Tax for Private Equity Funds 2026
Providing tax managers with the information they need to meet the major tax and regulatory developments
Hear directly from the regulators and join in-house tax leads and tax advisors to implement the latest changes
Attend to understand how tax managers are integrating the major tax changes
- Unpicking UK Carried Interest reform: You will be able to hear how in-house tax managers are changing their policies to implement the new regulation
- How major tax reforms will affect you: Join discussions that are directly focused on how the reforms will be implemented in practice
- Implementation tools: We've assembled panels from the major fund houses on how they are meeting and exceeding regulatory and legislative requirements
- One-stop-shop for tax reform: Gain comprehensive insight into all the major tax changes that are affecting private equity funds
- Hear from Tax Managers & Tax Advisors: Each year we receive tax managers meeting the requirements and cross-sector advisors
- Gain global solutions: Network with attendees from key international jurisdictions such as UK, Italy, Luxembourg, Ireland, Germany and beyond
Covering the major tax reforms
UK carried interest: How funds are managing in practice
- The impact upon reward structures
- How globally mobile individuals are responding
- Reviewing fund and deal structuring
Implementation of Salaried Members reform
- Practical insights into tax and legal implications
- How managers are implementing Salaried Members reform effectively
- Meeting compliance challenges under the reform
Positioning the business should use of QAHCs evolve
- How the industry should prepare for revisions to information sharing
- Evaluating the impact of QAHC changes on business structures
- Aligning business strategies with potential QAHC developments
Ongoing compliance to Investment Manager Exemptions
- Unpacking the expanded definition of an “Investment Transaction”
- Application of “agents of independent status” test
- Repeal of the 20% test and “Independent Capacity” test
Who did 2025 attendees connect with?
Last year's job titles include:
Associate Director, CFO, Compliance Manager, Counsel, Chief Risk & Compliance Officer, Deputy CFO, Finance Director, Finance Manager, Financial Controller, Group Financial Controller, Head of FS Tax, Head of Tax, International Counsel, International Regulatory Relations, International Tax Advisor, Legal & Compliance Director, Managing Director, Partner, Senior Associate, Senior Manager, Tax Director, Tax Manager, Tax Partner, Vice President of Tax Structuring, Vice President Tax.
Last year's PE firms include:
abrdn Private Equity, Apera Asset Management, Arcus Infrastructure Partners, Ardian Investment UK, Argan Capital, AS BaltCap, Baltoro Partners, BlueGem Capital Partners, Brockwell Capital, Brookfield Asset Management, Coller Capital, H.I.G. Capital, Harbourvest, Hayfin Capital Management, Helios Investment Partners, Montagu Private Equity, Mouro Capital, Oaktree Capital Management, Park Square Capital, Quantum Capital Partners.
Sponsorship opportunities
Align your company with experts at the forefront of the tax and regulatory landscape for private equity funds. Forge new business relationships, share your experiences and position yourself as a go-to firm in the sector. Showcase your firm's expertise to these key decision makers as a sponsor of the Tax for Private Equity Funds conference.
For details and to enquire about getting involved, please email Sade Soares.
