TL4

ThoughtLeaders4 Private Client: Jersey

11th October 2021 - The Royal Yacht Hotel, Jersey

Welcome to Jersey. After a long 18 months apart, we are delighted to be able to set the stage for the very best in the field.

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Our Expert Speaking Faculty

Sangna Chauhan
Partner
Charles Russell Speechlys

Sangna Chauhan
Sangna Chauhan Partner
Charles Russell Speechlys
Bryony Cove
Partner
Farrer & Co

Bryony is an experienced private client lawyer working with a range of clients, from individuals and families, to trustee companies and family businesses. At the core of her practice is helping clients and their families put in place the most effective strategies to manage the long term stability and integrity of their estates.

Bryony has extensive experience advising on all aspects of UK estate planning, including wills, trusts, lasting powers of attorney (LPA) and family governance issues. She regularly advises on the administration of large and complex estates and international probate, and some contentious probate and trust matters.


Bryony Cove
Bryony Cove Partner
Farrer & Co
Jonathan Conder
Partner
Macfarlanes

Jonathan advises UK and international private clients, trustees, foundations, family offices and private banks on all aspects of tax, trust, estate and succession planning, regulatory, immigration and philanthropic issues. Jonathan also has significant experience in assisting families and trustees in resolving disputes.

Typical clients include high-net-worth entrepreneurs and their families who are non-UK resident or UK resident but non-UK domiciled, taking into account their trusts, foundations and family investment companies and partnerships, funds and other structures and financial instruments such clients use to hold their business interests or manage their wealth.

Having spent four years as an in-house counsel in Bermuda and many years as a partner at Macfarlanes, he has particular expertise in advising private banks and family offices on private client matters. He is also very experienced in complex cross-border estate planning, co-ordinating matters for clients with assets in several different legal and tax systems.

A significant number of his international clients have connections to the US and Europe, although in recent years he has spent increasing amounts of time working with families and trustees from the Middle East, South East Asia (especially India, Singapore and Malaysia) and Latin America.

He is well known throughout the industry, lectures widely in the UK and overseas, publishes journal articles on topical issues and is frequently quoted in the national and industry press.

The previous head of the multiple award-winning private client group for 12 years until May 2017, he is now focusing solely on client work.

Jonathan is a member of the firm's probate group and has many years' experience advising on all probate related matters.

 


Jonathan Conder
Jonathan Conder Partner
Macfarlanes
Helen Ratcliffe
Senior Partner
BDB Pitmans

Helen has an international client base– she acts for clients from offshore trust jurisdictions, Europe, the Middle East, the Far East and the US.

She advises clients on estate planning, asset protection, tax planning, changes in UK tax legislation, regulatory developments, governance issues, vehicles for wealth and business, and succession, often across several jurisdictions.

She acts for individuals, families, trustees and beneficiaries. For example she advises international families with wealth in trusts and business structures on how to deal with changing family circumstances, generational transition and governance requirements. She has also acted as trustee of various UK private trusts and advised on landed estates, heritage property and business assets.

Helen has experience of advising on the Common Reporting Standard, Persons of Significant Control, the UK trust register, beneficial property ownership, and the Requirement to Correct.

She balances structuring and planning advice with more contentious work and works closely with advisers in other jurisdictions.

Helen has been named in the 2019 eprivateclient 50 Most Influential list, Legal Week Private Client Global Elite and Citywealth’s Top 20 Lawyers initiative.

Recommended in the Ninth Edition of The Best Lawyers in the United Kingdom and the Best Lawyers Business Edition for Trusts and personal tax law in London. Helen is also recommended by Who’s Who Legal.


Helen Ratcliffe
Helen Ratcliffe Senior Partner
BDB Pitmans
Mark Lindley
Partner
Boodle Hatfield

Mark specialises in resolving disputes regarding trusts, estates, tax, gifts and matters relating to mental capacity, both on and off shore.

He also works with individuals, families and trustees in relation to planning needs, drawing on his experience as both a private wealth adviser and litigation lawyer.

Mark is often approached to act as litigation friend for protected parties and as replacement trustee or personal representative in removal proceedings.


Mark Lindley
Mark Lindley Partner
Boodle Hatfield
Nicola Saccardo
Partner
Maisto e Associati, Italy

Nicola Saccardo graduated from the University of Milan “Luigi Bocconi” and holds a Master of Laws (LL.M.) in International Taxation from the University of Leiden (The Netherlands). He is admitted to the Italian Bar and is also qualified as Italian chartered accountant.

