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Jersey | 08. 02. 2017

2017 International Taxation Conference

Taxation issues are at the heart of global politics and economics. This highly topical event will examine key challenges facing financial services professionals both today and in the future, covering fascinating areas such as the implications of the changes in the UK Non-Dom regime, global corporate tax issues following Apple, and the future likely path of tax policy. Delegates will hear from industry professionals, Her Majesty's Revenue and Customs and critics of international financial centres in what is sure to be a thought-provoking and stimulating event.

2017-02-08 09:00:00 2017-02-08 17:00:00 Europe/London 2017 International Taxation Conference Hotel de France JIBS Events bookings@jerseyibs.com
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Who is the conference for?

Designed for those with an interest in tax affairs and personal and corporate tax planning, this event will appeal to financial services professionals at corporate service providers, those working in banking, wealth management or fund management. The event will be of particular interest to those working in financial crime prevention, given the focus on tax evasion and tax avoidance.

What can you expect?

Designed in collaboration with industry and local experts, this event is essential for those wanting to keep up to date with key developments in taxation.

Speakers will examine a host of issues, including HMRC’s recent changes to the UK Non-Dom regime, tax transparency and the OECD base erosion and profit shifting agenda. Delegates can expect to hear from the big four as well as representatives from HMRC, the TaxPayers' Alliance, the Tax Justice Network and the States of Jersey.

Speakers will present for around 20 minutes, after which there will be an interview with the conference chairman who will also encourage questions from the audience.

During the day there will be plenty of time for delegates to network with like-minded professionals as well as our speakers. There will be two refreshment breaks as well as a lunch break, where delegates can expect a delicious hot lunch.

2017-02-08 09:00:00 2017-02-08 17:00:00 Europe/London 2017 International Taxation Conference Hotel de France JIBS Events bookings@jerseyibs.com
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Event Schedule

Chris Usher (Chairman), Chief Executive Officer of Jersey International Business School

Introduction

09:00-09:15

Heather Self, Partner (non-lawyer) at Pinsent Masons

Beyond BEPS – where next for corporate tax planning?

09:15-09:45

Justin Woodhouse, Head of Tax at PwC CI LLP

Corporate tax considerations post-Apple

09:45-10:15

Professor Richard Murphy (Keynote Speaker), Director of Tax Research UK

Do Offshore Financial Centres have a future?

10:15-10:45

Break

10:45-11:00

John Riva, Head of Tax at KPMG Islands Group

The 2017 Finance Bill – what can we expect?

11:00-11:30

Liesl Fichardt (Keynote Speaker), Partner, Head of Tax Disputes at Clifford Chance

Case studies in international tax disputes

11:30-12:00

The Big Four panel discussion

12:00-12:30

LUNCH

12:30-13:30

Colin Powell, CBE, Adviser – International affairs to the Chief Minister’s Department, Government of Jersey

How effective will tax initiatives such as the Common Reporting Standard be?

13:30-14:00

Wendy Martin, Head of Tax, Channel Islands, Ernst & Young

Tax transparency: external commitment, internal rigour

14:00-14:30

Panel Discussion: The strength of political will to tackle tax evasion and tax avoidance

14:30-15:00

BREAK

15:00-15:15

Tony Zagara, Policy Advisor, Trusts and Inheritance Tax at HMRC - Craig Mason, Policy Advisor, Assets and Residence at HMRC

The UK government’s planned reforms to the taxation of non-domiciled individuals

15:15-15:45

Kathryn Wintle, Offshore Tax Senior Manager at Deloitte

The OECD base erosion and profit shifting agenda – what are the implications for Jersey?

15:45-16:15

Alex Wild, Research Director at The TaxPayers’ Alliance

How can tax systems be improved?

16:15-16:45

Chris Usher, Chief Executive Officer of Jersey International Business School

Closing remarks

16:45-17:00
2017-02-08 09:00:00 2017-02-08 17:00:00 Europe/London 2017 International Taxation Conference Hotel de France JIBS Events bookings@jerseyibs.com
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Keynote Speakers

Richard Murphy

Prof. Richard Murphy

Founder Tax Justice Network

Richard Murphy is Professor of Practice in International Political Economy at City University, a tax justice campaigner and a UK chartered accountant. He directs Tax Research UK and writes, broadcasts and blogs extensively on tax related issues.

Richard created the country-by-country reporting concept and has been credited with creating much of the debate on tax gaps in the UK and Europe. He also defined the term ‘secrecy jurisdictions’, now widely used in debates on offshore. He has been involved in many of the stories on corporate tax abuse that have made headlines in recent years.

Richard developed the idea of the Fair Tax Mark and is technical director of that accreditation scheme.

His 2015 book ‘The Joy of Tax’ was widely noted because some of his ideas were adopted by Jeremy Corbyn and became known as Corbynomics. Richard is not a member of any political party.

His next book is ‘Dirty Secrets’. Due in November 2016 it is on the political economy of tax havens.

Liels

Liesl Fichardt

Partner, Head of Tax Disputes at Clifford Chance

Liesl leads Clifford Chance's Tax Investigations and Disputes practice. She is one of the leading experts in complex tax investigations, large tax enquiries as well as negotiations with tax authorities. She has considerable court and tribunal experience which includes conducting cases in the Tax Tribunal, the courts of appeal and the Court of Justice of the European Union.

Liesl advises on both domestic and cross-border disputes, including all areas of international tax and VAT. She advises clients on the preparation for and management of raids by tax authorities, ongoing investigations, strategic discussions with tax authorities, settlement of disputes and, if need be, litigation.

Liesl is listed in International Tax Review’s Tax Controversy Leaders for her outstanding success and for consistent positive feedback from clients and peers. She is also highly rated in the Chambers and Legal 500 directories and is recognised in SuperLawyers as one of the top tax specialists in the UK.

Liesl is Chair of the British Branch of the International Fiscal Association and also sits on the International Taxes Committee of the Law Society of England and Wales.

Event Speakers

Tony Zagara

Antonio Zagara

Policy Advisor Trusts and Inheritance Tax HMRC

Tony Zagara has worked in HMRC and its predecessor department, Inland Revenue, for over thirty years. In that time he has fulfilled a number of different operational and compliance roles and more recently he has been involved in policy work on the Review of HMRC’s Powers, Sanctions and Safeguards and Personal Tax policy.

He is currently the HMRC policy lead on trusts and is responsible for the trusts aspects of the government’s planned reforms to the taxation of non-domiciled individuals. Tony’s main focus is on the draft legislation that will deliver the significant protections for overseas trusts but he is also responsible for aligning the IHT deeming rules with the new deeming rules for Income Tax and CGT.

Craig Mason

Craig Mason

Policy Advisor Assets and Residence HMRC

Craig Mason has over 10 years' experience in international taxation policy in HMRC. He is currently responsible for all policy matters in relation to residence, domicile and the remittance basis.

He is part of a small team taking forward the government's reforms to the taxation of non-domiciled individuals, which will be legislated in the 2017 Finance Act. His particular focus is on the extension of Inheritance Tax to UK residential properties held through offshore vehicles. He also specialises in the policy for the taxation of major international sporting events. His previous roles include the introduction of disclosure of tax avoidance schemes (DOTAS) and the development of the tax credit for British film production.

John Riva

John Riva

Head of Tax at KPMG, Channel Islands

John is a Partner in KPMG Channel Islands and is Head of Tax for a sub-region of KPMG Europe which includes a number of jurisdictions such as the Channel Islands, the Isle of Man, Gibraltar, Malta, Bermuda, Cayman Islands, BVI and a number of other Caribbean Islands. The sub-group has gross revenues from the tax function of Euro 35 million and John is in charge of 150 tax professionals.

