The 5th Annual Practitioners’ Forum: Operational Tax for Investment Managers (24 & 25 November 2016) – Central London

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10% discount for LPEA Members

Specifically scheduled for the day after the 2016 Autumn Statement, join 16 speakers at this unique one-day Forum providing a 5th annual update on operational tax developments and solutions specifically for the Investment Management Sector.

Agenda Highlights

The Investment Association will review the 2016 ‘Autumn Statement’:

  • Pauline Hawkes-Bunyan, The Investment Association: Assessing the ‘Autumn Statement’ and the Regulatory and Commercial Landscape from an Asset Management Tax Perspective

HMRC will identify common issues:

  • Paul Tucker, HMRC on: Feedback from HMRC on Common Operational Issues and Enquiries

6 specialist Big 4 Advisors will provide guidance on technical issues:

  • Tax risk & governance – Nathan Hall, KPMG
  • Capital gains, stamp & transactional tax – Martin Walker, Deloitte
  • Automatic exchange of information– Kevin Charlton, KPMG
  • Investor & fund tax reporting– Joanne Mawhinney, Deloitte
  • Withholding tax & ECJ cases –Alex Nawrat, PWC


Don’t miss out on your exclusive 10% LPEA discount – quote VIP code FKM63454LPL when registering. For more information and to register please visit https://goo.gl/8fCtus


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