TL4
Virtual

Getting Comfy with Crypto: Building Trustee Confidence

19 Jul 2021

Location: Zoom (4pm-5pm UK Time)
Members: Free for members - Book by 19 Jul
Non Members: Become a Member above and Register for FREE - Book by 19 Jul

Getting Comfy with Crypto: Building Trustee Confidence

Highlights

Can I put Bitcoin in a trust? Should I? How do trustees get comfortable with holding crypto in structures?

Join our expert speakers in what will be a complete 'all you need to know' about working with crypto currencies. Chaired by David Cooney of Collas Crill, our speakers will cover a multitude of areas including due diligence, storage and proper structuring.
 

  • A practical discussion on many of the barriers to holding cryptoassets in trust structures, and how trustees can overcome them;
     
  • Hear directly from one of the leading cryptocurrency custodians on their approach to security and safekeeping;
     
  • Learn from the real experiences of trustees who already hold cryptocurrency within their trust structures;
     
  • Understand the key UK tax drivers for holding crypto in structures, especially for UK res non-doms; and
     
  • How to conduct due diligence on cryptoassets – what does it involve, and why should I do it?

Our Expert Speakers

David Cooney
Partner
Collas Crill

David joined Collas Crill's Guernsey office in early 2020 and is a partner in the International Private Client and Trusts team. David specialises in the establishment of complicated wealth planning structures, spanning multiple jurisdictions. David is qualified and regularly advises in relation to the laws of the Cayman Islands, BVI and Guernsey*. Immediately prior to joining Collas Crill's Guernsey office, David spent four years in the Zurich office of an international private client firm.

David's private client practice involves a broad range of commercial and private trust matters, including in connection with the establishment and administration of investment funds structured as unit trusts, pension trusts and employee benefit trusts. David frequently advises family offices, charitable organisations, trustees and high net worth individuals on complex trust structures for wealth and estate planning, as well as the use of private trust companies, foundations (under both Cayman and Guernsey laws) and STAR and VISTA Trusts (under Cayman and BVI laws).


David Cooney
David Cooney Partner
Collas Crill
Roman Lewandrowski
Senior Manager
PwC

Roman is a Senior Manager in the Forensics Practice at PricewaterhouseCoopers Switzerland.

He has the engineering and development lead for PwC’s crypto assets audit tool “Halo Crypto Solution”.

Roman advises audit teams in terms of technical questions and challenges of auditing particular blockchains or tokens.

He also advises financial institutions in the process of onboarding prospects or clients with digital assets.


Roman Lewandrowski
Roman Lewandrowski Senior Manager
PwC
Philip Radford
Director
Saffery Champness

Philip is responsible for a team that establishes, administers and manages a variety of offshore structures, working with clients from a wide range of jurisdictions. He also heads the firm’s Investment Review Committee, which reviews the appointment and performance of managers of quoted investment portfolios within the various fiduciary teams.

Philip sits on the board of several companies, involved in the acquisition, investment and development of both commercial and residential property interests. 

Born and educated in Guernsey, Philip has worked in the trust industry since 1994. He joined Saffery Champness in 2010, having previously worked in leading bank-owned trust companies


Philip Radford
Philip Radford Director
Saffery Champness
Christopher Mann
Tax Director
BDO

Chris is a Tax Director in BDO’s Private Client practice with a focus on Entrepreneurial and Private Wealth. Chris has had over 18 years experience working with, wealthy individuals and their businesses and providing advice and solutions on a variety of tax issues. One particular area that Chris advises on is to individuals tax reporting requirements in relation to Crypto Assets from a personal tax perspective. Chris works closely with BDO’s other crypto specialists who advice on corporate and accounting matters. Chris in 2020 spoke as part of a BDO panel at the Crypto Compare Digital Asset Summit in London. Chris also attends quarterly discussion forums with HMRC and HMRC’s theme lead on Crypto matters (and other legal and accountancy firms), to discuss HMRC’s approach and tax guidance on Crypto Assets


Christopher Mann
Christopher Mann Tax Director
BDO
Guillaume Chatain
Head of European Sales & Introducing Brokers & Global Head of Sales Engineering
Coinbase

Guillaume Chatain
Guillaume Chatain Head of European Sales & Introducing Brokers & Global Head of Sales Engineering
Coinbase

Agenda

3.55pm
Audience Log On
4.00pm
Chair's Welcome
Speakers:
David Cooney - Partner - Collas Crill
4.05pm
Getting Comfy with Crypto: Building Trustee Confidence
Speakers:
David Cooney - Partner - Collas Crill
Guillaume Chatain - Head of European Sales & Introducing Brokers & Global Head of Sales Engineering - Coinbase
Christopher Mann - Tax Director - BDO
Roman Lewandrowski - Senior Manager - PwC
Philip Radford - Director - Saffery Champness
4.55pm
Q&A
5.00pm
Chair's Closing Comments and End
Speakers:
David Cooney - Partner - Collas Crill

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