Tax and Regulations Briefings

Melville Rodrigues, Head – Real Estate Advisory for Apex Group in London, presented on recent developments related to the LTAF.

Jennifer Burton, Managing Associate in Addleshaw Goddard's Global Investigations team in London provided an update on Anti-Money Laundering (AML) and Anti-Terrorist Financing (ATF) requirements for real estate investments.

Claire Prospert from Linklaters’ Luxembourg office and Richard Cole from the firm’s London office present on navigating the practical challenges of cross-border distribution of real estate funds under EU Cross-Border Distribution rules and evolving NPPR and MiFID practices.  

Matt Evans, Partner at DLA Piper and John Went, General Counsel at CBRE Global Investment Partners, present on the current Commission review of procedural rules for obtaining clearance and the opportunity it presents for some relief.

Greg Brown and Paul Sampson, partners in Allen & Overy’s London office, presents on trends and considerations in fund financing.

The Country-by-Country Tax and Regulations Guide has just been updated and is available on the INREV website. Anne-Jet Klaver, Senior Associate Tax at PwC in Amsterdam presents an overview of the most significant changes in the past year.

A joint INREV/AREF/IPF briefing where we looked at the details of the proposed new PIF (CS) and LTAF fund structures and the implications they could have for the real estate funds sector, as well other aspects of the call for important input on this consultation.

Richard Cole from Linklaters’ London office and Claire Prospert from the firm’s Luxembourg office present on the cross-border distribution of collective investment undertakings directive and regulation (CBDF) which apply from 2 August, and also discuss post-Brexit distribution options.

Jeff Rupp, INREV Public Affairs Director, presented on the recent INREV responses to European Commission consultations on AIFMD and ELTIF. 

Jeff Rupp, INREV Public Affairs Director, presented on the recently launched European Commission consultation on AIFMD.

Kate Binedell and Matthew Baker, Partners at Bryan Cave Leighton Paisner in London, who presented an update on recent ESG-related regulatory requirements impacting non-listed real estate investment. They were joined by Abigail Dean, Head of Sustainability, Real Estate at Nuveen in London, who discussed some of the practical issues implementing the new regulations present for fund managers.

Francisco Da Cuhna (Deloitte) and Keith O’Donnell (Atoz) discussed the structure and substance of the proposed code, and the contribution recommendations and best practices on tax-related matters.

Louisa Cobbe, Matt Baker and Sarah Ward from Bryan Cave Leighton Paisner (BCLP) in London present on key operational, legal, regulatory and competition issues around structuring and running real estate joint ventures/clubs. 

Rodrigo Delcourt from Arendt & Medernach and Michael Daemgen from Arendt Regulatory & Consulting in Luxembourg present on host AIFMs, including their operating models, services provided to the real estate industry and regulatory parameters.

Jan Gruter, Legal Director and Jonathan Powling, Partner (Investment Management Team) and Zoe Connor, Partner at (Banking Team) Addleshaw Goddard present on emerging trends in real estate fund terms.

Henk de Graaf from Deloitte presents on the status of ATAD II anti-hybrid mismatch rules implementing legislation.

Nichola Peters, a partner at Addleshaw Goddard and Head of Global Investigations and FinCrime Compliance, presents on the new Anti-Money Laundering Directive coming into effect later this year.

Federica Miano, Public Affairs Manager at INREV, presents an overview of the basic requirements of AIFMD for real estate investment funds.

Romain Tiffon, partner at Atoz in Luxembourg, presents on disclosure requirements for cross-border tax arrangements under EU Directive DAC6. 

Matthew Huggett and Sarah Hitchins from Allen & Overy, focus on The Senior Managers and Certification Regime's (SMCR) implications for UK managers, highlighting key issues and challenges of implementing SMCR. 

Pierre Beissel and Rodrigo Delcourt, both partners at Arendt & Medernach in Luxembourg, present on ‘Establishing Parallel Fund Management Structures in the EU and current limitations on delegation’. 

Siobhan Godley and Adam Jobson, Partners in Tax-Real Estate at Deloitte in London present on the ground breaking changes to taxation of non-resident investors in UK real estate effective from April 2019.

Friederike Werner from DWS presents on Hybrid Mismatch Rules under ATAD. The presentation focuses on the practical fund structuring implications for both managers and investors.