Tax & Estate Planning 2024
11 June 2024
Park Plaza County Hall HotelLondon
11 June 2024
Park Plaza County Hall Hotel,

Tax & Estate Planning 2024

The 2024 budget - urgent action needed!

Join us in London to explore the consequences of the 2024 budget: estate planning, offshore settlements, end of the remittance basis, abolition of domicile as a connecting factor and more

Join us for a full exploration of the consequences of the 2024 budget

Hear from our panel of renowned experts on how clients may be affected by the recent changes and what you need to do to best prepare them for 2025 deadlines!

2024 agenda highlights

Curated by Patrick C Soares (Field Court Tax Chambers), the second instalment of our tax seminars will cover how a range of clients may be affected by the abolishment of the non-doms regime. Topics include:

  • What happens when domicile ceases to be a relevant tax connecting factor for tax purposes from April 2025?
  • The IHT excluded property regime from April 2025 - how does it operate for trusts and individuals?
  • What now for protected trusts - what should deemed doms do?
  • Overseas workers relief changes
  • IHT planning under the new regime & non-settlor interest trusts
  • Ending the existing regime for income tax and capital gains - the disturbing of the tax code
  • Portugal beckons - what is happening in the favourite alternative jurisdiction?
  • Transitional reliefs and rebasing
  • Planning for the new regime - what should be done?

Smith & Williamson

Great breadth and depth of topics