Tax Generative AI in 2024: Opportunity, Threat, or Both?

Watch Now

Date and Time

Recorded July 2024

About this event

Tax professionals across the UK have been quick to recognise the benefits and opportunities of generative AI.

A May 2024 survey by Tolley found two-thirds of tax practitioners in the UK are currently using generative AI on a regular basis or have plans to use it in the near future.

While excitement levels are high, many tax professionals still harbour valid concerns over the trustworthiness of free-to-use generative AI tools. For tax practitioners to get the most of this technology, they will need tools grounded in trustworthy tax sources.

In this must-attend webinar, our panel of experts will guide you through the opportunities and challenges of leveraging generative AI in tax.

Gain invaluable insights and best practices to harness the full potential of this game-changing technology while mitigating potential risks.

Host

Jonathan Scriven

Director Tax Markets at LexisNexis

Jonathan leads the Tolley tax business and is responsible for LexisNexis’s tax product portfolio, including market-leading research and guidance solutions, news and current awareness services, workflow tools, data and analytics solutions, and full tax training program. With over 10 years of experience in information, technology, and learning, he specializes in SaaS-based knowledge management and decision tools.

Panelists

Paul Aplin OBE

Vice President of the CIOT

Paul Aplin OBE is Vice President of the CIOT and a former president of ICAEW and was in practice for 40 years for an independent West Country firm. He is a member of HMRC’s Administrative Burdens Advisory Board, Tax Faculty board, CIOT council and CFE tax technology committee. He is adviser to personal tax apps untied, Daysium and Dext and is a regular commentator on tax and technology issues.

Alex Conway

Partner at Crowe UK

Alex is a Partner at Crowe UK, specializing in tax advisory for professional practices and individual partners, and sits on Crowe’s tax technology board specialising in delivery of products for the Private Client and Partnership space. With extensive experience in personal and partnership tax matters, he focuses on carried interest, disguised investment management fees, and international expansion. A member of the APP and BVCA Tax Committees, Alex is dedicated to providing tailored tax solutions that help clients achieve their financial goals.

Priya Vijayasarathy

Director at Deloitte

Priya is a data analytics and AI specialist with over 10 years of experience spanning multiple industry sectors. Currently, she serves as a Director at Deloitte Tax & Legal’s Data and AI practice in the UK, specializing in the development and implementation of analytics and AI solutions for tax purposes. Priya is an electronics engineer by background and completed her MBA in Finance in Sydney.

Becky Shields

Partner and Head of Digital Transformation at Moore Kingston Smith

As Head of Digital Transformation and a member of Moore Kingston Smith’s Senior Leadership Team, Becky spearheads the firm’s digital strategy, focusing on data, AI, and automation. She sits on the Outsourcing, Moore ClearComm, and IT strategy boards, guiding businesses across all sectors in their digital transformation journeys. Becky is a strategic partner for companies of all sizes, helping them align digital initiatives with their growth objectives.