HNW Tax: The New Era

26 June 2025 to 27 June 2025
Pennyhill Hotel & Spa, Surrey

This Circle will look back on the 2024/25 tax year by sharing client responses to the legislation and exploring technical issues and difficulties that have been addressed whether the clients decided to leave, remain or arrive.  It will also look to the future by discussing what has been announced and is still to be implemented and what planning if any can be done to address these future changes.  The Circle would also like to take soundings on what we might expect from the Chancellor beyond what has already been announced.

The forum will bring together industry experts to unpack the budget and provide valuable insights on tax planning, global mobility, and residence options.

This Circle is kindly supported by Maisto.

 

Both the Conservative and Labour Governments were repeatedly warned that further tax increases particularly the widely-trailed changes to the nondom regime would damage the economy and its attractiveness to internationally mobile families.   Rachel Reeves' first budget in October 2024 and the subsequent Finance Bill introduced far-reaching changes and have been described as causing a "catastrophic mess".  She has refused to rule out an emergency budget.  Indeed some experts fear she may "double down" on tax rises so that the Labour Government can raise more money to "invest" to stimulate growth which has otherwise stagnated.   With this backdrop it is not surprising that many internationally mobile families have left; however others have decided to stay and have looked to mitigate the impact of the changes and notwithstanding or perhaps because of some of the changes others have decided to come. 

This Circle will look back on the 2024/25 tax year by sharing client responses to the legislation and exploring technical issues and difficulties that have been addressed whether the clients decided to leave, remain or arrive.  It will also look to the future by discussing what has been announced and is still to be implemented and what planning if any can be done to address these future changes.  The Circle would also like to take soundings on what we might expect from the Chancellor beyond what has already been announced.

This Circle will bring together industry experts to unpack the budget and provide valuable insights on tax planning, global mobility, and residence options.

Introducing the Co-Chairs for 2025: Jonathan Conder (Stephenson Harwood), and Fiona Poole (Maurice Turnor Gardner) and the Advisory Board: Alexandra Adrot (Bonnet), Xavier Nicholas (Forsters), Alberto Brazzalotto (Maisto e Associati) and Christopher Groves (Withers).

This exclusive invitation only event, involves facilitated discussions across one and a half days of content, led by our Co-Chairs and Advisory Board.

The board will curate the invite list and areas of discussion. Designed to be interactive and as inclusive as possible, there are no set-piece presentations or panel sessions with the focus being on open discussion.

The event will run in 2 broad formats: Horseshoe & Interactive roundtables, whereby we are expecting all attendees to be involved throughout. There will be assigned topic leaders for each session to get the conversation amongst all attendees started.

Given the format this is very much fluid, and we are keen to take suggestions from attendees up until the event itself as to what you would like to have covered.

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Delegates

Jonathan Conder
Partner
Stephenson Harwood
Fiona Poole
Partner
Maurice Turnor Gardner
Xavier Nicholas
Partner
Forsters
Alexandra Adrot
Avocat à la Cour
Bonnet Adrot-Castorina Avocats  
Siena Gold
Partner
Harbottle & Lewis
Charlie Sosna
Partner
Mishcon de Reya
Natasha Oakshett
Partner
Withers
Damian Bloom
Partner
Taylor Wessing
Eduardo Martinez-Matosas
Partner
Gómez-Acebo & Pombo.
Zoë Anderson
Director, Private Client
Rawlinson & Hunter
Charlie Maydon Grace
Partner
Macfarlanes
Marcus Dearle
Senior Partner
Miles Preston
Imogen Buchan-Smith
Director
Ernst & Young
David Kilshaw
Head of Private Client
Rothchild & Co
Alberto Brazzalotto
Partner
Maisto e Associati
Lacie Riseborough
Senior Manager
CAF
Hannah Pulleyn
Wealth Planner
LGT Wealth Management US
Sehjal Gupta
Private Client Tax Partner
Berg Kaprow Lewis
Chris Groves
Partner
Withers
Phineas Hirsh
Partner
Payne Hicks Beach
Sophie Wettern Kirk
Counsel
Maurice Turnor Gardner
Ceri Vokes
Partner
Withers
Alfie Turner
Senior Tax Advisor
Baker McKenzie
Brígida Galbete
Counsel
Cuatrecasas
Yousafa Hazara
Legal Director
Irwin Mitchell
Kieran Hutchinson Dean
Partner
Dixon Wilson

Agenda

9:30AM
Registration & Welcome Coffee
10:00AM
Co-Chairs Welcome

Fiona Poole - Partner - Maurice Turnor Gardner

Jonathan Conder - Partner - Stephenson Harwood

10:10AM
Session 1: The State of HNW Tax – What Just Happened. A look back at the key tax developments from w/c 31st March - what they meant then and what they mean now.  

Fiona Poole - Partner - Maurice Turnor Gardner

Alexandra Adrot-Castorina - Partner - Bonnet Avocats

11:10AM
Refreshment Break
11:40AM
Session 2: BPR in Action – Family Business Tax Strategies. A case study-driven discussion on Business Property Relief (BPR) and planning with family businesses.

Jonathan Conder - Partner - Stephenson Harwood

Charlie Maydon Grace - Partner - Macfarlanes

12:40PM
Lunch
14:00PM
Interactive Roundtables: A deep dive into pressing tax challenges and strategies.
14:00PM
Round 1 - The End of Non-Dom? What’s Next for Global Tax-Friendly Destinations.

Alberto Brazzalotto - Partner - Maisto e Associati (Italy)

Christopher Groves - Partner - Withers

Brígida Galbete - Counsel - Cuatrecasas

14:40PM
Round 2 - Tax Changes & Remittances.

Zoë Anderson - Director, Private Client - Rawlinson & Hunter

Sehjal Gupta - Private Client Tax Partner - Berg Kaprow Lewis

15:20PM
Refreshment Break
15:50PM
Tax Treaty Planning

Imogen Buchan-Smith - Director - EY

16:30PM
Closing remarks from the Co-Chairs
18:00PM
Drinks Reception
19:30PM
Dinner
09:30AM
Morning Coffee & Refreshments
10:00AM
Session 3: Second day Trusts in Transition – Tax vs. Asset Protection. Examining the evolving role of trusts in tax planning and asset protection, including divorce considerations.

Marcus Dearle - Senior Partner - Miles Preston

Siena Gold - Partner - Harbottle & Lewis

11:00AM
Refreshment Break

Xavier Nicholas - Partner, Head of Private Client - Forsters

Damian Bloom - Partner - Taylor Wessing

11:30AM
Session 4: Gone But Not Forgotten: Advising Departed Clients Before 2026. Exploring governance, family office strategies, and industry opportunities as clients relocate.

Location

Event Location

Contact

Attendance, Booking & General Queries

For general enquiries please contact
Maddi Briggs on +44 (0) 20 3398 8545
or email maddi@thoughtleaders4.com

Venue & Logistics

For venue & logistics enquiries please contact
Emily Dobie on +44 (0)  20 3038 4513              
or email emily@thoughtleaders4.com

Partnership

For partnership enquiries please contact
James Baldwin-Webb on +44 (0) 20 3398 8546 
or email james@thoughtleaders4.com

Event Contact