Private Client: Jersey - 4th Annual Edition

Registration
9.00am

Chair's Opening Remarks
9.30am

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

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

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

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

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?

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

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

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

Chair's Closing Remarks
5.20pm