WMA CPD Seminar- Operational Tax, Glasgow

The first reports under the OECD’s Common Reporting Standard (CRS) will need to be sent to HMRC by the end of May 2017. To help firms prepare and to flag the key differences between the CRS and US FATCA we are delighted that Elinor Crockford, Policy Advisor in the Exchange of Information team at HMRC, has agreed to speak at a number of WMA seminars across the UK. As well as a short introduction Elinor will join a panel which will include one or two advisory firms to give WMA members an opportunity to ask questions on CRS-related issues.

The US tax authorities are also shortly to finalise the new Qualified Intermediary (QI) Agreement so the second half of the seminars will provide a summary of the key impacts of the new QI Agreement on wealth managers.