Step 1: Unpacking fair and responsible tax policy

The first stage is information and expertise gathering from relevant stakeholders.

As the matters are rather technical we encourage tax experts and people exposed to the challenges related to these areas in their daily professional life to participate. We also strongly encourage CSR professionals with knowledge of the financial bottom line to participate.

In order to unpack what is “fair” tax and “responsible” tax policy, and what constitutes “aggressive” tax planning, the initial workshops will dive into some of the responsible corporate tax policy content: 

  • Corporate structure and use of offshore financial centres
  • Taxing substance: Economic value creation
  • Focus on tax issues related to corporate responsibility in investments and activities in developing countries and emerging markets
  • Transparency: Shifting borders

We will also hold a number of international conferences with our partner organisations, which will take place in London, United Kingdom, Entebbe, Uganda and Lima, Peru. At this stage progress will be presented to international actors and inspire alignment.

Step 2: Transforming discussions content into a "set of principles”

In the next phase Oxfam IBIS will with support from external consultants compile the  input gathered from the workshops in the Tax Dialogue. This will be done in collaboration with the participating companies and investors. They will be tested with an advisory group of stakeholders (and potentially bilateral meetings) who have participated in one or more of the workshops.

Step 3: Implementation and governance

The dialogue will continue to put focus on implementation and governance of a responsible corporate tax policy and accountability with emphasis on the following: 

  • Risk management and Board oversight
  • Integration with CSR more broadly
  • Due diligence
  • Practical tools for implementation

Please note that all topics and plans are subject to change, and we welcome advice and input to this.