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22 June 2017

Collective Investment Scheme TAXATION - 11th Annual Forum

Practical updates on key tax developments for 2017 & guidance on the operational challenges impacting Funds and Fund Managers - all in just one day!


An agenda focusing on today's key topics:
  • HMRC Update on collective investment scheme policy
  • Withholding, Capital Gains and Transfer Tax developments
  • US Taxation including Trump, State and 871m developments
  • BREXIT Tax implications and responses at the Fund and Manager level
  • OECD Base Erosion Profit Shifting (BEPS) and other taxes impacting Managers
  • Latest VAT Position for the Investment Management industry
  • Key practical points of the new German Tax Regime for funds
  • Corporate Criminal Offence expectations and other Tax Risks
  • Key Opportunities and Threats for the CIS sector
Hear direct from HMRC on policy developments:

HMRC Perspective: An Update on Collective Investment Scheme Policy

A representative from:

Financial Products & Services Team


2 practical Investment Manager panel sessions:

Manager Panel Session: BREXIT Strategic and Operational Considerations

  • Roger Exwood, Managing Director, EMEA Product Tax, Blackrock
  • Michael Back, Head of Tax, Man Group
  • Malcolm Richardson, Head of Tax, M&G
  • Malcolm Powell, Head of Tax, Investec Asset Management

Heads of Tax Panel: Managing Key Tax Risks Impacting Managers and Funds

  • Michael Back, Head of Tax, Man Group
  • Forbes Bailey, Head of Tax, Barings Asset Management
  • Malcolm Richardson, Head of Tax, M&G
  • Malcolm Powell, Head of Tax, Investec Asset Management

The 11th Annual Collective Investment Scheme Taxation Forum in numbers...

15+ speakers
11 Sessions
50 Attendees

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