Join local offshore experts and onshore practitioners at this unique Guernsey-based event to address key contentious and non-contentious developments impacting Private Clients through panel sessions and interactive roundtable discussions.
Specifically scheduled for September 2025, this event anticipates further guidance on non-dom changes and further shift in the Private Client landscape, allowing speakers to provide you practical advice rather than speculation on effective future planning within the sector.
Delve into Highly Topical Issues
Hear practical and applicable advice and expertise on key developments in the sector from charities and philanthropy, the role of trustees, the importance of future-proofing your structures and next-gen investments. In one content-packed day, benefit from experience on and insight into:
Revisiting the Non-Dom Changes
- Life since the changes
- How TRF impacts non-doms
- How the changes impact where clients choose to reside and establish their trusts
- Further policy implications
Tax Matters
- What should intermediaries consider when discussing tax investigations with clients?
- Budgetary policy impacts on HMRC investigations
- What issues should practitioners look out and prepare for when dealing with HMRC investigations
Next Gen Inheritance and Investment
- Wealth transferal and preparing clients for inheritance
- Next gen priorities – will they prioritise principles over profits
- Young clients with old money vs new money
Capacity
- Best practices for clients with diminished capacity
- How capacity impacts matters of succession
- Family business and governence issues arising from diminshed capacity
Charities & Philanthropy
- Donor advice finds and how they're growing
- Tax-efficient gifting strategies post non-dom changes
- Local community foundations and their benefits
Trusts in Divorce
- Disclosure and how it’s viewed onshore and locally
- Angles of attack used in divorce proceedings
- How pre and post-nups can factor into proceedings
- Cross-border divorce risks
Meet Your Expert Advisory Board who Shaped the Agenda:
Featuring a Balanced Speaker Panel of Onshore and Local Leading Voices:
To ensure you benefit from balanced and real-world perspectives on each key issue, your speaker panel comprises leading voices from across the legal private client community, including solicitors, accountants, wealth managers, bankers, and trustees, each addressing specific topics.
Waqar Shah
Partner
Kingsley Napley
Kingsley Napley
Simon Blain
Partner
Forsters
Forsters
Morag Ofili
Partner (Barrister) Tax
Edwin Coe
Edwin Coe
Bryony Cove
Partner
Farrer & Co
Farrer & Co
Lacie Riseborough
Senior Business Development Manager
Charities Aid Foundation (CAF)
Charities Aid Foundation (CAF)
Maya Buckland
Partner
Withers
Withers
Alison Ozanne
Partner
Walkers
Walkers
Sarah Farrow
Partner, Private Client Services
EY
EY
Catherine Moore
Partner
Ogier
Ogier
Guy Mawson
Partner
Forsters
Forsters
Kelly Greig
Partner
Blick Rothenberg
Blick Rothenberg
Monika Byrska
Partner
Howard Kennedy
Howard Kennedy
Engage with Our Peers During Interactive Roundtable Discussions:
Benefit from a choice of Roundtable Discussions and the flexibility to build your own agenda by selecting the topics of more interest to you. These smaller group sessions are specifically designed to facilitate enhanced discussion, more focused knowledge sharing and the opportunity to develop your network and relationships with peers.
Maximise Your Investment
This is a premium event without the premium price, providing you with a cost effective and time efficient opportunity to develop your networks whilst gaining valuable insights throughout the event.
Event Partners
Knowledge Partner
Contact Us
Speaker
For Speaker enquiries please contact Seth on +44 (0) 20 3433 2282 or email seth@thoughtleaders4.com
Partnership
For Partnership enquiries please contact Dan on +44 (0) 20 3059 9524 or email dan@thoughtleaders4.com
Booking & General
For Booking & General enquiries please contact Amy on +44 (0) 20 3059 9796 or email info@thoughtleaders4.com
Marketing
For Marketing enquiries please contact Yelda on +44 (0) 20 3398 8551 or email yelda@thoughtleaders4.com