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Operational Tax for Investment Firms London
TBC 2023

TBC 2023

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
  • 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


Speaker: Ali Kazimi, Managing Director at Hansuke


  • 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?