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TBC 2021

Private Equity Tax Planning & Operations - 14th Annual Forum

Join HMRC, PE Houses & leading Advisors to address the key challenges impacting Private Equity Houses, Transactions and Portfolio Companies.

Providing a comprehensive annual update & unique networking for a 14th year.

HM Revenue & Customs speakers confirmed!

“HMRC Operational and Policy Feedback on Compliance with DIMF, Carried Interest and IBCI Rules”

The purpose of this session will be pick up on common compliance issues on DIMF, carried interest and IBCI. This will help attendees understand common mistakes, areas of concern for HMRC and what good reporting on the return will look like.

What's on the agenda at the 14th Annual Forum:


Hear Advisors provide updates & guidance on key developments including...
Hear Advisors provide updates & guidance on key developments including...
  • Importance of Substance, Purpose and Impact of the Danish Beneficial Ownership Cases
  • Contrasting the Current Position of ATAD 2 (EU Anti-Tax Avoidance Directive) Implementation
  • How the EU Mandatory Disclosure (DAC6) Rules are Likely to Impact in Practice
  • Examining Management Incentivisation Current Trends and Developments
  • Impacts of IR35 Private Sector Rules and OECD Digitalisation Programme
  • How Fund Financing Arrangements Have Developed in Recent Years
Hear PE Houses sharing experiences on the practical challenges being faced in-house...
Hear PE Houses sharing experiences on the practical challenges being faced in-house...

"Private Equity House Panel Session: Managing Fund Structuring in Practice Given Recent Tax Developments"

  • Fiona Cooper, European Tax Director, Starwood Capital Group
  • Nick Jones, European Tax Manager, Bregal Investments
  • Lara White, Tax Director, Bluegem Capital Partners

"Private Equity House Panel Session: Managing Current Tax Compliance Reporting and In-house Issues in Practice"

  • Alexandra Hone, Head of Global Funds & Deals Tax, Intermediate Capital Group (ICG)
  • Kiran Kular, Head of Tax, Bridgepoint
  • Alex Conway, Head of Tax, Livingbridge
  • Nick Jones, European Tax Manager, Bregal Investments
Hear direct from HMRC on Compliance with DIMF, Carried Interest & IBCI Rules
Hear direct from HMRC on Compliance with DIMF, Carried Interest & IBCI Rules

"HMRC Operational and Policy Feedback on Compliance with DIMF, Carried Interest and IBCI Rules"

The purpose of this session will be to pick up on common compliance issues on DIMF, carried interest and IBCI. 

This will help attendees understand common mistakes, areas of concern for HMRC and what good reporting on the return will look like

HMRC speakers will include:

  • Hayley Moran, Lead Policy & Technical Adviser, HM Revenue & Customs
  • Thomas Espley, Finance Sector Lead, HM Revenue & Customs

The 14th Annual Private Equity Tax Planning & Operations Forum in numbers...

20+ Speakers
Sharing their experiences and expertise with you
13+ Sessions
Proving solutions and guidance to your issues!
60+ Attendees
Network with peers that share your challenges

Just some of the past attendees to this Forum include...


Apax- Bregal Investments- Caird Capital- Cinven Partners- Creaseys Group- EQT Partners- Helios Investment Partners- HM Treasury- HMRC- Inflexion Private Equity Partners- International Administration Group- 17 Capital Services- Lion Capital- PAI Partners- RIT Capital Partners- Starwood Capital Group- TDR Capital

Allen & Overy- BDO- Deloitte- ECI Partners- Kaye Scholer- KPMG- Moore Stephens- PwC- Weil Gotshal & Manges- Alta Advisers- BlueGem Capital Partners- Bridgepoint- CarVal Investors- Cooley- Elo Mutual Pension Insurance- European Capital- HIG European Capital Partners- IK Investment Partners- Inter Fund Management

Ipes- Livingbridge EP- Penta Investments- SL Capital Partners- Stockdale Street- Trilantic Capital Partners- Ashurst- Duane Morris- Grant Thornton- King & Wood Mallesons- Macfarlanes- Olswang- Travers Smith- Dr Dautel + Kollegen- EY- Greenberg Traurig Maher- Kirkland & Ellis International- OMelveny & Myers - and more...

BECOME AN EVENT SPONSOR AND RAISE YOUR FIRM'S PROFILE WITHIN THE PRIVATE EQUITY SPACE...

As an event sponsorship or exhibition partner, we can help you to forge new business relationships, share your experiences and position yourself as a go-to firm for Private Equity Taxation. 

Through understanding your business objectives and requirements we can tailor a solution to suit your strategy and budget. 

Don't miss your chance to get involved! For a bespoke package, contact Sophie Serhan on sophie.serhan@informa.com or call: +44 (0) 20 7551 9931, or click on the link below for more details.

Silver Sponsors

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