Tax Leaders’ Conference

Complexity with clarity


This conference has been postponed in light of the developments around Covid-19. We will find an alternative date for the event and will communicate that in due course.

Join us to hear insight from leading experts on the significant changes impacting tax leaders in the UK. Our aim is to help you look at the challenges with clarity, identify the opportunities and lead your function with confidence.

Conference details

  • Agenda
     

     

  • Breakout
    sessions

     

  • Venue
     

     

Tax controversy - navigating the tax dispute lifecycle

Over the last 24 months we have seen a sharp increase in the number of taxpayers subject to challenge and have seen HMRC introduce innovative new ways of addressing tax risk as they harness the ever increasing data flows they have access to. We will share our experience and insights across the whole tax dispute lifecycle so clients can make strategic choices in planning or preventing potential disputes alongside resolving or litigating existing disputes.

Speakers: Matt Batham, Jamie Bedford, Glen Harling


Introducing the digital services tax

The UK Digital Services Tax will take effect from 1 April 2020, applying a new 2% tax on the UK revenues derived from certain digital service activities. This follows the introduction of similar rules in France, Italy and Austria, with other proposals under discussion in countries across the EU and beyond.

This session will provide an overview of the draft UK provisions, and go through the ‘in scope’ business models to explore the key areas of uncertainty around the scope of the rules. We will draw on our discussions with HM Treasury to address the key technical judgements in applying the rules, and how affected businesses could approach engagement with HMRC once the rules are in force.

Finally, we will take a detailed look at the practical challenges created by the new rules, discussing how businesses can manage the significant systems and data requirements and the need to coordinate an approach to the different DST regimes that are being introduced across Europe.

Speakers: Zubin Patel, Andrew Surrell


Tax automation - moving from buzzwords to business as usual

Artificial Intelligence, Machine Learning, Robotics and Blockchain are no longer just words on a ‘buzzword bingo’ grid, they are now increasingly prevalent in many tax departments. Sophisticated technology is helping many organisations meet compliance obligations and improve the accuracy of tax filings, enabling tax professionals to add value in other areas of the business.

In this session, we will demystify the buzzwords and talk about how emerging technology is transforming the practice of tax; and show how market leading organisations are using a tax technology vision to transform their approach to compliance and unlock the power of tax data to create meaningful business insights.

Speakers: Laurence Kiddle, Chi Yip


Tax governance and risk management in a digital world

Recent changes to the Business Risk Review and similar measures in other jurisdictions have prompted organisations to refresh their tax risk management approach. In this session we will consider tax authorities’ rising expectations in relation to tax governance and control and the steps you can take to prepare for the future. In particular, we will look at how the digitisation of tax is changing how tax risk is controlled.

Speakers: Mark Kennedy, Ben Pitts, James Paul


Getting it right – implementing your transfer pricing policies

In an increasingly regulated market, how confident are you that your transfer pricing policies are actually implemented through robust processes and fit-for-purpose systems across your geographical footprint? We plan to share with you our experience on how best to address these challenges, taking into account the rapid developments in both the regulatory and technologies changes within this area. How can your organisation ensure they are using streamlined processes and system solutions that are fit for purpose?

Speakers: Kunal Shah, James Phillips


US tax developments and opportunities – practical insights for US-parented multinational groups on what may be front of mind following US Tax Reform

For the last two years US multinationals have been operating in a new tax landscape, following the fundamental changes to the US tax regime since 2017. This session will provide a brief recap of the key measures introduced by US Tax Reform, including BEAT and GILTI, with a focus on the opportunities that may be relevant for many US-parented groups. As part of the session we will share practical examples of the steps that could be taken to review and assess exposure to BEAT, along with insights into potential foreign tax credit management strategies. We will also provide some thoughts on what could be coming next from a rule-change perspective.

Speakers: Mark Saunderson, Christie Buck


International funding for UK headquartered groups

Achieving intra-group funding with a stable and sustainable tax treatment can be a challenge, with numerous recent tax law developments having an impact and more on the horizon. We will summarise some of the key external factors and discuss the most recent material from the OECD on transfer pricing for financial transactions. We will also use some examples to explore some of the practical tax complexities that can arise when groups make changes to their funding arrangements.

