BIM45062 - Specific deductions: entertainment: expenditure paid to specialist providers: example

Company X is a book publisher. During the year, it pays £40,000 to Company Y, an events organiser, to arrange the hospitality at some of its book launches. The actual cost to Company Y of arranging these launches is £37,000.

Company X also pays £50,000 to Company Z, a public relations company. This is made up of £5,000 for organising a Christmas party for Company X’s customers and £45,000 for publicising the company and its products. Company Z spends £3,000 on working lunches with journalists in connection with Company X’s business.

The effect upon each company’s tax computations is as follows:

Company X

£40,000 paid to Company Y for book launchesNot allowable. Payment has been made for business entertainment
£5,000 paid to Company Z for Christmas partyNot allowable. Payment has been made for business entertainment
£45,000 paid to Company Z for publicityAllowed in full (the £3,000 has not been specifically reimbursed and is added back in Company Z’s computation)

Company Y

£37,000 expended on book launchesAllowed in full. Expenditure has been incurred by Company Y as agent for Company X and reimbursed in full. Not business entertaining expenditure in Company Y’s hands

Company Z

£4,500 expended on Christmas partyAllowed in full. Expenditure has been incurred by Company Z as agent for Company X and reimbursed in full. Not business entertaining expenditure in Company Z’s hands
£3,000 expended on lunches with journalistsNot allowable. Company Z has incurred expenditure as principal and not agent. The journalists do not pay for their lunch and the expenditure is not specifically reimbursed by Company X. The exclusion in ICTA88/S577 (10) does not apply - see BIM45030.