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29 November 2017

Operational Tax for Investment Managers - 6th Annual Practitioners' Forum

The only Forum specifically designed to address the latest operational tax governance, risk management, technical developments!

What makes this Forum so unique:

7 Investment Managers sharing practical experiences including...

Addressing the Management of Tax Risks Associated with Operational Taxes

  • Forbes Bailey - Barings
  • John Harpur - Aberdeen Asset Management
  • Malcolm Richardson - M&G

Addressing Monitoring & Reporting Challenges for Key Operational Taxes

  • Liza Taylor - Fidelity International
  • Malcom Powell - Investec Asset Management
  • Michael Back - Man Group
Feedback direct from HMRC on key operational issues...

Paul Tucker, Collective Investment Schemes Centre, HMRC covering..

  • HMRC Perspective: Feedback from HMRC on Common Operational Issues and Enquiries

Specialist Big 4 Advisors with guidance on technical issues including...
  • Best Practice Operating Models for Managing Operational Tax Risk and Governance - Nathan Hall, Partner, KPMG
  • Managing Key Capital Gains, Stamp and Transaction Tax Risks - Martin Walker, Head of Securities Tax, Deloitte
  • Withholding Tax Opportunities Including European Court of Justice Discrimination Cases - Pam Gordon, Tax Director, PWC

plus other topics including...

  • US Taxation Including Prospects for US Tax Reform, 871M and State and Local Tax Developments

A highly focused annual update:

key topics addressed in just one day
funds tax experts at one event
Investment Management sector focused

Gold Sponsors