Speakers: Ed Wright, Ishan Maini


Doing more with less – managing an ever-increasing and changing compliance framework

An opportunity to discuss how companies have benefitted from taking a step back to consider if they have the best structure and talent mix in their tax function; training and development plans for facing the future; and how technology should help take the strain around compliance processes. We will consider case studies to illustrate how this has applied to compliance activities including transfer pricing documentation; corporate tax compliance and tax reporting.

Speakers: Stephanie Hurst, Christa Silverthorne, Adam Owen


Intellectual property considerations for foreign owned groups

We are currently seeing unprecedented change in the global tax environment, with a significant proportion of these changes applying to the taxation of intangibles.

There are therefore a number of potential reasons for groups to reconsider their IP ownership arrangements, and an increasingly complex environment in which to implement any necessary restructurings.

Join us for a recap of some of the recent developments, with a particular focus on the UK’s offshore receipts in respect of intangible property (“ORIP”) rules.

Speakers: Rob Keogh, Geoff Brand


Are you ready for the Tax Treaty and domestic law changes that could impact on your business?

We will provide an update on the latest position in respect of the implementation of the OECD Multilateral Instrument (MLI) and on the anti-hybrid provisions required by the EU Anti-Tax Avoidance Directives (ATAD I & II). We will discuss these changes and how clients are responding.

Speakers: Lisa Shipley, Kate Ramm, Aart Nolten


Navigating the digital world – leveraging finance and ERP transformation opportunities

Changes to the tax legislative landscape mean that tax compliance and reporting is becoming more immediate, digitalised, and more data intensive. In order to respond to this, tax needs more accurate transaction data captured or calculated correctly, first time. This is where the gap can currently occur for the Tax function, as the current status quo for quality of data, business processes and systems set-up for Tax does not always support the new digital world. There is however, opportunity on the horizon and that comes from the wider transformation opportunities that the digital world is causing many organisations to respond to. We will explore how you can best leverage the current business transformation, finance transformation and ERP upgrades to your advantage… creating a digital ready Tax function.

Speakers: Gen Watson, Stephen Locke, Rachel Taylor


Real time reporting

Real time and electronic submission mandates are gaining momentum globally across different types of tax and finance reporting. We will share the latest perspectives on these mandates and consider the impacts on different tax types and for Tax and Finance functions as they respond to a fundamental shift in the way data is shared with regulators and tax authorities.

Speakers: Frankie Jell, Demian De Souza, Pete Berry


UK Chapter 9 FinCo State Aid Challenge – what you need to know

The EU Commission’s decision that the UK’s Chapter 9 FinCo rules within the CFC legislation constitute illegal State Aid has been widely challenged and is the subject of litigation before the European Court. However, HMRC remain under an obligation to recover the alleged illegal State Aid from affected taxpayers and have started to do so. We will share our insight as to the UK domestic recovery processes HMRC are pursuing, discuss what these mean for you practically and highlight the options available in responding to HMRC and/or challenging HMRC’s approach.

Speakers: Jonathan Bridges, Judith Lesar


M&A - current trends, hot topics, opportunities and traps for the unwary

We will take you through some key tax considerations on M&A transactions in a changing tax environment, focusing on current insights regarding areas such as tax in deal pricing, common risk areas and opportunities, strategies for risk mitigation and structuring deals in a post-BEPS, post-Brexit world.

Speakers: Faye Coates, James Clare


Are you ready for DAC6? Preparing for mandatory disclosure

The 6th version of the EU Directive on administrative cooperation (DAC6) implements new mandatory disclosure rules for EU intermediaries and taxpayers in relation to certain arrangements. First reports will be required from July 2020 and the requirements apply to arrangements as far back as 25 June 2018. The timeline for compliance is very short and the penalties for non-compliance are high, so what response should your organisation have in place? We’ll discuss:

  • An overview of the legislative landscape, considering local implementation of the directive.
  • Examples of how to assess transactions for reportability, including typical transactions that may be captured under DAC6.
  • Case studies covering the practical components for compliance and the varied approaches seen in the market.
Learn more about the requirements under these new rules and the pragmatic steps to ensuring compliance.

Speakers: Owen Gibbs, Jamie Ratibb, Chris Thomas


The rapidly changing tax incentives UK landscape – prepare for tomorrow

Join us for an insight into the future of tax incentives claims, where leading technologies are revolutionising how we help clients make claims globally; expanding the reach and quantum of claims, and enhancing the governance, speed and ease of preparation. We will also share our insights on the latest legislative changes, HMRC activity and market trends across the innovation incentives landscape.

