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Private Equity Tax Practices 2013
London, EC1N 8HN
September 26th, 2013
8:30 AM (UTC - GMT), , GBR
Event Speaker
Fiona Cooper
Director of Tax
APAX GROUP
Fiona Cooper is the Director of Tax for the Apax Group. Apax is one of the world’s leading private equity investment firms operating across the Americas, Europe and Asia with more than 30 years of investing experience. Funds under the advice of Apax total more than €25 billion. Fiona is responsible for all the tax affairs of the Apax group globally with a particular focus on deal and fund structuring and is leading the FATCA implementation project for Apax. Prior to joining Apax Partners, Fiona worked at Deloitte in the M&A and corporate tax departments.
Fiona holds a BA Hons in Business Studies from the University of Westminster and is a Fellow of the Institute of Chartered Accountants in England and Wales.
Stephen Pevsner
Partner
SJ BERWIN
His practice focuses on the private equity industry and, in particular, private fund formation, fund executive remuneration and UK and international M&A transactions and also covers the tax aspects of corporate reorganizations, structured finance transactions and new business set ups including establishment of LLPs. He has considerable recent experience of establishing funds and carry arrangements across a range of asset classes, private equity related M&A transactions and secondary fund portfolio divestment. Stephen is also a member of the BVCA Tax Committee.
Kathleen Russ
Tax Partner & Head of Tax
TRAVERS SMITH
Kathleen has been a partner in the Tax department of Travers Smith since 2001. She specializes in private equity transactions, regularly acting for both institutional investors and management teams. She has been a member of the BVCA Tax Committee since 2002 and has been listed by Chambers Guide as one of the City’s leading tax practitioners.
Stephen Fiamma
Partner
ALLEN & OVERY
Stephen Fiamma is a partner in the US Tax Practice of Allen & Overy LLP. He has been based in London since 1983. Stephen earned an A.B. at Princeton University and a J.D. and an LL.M. in Taxation from New York University School of Law, and has been a member of the Bars of the State of New York and the United States Tax Court since 1979. He specializes in tax planning for multi-national corporations, investment funds, and financial institutions, and has extensive experience in cross-border acquisitions, divestitures and joint ventures and in the development and negotiation of tax-based structured financing.
Gemma Harris
Partner, M&A and Funds
DELOITTE
Gemma is a Partner with 18 years’ experience in the area of taxation. For the last 11 years she has specialized in advising Private Equity houses on a range of issues including fund structuring, the design and implementation of carried interest arrangements and the provision of personal tax advice to fund executives. She has advised a diverse mix of UK, European and Global private equity and venture capital firms from early start up through to large leveraged buy out funds and financial institutions.
Mark Baldwin
Partner
Macfarlanes
Mark Baldwin is a corporate tax partner at Macfarlanes.
His practice spans the whole range of issues relevant to the private equity community, including fund formation (both domestic and pan-European funds together with their associated carried interest and co invest arrangements), investment and divestment deals and strategic transactions for private equity managers themselves.
Paul J Clark
Senior Manager
PwC
Paul is a Senior Manager in PwC’s Private Equity tax practice in London. He provides tax compliance and advisory services to Private Equity houses focussing on flows through the structures from the portfolio through the fund and management entities to the execs and carry holders. Paul has 16 years experience in partnership and private equity taxation, until 2010 he lead the KPMG Private Equity tax compliance offering before moving to PwC.
Matthew Rees
Director; Financial Services Indirect Tax
PwC
Matthew is a Director in the Financial Services VAT team,and has been the VAT leader for Investment Management clients since 2010. Matthew also continues to specialise in Insurance and Banking VAT matters. Matthew is a qualified tax advisor, having secured a distinction in the ATT examinations and the prize for Indirect Taxes in the CTA examinations. Matthew currently sits on the IMA VAT committee, having previously sat on CIOT Indirect Taxes steering committee for three years.
Jenny Wheater
Partner
DUANE MORRIS
James McCredie
Senior Solicitor
Macfarlanes
James is a solicitor at Macfarlanes LLP and a CTA. He specializes in all aspects of private equity deal and fund structuring as well as remuneration planning and other tax matters in the financial services sphere and beyond.
Director of Tax
APAX GROUP
Fiona Cooper is the Director of Tax for the Apax Group. Apax is one of the world’s leading private equity investment firms operating across the Americas, Europe and Asia with more than 30 years of investing experience. Funds under the advice of Apax total more than €25 billion. Fiona is responsible for all the tax affairs of the Apax group globally with a particular focus on deal and fund structuring and is leading the FATCA implementation project for Apax. Prior to joining Apax Partners, Fiona worked at Deloitte in the M&A and corporate tax departments.
Fiona holds a BA Hons in Business Studies from the University of Westminster and is a Fellow of the Institute of Chartered Accountants in England and Wales.
Stephen Pevsner
Partner
SJ BERWIN
His practice focuses on the private equity industry and, in particular, private fund formation, fund executive remuneration and UK and international M&A transactions and also covers the tax aspects of corporate reorganizations, structured finance transactions and new business set ups including establishment of LLPs. He has considerable recent experience of establishing funds and carry arrangements across a range of asset classes, private equity related M&A transactions and secondary fund portfolio divestment. Stephen is also a member of the BVCA Tax Committee.
