Charities Aid Foundation (CAF)
Join local offshore practitioners and onshore experts at this unique Jersey-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:
Sangna Chauhan
Partner
Charles Russell Speechlys
Charles Russell Speechlys
Beatrice Puoti
Partner
Stephenson Harwood
Stephenson Harwood
Alasdair Wilson
Managing Associate
Harbottle & Lewis
Harbottle & Lewis
Kelly Watson
Client Services Director
Accuro
Accuro
Featuring a Speaker Panel of 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.
Monika Byrska
Partner
Howard Kennedy
Howard Kennedy
Alberto Brazzalotto
Partner
Maisto e Associati (Italy)
Maisto e Associati (Italy)
Roberta Harvey
Partner
Forsters
Forsters
Catherine Grum
Founder
Catherine Grum Consultancy
Catherine Grum Consultancy
Paul Hardwick
Partner
Macfarlanes
Macfarlanes
Clementine Dowley
Legal Director
Payne Hicks Beach
Payne Hicks Beach
Matthew Braithwaite
Partner
Wedlake Bell
Wedlake Bell
Claire Randall
Partner
Farrer & Co
Farrer & Co
Niklas Schmidt
Partner
Wolf Theiss, Austria
Wolf Theiss, Austria
Sam Hoare
Managing Associate
Ogier
Ogier
Waqar Shah
Partner
Kingsley Napley
Kingsley Napley
Kyra Motley
Partner
Boodle Hatfield
Boodle Hatfield
Sarah Farrow
Partner, Private Client Services
EY
EY
Marcus Dearle
Senior Partner
Miles Preston
Miles Preston
Richard Joynt
Director & Head of Family Office
Highvern
Highvern
Morag Ofili
Partner (Barrister) Tax
Edwin Coe
Edwin Coe
Katie Hooper
Partner
Mourant
Mourant
James Sheedy
Partner
Collas Crill (Jersey)
Collas Crill (Jersey)
Harveer Mata
Senior Investment Manager
Sarasin & Partners
Sarasin & Partners
Charlotte Matthews
Senior Associate
Taylor Wessing
Taylor Wessing
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
Lunch Partner
Media Partner
Contact Us
Speakers
For Speakers 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