This site is part of the Informa Connect Division of Informa PLC

This site is operated by a business or businesses owned by Informa PLC and all copyright resides with them. Informa PLC's registered office is 5 Howick Place, London SW1P 1WG. Registered in England and Wales. Number 3099067.

Operational Tax for Investment Firms

Operational Tax for Investment Firms

The only in-person event addressing regulatory and operational tax challenges for investment firms

Join Heads of Tax and expert advisors at our 13th annual forum - now FREE to attend for financial institutions!

Highlights from the 2023 conference:

Gain key insight into the European Commission's withholding tax reclaim plans:

Hear directly from Lourdes Bustos of the European Commission on their proposed FASTER directive on withholding tax procedures.

She will be joined by a panel of expert speakers to discuss the proposal and its advantages and challenges at length.

Learn how to cope with increased data scrutiny:

Explore tax authorities' focus on data accuracy in FATCA/CRS reporting and learn how to improve your reporting cycle to improve data quality.

Consider how proposed amendments to CRS will affect your reporting processes.

Hear from leading industry speakers including:

  • Ali Kazimi, HANSUKE
  • Kathy Vawter, LEGAL & GENERAL
  • Carine Beidas, RBC
  • Maarten van der Hoeven, ABRDN
  • Matthew Rees, SCHRODERS

Engage in key discussions on topics including:

  • Practical implications of a new EU withholding tax reclaim regime
  • Evaluating future stamp duty tax reforms
  • Exploring UK/EU relationship - a growing divergence?
  • Updating on global VAT developments
  • Tracking developments in UK QAHCs
  • Preparing for CESOP implementation


Speaker: Ali Kazimi, Managing Director at Hansuke


  • What are the biggest topics you’ve seen developing within the op tax space in the last year?
  • What advantages and challenges do you see arising from the new FASTER EU withholding tax regime?
  • Why should FATCA/CRS data quality be a priority for firms?
  • What are you most looking forward to at the event this year?