John has nineteen years' experience at partner level in Jersey and international taxation and specialises in all aspects of offshore tax matters. John deals with a number of the larger financial and non-financial companies in the Channel Islands, providing advice to the companies, their shareholders, employees and underlying clients.

Alex Wild

Alex Wild

Research Director TaxPayers' Alliance

The TaxPayers' Alliance (TPA) is a British campaigning group dedicated to reforming taxes, cutting spending and protecting taxpayers.

In 2012, in conjunction with the Institute of Directors, the TPA published the final report of the 2020 Tax Commission. The report recommended that taxes should be cut to 33pc of national income, that marginal rates should not exceed 30pc and the abolition of taxes on capital and labour income disguised as business taxes.

Alex leads the research team, producing reports on fiscal policy and representing the TPA frequently in the national print and broadcast media.

Before joining the TPA, Alex worked for a business research firm in India providing top management from some of the world’s leading companies with economic insight and analysis.

400 X 400 Kathryn Wintle

Kathryn Wintle

Offshore Tax Senior Manager at Deloitte

Kathryn is a senior manager in Deloitte Jersey’s tax practice with over twelve years’ experience in local and international taxation. She specialises in both corporate and indirect taxation and works with a wide range of clients in predominantly the financial services and real estate sectors.

Kathryn is responsible for management of corporate, partnership and personal tax compliance, as well as advising on structuring and expansion transactions. She also has experience of working on due diligence projects, assisting both vendors and purchasers, and has been involved with a number of recent transactions in both the Jersey and UK markets.

Justin Woodhouse

Justin Woodhouse

Head of Tax at PwC CI LLP

Justin became a partner in 1990 and graduated from Cambridge University in Law in 1978 and became a chartered accountant in 1981. He has recently transferred to the Channel Island as tax partner. Justin leads PwC’s European Banking and Capital Markets Tax team. Justin has experience advising clients on tax optimising their structures and activities, whilst managing tax risk and maintaining strong relationships with fiscal authorities. Clients include global and international banks, insurance companies and asset managers. Worked in New York and for five years in our financial services practice in Japan.

Wendy Martin

Wendy Martin

Head of Tax, Channel Islands EY

Wendy is a partner and Head of Tax for EY’s Channel Islands business with responsibility for all aspects of tax compliance and advisory services. She joined EY from the States of Jersey, where she was the Director of Tax Policy responsible for developing and implementing domestic and international tax policy.

Wendy has over 20 years' experience in tax, advising a broad range of clients from corporate, international and private equity. She is now recognised as a leading advisor on FATCA, CRS and the broader transparency agenda, having negotiated the FATCA intergovernmental agreements with the US and the UK and remaining as key adviser to the States of Jersey on local implementation.

Heather Self

Heather Self

Lawyer, Pinsent Masons

Heather Self is a Partner* at Pinsent Masons with over 30 years of experience in tax. She has been Group Tax Director at Scottish Power, where she advised on numerous corporate transactions, including the $5bn disposal of the regulated US energy business. She also worked at HMRC on complex disputes with FTSE 100 companies, and was a specialist adviser to the utilities sector, where she was involved in policy issues on energy generation and renewables. She is a member of the CBI Tax Committee and a former Chairman of the CIOT Technical committee. While at HMRC, she was a member of the joint working group on the development of the new Controlled Foreign Companies (CFC) regime.

Heather is a CEDR accredited mediator.

*non lawyer

2017-02-08 09:00:002017-02-08 17:00:00Europe/London2017 International Taxation ConferenceHotel de FranceJIBS Eventsbookings@jerseyibs.com

Hotel de France

St Saviour's Road St Helier, Jersey

2017-02-08 09:00:00 2017-02-08 17:00:00 Europe/London 2017 International Taxation Conference Hotel de France JIBS Events bookings@jerseyibs.com