View the post-event materials, including the recording of this event.
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
CONFIRMED SPEAKERS:
- Moderator and panel member: Leonie Webster, Tax Partner at Deloitte
- Speaker and panel member: Wayne Strangwood, HMRC Policy & Technical Lead - Collective Investment Schemes/ Business, Assets & International at HMRC
- Panel member: Christopher Austin, Head of Tax, Private Assets at Schroders and Chair of the AREF Tax Committee
- Panel member: John Powlton, Head of Real Estate Tax at M&G
DATE:
Monday 15th March 2021
TIME:
10.15 - 11.00hrs
WEBINAR DETAILS:
Call details will be sent to attendees ahead of the call
COST:
This webinar is FREE and open to all staff from AREF Fund, Affiliate, Associate and Investor member firms (view our list of members here).
TO BOOK: