Provision of Tax Advice and Tax Related Services

It is anticipated that this Lot will include, but not be limited to:

• Preparation of the annual corporation tax return, based on inputs from the Tax Manager.
• Review and submission to HMRC (including filing requirements of annual accounts e.g. iXBRL tagging).
• Provision of Corporation tax advisory services
• General payroll and employment related tax advisory services Additional information: The Total Estimated Value of this Lot is the Maximum Estimated value over the period of the contract, including extension periods. The Contracting Authority offers no guarantee or any commitment to values stated within the subsequent Tender documents and Contract Notice.

It is anticipated that this Lot will include, but not be limited to:

• VAT Compliance, including the review of the annual partial exemption calculation
• VAT advisory services
• Customs duty advisory support services Additional information: The Total Estimated Value of this Lot is the Maximum Estimated value over the period of the contract, including extension periods. The Contracting Authority offers no guarantee or any commitment to values stated within the subsequent Tender documents and Contract Notice.

It is anticipated that this Lot will include, but not be limited to:

• General advice on overseas taxes including but not limited to and depending on the overseas jurisdiction: corporate, personal, VAT, WHT, digital etc.
• advice in respect to overseas employer and employee tax, social security and associated reporting, payment and/or filing obligations

-assistance in implementing payroll and reporting requirements in overseas jurisdictions

Full details of the requirement can be found in Appendix E-Specification in the Tender documentation. This document additionally includes a list of overseas jurisdictions the University has required advice in recent years, provided in Annex A. Additional information: The Total Estimated Value of this Lot is the Maximum Estimated value over the period of the contract, including extension periods. The Contracting Authority offers no guarantee or any commitment to values stated within the subsequent Tender documents and Contract Notice.

It is anticipated that this Lot will include, but not be limited to:

Review annual partial exemption calculation, prepared by the Tax Manager.

It is anticipated that this Lot will include, but not be limited to:

General advice on overseas taxes (corporate, persoanl, VAT, WHT, digital etc).

Global mobility implications of employees working overseas.

Overseas planning to ensure collaborations/working arrangements are structured in a tax efficient way whilst ensuring tax compliance and efficiency to limit liabilities.

Advice and implications of overseas registration for the university and subsequent set up as and where approriate (e.g. payroll operations, in country registrations, in country filing of returns and making payments as required)

Minimising tax liabilities without risk of no compliance.

Providing guidance on changes in legislation for any overseas tax operations.

It is anticipated that this Lot will include, but not be limited to:

General payroll and employment related tax advice

Providing guidance and implications for the university on changes in legislation, including any changes which may be required to systems and processes (e.g. IR35, JRS or RTI).

Payroll regulations and requirements

Employee remuneration, reward and benefits (taxability, processing and management - P11D, PAYE settlement agreements)