16 April 2020 11.15am – 12pm + Add to calendar Webinar Webinar

To view the post-event materials, including the film and slides, please click here.

HM Treasury and HMRC have announced a 3 month extension to the deadlines for a series of tax policy consultations and other work in the light of the current COVID-19 crisis.

This consultation is included and the deadline for response is now the 19th August 2020. You can find more information here. 

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A joint AREF/ IPF webinar discussion to gather member feedback on the Spring Budget 2020 consultation, which the AREF Tax Committee are working on.

Following the UK Budget on 11th March, the Government announced it will undertake a review of the UK’s funds regime during 2020 (read more about this here).  As an opening step of this review, an industry consultation has been issued on the Tax treatment of asset holding companies in alternative fund structures that seeks to gather evidence and explore the attractiveness of the UK as a location for intermediate entities through which alternative funds hold fund assets. The wider review is expected to take place through 2020 and will cover direct and indirect tax, as well as relevant areas of regulation with a view to “considering the case for targeted and merited policy changes”.

The AREF Tax Committee and the IPF Indirect Investment Committee are both preparing responses to the consultation and would welcome the opportunity to discuss both tax and commercial points with members.

SPEAKERS INCLUDE:

  • Chair - John Forbes, Independanct Consultant at John Forbes Consulting
  • Matthew Roach, Partner Real Estate Tax at KPMG
  • More to be confirmed

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.

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Matthew Roach

Partner Real Estate Tax, KPMG

Matthew Roach is a Partner at KPMG LLP. His practice focuses on real estate and funds taxation. Matthew has extensive experience advising on the taxation of UK and European property transactions, including leading complex cross-border M&A transactions. He also specialises in fund structuring, real estate finance and loan portfolio transactions. He is the author of several chapters in the Tolley’s Taxation of Collective Investment and Property Taxation handbooks. 

Prior to joining KPMG in 2011, Matthew was Head of Tax for Capita Financial Group where he was responsible for the taxation affairs of over 400 UK and international investment funds, including UK authorised investment funds and real estate & private equity vehicles. He also previously worked in real estate and funds tax for EY in London and PwC in Sydney.

Matthew has a Bachelor of Commerce degree from the University of Sydney, and a Master of Applied Finance degree from the Securities Institute of Australia.

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DATE:
Thursday 16th April

TIMINGS:
11.15 Webinar start
12.00 Webinar end

WEBINAR DETAILS:
Call details will be sent to attendees ahead of the call

COST:
Members:
This webinar is FREE and open to all staff from AREF Fund, Affiliate, Associate and Investor member firms (view our list of members here). This event is also open to future generation* staff. 

This event is open to IPF members also. 

TO BOOK:

 

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