The AFM Taxation Committee provides expertise on behalf of the wider sector and facilitates regular opportunities for soft skills transfer, networking and information sharing through delivering an annual Tax Training Day to Members of the AFM.


Please note that, due to the ongoing Covid-19 situation, all AFM physical events have been cancelled to the end of 2020.

In the meantime, we are planning virtual alternatives to many of theses events and will update members with further detail over the coming weeks.


Held on 12 June and hosted by Deloitte, materials from the 2019 event are available below:

Tax Controversy – penaltiesJenny Tevlin & Morgan Harries, Deloitte
Life Assurance ManualPaul Watson, Morrison Govan & Gordon Gray, KPMG
MTD-VAT updateJohn Brooks, LV
AFM UpdateMartin Shaw, AFM
Chargeable EventsStuart Carroll, HMRC
Spring Statement and other updatesAli Nichol, EY
IR35 and related issuesIan Hyde, Osborne Clarke & Elizabeth Armstrong, Royal London


An outline agenda of the day is available here. Copies of presentation slides are available below:

Topical Operational Tax, Pension Provision, Rob Smith, Ernst & Young
BrexitDan Cassidy, Deloitte
Corporation Tax UpdateKevin Hughes & Mike Allen, KPMG
Indirect TaxesNick Warner & Mustafa Sikandary, Moore Stephens
AFM UpdateElaine Fairless, ED Financial/AFM Tax Committee
Making Tax DigitalHeather Elliott, HMRC
Taxation of Investments in FundsJon Garrett, Deloitte
Employment TaxKim Woodcock, LV
Tax Matters Quiz, Peter Hayes, Royal London


The AFM Tax Training Day 2017 was held on 6 June at the offices of Deloitte.  Slides from the event and other materials are available to download:

Sign-up for Mutually Yours Newsletter