AFB Seminar: Navigating the OECD’s Updated Common Reporting Standard 2.0 – Tackling New Reporting Demands and HMRC Audit Expectations

As global tax transparency frameworks evolve, the introduction of CRS 2.0 and upcoming HMRC reporting requirements will have a direct impact on onboarding, reporting, and compliance processes across financial institutions. This seminar brings together subject‑matter experts from Grant Thornton to break down what these changes mean in practice.

Why attend?

This session will review:

• What’s new, what’s changing, and how existing financial products will be affected
• Understanding the expanded scope and operational implications for e‑money issuers and distributors
• Preparing for new HMRC reporting requirements in 2027 – a forward‑looking view of expected obligations and how to build readiness into firms’ compliance roadmaps
• Current HMRC Automatic Exchange of Information audit activities and lessons learned Insights from recent audits, common findings, and practical steps to strengthen control environments

Who should attend?

Compliance officers, tax reporting specialists, onboarding teams, regulatory affairs professionals, and senior managers responsible for CRS and AEOI compliance within AFB members.

Speaker

Martin Killer, Partner, Financial Services Tax

Martin leads the operational taxes business within financial services, covering a broad range of tax reporting and withholding regimes that banks, asset managers, insurance companies and fintechs must comply with across various financial products. These include FATCA, CRS, CARF, DAC6, the qualified intermediary regime, 871(m), withholding tax reclaims, the corporate criminal offence, ISA and pensions tax compliance.

He holds relationships with key personnel at HMRC and the IRS, as well as with financial trade bodies, such as UK Finance and the Investment Association. He regularly advises them on the implementation and ongoing monitoring of operational tax regimes.

Many of his clients are internationally based, as several of these regimes have global reach and require financial institutions to share data with tax authorities in other jurisdictions. Clients value his combination of strong technical knowledge with significant commercial and practical experience. Martin understands the operational impact of these regimes, including how clients leverage technology to achieve effective compliance and manage customer data.

Please note you will receive confirmation of your booking via email within 24 hours. Should you not receive a confirmation, please contact AFB to double-check if your booking was successful.

Logistics

Fee: Included in AFB membership

Location: Grant Thornton, 8 Finsbury Circus, London EC2M 7EA

Date: Wednesday 16 September 2026

Time: 08:30 – 10:30 (Registration, networking and refreshments 08:30 – 09:00)

There will be ample opportunity for questions throughout the session; however, if you would like to submit a question before or have any areas that you would like the session to address, please send them to the AFB at secretariat@foreignbanks.org.uk.

You will receive final event details a week before the event.

Please note that you will only be deemed to have attended (for CPD points) if you have made yourself known at registration and attend 50% or more of the session.