Is your charity losing investment income to withholding tax?

Thomas Daffern, Tax Director, PwC
Tom has been a Director in the PwC Asset & Wealth Management Tax team since 2022, specialising in operational taxes matters impacting investment funds, managers, custodians and investors. Prior to that, Tom was the Head of UBS Asset Management Tax – EMEA. The EMEA Head of Tax position covered all operational tax matters globally for over 500 funds domiciled principally in Ireland, Luxembourg, Switzerland, and the UK. This included European investor tax reporting and technical analysis across all key investment jurisdictions for withholding tax, capital gains and transactions taxes. Tom joined UBS in September 2018 and prior to that, he worked as an investment funds tax specialist at Northern Trust and Aviva Investors. Tom has been a Chartered Accountant for over 10 years and is a member of the Tax Committee at the UK Investment Association.

Louise Hillman, Director of Finance, Medical Research Foundation
Louise joined the Medical Research Foundation in April 2018 as Director of Finance, responsible for financial strategy and long-term planning as well as day-to-day operational control of our finances and estate. She qualified as a chartered accountant with Deloitte & Touche and spent time at Credit Suisse before moving to the social sector, working firstly for an international NGO and then for a charity which helped others scale their proven social impact solutions. In her spare time, she walks and swims and is a trustee of a small museum.

Webinar chair: Kristina Kopic FCA DChA, Head of Charity and Voluntary Sector, ICAEW
Kristina is a chartered accountant who has worked in and for the Not-for-Profit sector for over 15 years. Kristina trained at charity specialists Sayer Vincent and subsequently worked in finance roles at the Royal College of Nursing, Imperial College London and the Sainsbury Family Charitable Trusts. Kristina holds charity-specific qualifications in accountancy, law and governance and a Master in Voluntary Sector Management from Bayes Business School (formerly Cass).