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

Agenda Speakers Book Now

Join local offshore practitioners and onshore experts at this unique Guernsey-based event to address key contentious and non-contentious developments impacting Private Clients. 

Specifically scheduled for October 2024, the event anticipates further guidance on non-dom changes and a clearer political landscape, allowing speakers to provide you practical advice rather than speculation on effective future planning within the sector.

Delve into 8 Highly Topical Issues

Hear practical and applicable advice and expertise on key developments in the sector from stewardship of wealth, the role of trustees, the importance of stress-testing your structures and ESG. In one content-packed day, benefit from experience on and insight into:

Non-Dom Changes and Politics

- 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

Tax Matters

- 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

Next Gen 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

AI & Tech

- The increase used to AI in private client law

- How AI will impact transparency and privacy

- Modern tech that is impacting trusts directly

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

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:

Bryony Cove
Bryony Cove Partner
Farrer & Co
Alasdair Wilson
Alasdair Wilson Managing Associate
Harbottle & Lewis
Beatrice Puoti
Beatrice Puoti Partner
Stephenson Harwood
Ben Havard
Ben Havard Partner
Collas Crill (Guernsey)

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
Waqar Shah Partner
Kingsley Napley
Catherine Grum
Catherine Grum Founder
Catherine Grum Consultancy
Nicholas Holland
Nicholas Holland Partner
McDermott, Will & Emery
Paul Hardwick
Paul Hardwick Partner
Macfarlanes
Matthew Braithwaite
Matthew Braithwaite Partner
Wedlake Bell
Niklas Schmidt
Niklas Schmidt Partner
Wolf Theiss, Austria
Monika Byrska
Monika Byrska Partner
Howard Kennedy
Kerrie Le Tissier
Kerrie Le Tissier Director
Highvern
Roberta Harvey
Roberta Harvey Partner
Forsters
Sarah Farrow
Sarah Farrow Partner, Private Client Services
EY
Clementine Dowley
Clementine Dowley Senior Associate
Payne Hicks Beach
Kyra Motley
Kyra Motley Partner
Boodle Hatfield
Marcus Dearle
Marcus Dearle Senior Partner
Miles Preston
Stuart Leach
Stuart Leach Founder
Stuart Leach Associates
Nigel Mifsud
Nigel Mifsud VP, Senior Strategic Relationship Manager
Butterfield

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

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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 James on +44 (0) 20 3398 8546 or email james@thoughtleaders4.com

Booking & General

For Booking & General enquiries please contact ThoughtLeaders4 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