Park Plaza London Waterloo
Park Plaza London Waterloo
Operational Taxes for Investment Firms
Beyond Compliance: Transforming Tax Challenges into Competitive Advantages
Transform tax compliance from obligation to opportunity at our Operational Taxes conference. Gain critical insights and forge strategic connections while exploring cutting-edge topics including Tax Transparent funds, the approaching FASTER deadline, and proven approaches for navigating international crises with confidence.
REGULATED FINANCIAL INSTITUTIONS AND INVESTMENT FIRMS ATTEND FOR FREE!
There are limited complimentary passes for regulated financial institutions and investment firms.
Service providers can take advantage of our early bird rates and save £200, or can choose to partner with us.
Learn from the experts tackling operational tax challenges:
What's in store for 2026?
Explore the latest developments, emerging challenges and practical solutions shaping operational tax. From evolving regulatory requirements and international tax compliance to technology, reporting and process optimisation, gain actionable insights to strengthen your tax operations, manage risk and improve efficiency across your organisation.
Addressing the challenges around AI & Technology adoption
- Understanding the benefits around AI adoption
- Looking at how we can ensure staff become comfortable when it comes to testing and utilisation
- Debating whether tax functions will become obsolete once systems and processes are sufficiently advanced
Upholding FATCA and CRS documentation requirements
- Understanding the new data points and rules engine needed to implement the legislation
- Pre-empting key challenges, which include split reporting
- Delving into the concerns about aligning the regime with AML/KYC processes
Benchmarking FASTER implementation amongst investment funds
- Meeting the quantity of rata required by regulators
- Setting up your tech stack to meet FASTER
- Steps that need to be taken to foster greater harmonisation across member states
Hear from leading industry speakers, including:
- Maarten Van Der Hoeven, Royal London
- Mirza Polimac, Raiffeisen Bank
- Paola Ramirez, Allianz
- Salman Khalid, Northern Trust
Gain operational efficiencies and competitive advantage
Transforming tax challenges into competitive advantages
Positioning operational tax not just as a compliance obligation, but as a strategic opportunity for investment firms to gain competitive edge:
- Digitising tax: making tax digital and AI opportunities
- Shaping corporate strategy with tax planning
- Increasing visibility and speed of withholding taxes recoveries
- Withholding tax recoveries: easing cross-border complexities and holding period uncertainties
Easing workflows and exceeding compliance
Navigate the common challenges faced by asset management tax leads and take away proven solutions to shared industry problems:
- Increasing data granularity to meet reporting requirements
- Operational taxes for private assets and hybrid vehicles
- Sprinting to MiKaDiv to lay the groundwork for FASTER
- Optimising workflows for CRS reporting and FATCA compliance
Sponsorship opportunities for 2026
Become an event partner and raise your firm's profile within the operational taxes space...
As an event sponsorship or exhibition partner, we can help you to forge new business relationships, share your experiences and position yourself as a go-to firm. Through understanding your business objectives and requirements we can tailor a solution to suit your strategy and budget.
Don't miss your chance to get involved! For a bespoke package contact Sade Soares.