Private Client Tax - The New Overseas Regime
Led by Patrick Soares, this essential update brings together experts Emma Chamberlain OBE and Giles Clarke to guide you on advising your clients on the new overseas regime and the private client tax changes introduced by the Finance Act 2026.
Why attend this instalment?
Ensure you get ahead of the game and become the go-to expert for offshore clients navigating the new overseas regime introduced by the Finance Act 2026.
Gain insights to help you advise your clients on practical solutions, including IHT planning under the new BPR and APR provisions, pension changes and IHT implications, UK property ownership by non-residents, the new Securities Transfer Tax, offshore financing structures, TRF double-charge issues, and much more.
The experts sharing their insights at the November 2026 edition:
Our November conference at a glance
This intensive one-day conference delivers eleven specialised sessions covering everything from restricted shares and treaty relief changes to the Securities Transfer Tax, offshore financing structures, and IHT planning under the new BPR/APR provisions.
Led by Patrick Soares and joined by leading experts Emma Chamberlain OBE and Giles Clarke, you'll gain the expertise and actionable strategies to position yourself as the trusted advisor clients need for these transformative reforms.
In-depth agenda
Each session breaks down the Finance Act 2026's new rules into practical, actionable strategies you can apply immediately with your private clients.
Join us in November to stay up to date with the latest regulatory changes and position yourself as the trusted advisor your clients need in this evolving landscape.
Expert speakers
Our esteemed speakers are recognised authorities who provide real-world solutions to the issues practitioners face daily.
Available throughout the event, they're known for going deep on complex topics and welcoming your toughest questions.
Concrete takeaways
Take home detailed conference notes and materials to consolidate the knowledge gained during the conference.
Build a deeper understanding of the new UK tax landscape through discussions with speakers and fellow delegates.
Key topics for this edition include:
Restricted shares and offshore structures
Treaty relief withholding tax changes
Exit charges and permanent establishments
New Securities Transfer Tax implications
Offshore financing structures and foundations
Non-resident LLP usage requirements
TRF double charge problem solutions
Clarke's 10-point UK residence checklist
IHT planning under new regime
Settlements and underlying company structures
UK property holdings and variations
Offshore pension scheme changes
We've previously welcomed delegates from:
Saffery Champness
Moore Stephens
Francis Clark
Wedlake Bell
KPMG
Credit Suisse
Rawlinson & Hunter
Mills & Reeve
Buzzacott
Forsters
Frank Hirth
WithersWorldwide
Macfarlanes
RBC Trust Co
Howard Kennedy
Lubbock Fine
Mishcon de Reya
BDO
Intertrust Fiduciary Services
Smith & Williamson
Boodle Hatfield
Salamanca Group Trust & Fiduciary
Moore Doeren Mayhew
Taylor Wessing
CPD Certification - 6 CPD hours available
Attendance at this conference may be used to claim CPD from your professional body. The number of hours, or points, may vary from body to body. Upon request, we will supply you with a certificate of attendance to facilitate your CPD submission with your professional membership organisation.