Kathleen Russ
Tax Partner & Head of Tax
TRAVERS SMITH
Kathleen has been a partner in the Tax department of Travers Smith since 2001. She specializes in private equity transactions, regularly acting for both institutional investors and management teams. She has been a member of the BVCA Tax Committee since 2002 and has been listed by Chambers Guide as one of the City’s leading tax practitioners.
Stephen Fiamma
Partner
ALLEN & OVERY
Stephen Fiamma is a partner in the US Tax Practice of Allen & Overy LLP. He has been based in London since 1983. Stephen earned an A.B. at Princeton University and a J.D. and an LL.M. in Taxation from New York University School of Law, and has been a member of the Bars of the State of New York and the United States Tax Court since 1979. He specializes in tax planning for multi-national corporations, investment funds, and financial institutions, and has extensive experience in cross-border acquisitions, divestitures and joint ventures and in the development and negotiation of tax-based structured financing.
Gemma Harris
Partner, M&A and Funds
DELOITTE
Gemma is a Partner with 18 years’ experience in the area of taxation. For the last 11 years she has specialized in advising Private Equity houses on a range of issues including fund structuring, the design and implementation of carried interest arrangements and the provision of personal tax advice to fund executives. She has advised a diverse mix of UK, European and Global private equity and venture capital firms from early start up through to large leveraged buy out funds and financial institutions.
Mark Baldwin
Partner
Macfarlanes
Mark Baldwin is a corporate tax partner at Macfarlanes.
His practice spans the whole range of issues relevant to the private equity community, including fund formation (both domestic and pan-European funds together with their associated carried interest and co invest arrangements), investment and divestment deals and strategic transactions for private equity managers themselves.
Paul J Clark
Senior Manager
PwC
Paul is a Senior Manager in PwC’s Private Equity tax practice in London. He provides tax compliance and advisory services to Private Equity houses focussing on flows through the structures from the portfolio through the fund and management entities to the execs and carry holders. Paul has 16 years experience in partnership and private equity taxation, until 2010 he lead the KPMG Private Equity tax compliance offering before moving to PwC.
Matthew Rees
Director; Financial Services Indirect Tax
PwC
Matthew is a Director in the Financial Services VAT team,and has been the VAT leader for Investment Management clients since 2010. Matthew also continues to specialise in Insurance and Banking VAT matters. Matthew is a qualified tax advisor, having secured a distinction in the ATT examinations and the prize for Indirect Taxes in the CTA examinations. Matthew currently sits on the IMA VAT committee, having previously sat on CIOT Indirect Taxes steering committee for three years.
Jenny Wheater
Partner
DUANE MORRIS
James McCredie
Senior Solicitor
Macfarlanes
James is a solicitor at Macfarlanes LLP and a CTA. He specializes in all aspects of private equity deal and fund structuring as well as remuneration planning and other tax matters in the financial services sphere and beyond.
Event Description
Program Coverage Includes:
-Responding to the Changing Tax Landscape
-Management Team Issues - The New Environment
-Deal Structuring for Rescue & Deal Structuring
-Practical Tax Compliance Issues for Private Equity
-International Fund Structuring
-Efficient Carry Structuring & Delivery
-US Tax Issues for Inbound & Outbound PE Investments
The conference is widely renowned for its high caliber technical content, interactive atmosphere and premium networking opportunities
Highlights:
Key Management Team Issues: Achieving the best tax deal for management requires detailed consideration. This presentation will cover the key issues and discuss latest developments in this continuously evolving area including: strategies for minimizing or deferring tax on exit, the latest on entrepreneurs’ relief and Employee shareholder status.
Practical Tax Compliance Issues for Private Equity Funds: A number of recent HMRC initiatives have made the UK tax compliance burden for PE houses more onerous. Achieving the tax position anticipated at the fund structuring stage requires more care and attention than it did a few years ago. This presentation will look at some of the recent changes and highlight some of the additional steps required.
Global Strategies for Structuring and Delivering Carried Interest: Carry issues continue to be at the top of the agenda for private equity houses. It is therefore crucial to gain an in-depth understanding of Carry regimes in key jurisdictions for PE, their risk and their opportunities. This session will give you a detailed overview of the profit-share model (UK and US compare and contrast) and latest views from key jurisdictions.
-Responding to the Changing Tax Landscape
-Management Team Issues - The New Environment
-Deal Structuring for Rescue & Deal Structuring
-Practical Tax Compliance Issues for Private Equity
-International Fund Structuring
-Efficient Carry Structuring & Delivery
-US Tax Issues for Inbound & Outbound PE Investments
The conference is widely renowned for its high caliber technical content, interactive atmosphere and premium networking opportunities
Highlights:
Key Management Team Issues: Achieving the best tax deal for management requires detailed consideration. This presentation will cover the key issues and discuss latest developments in this continuously evolving area including: strategies for minimizing or deferring tax on exit, the latest on entrepreneurs’ relief and Employee shareholder status.
Practical Tax Compliance Issues for Private Equity Funds: A number of recent HMRC initiatives have made the UK tax compliance burden for PE houses more onerous. Achieving the tax position anticipated at the fund structuring stage requires more care and attention than it did a few years ago. This presentation will look at some of the recent changes and highlight some of the additional steps required.
Global Strategies for Structuring and Delivering Carried Interest: Carry issues continue to be at the top of the agenda for private equity houses. It is therefore crucial to gain an in-depth understanding of Carry regimes in key jurisdictions for PE, their risk and their opportunities. This session will give you a detailed overview of the profit-share model (UK and US compare and contrast) and latest views from key jurisdictions.