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Tax & Tax Havens: What Fundraisers & Researchers Need To Know? - 10th Nov 2026
Date: 10th November 2026
Time: 2.00pm-3.30pm UK / 9.00am-10.30pm EST
Duration: 1hr 30min (60min content + 30min Q&A)
Format: Live Online
Course Type: Focus
For: Researchers, Fundraisers, Directors - UK, US, International
Overview
Prospect research is all about following the evidence, but wealth doesn’t always leave a neat paper trail. From UK companies and trusts to offshore structures and tax havens, ownership can be complex, opaque and sometimes deliberately difficult to untangle.
This session gives you the practical knowledge to follow the money, spot the gaps and make confident sense of what the evidence is and isn’t telling you.
What The Session Will Cover
Company Structure
The real differences between a holding company, a group and a conglomerate, and between a subsidiary, a branch office and a representative office and why each one changes what's filed, where, and how much of it you'll ever see. We look at how a UK subsidiary can appear undervalued, where dividends to a parent disappear from view, and how to work around limited disclosure when the parent is incorporated overseas.
The Tax Landscape
Income, dividends, savings, corporation tax and capital gains across the UK, US and Australia, with the comparisons that matter: what £1m of income actually leaves you with in London, New York, Sydney, and elsewhere. Plus key tax dates and payment timings useful intelligence when you're advising on when to ask.
Tax Havens
Where offshore structures cluster, why, what the EU and OECD have been doing about it, and what the beneficial ownership transparency movement has opened up for researchers. Key jurisdictions will include Jersey, Guernsey, the Isle of Man, the British Virgin Islands, the Cayman Islands, Delaware and much more!
Analysing International Companies
Reading accounts prepared under different standards, the GAAP/IFRS divide, constant-currency revenue, and the checks that reveal quality or the absence of it. Including the red flags worth pausing on.
Ask Strategy
What are the signs that wealth may be held through offshore or tax-efficient structures? How can tax considerations influence the timing and size of a gift? And are there particular moments when an ask may be especially timely or advantageous?
Who’s It For?
Prospect researchers, prospect development teams, and fundraisers who work on international portfolios or increasingly find international elements in domestic ones. No accountancy background required; everything is explained from first principles and grounded in examples you'll recognise.
Prospect Researchers - all experience levels
Major Gift Fundraisers
Heads or Directors of Philanthropy
Any organisation engaged or aspiring to major gift fundraising
Key principles are relevant internationally
Speakers
Jonathan Jeffery, Co Founder PyroTalks CIC
Jonathan is Co-Founder & Director of Pyro.Solutions & PyroTalks CIC and leads on data analytics and education.
Jonathan graduated in 2002 with a First Class Honours Degree in Business studies, specialising in finance, and holds a MSC in Banking and Finance with Distinction.
After graduating, Jonathan worked for a leading firm as a senior investment analyst, specialising in portfolio management and investment analysis, gaining a number of professional qualifications.
Jonathan then moved into higher education and lectured in company analysis, portfolio management and financial derivatives at Undergraduate, Postgraduate and MBA level. He was also appointed as Associate Dean for Education for The University of Sheffield Management School. He left this role in 2022 to focus on Pyro.Solutions and PyroTalks CIC.
Jonathan has also taught at some of the leading European Business schools, and was a visiting professor at EDHEC University between 2013-2019. He also continues to undertake risk management and treasury consultancy for a number of leading professional bodies and organisations.
Certificate
Certificate of Completion can be provided
Tickets
Duo or Flex-Team Tickets - you do not need to provide names at booking, an open link will be sent to share with your team
Upon booking you will automatically receive two emails, a receipt of purchase & joining Instructions. Please do check spam folders. If you have booked for others, please share with them.
Includes Handout + Access to Recording for up to 1 month.
Concession tickets available for any organisation with restricted training budget or with income less than 1m
Courses are primarily for charities and not for profits, though please contact us for corporate ticket options.
