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Collective Investment Scheme Taxation Forum
London
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Conference - BST (British Summer Time, GMT+1)

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Conference - BST (British Summer Time, GMT+1)

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08:30 - 09:0030 mins
Networking
    09:00 - 09:1515 mins
    Chair's Opening Remarks
    • Ali Kazimi - Managing Director, Hansuke Consulting
    09:15 - 09:5540 mins
    Update on the government's ongoing review of the UK funds regime
    • Matt Parry - Senior Policy Adviser, Financial Services Taxation, HM Treasury
    09:55 - 10:2530 mins
    A View from the IA
    • Anshita Joshi - Head of Tax, The Investment Association
    10:25 - 10:5530 mins
    Networking Break
      10:55 - 11:3540 mins
      Asset Holding Company and Long-Term Asset Funds
      • Kathy Vawter - Head of Funds Tax, Legal & General
      • Carine Beidas - EMEA, Tax Director, Royal Bank of Canada
      • Steve Newcombe - Tax Director, Aviva Investors
      • Kit Dickson - Partner, PwC
      11:35 - 12:1540 mins
      EU WHT Claims – Recent Judgements, Jurisdictional Updates & Best Practices
      • Steffen Gnutzmann - Partner, WTS Global
      12:15 - 13:1560 mins
      Lunch & Networking Break
        13:15 - 13:5540 mins
        Spotlight on VAT & Indirect Taxes
        • Matthew Rees - Group Head of Indirect Taxes, Schroders
        13:55 - 14:3540 mins
        Global Minimum Tax Developments and their Investment Industry impact
        • Robert Welzel - Partner, WTS
        14:35 - 14:5520 mins
        Afternoon Networking Break
          14:55 - 15:3540 mins
          Tax angles for ESG – Key focus areas for practitioners
          • Rebecca Willmott - Executive Director, JP Morgan
          • Florian Herzberg - Director, BLACKROCK
          • James Stewart - Director, PwC
          15:35 - 16:1540 mins
          Focus on FATCA/CRS – Responding to tightening tax authority rules
          • Owen Gibbs - Director, Deloitte
          • Rohini Saghani - Director, KPMG
          • Dominic Greene - Director, EY
          • Martin Killer - Director, Head of Operational Taxes, Financial Services Tax, Grant Thornton
          16:15 - 16:2510 mins
          Chairs' Closing Remarks
          • Ali Kazimi - Managing Director, Hansuke Consulting
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