ThoughtLeaders4 Private Client: Jersey

Registration
9.00am

Chair's Opening Remarks
9.30am

Regulatory update: what will / should keep you up at night
9.40am

• Sanctions     
• Privacy
• Transparency
• Public registers of ownership
• Are the Channel Islands over regulated?

How politics and economics affects the acceptance of UHNWs worldwide and whether we can start to predict any future trends
10.20am

• Why low tax regimes are more accepted in some countries than others
• Wealth taxes
• Inheritance taxes
• Citizenship by investment

Refreshment Break
11.00am

Who is watching the watchmen?
11.20am

• Criminalisation of tax advisors
• Enabler legislation
• What is the role of gate keepers of advice
• Legislation changing and tightening globally

Responsible stewardship of wealth
12.00

• Philanthropy for next gen 
• Pressures for the wealthy to give back to society
• ESG/Impact investing

Lunch
12.40pm

Another crypto session? What is the practical reality of crypto and digital wealth
1.40pm

• What to think about when establishing a crypto holding structure
• What does it mean in reality to invest in crypto

1. Record keeping
2. Tax
3. Trading vs investing

• How can a “lay” advisor understand a smart contract?
• The intersection with AI

Stress testing trust processes and structures: can anything be bombproof?
2.20pm

Refreshment Break
3.00pm

Trusts & divorce: do the firewalls mean we don’t need to think about divorces?
3.20pm

• Succession planning
• Trust Structures
• Family Dynamics
• Funds vs Trusts

How do we / should we adapt our advice when a client is lacking capacity
4.00pm

Chair's Closing Remarks
4.40pm