Estate Planning
Thursday, 15th June 2023
Millennium Hotel KnightsbridgeLondon
Thursday, 15th June 2023
Millennium Hotel Knightsbridge,

Estate Planning 2023

Curated by Patrick Soares. Join our esteemed panel of experts to ensure you are fully up to date on the latest case law, insights and practical strategies to manage your client’s tax-planning needs.

Come and join us in London to connect with an audience of skilled tax experts.


  • Multiple/pilot Trusts And Early Planning For BPR
  • The New Excluded Property Regime etc...
  • Breaking Residence – The Ultimate Escape Hatch
  • The Role of Private Pensions in Estate Planning and What the Budget Changes Mean
  • Estate Planners Finding The POAT in Unexpected Places - a Quick Check List
  • Estate Planning for the Long Suffering FDR
  • Options When UK Dwelling in held in Offshore Company With or Without an Offshore Settlement Above
  • Domicile and Recent Case Law
  • What To Do With A Property Investment Company Trapped In A Pre-22/3/2006 IIP Trust? - Every Avenue Explored
  • Estate Planning And House Sharing (Every Twist And Turn Covered) And Death Bed Sales
  • Family Trust - Planning For The 10 Year Anniversary Charge.
  • Current Trust Problems For Tax Advisers