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22 June 2017
Grange Tower Bridge Hotel,
London

Collective Investment Scheme TAXATION - 11th Annual Forum

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

10 KEY Topics being covered AT THis 11TH ANNUAL FORUM - in just one day!

Practical guidance on Key Fund level issues including:

Withholding, Capital Gains and Transfer Tax Developments

  • Suzie Edwards, Senior Manager, PWC
  • Pam Gordon, Director, PWC


US Taxation including Trump, State and 871m Developments

  • Dan Farrell, Partner, EY


Key Practical Points of the New German Tax Regime for Funds

  • Steffen Gnutzmann, Partner, WTS


VAT Position for the Investment Management Industry

  • Darren Mellor-Clark, Partner, PINSENT MASONS
Advice on Company level expectations including:

 Corporate Criminal Offence Expectations and Other Tax Risks

  • Chris Davidson, Director, KPMG


OECD Base Erosion Profit Shifting (BEPS) and other Taxes Impacting Managers

  • Joanne Mawhinney, Senior Manager, Deloitte


BREXIT Tax Implications and Responses at the Fund and Manager Level

  • Christopher Mitchell, Managing Director, Head of UK Tax Services, BNY Mellon Asset Servicing
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...

14+ speakers
10 Sessions
50 Attendees

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