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
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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.