Lombard Odier
The Non-Dom Tax Forum 2024 - 3rd Annual
The first event to address the replacement of the Non-Dom Regime with a Residency-Based System from April 2025
In-person | 23rd May 2024 | Central London
Have you heard and digested the details of the scrapping of the UK’s Domicile System?
If so, this is your first opportunity to benchmark your conclusions and address key changes with your peers. To maximise insights on the replacing of the Non-Dom Tax Regime with a Residency-Based System from April 2025, announced in the Spring Budget, this event has been specifically scheduled for May 2024.
Your First Opportunity to Address Key Changes…
Content will be focused on technical guidance and practical strategies necessary to adapt to the transition to the Residence-Based System.
Hear from International Lawyers representing Key Regimes for Non-Doms...
You’ll explore the advantages of these regimes and discuss what the UK’s new Residency-Based System should learn from them.
Alberto Brazzalotto
Partner
Maisto e Associati (Italy)
Maisto e Associati (Italy)
Sonia Velasco
Partner
Cuatrecasas (Spain)
Cuatrecasas (Spain)
With leading experts having shaped the agenda you can be assured all the most relevant information will be addressed...
Over one day you’ll gain comprehensive yet succinct updates that will add immediate value for you and your clients.
Advising Clients Leaving the UK on
Maintaining Financial Prudence
- Helping returning deemed dom clients
- Looking at restructuring opportunities in relocation
- Creating relocation contingencies for clients worried about UK Domicile law changes
Exploring how Residence and Domicile can
Affect Trusts, Beneficiaries, and Family Law
- Stress testing financial structures for beneficiary upheavals
- Changes to Private Trust Companies
- Succession planning for non-doms in different jurisdictions
Exploring Financial Structures That May
Assist Clients in the New Regime
- Identifying the tax traps and pitfalls for advisors for non-doms investing and residing in the UK as compared with the current regime
- What to do with prior unremitted funds
- Considering alternative approaches, investment strategies and investment holding structures in the new regime
Our Co-Chairs
Our Expert Advisory Panel
David Kilshaw
Head of Private Client Wealth Solutions
Rothschild & Co
Rothschild & Co
Helen McGhee
Partner
Joseph Hage Aaronson
Joseph Hage Aaronson
Nimesh Shah
CEO
Blick Rothenberg
Blick Rothenberg
Georgina Guy
Head of International Strategic Advisory
Brown Advisory
Brown Advisory
Enhance your knowledge and expertise on key non-dom tax developments from diverse range of professionals:
Join your peers for a day focused specifically on the issues impacting non-domiciled individuals.
Examining Different Jurisdictions
for Mobile HNW Individuals
Bringing together advisors for non-doms from across tax law, trust litigation, accounting,
wealth management and trust management allowing attendees to gain insights from a range of
professionals advising non-doms
Investments traps and pitfalls
to avoid for non-doms
Latest Confirmed Speakers Include
The range of professionals in attendance from the non-dom advisory sector will provide you with opportunities to build new, and cement existing, relationships with your peers across the industry.
Chetal Patel
Partner and Head of Immigration
Bates Wells
Bates Wells
Rosie Todd
Partner
Stevens & Bolton
Stevens & Bolton
Katie Newbury
Partner
Kingsley Napley
Kingsley Napley
Jonathan Conder
Partner
Stephenson Harwood
Stephenson Harwood
Jaime McLemore
Partner
Withers Worldwide
Withers Worldwide
Marcus Dearle
Senior Partner
Miles Preston
Miles Preston
Sarah Farrow
Partner, Private Client Services
EY
EY
Charlie Maydon Grace
Partner
Macfarlanes
Macfarlanes
Jennifer Ollerenshaw
Head of Wealth Planning UK
Lombard Odier
Lombard Odier
Jonathan Burt
Partner
Harbottle & Lewis
Harbottle & Lewis
Helen Hendy
Client Services Director
Accuro (Jersey)
Accuro (Jersey)
Dawn Register
National Head of Tax Dispute Resolution
BDO
BDO
Elizabeth Wilson KC
Barrister
Pump Court Tax Chambers
Pump Court Tax Chambers
Thomas Chacko
Barrister
Pump Court Tax Chambers
Pump Court Tax Chambers
Geoff Kertesz
Partner
Stewarts
Stewarts
Hugh Gunson
Partner
Charles Russell Speechlys
Charles Russell Speechlys
Laura Dadswell
Partner
Pennington Manches Cooper
Pennington Manches Cooper
Liz Palmer
Partner
Howard Kennedy
Howard Kennedy
Lara Mardell
Of Counsel
Edwin Coe
Edwin Coe
David Barker
Senior Wealth Planner
Lombard Odier
Lombard Odier
Elizabeth Shaw
Trust Director
Affinity Private Wealth (Jersey)
Affinity Private Wealth (Jersey)
Claire Randall
Partner
Farrer & Co
Farrer & Co
Basil Dixon
Partner
Payne Hicks Beach
Payne Hicks Beach
Contact Us
Partnership Enquiries
For Partnership Enquiries enquiries please contact James Baldwin-Webb on +44 (0) 20 3398 8546 or email james@thoughtleaders4.com
Booking & General Enquiries
For Booking & General Enquiries enquiries please contact Danushka De Alwis on +44 (0) 20 3580 5891 or email danushka@thoughtleaders4.com
Venue & Logistics
For Venue & Logistics enquiries please contact Sarah Barton on +44 (0) 20 3398 8560 or email sarah@thoughtleaders4.com