He is a member of the International Academy of Estate and Trust Law, as well as its vice President for Europe and Chair of its Tax Committee. He is an international fellow of ACTEC and member of its International Estate Planning Committee. He is a member of STEP, Deputy-Chair of the International Client Global SIG Steering Committee and member of the EU Public Policy Committee.

He leads the EU tax law course at the LL.M. of the King's College in London.


He is author of many publications on Italian tax matters and is frequent speaker at conferences.


His areas of expertise include taxation of trusts, estates and HNWIs; estate planning in general; and international and EU tax law.


Nicola Saccardo
Nicola Saccardo Partner
Maisto e Associati, Italy
Marcus Parker
Partner
Harbottle & Lewis

Marcus Parker has over 20 years’ experience in the private client industry as both a lawyer and, for the last seven years, as a professional trustee in the Cayman Islands.

Marcus’ practice focuses on establishing efficient and effective international structures to hold and manage the global wealth of international families. He has also developed particular expertise in contentious trust and estate matters helping to resolve the often tricky issues which arise when trusts (and their underlying companies and assets) become troubled or distressed as a result of family disputes, divorce, challenges from outsiders, mistakes, tax issues or fraud.


Marcus Parker
Marcus Parker Partner
Harbottle & Lewis
Nick Jacob
Partner
Forsters

Nick Jacob
Nick Jacob Partner
Forsters
Robert Brodrick
Chairman
Payne Hicks Beach

Robert advises on tax, trust and estate planning for wealthy individuals, their advisers and trustees. He acts for a wide range of clients including the owners of landed estates, business people, non-domiciliaries and international families with assets in multiple jurisdictions.


Robert Brodrick
Robert Brodrick Chairman
Payne Hicks Beach
Naomi Rive
Group Director and Head of Private Wealth
Highvern (Jersey)

Naomi is a Group Director at Highvern. She was called to the English Bar in 1999 and re-qualified as a Jersey Advocate in 2003. As a former Partner at law firm, Appleby, Naomi provided wealth-structuring advice to high and ultra-high net worth individuals, international private banks and trust companies. At Highvern, Naomi works closely with clients and their advisers to establish and implement robust and sustainable wealth planning structures. Naomi is a member of the board of Highvern Trustees Limited, Former Chair to the Society of Trust and Estate Practitioners (STEP) in Jersey and sits on the Jersey Finance Trusts Law Working Party.


Naomi Rive
Naomi Rive Group Director and Head of Private Wealth
Highvern (Jersey)
Dylan Samuel
Senior Relationship Manager
Lombard Odier

Dylan Samuel joined Lombard Odier in December 2016 as an Executive Vice President. Prior to joining Lombard Odier, Dylan spent 13 years at J.P.Morgan Private Bank. Dylan worked in both the Geneva and London offices for J.P.Morgan and in his last role headed a team of five relationship managers focusing on Entrepreneurs, UK financial professionals and family offices. Dylan holds a Masters in Mechanical Engineering (MEng) from the University of Bath. He also holds the Investment Management Certificate (IMC). Dylan is a Chartered Fellow of the Securities and Investment Institute (CISI). Dylan is a real proponent of responsible capital and sustainable investment. Outside the office Dylan enjoys spending time with his young family and sports (rowing, cycling and triathlon).


Dylan Samuel
Dylan Samuel Senior Relationship Manager
Lombard Odier
Nimesh Shah
CEO
Blick Rothenberg

Nimesh Shah
Nimesh Shah CEO
Blick Rothenberg
Amy Radnor
Partner
Farrer & Co

Amy Radnor is a Partner in the family team at Farrers. She has 15 years’ experience representing clients in all areas of family law, ranging from highly contentious and high value financial litigation, to pre-nuptial agreements, to international, cross-border children work. On the financial side, the majority of her cases have an international element and will involve trusts and/or corporate structures. Amy has wide experience acting for intervenors and trustees who become involved in litigation between spouses, as well as advising family offices, trustees, and family members “behind the scenes” on how these issues can best be avoided for the future. 


