Venue
Simmons & Simmons LLP
Simmons & Simmons LLP, CityPoint, 1 Ropemaker St, London EC2Y 9SS, UK

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Event Date Tue Mar 22 GMT (in about 2 months)
In your timezone (EST): Mon Mar 21 8:00pm - Mon Mar 21 8:00pm
Location Simmons & Simmons LLP
CityPoint, 1 Ropemaker St, London EC2Y 9SS, UK
Region EMEA
Details

Hear from an influential line-up of government officials, senior business leaders and tax practitioners from the investment management sector who will discuss many of the important tax developments and challenges facing the industry.

Themes will include competitiveness, operational taxes, the current and future shape of the VAT regime, digitalisation of the economy and much more.

The day will begin with a bird’s eye view of the most important tax issues out there for the investment management industry across the spectrum of direct and indirect tax, leading onto matters of governance for managers in the current climate and ending with updates on operational taxes and the tax reporting landscape.

This conference will offer an insight into the most relevant and up-to-date changes facing our industry today and into the future - hear from the people who are at the forefront of driving this change. This event will be of interest to CFOs and those working in Tax and VAT within investment management firms and intermediaries.

Attending this event will provide you with insight into:
• Tax and regulatory challenges for investment management industry in a regulatory and political environment of unprecedented change with updates on the UK Fund Regime and where the UK funds industry is heading in the future
• Horizon scanning for the biggest announcements on the international scene with updates on the OECD’s Pillars One and Two as well as news on a range of EU related workstreams
• All the latest developments in the VAT space including views of a panel of industry experts on the changing policy outlook for VAT here in the UK and in the EU
• Practical implications of the soon to be live Uncertain Tax Treatments regime and commentary on the Government’s drive to reduce the “Tax Gap”
• Updates on Operational taxes, including insight into the Commission lead plans for harmonisation of EU WHT procedures as well as all the latest news in the field of global withholding taxes

Speakers

2022 Speakers

SPEAKERS:

Anshita Joshi
Head of Tax, The Investment Association

Pauline Hawkes-Bunyan
Director, Business: Risk, Culture & Resilience, The Investment Association

Lisa Cristie
Head of Financial Services Taxation, HM Treasury

Michael Back
Head of Tax, Man Group

Tim McCann
Group Head of Tax, Schroder Investment Management

Malcolm Richardson
Head of Tax, M&GRachel Stirrat, Head of VAT & Financial Services, HM Treasury

Michael Barnard
Director, Head of Indirect Tax, BlackRock Investment Management

Sarah Filbee
Head of Tax, Jupiter Fund Management

Alan Paterson
Head of Indirect and Operational Taxes, Standard Life Aberdeen

Rachel Stirrat
Head of VAT & Financial Services, HM Treasury

Nicholas Yassukovich
Tax Partner, Ernst & Young

Andrew Sackey
Partner, Pinsent Masons

Simon McIntyre
Global Head of Tax, Standard Life Aberdeen

Grace Stevens
Chief Tax Officer, Legal and General

Becky Hardern
Policy and Technical Adviser, Collective Investment Schemes, HMRC

Matt Parry
Senior Policy Adviser, Financial Services Taxation, HM Treasury

Joanne Mawhinney
Director, Deloitte

Chris Hewitt
Senior Tax Manager, The Investment Association

Steve Newcombe
Director of Tax, Aviva Investors

Liza Taylor
Head of Product and Operational Taxes, Fidelity International

MODERATORS:

Elizabeth Stone
UK Asset and Wealth Management Leader, PwC

Peter Dylewski
Global Leader, Financial Services Indirect Tax, KPMG

Jason Collins
Partner
Head of Litigation, Regulatory & Tax, Pinsent Masons

Nathan Hall
Partner, Asset Management and Operational Taxes, KPMG London