Virtual

Private Wealth and Natural Capital: Issues For Clients and Advisers

15 Apr 2024

Location: 12:00-1:00pm UK Time (Zoom)
Members: FREE to attend - Book by 15 Apr
Non Members: Register above as a member, and attend for FREE - Book by 15 Apr

Private Wealth and Natural Capital: Issues For Clients and Advisers

Highlights

In the space of five years, Natural Capital has gone from a far-flung concept to something that is being spoken about and acted upon by Private Wealth clients, as this sector reacts to the growing focus on sustainability, climate change and philanthropy. It is creating demand for advice, and generating issues and opportunities for international and UK families that have to be dealt with effectively.

This insightful webinar will discuss the present position, including:

  • The surge of interest in Natural Capital projects from Private Wealth clients, and the reasons the UK and its advisers are well positioned.
  • The most effective structures and approaches used for these projects by Private Wealth clients.
  • The issues that arise for Private Wealth clients, trustees and their advisers.
Kevin Kennedy
Partner
Burges Salmon

Kevin has a national reputation as an agricultural and private client litigator. His particular focus in on agricultural disputes (including agricultural tenancy advice and real property disputes), trust and probate disputes, and partnership issues.

He is a member of the Agricultural Law Association and the Association of Contentious Trust and Probate Specialists.


Kevin Kennedy
Kevin Kennedy Partner
Burges Salmon
Zahler Bryan
Barrister
Serle Court

Zahler has a broad commercial chancery practice, with a particular emphasis on contentious trusts, civil fraud and financial disputes. She regularly advises on a wide range of matters, with considerable experience in large-scale commercial and trust disputes spanning an extensive range of jurisdictions. Zahler also has a particular interest in appellate work and has appeared in the Supreme Court and the Privy Council.

Zahler was awarded 'Chancery Junior of the Year' at the Legal 500 UK Bar Awards 2023. 


Zahler Bryan
Zahler Bryan Barrister
Serle Court
Paul Douglas
Managing Director, Jersey
Accuro

Paul is a co-founder of the Accuro Group and Managing Director of Accuro in Jersey. Earlier in his career, he was a lawyer and subsequently a private banker.

He has worked in South Africa and Switzerland for extended periods. This background has allowed him to gain a comprehensive knowledge of working with and building long term trusted relationships with international families, their family offices and advisors. In his role he also sits on various forums focussed on sustainability and industry best practice.


Paul Douglas
Paul Douglas Managing Director, Jersey
Accuro
Catherine De Maid
Partner
Burges Salmon

Catherine leads Burges Salmon’s philanthropy team and is a partner in the firm’s private client team.

Catherine specialises in international tax, trusts and estate planning advice for a wide range of clients, from high net worth individuals to leading private banks and other financial institutions. Catherine has a particular focus on advising trust companies on likely risk areas, clients with a South African connection and philanthropy.


Catherine De Maid
Catherine De Maid Partner
Burges Salmon
Morten Rossé
Head of Nature and Climate - holistiQ Investment Partners
Lombard Odier Investment Managers

Morten Rossé
Morten Rossé Head of Nature and Climate - holistiQ Investment Partners
Lombard Odier Investment Managers
Ross Simpson
Partner
Burges Salmon

Ross is a Partner in Burges Salmon’s Real Estate department specialising in strategic land and rural property. Ross is ranked in Legal 500 as a Next Generation Partner for both London and the South West.

Ross is dual qualified to practise in England and Wales, and Scotland. He is an experienced property lawyer whose clients include traditional land and estate owners, family trusts, farm partnerships, charitable foundations as well as institutions and investors. 

Ross undertakes complex strategic land work advising on options, promotion agreements and conditional contracts associated with major projects regularly acting for consortia of landowners.

His wide-ranging rural practice spans the purchase and sale of estates, farms, country houses, commercial forestry, island properties, sporting rights and salmon fishings. 
 


Ross Simpson
Ross Simpson Partner
Burges Salmon
Tim Williams
Director
Burges Salmon

Tim is a director in the private client team and specialises in tax, estate planning and trust work.

He advises a broad range of clients, including trustees, entrepreneurs, landed estates and families. Tim's work covers complex succession planning, capital gains tax and inheritance tax issues, and wealth and asset structuring.

He also works with a number of family business, in particular land management and farming businesses, to advise on succession and tax structures, including partnerships, trusts and companies.

His work with landowners includes advising on the taxation and structuring of strategic land holdings and development sales, with a particular focus on equalisation arrangements in multi-landowner deals. 


Tim Williams
Tim Williams Director
Burges Salmon

Agenda

11:55am
Audience Log On
12:00pm
Chair's Opening Remarks
Speakers:
Kevin Kennedy - Partner - Burges Salmon
12:05pm
Private Wealth and Natural Capital: Issues For Clients and Advisers
Speakers:
Kevin Kennedy - Partner - Burges Salmon
Zahler Bryan - Barrister - Serle Court
Paul Douglas - Managing Director, Jersey - Accuro
Catherine De Maid - Partner - Burges Salmon
Morten Rossé - Head of Nature and Climate - holistiQ Investment Partners - Lombard Odier Investment Managers
Ross Simpson - Partner - Burges Salmon
Tim Williams - Director - Burges Salmon
12:45pm
Panel Q&A
1:00pm
Chair's Closing Remarks
Speakers:
Kevin Kennedy - Partner - Burges Salmon

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