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Identifying VAT opportunities

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VAT trigger points This list summarises key trigger points for VAT, please note that VAT is a complex and often overlooked area that can create both risks and opportunities for clients. A more detailed list is available outlining common triggers where VAT considerations arise across different industries and services. It serves as a practical guide to help teams cross-refer work to the VAT team, ensuring clients receive comprehensive tax advice while mitigating risks and maximising VAT efficiency. 1. Specific client types or industries  Charity clients  Education providers  Businesses providing Saas, digital platforms or e-commerce services  Dental businesses providing both VAT exempt and taxable services  Agricultural clients with diversification projects  Private clients purchasing high end luxury assets e.g. yachts, private jets  Family Investment Companies (FICs) 2. New entities 

VAT registration

3. Corporate transactions & restructuring  VAT recovery on deal costs  VAT implications of restructuring transactions  Transfer of a Going Concern (TOGC)  VAT treatment of intercompany transactions post-restructuring

Contact: Bernado Almeida, Partner Windsor House


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