Private Client: Guernsey - 4th Annual Edition

Bringing together local offshore practitioners and onshore specialists to discuss key contentious and non-contentious developments.

1st October 2024 | In-Person | The Duke of Richmond Hotel Guernsey

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Agenda

Registration
9.00am

Chair's Opening Remarks
9.30am

Bryony Cove, Partner
Farrer & Co

Examining the Non-Dom Changes and Further Political Developments
9.40am

  • What the changes to the rules mean for your jurisdictions in practice
  • How the rule changes impact clients with different tax profiles
  • How the changes impact where clients choose to reside and establish their trusts 
  • Further policy implications

Beatrice Puoti, Partner
Stephenson Harwood

Alasdair Wilson, Managing Associate
Harbottle & Lewis

Ben Havard, Partner
Collas Crill (Guernsey)

Navigating Key Tax Matters and Avoiding Pitfalls
10.25am

  • What should intermediaries consider when discussing tax investigations with clients?
  • How HMRC and the IRS are using their resources – is it fit for purpose?
  • What issues should practitioners look out and prepare for when dealing with HMRC investigations

Waqar Shah, Partner
Kingsley Napley

Sarah Farrow, Partner, Private Client Services
EY

Networking & Refreshment Break
11.10am

Understanding the Importance of Stress-Testing Trust Structures
11.30am

  • Internal and external angles of attack and how to proof trusts against them
  • Firewall provisions and their protective powers
  • Trusts variations and how they can leave trusts vulnerable

Monika Byrska, Partner
Howard Kennedy

Kerrie Le Tissier, Director
Highvern

Kyra Motley, Partner
Boodle Hatfield

Trusts in Divorce: Ensuring You are Prepared for the Breakdown of a Marriage
12.15pm

  • 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

Marcus Dearle, Senior Partner
Miles Preston

Networking & Lunch Break
1.00pm

Discussing Next Gen Issues, Inheritance and ESG
2.00pm

  • Wealth transferal and preparing clients for inheritance
  • Next gen priorities – will they prioritise principles over profits
  • How has the concept of ESG evolved
  • Is ESG a false dawn?

Catherine Grum , Founder
Catherine Grum Consultancy

Matthew Braithwaite, Partner
Wedlake Bell

Paul Hardwick, Partner
Macfarlanes

Analysing The Role of Trustees and Trust Administration
2.45pm

  • A trustee’s duties and obligations  
  • Blessing applications and the Denaxe case
  • What should a trustee do during contentious situations

Nicholas Holland, Partner
McDermott, Will & Emery

Roberta Harvey, Partner
Forsters

Networking & Refreshment Break
3.30pm

Navigating AI & Tech and its Impact on the Private Client Sector
3.50pm

  • The increase used to AI in private client law
  • How AI will impact transparency and privacy
  • Modern tech that is impacting trusts directly

Niklas Schmidt, Partner
Wolf Theiss, Austria

Addressing Insolvent Trusts and Circumstances of Insolvency
4.35pm

  • Problems with administering insolvent trusts
  • Financial irregularities that can result in insolvency
  • Takeaways from the Adams Judgment
  • Sham and illusory trusts

Clementine Dowley, Senior Associate
Payne Hicks Beach

Paul Buckle, Director
Ocorian

Chair's Closing Remarks
5.20pm

Bryony Cove, Partner
Farrer & Co

9.00am
Registration
9.30am
Chair's Opening Remarks
Bryony Cove - Partner - Farrer & Co
9.40am
Examining the Non-Dom Changes and Further Political Developments
  • What the changes to the rules mean for your jurisdictions in practice
  • How the rule changes impact clients with different tax profiles
  • How the changes impact where clients choose to reside and establish their trusts 
  • Further policy implications
Beatrice Puoti - Partner - Stephenson Harwood
Alasdair Wilson - Managing Associate - Harbottle & Lewis
Ben Havard - Partner - Collas Crill (Guernsey)
10.25am
Navigating Key Tax Matters and Avoiding Pitfalls
  • What should intermediaries consider when discussing tax investigations with clients?
  • How HMRC and the IRS are using their resources – is it fit for purpose?
  • What issues should practitioners look out and prepare for when dealing with HMRC investigations
Waqar Shah - Partner - Kingsley Napley
Sarah Farrow - Partner, Private Client Services - EY
11.10am
Networking & Refreshment Break
11.30am
Understanding the Importance of Stress-Testing Trust Structures
  • Internal and external angles of attack and how to proof trusts against them
  • Firewall provisions and their protective powers
  • Trusts variations and how they can leave trusts vulnerable
Monika Byrska - Partner - Howard Kennedy
Kerrie Le Tissier - Director - Highvern
Kyra Motley - Partner - Boodle Hatfield
12.15pm
Trusts in Divorce: Ensuring You are Prepared for the Breakdown of a Marriage
  • 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
Marcus Dearle - Senior Partner - Miles Preston
1.00pm
Networking & Lunch Break
2.00pm
Discussing Next Gen Issues, Inheritance and ESG
  • Wealth transferal and preparing clients for inheritance
  • Next gen priorities – will they prioritise principles over profits
  • How has the concept of ESG evolved
  • Is ESG a false dawn?
Catherine Grum - Founder - Catherine Grum Consultancy
Matthew Braithwaite - Partner - Wedlake Bell
Paul Hardwick - Partner - Macfarlanes
2.45pm
Analysing The Role of Trustees and Trust Administration
  • A trustee’s duties and obligations  
  • Blessing applications and the Denaxe case
  • What should a trustee do during contentious situations
Nicholas Holland - Partner - McDermott, Will & Emery
Roberta Harvey - Partner - Forsters
3.30pm
Networking & Refreshment Break
3.50pm
Navigating AI & Tech and its Impact on the Private Client Sector
  • The increase used to AI in private client law
  • How AI will impact transparency and privacy
  • Modern tech that is impacting trusts directly
Niklas Schmidt - Partner - Wolf Theiss, Austria
4.35pm
Addressing Insolvent Trusts and Circumstances of Insolvency
  • Problems with administering insolvent trusts
  • Financial irregularities that can result in insolvency
  • Takeaways from the Adams Judgment
  • Sham and illusory trusts
Clementine Dowley - Senior Associate - Payne Hicks Beach
Paul Buckle - Director - Ocorian
5.20pm
Chair's Closing Remarks
Bryony Cove - Partner - Farrer & Co

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