A senior, discussion-led roundtable for tax and finance leaders at asset managers navigating structural cost pressures - from escalating data and technology spend to talent scarcity and regulatory burden - and how Research & Development (R&D) tax credits are being used in practice across the industry to recover a portion of those costs.

For many fund managers, R&D tax credits now represent one of the few remaining levers capable of delivering six- and seven-figure returns (industry average = £575k) for a relatively modest investment from senior staff, with limited downside when approached with appropriate governance and evidence. In an environment where performance is difficult to predict, tax incentives used properly can represent a dependable and stable source of cash flow.

The session focuses on what qualifies in an investment management context, how leading firms are evidencing and governing claims, and where HMRC / Revenue scrutiny is most concentrated, enabling Heads of Tax and Finance to assess risk and reward with clarity and confidence.

Speakers

• Oliver Grose, BDM, Leyton UK
• Paul Hale, Managing Director, Tax Affairs, AIMA
• Jennifer Woo, Director - R&D Tax, Leyton UK 

*This briefing is open to fund managers only, please email [email protected] for an invite code*

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