Our FUNDamentals series is designed to enhance the understanding of real estate funds through six focused sessions tailored to different aspects of fund management.
Proudly sponsored by Aztec Group and developed by AREF’s Education and Training Committee, the series brings together the support of both Aztec Group, as the sponsor, and PGIM Real Estate, who are hosting all of the sessions. Their combined contributions play a vital role in providing this valuable training experience for our members.
Session Three: "Introduction to Fund Taxation"
The third session of the series, Introduction to Fund Taxation, will take place on Thursday 6th November 2025 at PGIM Real Estate’s office on the Strand.
This session will provide an accessible overview of fund structures and the key taxation considerations that shape them. It is designed to help participants build confidence in understanding the fundamentals of taxation within the funds landscape.
Session Overview
This session is ideal for professionals who want to strengthen their knowledge of how taxation impacts fund structures and management. It is particularly relevant for those working in asset management, investment, finance, legal, and supporting roles.
Topics covered will include:
✔ How taxation shapes fund structures
✔ Key tax considerations for different fund vehicles
✔ Common issues and challenges faced by fund managers
✔ The role of tax in investor decision-making
You can also view the slides and recordings from the first two sessions, here.
Trainer
This session will be led by:
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Nick Burt, Partner, CMS and member of AREF’s Tax Committee
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Charles Crowe, Managing Director, Head of UK Investment, PGIM Real Estate and member of AREF's Education & Training Committee
Event Details
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Date: Thursday 6th November 2025
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Location: PGIM’s office, The Strand
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Time: 8:00am – 10:30am (including interactive breakout sessions)
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Cost: Free for AREF member firms
Cost & Booking:
This event is FREE and open to all staff from AREF Fund & Investor member firms only. We are sorry this is not open to Affiliate members* (view our list of members here).
Spaces are limited! Registrations will be on a first-come, first-served basis, with a maximum of two attendees per member firm. Any third registrations from the same firm may be removed, and you will be notified if this occurs.
Please note, this training session is NOT for Affiliate Members. It is for those working in Fund Management Houses and Investor Firms only.
Book by clicking here or the button below.
Trainer Biographies
Enquiries
Please email us at [email protected].