Private Client: Jersey - 4th Annual Edition

Bringing together local offshore practitioners and onshore specialists to discuss key contentious and non-contentious developments.

3rd October 2024 | In-Person | The Royal Yacht Hotel, Jersey

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Agenda

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 Prepares 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

9.00am
Registration
9.30am
Chair's Opening Remarks
9.40am
Examining the Non-Dom Changes and Further Political Developments
  • 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
10.25am
Navigating Key Tax Matters and Avoiding Pitfalls
  • 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
11.10am
Networking & Refreshment Break
11.30am
Understanding the Importance of 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
12.15pm
Trusts in Divorce: Ensuring You are Prepares for the Breakdown of a Marriage
  • 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
1.00pm
Networking & Lunch Break
2.00pm
Discussing Next Gen Issues, Inheritance 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
  • Is ESG a false dawn?
2.45pm
Analysing The Role of Trustees and Trust Administration
  • A trustee’s duties and obligations  
  • Blessing applications and the Denaxe case
  • What should a trustee do during contentious situations
3.30pm
Networking & Refreshment Break
3.50pm
Navigating AI & Tech and its Impact on the Private Client Sector
  • The increase used to AI in private client law
  • How AI will impact transparency and privacy
  • Modern tech that is impacting trusts directly
4.35pm
Addressing Insolvent Trusts and Circumstances of Insolvency
  • Problems with administering insolvent trusts
  • Financial irregularities that can result in insolvency
  • Takeaways from the Adams Judgment
  • Sham and illusory trusts
5.20pm
Chair's Closing Remarks

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