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23 May 2018
Park Plaza County Hall,

Collective Investment Scheme TAXATION - 12th Annual Forum

Practical updates on key technical, operational, and strategic tax developments impacting Funds and Fund Managers

Comprehensive Tax Update for Fund Managers and Investment Firms

10 Key Topics covered in one day

HMRC Update on Recent Developments

-Hear from Colin Strudwick, Policy and Technical Adviser at HMRC, on recent developments affecting Collective Investment Schemes. 

Panel session with Managers and Advisers considering key tax risks

- Forbes Bailey, Head of Tax at BARINGS ASSET MANAGEMENT

- Nigel Fleming, Managing Director, Head of Product Tax at BLACKROCK

- John Harpur, Head of Tax at ABERDEEN ASSET MANAGEMENT (Invited) 

- Nathan Hall, Partner at KPMG

Heads of Tax panel discussing operational challenges from Brexit

- Liza Taylor, Head of Product and Operational Taxes at FIDELITY INTERNATIONAL 

- Sarah FIlbee, Head of Tax at JUPITER ASSET MANAGEMENT

- Malcom Richardson, Head of Tax at M&G (Invited) 

- Tim McCann, Group Head of Tax at SCHRODERS

Technical guidance and opportunities at the Fund and Manager level

- Withholding Tax and Relief Opportunities with  Pam Gordon, Operational Tax Lead at PwC

- Investor Reporting in Key Jurisdictions with Stuart Chalcraft, Tax Partner at EY

Global tax developments and their impact on Funds and Managers

- Key global tax developments including Indian Tax Reform and Capital Gains Tax with Suzi Edwards,  Director at DELOITTE

- Points of the German Tax Regime affecting Domestic and Foreign Funds with Speaker TBC, at WTS

Impact of regulatory changes including MifID II and US Tax Reform

- Indirect Taxes Update including research costs under MiFID 2 with Peter Dylewski, VAT EMA Regional Lead at KPMG

- Assessing Ongoing US Tax Reform Impact including PTPs with Daniel Farrell, Partner at EY

The 12th Annual Collective Investment Scheme Taxation Forum in numbers...

14+ Speakers
10 Sessions
2 Heads of Tax Panels

Become an Event Partner and raise your Firm's profile within the Investment Management Taxation space...

As an event sponsorship or exhibition partner, we can help you to forge new business relationships, share your experiences and position yourself as a go-to firm. Through understanding your business objectives and requirements we can tailor a solution to suit your strategy and budget. 

Don't miss your chance to get involved! For a bespoke package, contact Jo Dixon on Jo.Dixon@informa.com or call: +44 (0)20 7551 9931.

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