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, 42 Hallam Street, London W1W 6NW

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Agenda

Registration
8:50 am

Chairs' Welcome
09:20 am

Freddie Bjørn, Partner
Payne Hicks Beach

Sophie Dworetzsky, Partner
Charles Russell Speechlys

Highlighting Recent Cases and Developments in Non-Dom Taxation
09:30 am

  • An overview of the tax cases involving non-doms and their focus
  • The Impact of key judgements
  • The non-dom tax advisory landscape today

Elizabeth Wilson KC, Barrister
Pump Court Tax Chambers

Thomas Chacko, Barrister
Pump Court Tax Chambers

Exploring Where the Replacement of the Domicile Regime Leaves Us and How Advisors Should Prepare
10:00 am

  • Opportunities and challenges from the incoming Residency-Based System
  • How will the new Residence-Based System affect UK’s appeal to HNW individuals
  • Future proofing and balancing simplicity with security for clients

Nimesh Shah, CEO
Blick Rothenberg

Rosie Todd, Partner
Stevens & Bolton

Lynnette Bober, Director
Joseph Hage Aaronson

Alasdair Wilson, Managing Associate
Harbottle & Lewis

Networking Session & Refreshment Break
11:00 am

Advising Clients Leaving the UK
11:20 am

  • Looking at restructuring opportunities in relocation
  • Helping returning former residents
  • Creating relocation contingencies for clients worried about UK Domicile law changes

Sarah Farrow, Partner, Private Client Services
EY

Liz Palmer, Partner
Howard Kennedy

Lara Mardell, Of Counsel
Edwin Coe

Examining Different Jurisdictions for Mobile HNW Individuals: Italy, Spain & Switzerland
12:05

  • Advantages of alternative jurisdictions for NHW clients
  • What to know when preparing clients to enter these jurisdictions from the UK
  • What can the UK system learn from alternative structures around the world?
  • Will the UK’s loss be their gain?
  • What can the UK Residency Based System learn from other regimes?

Alberto Brazzalotto, Partner
Maisto e Associati (Italy)

Sonia Velasco, Partner
Cuatrecasas (Spain)

Siân Handley, Senior Wealth Planner
Pictet (Switzerland)

Networking & Lunch Break
12:50 pm

Exploring Financial Structures That May Assist Clients in the New Regime
13:50 pm

  • 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

David Kilshaw, Head of Private Client Wealth Solutions
Rothschild & Co

Jonathan Conder, Partner
Stephenson Harwood

David Barker, Senior Wealth Planner
Lombard Odier

Assessing Changes to US Tax and Transparency Requirements Affecting Non-Doms
14:35

  • The state of UK domicile and US citizens
  • Changes to make for clients in the runup to the US Corporate Transparency ACT deadline for any “beneficial owners”
  • Reduction of allowances in US tax law from 2026

Georgina Guy, Head of International Strategic Advisory
Brown Advisory

Jaime McLemore, Partner
Withers Worldwide

Laura Dadswell, Partner
Pennington Manches Cooper

Discussing Approaches to Handling HMRC Investigations into Domicile Status
15:05 pm

  • The practicalities of investigations and what advisors should do to prepare clients
  • Preparing records to stop an investigation going forward before it starts
  • Communicating with the Revenue effectively

Dawn Register, National Head of Tax Dispute Resolution
BDO

Charlie Maydon Grace, Partner
Macfarlanes

Hugh Gunson, Partner
Charles Russell Speechlys

Radhika Mehta, Legal Counsel
Accuro

Networking & Refreshment Break
15:50

Exploring how Residence and Domicile can Affect Trusts, Beneficiaries, and Family Law
16:10

  • Stress testing financial structures for beneficiary upheavals
  • Avoiding settlor interested trusts
  • Changes to Private Trust Companies
  • Succession planning for non-doms in different jurisdictions

Marcus Dearle, Senior Partner
Miles Preston

Geoff Kertesz, Partner
Stewarts

Elizabeth Shaw, Trust Director
Affinity Private Wealth (Jersey)

Claire Randall, Partner
Farrer & Co

Basil Dixon, Partner
Payne Hicks Beach

Case Study: Supporting a Non-Dom Immigrating to the UK with their Family
16:55

  • Pre-planning to ensure clients have enough days allowed to attend for key family, business, and leisure events in the country
  • Balancing family, business, and tax aspects that need considering
  • Supporting the non-financial needs and interests for clients

