2026 Taxation Series (Isle of Man-specific)

10 PD hours

Description

The 2026 Taxation Series (Isle of Man-specific) is a focused 10-part programme designed to keep tax, compliance, and fiduciary professionals ahead of fast-moving change in the Isle of Man and beyond. It brings together 2 Isle of Man-specific webinars, covering the latest local developments and the future direction of Isle of Man tax policy, alongside 8 international sessions exploring the global themes shaping financial services.

Across the series, we will unpack what tax transparency, substance, anti-avoidance, fund taxation, transfer pricing, withholding taxes, and the global minimum tax mean in practice, with a clear focus on implications, risk hotspots, and practical next steps. Expect current insight, pragmatic guidance, and concise takeaways you can apply immediately in your day-to-day role.

The series is delivered live online via Microsoft TEAMS and recorded where possible. Each webinar provides 1-hour of CPD.

Suitable For

This series is suitable for tax, compliance, fiduciary, legal, fund services, and finance professionals who need practical Isle of Man updates alongside the key international tax developments impacting financial services in 2026.

Agenda

Isle of Man Taxation: Key Developments and Insights

02 March 2026 | 11:00-12:00 | 1 CPD Hours

Recent and upcoming Isle of Man tax changes
Corporate and individual tax touchpoints for FS firms
Reporting and disclosure obligations and timelines
International pressures, substance, transparency, anti avoidance
Practical risk areas and controls for advisers and administrators

Digitalisation and Tax: Fintech, Digital Assets, and Emerging Business Models

24 March 2026 | 11:00-12:00 | 1 CPD Hours

Tax characterisation of digital income streams
Nexus, PE risk, and remote service delivery
VAT/GST issues in digital supplies
Governance, controls, and audit trails
Practical lessons from real-world scenarios

Private Wealth and Global Tax Transparency

28 April 2026 | 11:00-12:00 | 1 CPD Hours

Reporting regimes and data quality expectations
Beneficial ownership and governance standards
Handling enquiries, audits, and information exchange
Documentation and evidence pack essentials
Remediation approaches for legacy issues

International Taxation of Investment Funds

19 May 2026 | 11:00-12:00 | 1 CPD Hours

Treaty access, residence, and PE risk
Return characterisation and investor outcomes
WHT and VAT/GST touchpoints across jurisdictions
Substance, delegation, and governance considerations
Common structuring pitfalls and controls

Substance, Transparency, and Anti-Avoidance in a Global Context

02 June 2026 | 11:00-12:00 | 1 CPD Hours

Economic substance: people, premises, decisions
Anti-avoidance themes (GAAR/PPT) in practice
Anti-hybrid, CFC, and mismatch risk indicators
Evidence, minutes, and governance artefacts
Control framework to reduce challenge risk

Transfer Pricing in Financial Services: Global Trends and Challenges

30 June 2026 | 11:00-12:00 | 1 CPD Hours

FS-specific value chain and risk control expectations
Treasury, funding, guarantees, and liquidity pricing
Benchmarking, documentation, and audit readiness
Managing disputes, APAs, and controversy risk
New product, outsourcing, and operating-model impacts

Cross-Border Withholding Taxes: Managing Treaty Relief and Double Taxation

15 September 2026 | 11:00-12:00 | 1 CPD Hours

Identifying WHT exposures by payment type
Treaty relief, forms, and process design
Beneficial ownership and anti-abuse considerations
Reclaims, timelines, and evidence requirements
Operational controls for scalable compliance

Global Minimum Tax and the Future of Corporate Taxation

13 October 2026 | 11:00-12:00 | 1 CPD Hours

Core mechanics: GloBE, covered taxes, top-up tax
Safe harbours, elections, and practical shortcuts
Data, systems, and controls needed to comply
Impact on structures, financing, and IP planning
Governance, roles, and cross-functional delivery

Tax Considerations in Cross-Border Transactions and Financing

03 November 2026 | 11:00-12:00 | 1 CPD Hours

Acquisition structuring and funding pathways
Interest limitation, hybrids, and anti-avoidance risks
WHT, treaty positions, and cash repatriation
Transaction documentation and purpose/evidence
Post-deal integration, exit planning, and governance

Future Trends in Isle of Man Tax Policy

30 November 2026 | 11:00-12:00 | 1 CPD Hours

Policy drivers and likely themes for the Isle of Man
Areas of focus for compliance, reporting, and governance
International standards influencing local expectations
Practical steps to strengthen frameworks and controls
Monitoring change and embedding it into operations

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This webinar forms part of the 2025 Corporate Services Providers Series (Isle of Man-specific).

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