8:30 - 12:00 Client Meetings (optional at client's request)
12:00 - 12:50 Welcome & Lunch
12:50 - 13:00 Introduction
13:00 - 13:40 Plenary:
- What changes in Tax Policy can FSI businesses expect?
This session will provide a scan of the changes in tax policy and tax administration that governments are likely to introduce as they seek to manage tax revenues in an uncertain geopolitical landscape.
13:45 - 14:30 Breakout A:
- Indirect Tax Risk – From Governance to Dispute Management
An overview of trends towards the increasing tax risk and controls requirements placed on large businesses, best practices arising in relation to risk and governance, and exploring the avenues available for tax authority dispute management.
- Navigating VAT in the Americas: Adapting to Change
Thriving amidst uncertainty: key VAT updates and strategic insights from North and Latin America, including country updates from Canada, Brazil, Mexico, and other key regions.
- VAT and Transfer Pricing
An update on the ever uncertain and evolving interaction between VAT and Transfer Pricing – covering the common VAT challenges associated with Transfer Pricing, the latest on VAT policy and market practice in interpreting Transfer Pricing adjustments, and the perspective of a Transfer Pricing expert on the direction of travel.
14:30 - 14:55 Coffee break
15:00 - 15:45 Breakout B:
- Indian GST: Staying ahead of the curve
Key GST updates and strategic insights from India, including reflections on an increasing level of sophistication and data-driven approach for GST audits and the impact of this across the FSI sector.
- EU Reporting: CESOP and DAC8 for crypto
As the European Commission continues to increase the reporting requirements placed on financial service businesses, we reflect on the journey with CESOP to date before scanning ahead to the challenges on the horizon under DAC8 with digital currency and assets reporting.
- Partial Exemption: What's new?
HMRC have introduced a number of changes to address known challenges with agreeing new partial exemption special methods. So, what has changed in relation to partial exemption, and what other process improvements are in the pipeline around the world?
15:50 - 16:35 Breakout C:
- The return of Commodities for FSI businesses
As businesses increasingly seek to grow their presence in commodity markets, this session will cover off some of the topical developments in the UK and global markets from a VAT perspective, including the UK’s reform of the Terminal Markets Order, the implementation of new environmental ‘taxation’ such as carbon border adjustment mechanisms, and evolving indirect tax policy around new green instruments such as voluntary carbon offsets.
- Investment Management: a step change towards narrowing VAT exemptions?
Considerations for the sector amid uncertainty on VAT treatments, particularly for outsourced services.
- Compliance & Technology in FSI
How transformation of your compliance process and source data can help you to navigate the increasing number of compliance obligations and tax authority enquiries, as well as maximising the time available to focus on tax strategy and business support.
16:35 - 16:50 Coffee break
16:50 - 17:30 Plenary:
- Empowering Future Leaders in collaboration with the Women in FS Tax & Legal Network
Gain insights from experienced tax leaders in the sector, their career journeys, lessons learned and strategies for navigating workplace gender based challenges. Explore the evolving landscape of leadership in tax and the increased focus on gender balance and diversity as part of that.
18:15 onwards – Drinks and Dinner