Amy Radnor
Amy Radnor Partner
Farrer & Co
Elizabeth Kubanik
European Counsel
Sullivan & Cromwell

Elizabeth Kubanik is a European Counsel in Sullivan & Cromwell’s London office and has been a member of the Estates and Personal Group since 2011. Elizabeth has worked from the London office since September 2019; previously she was based in the New York office. She has participated in the representation of U.S. and international families and fiduciaries with respect to a broad range of tax and planning issues, including extensive advice with respect to trust and family business planning and charitable planning.

Elizabeth is a member of the New York State Bar Association.

Elizabeth is a co-author of the chapter on United States law in The Private Wealth and Client Review, Second to Sixth Editions and the article entitled “Planning for Changes of Domicile, Residence, Citizenship and Nationality: The United States Perspective” published in the September 2012 edition of Trusts & Trustees.


Elizabeth Kubanik
Elizabeth Kubanik European Counsel
Sullivan & Cromwell
Niklas Schmidt
Partner
Wolf Theiss, Austria

Niklas Schmidt
Niklas Schmidt Partner
Wolf Theiss, Austria
Suzanne Kingston
Consultant
Mills & Reeve & Carey Olsen

Suzanne Kingston
Suzanne Kingston Consultant
Mills & Reeve & Carey Olsen
Simon Gibb
Partner
McDermott Will & Emery

Simon Gibb focuses his practice on tax advice, trust and estate planning for UK and non-UK resident and domiciled individuals, including on the protection and devolution of trust assets. While he advises on all aspects of personal taxation and structuring, his practice has an emphasis on the structuring of family businesses through trusts and foundations. Simon is regularly involved in both non-contentious and contentious tax work.


Simon Gibb
Simon Gibb Partner
McDermott Will & Emery
Alan Binnington
Director, Fiduciary Specialist Team
RBC Trust Company (International)

Based in Jersey, Alan is part of the Specialist Team in the Fiduciary Services Division.

Alan has responsibility for a portfolio of UHNW and HNW clients, managing their affairs through a broad range of fiduciary structures: from trusts, companies and foundations, through to Private Trust Companies.

Alan is part of the team that have responsibility for identifying and developing new business opportunities for the Fiduciary Services Division and his role also includes the provision of technical and specialist trust support to his non-fiduciary colleagues, whose clients have a need to use fiduciary structures for robust estate and succession planning benefits, as part of their broader wealth management initiative.

Before joining RBC in 2009 Alan was a Partner in the Jersey law firm Mourant du Feu & Jeune for 25 years, specialising in commercial litigation and the formation and administration of structures for high net worth families.

Having studied law at St. Catharine’s College Cambridge, he qualified as an English barrister, Jersey Advocate and subsequently a Crown Advocate. Part of his role involves advising on the resolution of contentious matters and challenges to trust structures. Alan is a member of the Society of Trust and Estate Practitioners, an Academician of the International Academy of Estate and Trust Law and is a member of the Editorial Board of the Jersey and Guernsey Law Review.


Alan Binnington
Alan Binnington Director, Fiduciary Specialist Team
RBC Trust Company (International)
Oliver Cooper
Policy Lead
Charles Russell Speechlys

Oliver advises governments and private clients on international regulations and trends in tax, trade, and financial services.  His work specialises in advising on international tax reform, economic substance, and related market access issues.

Oliver speaks and writes regularly on international regulation and tax matters, particularly as they affect small jurisdictions.  He has extensive experience in public policy in the United Kingdom and European Union.

Oliver is a member of the Society of Professional Economists.


Oliver Cooper
Oliver Cooper Policy Lead
Charles Russell Speechlys
Ed Powles
Partner
Maurice Turnor Gardner

Ed advises on a range of private client and commercial trusts work. 

He works with financial institutions, private clients, family offices, trustees and beneficiaries on complex UK and international trust law issues, personal taxation, and estate planning.

Ed has considerable experience in complex trust law issues, including drafting bespoke family and commercial trusts for a range of clients.  He also advises UK and international individuals on UK personal tax, including residence, domicile, the remittance basis, pre-arrival planning and inheritance tax. 

He advises charity trustees, those who transact with charities and donors on charity law and philanthropy, including the creation of charities. 

Ed also has a particular interest in the law relating to art and cultural property, and has led the firm's Art and Heritage Property team since 2019.


Ed Powles
Ed Powles Partner
Maurice Turnor Gardner

Event Partners

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Drinks Partner

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