This Forum aims to bring together private fund managers across Scotland, providing an update from our growing Financial Services teams and to discuss timely developments. This session will provide practical insights and expert commentary on regulatory, tax, and audit changes relevant to your business.

• Autumn Budget 2025: We'll unpack the key Budget measures and their implications for the investment management sector
• Tax update on carried interest changes: A focused look at the latest HMRC guidance and how it affects fund structures and investor returns
• CASS Audit considerations: An overview of practical considerations for compliance and audit readiness
• 2025 valuation guidelines: An overview of private market valuations and the proposed changes to the IPEV guidelines

We are also delighted to welcome NCM Fund Services Limited who will share their perspective on proposed reforms and industry feedback, with insights from the FCA and HMT Call for Input on AIFMD.