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Charities Aid Foundation (CAF)
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
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