Speakers: Steve Perry, Hazel Gray, Barney Toy, Georgina Dalgleish


Brexit - The transition period and beyond

The UK is already nearly two months into the transition period since it left the EU on 31 January 2020. Negotiations between the UK and the EU to agree their future trading relationship have started. The Prime Minister has urged stakeholders to prepare for the reality of the UK leaving the EU Single Market and Customs Union. We will explore how negotiations have progressed so far and what to expect over the coming months. We will discuss the key tax implications – including customs, VAT, immigration and social security, and corporate tax matters – and the key actions Tax teams can take to prepare for the future trading environment.

Speakers: Amanda Tickel, Raoul Ruparel, Zoe Hawes

Date:
The conference has been postponed

Time:
Registration and breakfast from 08:45
Conference starts 09:30

Location:
Deloitte
2 New Street Square, London
EC4A 3BZ


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Our speakers

Rory Stewart

Rory Stewart, OBE

Former MP and London 2020 Independent Mayoral Candidate

Christie Buck

Christie Buck

Partner, Tax

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Tim Haden

Tim Haden

Partner, Tax

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Stephanie Hurst

Stephanie Hurst

Partner, Tax

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Richard Williams

Richard Williams

Partner, Business Tax

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Alison Lobb

Alison Lobb

Partner, Tax

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Conrad Young

Conrad Young

Partner, Tax

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Sarah Watts

Sarah Watts

Partner, Tax

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Matt Batham

Matt Batham

Tax controversy

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Jamie Bedford

Jamie Bedford

Tax controversy

Email

Pete Berry

Real time reporting

Email

Geoffrey Brand

Geoffrey Brand

Intangibles for inbounds into the UK

Email

Jonathan Bridges

State aid update

Email

James Clare

Corporate M&A

Email

Faye Coates

Corporate M&A

Email

Georgina Dalgleish

Georgina Dalgleish

Tax incentives

Email

Demian de Souza

Demian de Souza

Real time reporting

Email

Owen Gibbs

Owen Gibbs

DAC6

Email

Hazel Gray

Hazel Gray

Tax incentives

Email

Glen Harling

Glen Harling

Tax controversy

Email

Zoe Hawes

Brexit - The transition period and beyond

Email

Frankie Jell

Frankie Jell

Real time reporting

Email

Mark Kennedy

Mark Kennedy

Tax governance and risk management

Email

Rob Keogh

Rob Keogh

Intangibles for inbounds into the UK

Email

Laurence Kiddle

Laurence Kiddle

Tax automation

Email

Judith Lesar

Judith Lesar

State aid update

Email

Stephen Locke

Stephen Locke

Finance and ERP Transformation

Email

Ishan Maini

Ishan Maini

UK HQ financing

Email

Aart Nolten

Aart Nolten

ATAD II / MLI

Email

Adam Owen

Doing more with less

Email

Zubin Patel

Zubin Patel

Digital services tax

Email

James Paul

James Paul

Tax governance and risk management

Email

Stephen Perry

Tax incentives

Email

James Phillips

James Phillips

Implementing TP

Email

Ben Pitts

Tax governance and risk management

Email

Kate Ramm

Kate Ramm

ATAD II / MLI

Email

Jamie Ratibb

DAC6

Email

Raoul Ruparel OBE

Raoul Ruparel OBE

Brexit - The transition period and beyond

Email

Mark Saunderson

Mark Saunderson

US market opportunities/inbound into the UK

Email

Kunal Shah

Implementing TP

Email

Lisa Shipley

Lisa Shipley

ATAD II / MLI

Email

Christa Silverthorn

Christa Silverthorn

Doing more with less

Email

Andrew Surrell

Andrew Surrell

Digital services tax

Email

Rachel Taylor

Rachel Taylor

Finance Transformation - SAP S/4HANA

Email

Chris Thomas

DAC6

Email

Amanda Tickel

Amanda Tickel

Brexit - The transition period and beyond

Email

Barney Toy

Barney Toy

Tax incentives

Email

Genevieve Watson

Genevieve Watson

Finance and ERP Transformation

Email

Ed Wright

Ed Wright

UK HQ financing

Email

Chi Yip

Chi Yip

Tax automation

Email

Additional speakers will be announced shortly.

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