Estate Planning
Thursday, 15th June 2023
Millennium Hotel KnightsbridgeLondon

Patrick Soares
Barrister at Field Court Tax Chambers


Patrick Soares was called to the Bar in 1983. Previously he was a tax partner in a leading firm of London solicitors.

He obtained his Masters Degree in Taxation from University College, London and is a Fellow of the Chartered Institute of Taxation.

Mr Soares advises on all areas of taxation, with particular emphasis on the taxation and structuring of property transactions, value added tax, trusts and offshore tax. He acts for many high profile clients and large commercial enterprises. He lectures on a great variety of topics and chairs annual London conferences on Optimum Tax Structures for Land Transactions, Corporate and Personal Taxation and Taxation of the Family Business and Overseas Trusts and Companies.

He is the Tax Editor of the Property Law Bulletin and was the author of a number of tax books, including “Value Added Tax Planning for Property Transactions”, “Offshore Investment in UK Property” and “Non-Resident Trusts”.

Agenda Sessions

  • Chairman’s Opening Remarks

  • Multiple/pilot Trusts And Early Planning For BPR

  • Two Early Planning Steps For BPR

  • 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

  • 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.