Virtual Event
Virtual Event

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Event Date Mon Mar 15 UTC (over 1 year ago)
In your timezone (EST): Mon Mar 15 6:15am - Mon Mar 15 7:00am
Region All

This event is discussing the more practical aspects of portfolio in the legislation (including new legislation expected to be issued on Budget day), including:

• Practical aspects for members to consider under the new tax regime
• What tax filings and obligations members need to make under the Transparency and exemption regimes
• What disclosures members need to be making in fund accounts and prospectuses
• the impact of the Portfolio exemption on funds, including fund-of-funds and feeder structures


2021 Speakers


Leonie Webster
Tax Partner, Deloitte

Wayne Strangwood
HMRC Policy and Technical Lead, HMRC

Christopher Austin
Head of Tax, Private Assets, Schroders and Chair of the AREF Tax Committee

John Powlton
Head of Real Estate Tax, M&G Prudential