TL4

Non-Dom Tax conference: An annual review of all that’s key for those advising non-dom clients

With the focus on non-domiciliaries rising, join our panel in reviewing what the last 12 months have meant for non-doms and what the future holds 

11 May 2022 - Ironmongers' Hall

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Agenda

Registration
9:30 am

Welcome from your chairs
10:00 am

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

Kristina Volodeva, Partner
Rawlinson & Hunter

Recent Updates: A review of Case law, Legislative, HMRC Policy developments
10:15 am

Elizabeth Wilson QC, Barrister
Pump Court Tax Chambers

Break
11:15 am

5 Tax Traps of the Last Year (and How to Avoid Them) and 5 Planning Ideas
11:35 am

Jonathan Burt, Partner
Harbottle & Lewis

HMRC Investigations – How to Handle Them and How to Close Them Successfully
12:15 pm

Oliver Marre, Barrister
5 Stone Buildings

Lunch
1:00 pm

The Trust Panel: The non-dom trust – what are the key issues and the potential problems in practice.
2:00 pm

Stephen Griffiths, Wealth Advisory Partner
Saranac Partners

Alex Dean, Head of Private Wealth, UK
IQ-EQ

TAX, TAX, TAX: capital gains and inheritance taxation for Non-Doms owning UK Properties
2:40 pm

Kristina Volodeva, Partner
Rawlinson & Hunter

Break
3:20 pm

Differences in tax planning for US-non-doms vs other non-doms.
3:40 pm

Sarah Farrow, Partner, Private Client Services
EY Frank Hirth Limited

A refresher: why the basics matter (but even the best get them wrong) and essential “housekeeping” for the non-dom client.
4:20 pm

Roger Holman , Tax Partner
Mark Davies & Associates

Jennifer Ollerenshaw, Head of Wealth Planning UK
Lombard Odier

Closing remarks
5:00 pm

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

Kristina Volodeva, Partner
Rawlinson & Hunter

Drinks Reception
5:15 pm

9:30 am
Registration
10:00 am
Welcome from your chairs
David Kilshaw - Head of Private Client Wealth Solutions - Rothschild & Co
Kristina Volodeva - Partner - Rawlinson & Hunter
10:15 am
Recent Updates: A review of Case law, Legislative, HMRC Policy developments
Elizabeth Wilson QC - Barrister - Pump Court Tax Chambers
11:15 am
Break
11:35 am
5 Tax Traps of the Last Year (and How to Avoid Them) and 5 Planning Ideas
Jonathan Burt - Partner - Harbottle & Lewis
12:15 pm
HMRC Investigations – How to Handle Them and How to Close Them Successfully
Oliver Marre - Barrister - 5 Stone Buildings
1:00 pm
Lunch
2:00 pm
The Trust Panel: The non-dom trust – what are the key issues and the potential problems in practice.
Stephen Griffiths - Wealth Advisory Partner - Saranac Partners
Alex Dean - Head of Private Wealth, UK - IQ-EQ
2:40 pm
TAX, TAX, TAX: capital gains and inheritance taxation for Non-Doms owning UK Properties
Kristina Volodeva - Partner - Rawlinson & Hunter
3:20 pm
Break
3:40 pm
Differences in tax planning for US-non-doms vs other non-doms.
Sarah Farrow - Partner, Private Client Services - EY Frank Hirth Limited
4:20 pm
A refresher: why the basics matter (but even the best get them wrong) and essential “housekeeping” for the non-dom client.
Roger Holman - Tax Partner - Mark Davies & Associates
Jennifer Ollerenshaw - Head of Wealth Planning UK - Lombard Odier
5:00 pm
Closing remarks
David Kilshaw - Head of Private Client Wealth Solutions - Rothschild & Co
Kristina Volodeva - Partner - Rawlinson & Hunter
5:15 pm
Drinks Reception

Event Partners

Knowledge Partner
Media Partner

Contact Us

Event and Speaking Enquiries

For Event and Speaking Enquiries enquiries please contact Camellia Basu on +44 7481 974969 or email camellia@thoughtleaders4.com

Partnership Enquiries

For Partnership Enquiries enquiries please contact James Baldwin-Webb on 07739311749 or email james@thoughtleaders4.com

Booking & General Enquiries

For Booking & General Enquiries enquiries please contact Danushka De Alwis on +44 2071 014191 or email danushka@thoughtleaders4.com

Venue & Logistics

For Venue & Logistics enquiries please contact Sarah Barton on or email sarah@thoughtleaders4.com