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Transatlantic Wealth & Estate Planning, London
November 2023
London, UK
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Transatlantic Wealth & Estate Planning, London - GMT (Greenwich Mean Time)

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Transatlantic Wealth & Estate Planning, London - GMT (Greenwich Mean Time)

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09:00 - 09:3030 mins
Registration & Coffee
    09:30 - 09:4010 mins
    Chairman’s Opening Remarks
    • Piers Master - Partner, Charles Russell Speechlys
    09:40 - 10:3050 mins
    Leaving the UK for the US?
    • Mark Hunter - Partner, Macfarlanes
    • Steven Bostock - Partner, Mishcon de Reya
    • Alexander Finch - Senior Manager, Fragomen
    • John Bull - Partner, Blick Rothenberg
    10:30 - 11:2050 mins
    Navigating Issues Investing into the US
    • Stanley Barg - Partner, Kozusko Harris Duncan
    • Jay Rosenbaum - Partner, Nixon Peabody
    11:20 - 11:4020 mins
    Morning Refreshments
      11:40 - 12:3050 mins
      Estate Planning and Charitable Giving
      • Jaime McLemore - Partner, Withers
      • Joe Crome - Senior Manager, CAF American Donor Fund
      • Emma Gillies - Partner, Forsters
      12:30 - 13:0030 mins
      Privacy vs Transparency: Beneficial Ownership Developments
      • Jacopo Crivellaro - Partner, Baker McKenzie
      • Christopher Cook - Associate, Baker McKenzie
      • Oliver Cooper - Policy Lead, Charles Russell Speechlys
      13:00 - 14:0060 mins
      Lunch
        14:00 - 14:4545 mins
        Trust Structures: What’s new?
        • Siena Gold - Partner, Harbottle & Lewis
        • Iain Younger - Partner, EY Frank Hirth
        • Sangna Chauhan - Partner, Charles Russell Speechlys
        14:45 - 15:3550 mins
        US Expatriation
        • Elizabeth A. Kubanik - European Counsel, Sullivan & Cromwell LLP
        • Rahul Soni - Partner, Fragomen
        • David Holmes - Managing Director, Ingleton Partners
        15:35 - 16:0025 mins
        Afternoon Refreshments
          16:00 - 16:4545 mins
          Tax Enquiries, Investigations and Compliance – General Roundup
          • Rachel Davison - Partner, Taylor Wessing
          • Helen Griffiths - Tax Partner, BDO
          • Trevor Egan - Partner, Buzzacott
          16:45 - 16:5510 mins
          Chairman’s Summation
          • Piers Master - Partner, Charles Russell Speechlys
          16:55 - 17:5560 mins
          Drinks Reception
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