Global Financial Services and Insurance Indirect Tax Conference

Thursday 6 October 2022 – The Financial Services marketplace
Friday 7 October 2022 – Profile and Processes: Embedding value
Venue - Deloitte, 2 New Street Square, London, EC4A 3BZ

Day 1 – The Financial Services marketplace
The Financial Services and Insurance market is changing radically, disrupted by the emergence of new products and technologies which are driving increased diversification. New products, delivery methods and business models are continuing to push established businesses to diversify to compete with new entrants – bringing about new indirect tax challenges and opportunities as a result.

Day 2 – Profile and Processes: Embedding value
As Financial Services and Insurance continue to diversify through the emergence of new business models and product offerings, the focus of these sessions will be on the steps businesses can take to maintain a robust indirect tax profile, including managing indirect tax risk and leveraging opportunities to add value through enhanced indirect tax compliance and processes.

Conference agenda

  • Agenda
    Day 1

     

  • Agenda
    Day 2

     

  • Dinner &
    Accommodation

     

A brief introduction followed by a fireside discussion on the future of financial services.

Insurance
Exploring the latest developments in VAT and premium taxes impacting the insurance sector.

VAT and Transfer Pricing
Both sides of the coin.

FS VAT - Middle East Update
The Gulf between Vision and Reality.

Fintech – Navigating a smooth exit process
Exploring the indirect tax challenges facing Fintechs going through the exit process.

Investment Management: The future of VAT for IM
With so many upcoming reviews and consultations, where does that leave us from a VAT perspective?

Partial Exemption
Is it time to revise your pro-rata? We look at the impact of developing case law and the attitudes of local tax authorities on negotiating new methods.

Exploring where, and where we do not, have certainty on the VAT treatment of digital assets in the UK, EU, and further afield.

FSI case law developments – unpacking the key decisions you need to know about.

Maximising the value of your data
The digital economy is now. More than ever there is an increased focus to understand your data, get data right first time and use your data to its fullest potential.

VAT Establishments & The Future of Work
What does the post-COVID ‘new normal’ around remote/flexible working mean for VAT establishments, and how are tax authorities responding to this?

eCommerce and CESOP – closing the VAT gap
How could the rules for Payment Service Providers shape tax policy in the future, and what lessons can be learnt from other similar reporting regimes?

VAT Reform in FSI - A Year in Review
A week is a long time in politics, but is a year a long time in tax reform? This session will look back on what has changed during the last twelve months, plus a look ahead on key issues to be monitored.

Transformation of the Tax Function
Analysis of how the Tax function is transforming its role from compliance manager to strategic partner for the business.

Partial Exemption
Is it time to revise your pro-rata? We look at the impact of developing case law and the attitudes of local tax authorities on negotiating new methods.

Tax Engine - Implementing Change
How has the implementation of tax engines impacted the role of tax within the broader organisation?

VAT and Transfer Pricing
Both sides of the coin.

VAT Grouping - Skandia, Danske Bank and branch structures
We focus on the evolving landscape surrounding local implementations of Skandia / Danske Bank and how these could impact the future of both ‘whole entity’ VAT grouping, and the role of third country VAT groups, within the EU.

How global developments in digital reporting and e-invoicing provide an insight into the future of tax digitisation.

Conference Dinner - Thursday 6 October

The View at the Royal College of Surgeons of England
38-43 Lincoln's Inn Fields,
London, WC2A 3PE

Drinks reception from 6pm
Dinner from 7pm


Hotels - 5 and 6 October

Apex Temple Court Hotel
Fleet Street, 1-2 Serjeants’ Inn,
London, EC4Y 1AG
(5 min walk to Conference venue at Deloitte offices)
Bookings to be made by 24 August

Call 0800 049 8000 and quote block reference 8753078

Prices
5th October - £329 including VAT and breakfast
6th October - £299 including VAT and breakfast


Club Quarters Covent Garden Hotel
61 Lincoln's Inn Fields,
London, WC2A 3JW
(10 min walk to Conference venue at Deloitte offices and 2 min walk from the dinner venue)
Bookings to be made by 24 August

Call Member Services on 0207 451 5800 and quote the Group Code 10M07I or make bookings online

Prices
5th October - £178 plus VAT (breakfast is not included)
6th October - £178 plus VAT (breakfast is not included)


Deloitte has reserved a number of hotel rooms available at a discounted rate, if booked before 9 September 2019.

Leonardo Royal Hotel, St Paul’s.

Guests to quote: DELOIT021019 - Deloitte Group Allocation - 021019DLT when making a reservation.

£200+VAT (£240) per night

Reservations can be made by:
Telephone: 00 44 207 074 1000 extension 2950
Email: stpaulsreservations@leonardohotels.co.uk

Contacts

Gary Campbell

Gary Campbell

Partner, Tax

Neil Reeve

Neil Reeve

Partner, Tax

Peter White

Peter White

Partner, Tax

Tom Jacobs

Tom Jacobs

Partner, Tax

David O'Kane

David O'Kane

Partner, Tax

Judith Lesar

Judith Lesar

Partner, Tax