8.30-09.00

Registration and coffee

09.00-09.45

Plenary

Welcome and introduction to the current UK Banking and Tax environment

Introduction to the day and an overview of the mega trends affecting the sector.

09.45-10:45

Plenary

AI use cases within the tax department

This session will explore practical applications of AI within the tax department, focusing on how AI can be deployed to enhance efficiency, insight, and decision-making. It will cover real-world use cases across compliance, risk management, and advisory activity, and consider lessons learned, governance considerations and future opportunities.

One of the examples the team will focus on and demo is EY Tax Radar, an AI enabled horizon scanning tool that helps banking tax teams monitor global tax developments, assess impact, and respond with speed and confidence.

10.45-11.05

Coffee break

11.05-11.50

Choice of one of the breakout sessions

Breakout session A: Corporate Tax Update

This session will provide a concise update on key UK corporate tax developments affecting banks. Topics will include recent and forthcoming case law, HMRC areas of focus (including Guidelines for Compliance and index‑linked gilts), a year‑to‑date Pillar Two update, and recent OECD developments, including changes to commentary on remote working.

Breakout session B: Operational Taxes Update

This session will provide an update on recent and upcoming operational tax developments relevant to banks. Topics will include proposed ISA changes, changes to BBSI, CRS 2.0 and Cryptoasset Reporting Framework (CARF) (including OECD and Global Forum developments), FASTER and updates relating to the Qualified Intermediary (QI) regime

11:50-11:55

Transfer to next Breakout

11.55-12.40

Choice of one of the breakout sessions

Breakout session A: Global Employment Tax Update

This session will cover key global employment tax developments impacting financial services organisations, including off-payroll working, pensions salary sacrifice and NIC relief, immigration costs, and Benefits in Kind taxation, PBIK and current issues relating to NIC apportionment. It will also explore employer readiness for mandatory payrolling of benefits in kind and real-time employment taxes reporting, focusing on the implications of payroll processes, data flows, governance, controls and the practical steps needed for a smooth transition.

Breakout session B: Indirect Tax and Transfer Pricing Update

This session will provide a high‑level update on key transfer pricing and indirect tax developments affecting banks. It will cover practical experience from the first year of the UK Local File requirement, HMRC’s Guidelines for Compliance and engagement with HMRC (including Project Snowball), developments relating to the International Controlled Transactions Schedule, HMRC’s approach to funding structures, and current VAT trends and TP/VAT interaction.

12.40-13.40

LUNCH

13.40-14.25

Plenary

Digital Assets

This session will explore the evolving UK tax landscape for digital assets and the increasing complexity driven by enhanced HMRC enforcement and new reporting obligations. It will cover the current approach to the corporate taxation of cryptoassets, the interaction with accounting treatment, and recent policy developments including HMRC’s Call for Evidence on stablecoins.

14.25-15.25

Plenary

Tax controversy and risk management update

This session will provide an update on HMRC compliance activity and current controversy hot topics affecting the banking sector. It will also explore the ongoing evolution in HMRC’s approach to risk management and discuss how organisations can respond effectively and navigate increased scrutiny.

15.25-15.45

Coffee break

15.45-16.30

Plenary

Tax, tax policy and politics

This session will examine the evolving tax policy and political landscape and its implications for the financial services sector. It will consider how fiscal pressures, political priorities and international tax reform are shaping tax outcomes, and what this means for corporate tax strategy, risk management and investment decisions. The focus will be on practical insight, policy direction, and forward‑looking discussion rather than technical detail.

From 16.30

Closing remarks followed by drinks reception and networking.