All funds raised go back into the CIC aims.
Date: 10th November 2026
Time: 2.00pm-3.30pm UK / 9.00am-10.30pm EST
Duration: 1hr 30min (60min content + 30min Q&A)
Format: Live Online
Course Type: Focus
For: Researchers, Fundraisers, Directors - UK, US, International
Overview
Prospect research is all about following the evidence, but wealth doesn’t always leave a neat paper trail. From UK companies and trusts to offshore structures and tax havens, ownership can be complex, opaque and sometimes deliberately difficult to untangle.
This session gives you the practical knowledge to follow the money, spot the gaps and make confident sense of what the evidence is and isn’t telling you.
What The Session Will Cover
Company Structure
The real differences between a holding company, a group and a conglomerate, and between a subsidiary, a branch office and a representative office and why each one changes what's filed, where, and how much of it you'll ever see. We look at how a UK subsidiary can appear undervalued, where dividends to a parent disappear from view, and how to work around limited disclosure when the parent is incorporated overseas.
The Tax Landscape
Income, dividends, savings, corporation tax and capital gains across the UK, US and Australia, with the comparisons that matter: what £1m of income actually leaves you with in London, New York, Sydney, and elsewhere. Plus key tax dates and payment timings useful intelligence when you're advising on when to ask.
Tax Havens
Where offshore structures cluster, why, what the EU and OECD have been doing about it, and what the beneficial ownership transparency movement has opened up for researchers. Key jurisdictions will include Jersey, Guernsey, the Isle of Man, the British Virgin Islands, the Cayman Islands, Delaware and much more!
Analysing International Companies
Reading accounts prepared under different standards, the GAAP/IFRS divide, constant-currency revenue, and the checks that reveal quality or the absence of it. Including the red flags worth pausing on.
Ask Strategy
What are the signs that wealth may be held through offshore or tax-efficient structures? How can tax considerations influence the timing and size of a gift? And are there particular moments when an ask may be especially timely or advantageous?
Who’s It For?
Prospect researchers, prospect development teams, and fundraisers who work on international portfolios or increasingly find international elements in domestic ones. No accountancy background required; everything is explained from first principles and grounded in examples you'll recognise.
Prospect Researchers - all experience levels
Major Gift Fundraisers
Heads or Directors of Philanthropy
Any organisation engaged or aspiring to major gift fundraising
Key principles are relevant internationally
Speakers
Jonathan Jeffery, Co Founder PyroTalks CIC
Jonathan is Co-Founder & Director of Pyro.Solutions & PyroTalks CIC and leads on data analytics and education.
Jonathan graduated in 2002 with a First Class Honours Degree in Business studies, specialising in finance, and holds a MSC in Banking and Finance with Distinction.
After graduating, Jonathan worked for a leading firm as a senior investment analyst, specialising in portfolio management and investment analysis, gaining a number of professional qualifications.
Jonathan then moved into higher education and lectured in company analysis, portfolio management and financial derivatives at Undergraduate, Postgraduate and MBA level. He was also appointed as Associate Dean for Education for The University of Sheffield Management School. He left this role in 2022 to focus on Pyro.Solutions and PyroTalks CIC.
Jonathan has also taught at some of the leading European Business schools, and was a visiting professor at EDHEC University between 2013-2019. He also continues to undertake risk management and treasury consultancy for a number of leading professional bodies and organisations.
Certificate
Certificate of Completion can be provided
Tickets
Duo or Flex-Team Tickets - you do not need to provide names at booking, an open link will be sent to share with your team
Upon booking you will automatically receive two emails, a receipt of purchase & joining Instructions. Please do check spam folders. If you have booked for others, please share with them.
Includes Handout + Access to Recording for up to 1 month.
Concession tickets available for any organisation with restricted training budget or with income less than 1m
Courses are primarily for charities and not for profits, though please contact us for corporate ticket options.
All funds raised go back into the CIC aims.