Katie Newbury, Partner
Kingsley Napley

Chetal Patel, Partner and Head of Immigration
Bates Wells

Jennifer Ollerenshaw, Head of Wealth Planning UK
Lombard Odier

Chairs' closing
5:30 pm

8:50 am
Registration
09:20 am
Chairs' Welcome
Freddie Bjørn - Partner - Payne Hicks Beach
Sophie Dworetzsky - Partner - Charles Russell Speechlys
09:30 am
Highlighting Recent Cases and Developments in Non-Dom Taxation
  • An overview of the tax cases involving non-doms and their focus
  • The Impact of key judgements
  • The non-dom tax advisory landscape today
Elizabeth Wilson KC - Barrister - Pump Court Tax Chambers
Thomas Chacko - Barrister - Pump Court Tax Chambers
10:00 am
Exploring Where the Replacement of the Domicile Regime Leaves Us and How Advisors Should Prepare
  • Opportunities and challenges from the incoming Residency-Based System
  • How will the new Residence-Based System affect UK’s appeal to HNW individuals
  • Future proofing and balancing simplicity with security for clients
Nimesh Shah - CEO - Blick Rothenberg
Rosie Todd - Partner - Stevens & Bolton
Lynnette Bober - Director - Joseph Hage Aaronson
Alasdair Wilson - Managing Associate - Harbottle & Lewis
11:00 am
Networking Session & Refreshment Break
11:20 am
Advising Clients Leaving the UK
  • Looking at restructuring opportunities in relocation
  • Helping returning former residents
  • Creating relocation contingencies for clients worried about UK Domicile law changes
Sarah Farrow - Partner, Private Client Services - EY
Liz Palmer - Partner - Howard Kennedy
Lara Mardell - Of Counsel - Edwin Coe
12:05
Examining Different Jurisdictions for Mobile HNW Individuals: Italy, Spain & Switzerland
  • Advantages of alternative jurisdictions for NHW clients
  • What to know when preparing clients to enter these jurisdictions from the UK
  • What can the UK system learn from alternative structures around the world?
  • Will the UK’s loss be their gain?
  • What can the UK Residency Based System learn from other regimes?
Alberto Brazzalotto - Partner - Maisto e Associati (Italy)
Sonia Velasco - Partner - Cuatrecasas (Spain)
Siân Handley - Senior Wealth Planner - Pictet (Switzerland)
12:50 pm
Networking & Lunch Break
13:50 pm
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
David Kilshaw - Head of Private Client Wealth Solutions - Rothschild & Co
Jonathan Conder - Partner - Stephenson Harwood
David Barker - Senior Wealth Planner - Lombard Odier
14:35
Assessing Changes to US Tax and Transparency Requirements Affecting Non-Doms
  • The state of UK domicile and US citizens
  • Changes to make for clients in the runup to the US Corporate Transparency ACT deadline for any “beneficial owners”
  • Reduction of allowances in US tax law from 2026
Georgina Guy - Head of International Strategic Advisory - Brown Advisory
Jaime McLemore - Partner - Withers Worldwide
Laura Dadswell - Partner - Pennington Manches Cooper
15:05 pm
Discussing Approaches to Handling HMRC Investigations into Domicile Status
  • The practicalities of investigations and what advisors should do to prepare clients
  • Preparing records to stop an investigation going forward before it starts
  • Communicating with the Revenue effectively
Dawn Register - National Head of Tax Dispute Resolution - BDO
Charlie Maydon Grace - Partner - Macfarlanes
Hugh Gunson - Partner - Charles Russell Speechlys
Radhika Mehta - Legal Counsel - Accuro
15:50
Networking & Refreshment Break
16:10
Exploring how Residence and Domicile can Affect Trusts, Beneficiaries, and Family Law
  • Stress testing financial structures for beneficiary upheavals
  • Avoiding settlor interested trusts
  • Changes to Private Trust Companies
  • Succession planning for non-doms in different jurisdictions
Marcus Dearle - Senior Partner - Miles Preston
Geoff Kertesz - Partner - Stewarts
Elizabeth Shaw - Trust Director - Affinity Private Wealth (Jersey)
Claire Randall - Partner - Farrer & Co
Basil Dixon - Partner - Payne Hicks Beach
16:55
Case Study: Supporting a Non-Dom Immigrating to the UK with their Family
  • Pre-planning to ensure clients have enough days allowed to attend for key family, business, and leisure events in the country
  • Balancing family, business, and tax aspects that need considering
  • Supporting the non-financial needs and interests for clients
Katie Newbury - Partner - Kingsley Napley
Chetal Patel - Partner and Head of Immigration - Bates Wells
Jennifer Ollerenshaw - Head of Wealth Planning UK - Lombard Odier
5:30 pm
Chairs' closing

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