Escrick York YO19 6ED

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