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 | The Central, London

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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
Alberto Brazzalotto Partner
Maisto e Associati (Italy)
Sonia Velasco
Sonia Velasco Partner
Cuatrecasas (Spain)
Siân Handley
Siân Handley Senior Wealth Planner
Pictet (Switzerland)

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
David Kilshaw Head of Private Client Wealth Solutions
Rothschild & Co
Helen McGhee
Helen McGhee Partner
Joseph Hage Aaronson
Nimesh Shah
Nimesh Shah CEO
Blick Rothenberg
Georgina Guy
Georgina Guy Head of International Strategic 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
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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
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Investments traps and pitfalls
to avoid for non-doms
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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
Chetal Patel Partner and Head of Immigration
Bates Wells
Rosie Todd
Rosie Todd Partner
Stevens & Bolton
Katie Newbury
Katie Newbury Partner
Kingsley Napley
Jonathan Conder
Jonathan Conder Partner
Stephenson Harwood
Jaime McLemore
Jaime McLemore Partner
Withers Worldwide
Marcus Dearle
Marcus Dearle Senior Partner
Miles Preston
Sarah Farrow
Sarah Farrow Partner, Private Client Services
EY
Charlie Maydon Grace
Charlie Maydon Grace Partner
Macfarlanes
Jennifer Ollerenshaw
Jennifer Ollerenshaw Head of Wealth Planning UK
Lombard Odier
Jonathan Burt
Jonathan Burt Partner
Harbottle & Lewis
Helen Hendy
Helen Hendy Client Services Director
Accuro (Jersey)
Dawn Register
Dawn Register National Head of Tax Dispute Resolution
BDO
Elizabeth Wilson KC
Elizabeth Wilson KC Barrister
Pump Court Tax Chambers
Thomas Chacko
Thomas Chacko Barrister
Pump Court Tax Chambers
Geoff Kertesz
Geoff Kertesz Partner
Stewarts
Hugh Gunson
Hugh Gunson Partner
Charles Russell Speechlys
Laura Dadswell
Laura Dadswell Partner
Pennington Manches Cooper
Liz Palmer
Liz Palmer Partner
Howard Kennedy
Lara Mardell
Lara Mardell Of Counsel
Edwin Coe
David Barker
David Barker Senior Wealth Planner
Lombard Odier
Elizabeth Shaw
Elizabeth Shaw Trust Director
Affinity Private Wealth (Jersey)
Claire Randall
Claire Randall Partner
Farrer & Co
Basil Dixon
Basil Dixon Partner
Payne Hicks Beach
Lynnette Bober
Lynnette Bober, Director
Joseph Hage Aaronson
Siân Handley
Siân Handley Senior Wealth Planner
Pictet (Switzerland)

Event Partners

Knowledge Partner
Lunch Partner

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