23 March 2021 10am – 11am + Add to calendar Webinar Webinar

UK Treasury's Funds Review: Call for Input consultation - Implications for the Real Estate Funds Sector

Opportunities in the UK Funds Review consultation: LTAF & PIF proposals

The IA’s Long Term Asset Fund and AREF’s Professional Investor Fund contractual scheme proposals referenced in the UK Funds Review consultation offer a unique opportunity to introduce significant improvements to the UK real estate funds sector.

Please join us on 23 March to learn more about these proposals and what the industry can do to support them. This event is open to INREV and IPF members as well. 


  • Moderator: John Forbes, Consultant at John Forbes Consulting
  • Panel member: Christopher Austin, Head of Tax, Private Assets at Schroders discussing the tax implications
  • Speaker: Peter Capper, Policy Advisor at The Investment Association presenting an overview of the Call for Input & the LTAF proposal
  • Speaker: Anshita Joshi, Tax Specialist at AREF discussing the tax implications
  • Panel member: Melville Rodrigues, Partner at Melville Rodrigues Consulting presenting on the AREF PIF contractual scheme proposal

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.

Peter Capper

Fund & Investment Risk Specialist , The Investment Association

Peter Capper is the Fund & Investment Risk Specialist at The Investment Association, which represents UK investment managers who manage more than £7.7 trillion for clients around the world.  Peter specialises in Funds, Fund regulation and Risk Management, and leads the IA’s work on the Value Assessment and the Long Term Asset Fund. Peter also works closely with the Depositary and Trustees Association (DATA), which represents the depositaries and trustees of UK domiciled funds, and is on the Funds Regulation Committee of the European Funds and Asset Management Association (EFAMA).

Peter is a Chartered Fellow of the Securities Institute. Prior to joining The Investment Association in 2014, Peter worked as a technical specialist for 13 years within the fund management industry.

John Forbes

Independent Consultant, John Forbes Consulting

John Forbes is an independent consultant advising real estate investment managers, investors and others in the real estate industry in the rapidly changing areas of product development, governance and regulatory matters for real estate funds.  He has advised on the restructuring of high profile open and closed-ended real estate funds in the UK and elsewhere in Europe, as well as the establishment of new funds. He has advised service providers to the real estate investment management industry on the strategic implications of regulatory and other changes.  Prior to setting up John Forbes Consulting LLP in 2013, he spent over twenty-five years with PwC, where he led the firm's Real Estate Industry Practice in Europe, the Middle-East and Africa across all of the firm's services to the real estate industry.

John is the chairman of the Independent Supervisory Board of the UBS Triton Property Fund, independent chair of the Urban Splash Residential Fund and non executive chairman of Ginkgo Advisor UK Limited.

Anshita Joshi

Tax Advisor, AREF

Anshita Joshi is the Tax Advisor at AREF and is responsible for developing and leading AREF’s tax agenda on issues relating to corporate and fund tax matters including VAT and withholding taxes. Anshita has over 15 years of experience in dealing with investment management tax matters, having previously at PwC as a Senior Manager in the asset management tax team.

Melville Rodrigues

Head – Real Estate Advisory, Apex Group

Melville's practice focuses on the launch and operation of funds, including funds which hold underlying real estate investments in the UK as well as internationally. The funds have attracted institutional, private and retail investors.

In addition to servicing clients, he has been involved in representing industry bodies in their dialogue with the Treasury and the FCA. He is a regular contributor to the real estate press.

Tuesday 23rd March 2021

10.00 - 11.00hrs

Call details will be sent to attendees ahead of the call

This webinar is FREE and open to all staff from AREF Fund, Affiliate, Associate and Investor member firms (view our list of members here) AND members from INREV and IPF.