Head of Tax, Private Assets, Schroders
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.
Counsel, Hogan Lovells
A member of the Tax Committee of the Association of Real Estate Funds, Aaron advises companies and institutions on the tax implications of their business and transactions.
He is actively involved and experienced in the real estate investment fund sectors, in advising both domestic and overseas investors holding UK real estate, whether alone, in joint ventures, or in more widely-held structures. He also regularly advises on the tax aspects and negotiations of M&A transactions.
Partner, CMS Cameron McKinnon Nabarro Olswang
Nick is a Partner in the Tax team at CMS Cameron McKinnon Nabarro Olswang with experience in advising on all aspects of tax planning and structuring for corporate clients in relation to mergers and acquisitions, reorganisations and joint ventures.
Nick advises clients in respect of the tax efficient acquisition, development, investment and disposal of real assets. Nick also advises in relation to the establishment and operation of investment funds and joint venture arrangements, particularly in respect of UK and European investments.
Nick has been with CMS (previously Nabarro), since 2000, having previously worked at PwC in New Zealand. Nick has law and commerce degrees from Victoria University, Wellington and is also a member of the British Property Federation tax committee.
Head of Fund Structuring, Aviva Investors
Will has worked at Aviva Investors since 2004 and is currently Head of Fund Structuring advising on UK and offshore real estate fund, infrastructure and traditional fund set ups. Previously Will was Head of Tax for Aviva Investors advising on a wide range of investment management tax issues including property transactions, M&A work and other non-property related fund issues.
Prior to joining Aviva, Will spent over 4 years in Ernst & Young's real estate tax team and qualified as a Chartered Accountant in 2001. Will has a law degree from Exeter University.
Will is a member of the AREF Management Committee and previously chaired the AREF Tax Committee, taking an active part in lobbying tax authorities in relation to tax issues affecting AREF members.
CFO, Knight Frank Investment Management
David Love is the CFO at Knight Frank IM where he was responsible for all financial, operational, legal and administrative matters concerning the management of the business, and clients’ real estate investments.
David is also responsible for arranging and managing debt for client programs, and has oversight of all tax matters that affect the business. In his career he has been involved in structuring and restructuring a number of funds for a broad range of investors both retail and institutional, UK and international having previously been the CFO/COO for CBRE Global Investors in the UK and prior to that the CFO of ING REIM UK.
David holds a Bachelor of Commerce degree and Bachelor of Law degree (First) and is a Chartered Accountant with over 28 years post-qualification experience in practice and industry.
Head of Property and Indirect Taxes, Legal & General
Amy is Head of Investment Management and Indirect Taxes at Legal & General. Amy provides tax advice across a wide range of investment management tax issues, including property acquisitions/disposals and fund structuring. Amy has been at Legal & General since 2011 before which she qualified as a Chartered Accountant and Chartered Tax Advisor at KPMG.
Head of Real Estate Tax, M&G Prudential
John is a graduate of the University of Sheffield, a Chartered Accountant and holds an Advanced Diploma in International Tax.
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.
Legal Director, Eversheds Sutherland
Camilla has provided tax advice to the Financial Services Group since 1990. She has wide experience of advising on the taxation of all types of investment funds and in particular advises fund management groups on new product development.
Camilla's UK work includes the tax structuring for authorised unit trust and OEIC launches and reconstructions, for both securities and property funds. She also advises on unauthorised funds, including exempt unauthorised unit trusts. Offshore, she advises on the structuring and restructuring of both traditional and alternative funds, both open and closed-ended.
Recently, Camilla has worked on a number of substantial property authorised investment fund (PAIF) projects, both new launches and conversions of existing institutional and retail funds, following her role as lead tax adviser in the conversion of the Royal London Exempt Property Unit Trust into a PAIF in 2010. She was also involved in the asset transfers required during the reconstruction of the Henderson International Property Fund into two Aviva funds.
Camilla has contributed chapters to Tolley's Taxation of Collective Investment, as well as articles to journals. She has been involved in many industry initiatives and is currently playing a leading role on the tax committee of the Association of Real Estate Funds (AREF) working with HM Revenue & Customs resolving the capital gains tax issues arising with PAIF conversions, and also working with HM Treasury on their tax transparent fund initiative.
Senior Manager - Real estate & Funds Structure, Standard Life Investments
Neil Stanford is a Real Estate Structurer within the Real Estate Product Finance & Structuring team at Standard Life Investments. Neil is responsible for providing global real estate specific asset and fund tax structuring solutions and advising on real estate related tax, structuring and regulatory matters. Neil also manages the team responsible for discharging the UK tax compliance and tax reporting obligations of Standard Life Investments' Real Estate business.
Neil started his career at Standard Life Investments in 2005 in a general tax structuring role. Prior to joining Standard Life Investments, Neil worked for 5 years at KPMG gaining exposure to corporate tax compliance, advisory and international tax work.
Neil is a Chartered Tax Adviser.
Director, Product Development – Real Estate, Sanne
As Director, Product Development – Real Estate, Simon is responsible for developing the real estate product for SANNE’s global business.
Simon joined SANNE in 2013 having previously worked at global financial services organisation where he headed their financial reporting division servicing funds investing into real estate, private equity and capital market assets.
Simon is a Fellow of the Association of Chartered Accountants of England & Wales and a Fellow of the Association of Accounting Technicians. He started his career in the Audit & Advisory business of Ernst & Young.
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.
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.