15 March 2021 10.15am – 11am + Add to calendar Webinar Webinar

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

Christopher Austin

Head of Tax, Private Assets, Schroders

Christopher is an experienced tax advisor with over 20 years experience in the investment management industry.  He has been at Schroders since April 2006 and has expertise in a wide range of international taxes. Before Schroders he was at Deloitte for 8 years where he qualified as a Chartered Accountant and Chartered Tax Adviser, working in the banking, investment management, and real estate sectors as well as a period working on tax policy.

Christopher’s current focus is supporting the growth of the Private Assets business within Schroders through close working with the investment and product teams to meet investors' objectives and manage tax risks effectively, and providing tax due diligence and transaction support on acquisitions, both for the Schroders group and on behalf of investors.

John Powlton

Head of Real Estate Tax, M&G Prudential

John joined M&G Prudential as Head of Real Estate Tax in July 2018. He is responsible for tax in relation to M&G’s real estate activities worldwide including tax advisory, compliance and tax issues relating to product development. Prior to joining M&G Prudential, John worked for Qatari Diar, the real estate development and investment arm of the sovereign fund of the State of Qatar, for 5 years in Doha and London with tax responsibility at various times for matters across Europe, Asia and the UK. John also acted as Finance Director for the Europe & Americas region towards the end of his time at Qatari Diar. Earlier in his career, John spent 9 years with Deloitte in London and Luxembourg primarily focussing on providing advice to private equity and institutional clients investing into international real estate. 
 
John is a graduate of the University of Sheffield, a Chartered Accountant and holds an Advanced Diploma in International Tax.

Wayne Strangwood

HMRC Policy & Technical Lead - Collective Investment Schemes/ Business, Assets & International, HMRC

Wayne is the policy lead for HMRC’s Collective Investment Schemes team, part of the wider Financial Products and Services Team.

Wayne recently led on the non-resident capital gains rules for collective investment vehicles and their investors, and is currently involved in ongoing work on Asset Holding Companies and the Wider Funds Review.  He is a regular speaker on funds related issues at external events.

Leonie Webster

Tax Partner, Deloitte

Leonie is a Partner with over 17 years’ experience in corporate tax specialising in real estate.
Leonie has advised a number of clients on structuring and investing into European and global real estate funds. She has also provided tax advice in relation to several significant recent real estate transactions in the UK and Europe.
Leonie’s clients include large sovereign wealth and pension funds, institutional fund managers and family office clients.

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: