Estate Planning
2023
London
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Conference Programme - BST (British Summer Time, GMT+1)

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Conference Programme - BST (British Summer Time, GMT+1)

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09:30 - 09:355 mins
Chairman’s Opening Remarks
  • Patrick Soares - Barrister, Field Court Tax Chambers
09:35 - 09:4510 mins
Recent Changes
  • Patrick Soares - Barrister, Field Court Tax Chambers
09:45 - 10:0015 mins
The Family Offshore Trust
  • Giles Clarke - Author, Offshore Tax Planning
10:00 - 10:3030 mins
Multiple Settlements: Pros and Cons
  • Emma Chamberlain - Barrister, Pump Court Tax Chambers
10:30 - 11:1040 mins
How Should a Non-Dom Buy a Residence in the UK?
  • Emma Chamberlain - Barrister, Pump Court Tax Chambers
11:10 - 11:2515 mins
Morning Break
    11:25 - 11:5530 mins
    IHT and CGT Planning: When have you strayed into the GAAR Zone?
    • Patrick Way QC - Barrister, Field Court Tax Chambers
    11:55 - 12:2530 mins
    Pity the FDRs
    • Giles Clarke - Author, Offshore Tax Planning
    12:25 - 13:0035 mins
    Planning for the Family Home – Doms and Non-Doms
    • Patrick Soares - Barrister, Field Court Tax Chambers
    13:00 - 14:0060 mins
    Lunch
      14:00 - 14:2525 mins
      Tarnished Golden Trusts
      • Giles Clarke - Author, Offshore Tax Planning
      14:25 - 14:4520 mins
      The Registers for Offshore Trusts and Companies – A Hot Topic
      • Patrick Soares - Barrister, Field Court Tax Chambers
      14:45 - 15:0520 mins
      Reservation of Benefit and Gifts of Cash and POAT
      • Patrick Soares - Barrister, Field Court Tax Chambers
      15:05 - 15:4035 mins
      Offshore Family Investment Company and IHT Planning – the Slow Burn Approach
      • Katherine Bullock - Barrister, Field Court Tax Chambers
      15:40 - 16:0020 mins
      Afternoon Break
        16:00 - 16:2020 mins
        BPR and Property Investment/Development Companies
        • Katherine Bullock - Barrister, Field Court Tax Chambers
        16:20 - 16:5030 mins
        Estate Planning and Matrimonial and Divorce Matters
        • Patrick Soares - Barrister, Field Court Tax Chambers
        16:50 - 17:3040 mins
        David Brownbill QC’s Trust Law for Tax Advisors – to keep them out of trouble
        • David Brownbill QC - Barrister, XXIV Old Buildings
        17:30 - 17:355 mins
        Close of Conference
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