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
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
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).
Collas Crill
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.
PwC
Director
Saffery Champness
With a career spanning three decades in industry, Phil Radford is hailed as innovative and adaptable, with a particular interest in emerging opportunities in the digital asset market. As Director of one of Guernsey’s largest independent trust companies, Phil is responsible for teams that establish, administer, and manage multi-jurisdictional structures holding diverse assets for ultra-high-net-worth individuals and families.
As head of the Digital Asset & Cryptocurrency Team, Phil was instrumental in seeing the firm become one of the leaders in supporting clients with digital wealth. Methodical and pragmatic, Phil is adept at creating structuring solutions across multiple jurisdictions. From crypto-natives and blockchain founders, to clients looking to diversify their portfolios, Phil has extensive experience in identifying and catering to the unique needs of digital asset clients.
With a wealth of investment knowledge, Phil also leads the firm’s Investment Review Committee in ensuring that the performance of appointed quoted investment portfolio managers is meeting expectations. He also has a specialism in impact and sustainable investing within the ESG sphere.
Phil’s personal interest, and professional experience, in digital assets have seen him regularly author thought leadership articles on managing digital wealth, alongside being a confident and engaging public speaker on the subject.
Saffery Champness
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
BDO
Head of European Sales & Introducing Brokers & Global Head of Sales Engineering
Coinbase
Coinbase
Agenda
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
Partnership
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