TBC 2023
London
Operational Tax for Investment Firms
The only in-person event addressing regulatory and operational tax challenges for funds
Join Heads of Tax and Big 4 advisors at our 12th annual forum
Operational Tax for Investment Firms 2022 HIGHLIGHTS
Stay ahead of present and future regulatory developments
- Assessing changes to UK fund structures - UK Funds Regime & new investment vehicles
- Understanding amendments to withholding tax regimes in Europe and the US
- Exploring international regulatory developments - Pillar 2 requirements and ATAD 3
Looking ahead to pre-empt international regulatory change:
- Learn about future changes you should be aware of
- Explore amendments and expansions of tax information exchange regimes
- Find solutions to challenges of proposed Crypto-Asset Reporting Framework
- Make predictions on ESG developments and tax implications
Learn how to tackle the increasing burden of tax reporting and compliance:
- Tackling the trend towards automation of tax processes
- Horizon scanning and staying ahead of regulatory developments
- How to shape your tax team to cope with increased compliance obligations
Hear from 20+ leading industry speakers including:
- Steve Newcombe, AVIVA INVESTORS
- Kathy Vawter, LEGAL & GENERAL
- Carine Beidas, RBC
- Michael Back, MAN GROUP
- Rebecca McGerty, AQR CAPITAL MANAGEMENT
- Rachel Vandervord, VANGUARD
Gain insight from the experts on:
- Managing changes to tax risk and governance
- Anticipating regime changes and implementing a forward-looking process
- Establishing internal data consistency and transparency
- Embedding tax risk into your framework to ensure compliance
Join Heads of Tax to share industry perspectives on:
- Successes and failures from recent audits and authority investigations
- Finding solutions to compliance issues and control failures
- Increasing risk awareness in the face of greater authority scrutiny
- Solving issues with agile working and tax residence

A WORD FROM OUR 2022 CONFERENCE CHAIR
Speaker: Ali Kazimi, Managing Director at Hansuke
Questions:
- What would you say are the biggest operational tax challenges facing investment firms at the moment?
- What can we take from the general trend towards increasing substance requirements in international tax regulation?
- What tax advantages could new UK investment vehicle classifications bring (QAHC, LTAF)?
- How could a harmonized EU withholding tax regime benefit investment firms?
- Are we likely to see more charges brought against investment firms as authority scrutiny continues to rise?
THE EXPERTS WHO TOOK THE STAGE IN 2022
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