The Non-Dom Tax & FIG Forum - 4th Annual

Networking & Registration
8.50am

Chairpersons' Opening Remarks
9.20am

Discussing the New FIG Regime and How the Rules Have Played Out
9.30am

• What has changed over the last 12 months
• How the regime has played out/will play out in practice
• What are the pitfalls that advisors are seeing

Advising Clients on both Leaving, Coming to, and Remaining in the UK
10:20am

• Understanding the benefits of the new regime
• Attracting clients to the UK
• Dealing with clients who are seeking to leave the UK
• What can those who don’t benefit from the new regime still do
• Planning options for clients who are staying

Networking & Refreshment Break
11.00am

Addressing the Implications of New Rules on Offshore and UK Trusts 
11:20am

• Restructuring already-existing trusts 
• Managing clients without trust structures in place 
• The relevance of offshore structures 
• Cross-border trust considerations 

Analysing Recent Legislative Changes to Inheritance Tax
12.05pm

• Advantages of alternative jurisdictions for HNW clients
• What to know when preparing clients to enter these jurisdictions from the UK
• How have the jurisdictions been impacted by the new regime

Networking & Lunch Break
12.45pm

HMRC Updates: Insights on Income Tax & CGT
1.45pm

• The New Rules  
• The TRF regime in practice   
• HMRC's approach to existing structures

Case Law Update: Recent Cases and Judicial Trends in Domicile
2:30pm

• An overview of how the new regime has impacted tax cases 
• What can be expected of tax cases going forward 
• The FIG Regime and how its shifted tax advisory landscape 

Examining Different Jurisdictions for Mobile HNW Individuals
3.00pm

• Advantages of alternative jurisdictions for HNW clients 
• What to know when preparing clients to enter these jurisdictions from the UK 
• How have the jurisdictions been impacted by the new regime 
• The treatment of IHT and structures 

Networking & Refreshment Break
3.45pm

Understanding New Approaches to Investing and Wrappers
4.05pm

• Review of wrappers – PUTs, OEICs, FICs, PCCs 
• The tax and investment considerations 
• Investing in the FIG regime 
• Importance of timings and returns 
• The Trustee considerations 

Exploring the New Regime for Transatlantic Clients
4.45pm

• What the new rules mean for American clients 
• Planning for clients arriving from the USA 
• The impact of the budget on American residents in the UK 

Chairpersons' Closing Remarks and End of Conference
5:30pm