Operational Tax for Investment Managers: 5th Annual Practitioners Forum

WHAT MAKES THIS FORUM SO UNIQUE:

Specifically scheduled for the day after the 2016 Autumn Statement, join 16 speakers at this unique one day Forum providing a 5th annual update on operational tax developments and solutions specifically for the Investment Management Sector.

• Hear HMRC & The Investment Association review the 2016 'Autumn Statement'
• Benefit from 7 Investment Managers on two highly practical Q&A sessions
• Hear 6 specialist Big 4 Advisors provide guidance on technical issues

HMRC, 15+ INVESTMENT MANAGERS, INVESTMENT ASSOCIATION & ADVISORS:

• Paul Tucker, Collective Investment Schemes Centre at HMRC
• Pauline Hawkes-Bunyan, Interim Head of Tax at THE INVESTMENT ASSOCIATION
• Malcom Powell, Head of Tax at INVESTEC ASSET MANAGEMENT
• Nathan Hall, Partner at KPMG
• Malcom Richardson, Head of Tax at M&G
• Martin Walker, Head of Securities Tax at DELOITTE
• Mr Michael Back, Head of Tax at MAN GROUP
• Mr John Harpur, Head of Tax at ABERDEEN ASSET MANAGEMENT

PLUS, TWO POST-CONFERENCE HALF DAY WORKSHOPS LED DELOITTE:

Operational Tax Risk Governance
Examining Operating Models and Ensuring Best Practice
This workshop explores the operating models required to deliver these requirements tailored to the unique risk profile of operational taxes. In addition, it will provide you with a practical framework and ideas to assist in optimising your tax governance and risk management. Specifically, attending the workshop will enable you to:

• Understand the current risk environment and how to address key risks
• Establish effective governance frameworks
• Delineate clear channels of accountability for the management of operational tax risk within your organisation
• Design and implement appropriate risk management infrastructure

European Withholding Tax Refund Claims
Recent Developments & On-going Opportunities for Different Investment Vehicles
This workshop will be addressing the technical principles underlying recent withholding tax claims, the current status of claims across Member States and opportunities for filing refund claims for different investment vehicles (both EU & Third Country based). Attending this workshop will enable you to:

• Understand the relevant EU principles supporting investment funds’ claims
• Understand the developments in case law and how these impact funds’ claims
• Gain an insight on local taxation rules and comparability of investment vehicles
• Identify on-going opportunities for filing claims as well as opportunities for relief at source

Get 10% Discount! Simply enter the VIP code: FKM63454WSO

BOOK NOW!