Join AIMA and Larkstoke Advisors LLP to discuss essential UK tax considerations for fund managers as we reach year-end.

For funds with Reporting Fund Status (or wishing to seek it) there are some important HMRC deadlines on 31 December 2022 and failure to act may lead to an increased tax burden for UK investors. Also, as performance fees begin to crystalise (or not) there are a number of UK tax considerations that managers need to make as a result of increasing or decreasing profits and the payment of tax.

Speakers will also discuss:

• UK Reporting Fund Status: Application and election deadlines
• Performance Fees: UK tax considerations if they are rising / falling
• Key UK tax themes for 2023/2024
• Update on the impact of the UK’s latest tax policy announcements following the fiscal statement on 17 November 2022

Speakers:

• Michael Beart, Founding Partner, Larkstoke Advisors
• Inna Korzhevskaya , Partner, Larkstoke Advisors
• Priya Mukherjee, Partner, Larkstoke Advisors

To view the replay, click here. 

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