Private Client: Jersey - 5th Annual Edition

Networking & Registration
9.00am

Chairs Opening Remarks
9.30am

Revisiting Non-Doms and Tax Planning
9.40am

• Further changes to the non-dom regime and updates over the last 12 months
• How TRF impacts non-doms
• The HNW exodus and wealth outflow from the UK – where is it headed?

Discussing Transatlantic Clients and Structures
10.25am

• Benefits and pitfalls of Transatlantic tax treaties
• Estate planning considerations
• Wealth planning overlaps between the Channel Islands and USA
• How the current political climate is impacting clients

Networking & Refreshment Break
11.10am

Insights into HMRC Investigations
11.30am

• Spring budget fallout and how it's shaping tax investigations
• HMRC insights into investigations
• What issues should practitioners look out and prepare for when dealing with HMRC investigations

Analysing Trusts and Alternative Private Wealth Structures
12.15pm

• APR and BPR and how they’re being impacted
• Asset protection and other benefits to structures
• Alternative private wealth structures to consider
• The role of protectors

Networking & Lunch Break
1.00pm

Roundtable Discussions
1.45pm

During this session you'll have the opportunity to select your choice of topics to build an agenda that best suits your practice, from three roundtable discussion sessions on key Private Client matters.

Choose two out of the three roundtables that you’d like to take part in with your peers.

Your first 50-minute discussion will start at 1.40pm and your second 50-minute discussion will start at 2.40pm after a 10-minute break between the two sessions.

Next Gen Wealth Matters

• Interests and priorities of next gen wealth investment
• Managing young clients who made their money vs inherited their money
• Intergenerational wealth transferal
• Trustee powers on investment

Charities & Philanthropy

• Donor advice funds and how they can be used effectively
• Local community foundations and benefits to their involvement in gifting
• How the wealthy next gen are focusing on charities and philanthropy

Divorce and Matrimonial Finance

• 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

End of Session 1
2.35pm

Roundtable Discussions (Repeated)
2.45pm

Networking & Refreshment Break
3.35pm

Best Practices for Future-Proofing Trusts
3.55pm

• Types of litigation to be aware of
• Best Practices for stress-testing
• What the local jurisdiction can offer

Exploring the Impacts of Diminished Capacity
4.40pm

• Preparing for circumstances of diminished capacity
• Trustee duties when a beneficiary is losing capacity
• How capacity is assessed across jurisdictions
• Claims of fraudulent calumny

Chairs Closing Remarks
5.25pm

End of Conference
5.30pm