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ThoughtLeaders4 Private Client: Guernsey

September 26, 2023, 9:00 am to 5:25 pm

ThoughtLeaders4 Private Client: Guernsey

Returning for its 3rd year, join this one-day conference and meet with the most experienced in the Private Client and Trusts world at the TL4 Private Client: Guernsey event.

Attendees can expect a host of sessions that are not only interactive, but really tackle the ongoing challenges faced by practitioners.

Book by Friday 8 September 2023 and Save £100.


Date: 26 September 2023

Time: 9am – 5.25pm

Venue: Duke of Richmond Hotel, Guernsey

Practice Area: Trusts, Wills & Estates

Topics

Programme:

9:00 am – Registration

9:30 am – Chair’s Opening Remarks
Bryony Cove – Partner – Farrer & Co

9:40 am – Keynote
Richard Martin – Principal Consultant – Byrne Dean

10:20 am – Regulatory Update: What will / should keep you up at night

  • Sanctions
  • Privacy
  • Transparency
  • Public registers of ownership
  • Are the Channel Islands over regulated?

Nin Ritchie – Group Partner – Collas Crill (Guernsey)
Saima Hanif KC – Barrister – 3VB
Hermione Williams – Barrister – New Square Chambers
Tom Cornell – Associate – Debevoise & Plimpton

11:00 am – Coffee Break

11:20 am – How politics and economics affects the acceptance of UHNWs worldwide and whether we can start to predict any future trends

  • Why low tax regimes are more accepted in some countries than others
  • Wealth taxes
  • Inheritance taxes
  • Citizenship by investment

Beatrice Puoti – Partner – Stephenson Harwood
Alasdair Wilson – Managing Associate – Harbottle & Lewis
Nick Wood – Business Partner – Sarasin & Partners

12:00 pm – Who is Watching the Watchmen?

  • Criminalisation of tax advisors
  • Enabler legislation
  • What is the role of gate keepers of advice
  • Legislation changing and tightening globally

Neil Swift – Partner – Peters & Peters
Waqar Shah – Partner – Kingsley Napley

12:40 pm – Lunch

1:45 pm – Responsible Stewardship of Wealth

  • Philanthropy for next gen
  • Pressures for the wealthy to give back to society
  • ESG/Impact investing

Joe Donohoe – Director – ARC (Jersey)
Matthew Braithwaite – Partner – Wedlake Bell
Catherine Grum – Founder – Catherine Grum Consultancy
Dylan Samuel – Executive Vice President – Lombard Odier

2:25 pm – Another Crypto Session? What is the Practical Reality of Crypto and Digital Wealth

  • Law commission – commercial reality
  • What is the practical reality of crypto trading

Ben Lee – Partner, Digital Assets – Andersen
Dean Armstrong KC – Barrister – Maitland Chambers

3:05 pm – Stress testing trust processes and structures: Can anything be bombproof?

Judith Swinhoe-Standen – Associate – Stewarts
James Lister – Partner – Stevens & Bolton
Richard Manyon – Partner – Payne Hicks Beach
Paul Hardwick – Senior Counsel – Macfarlanes

3:45 pm – Coffee Break

4:05 pm – Trusts & Divorce: Do the Firewalls mean we don’t need to think about Divorces?

  • Succession planning
  • Trust Structures
  • Family Dynamics
  • Funds vs Trusts

Caroline Tayler – Partner – Taylor Wessing
Bryony Cove – Partner – Farrer & Co
Stacey Nevin – Partner – Kingsley Napley

5:00 pm – How do we / should we adapt our advice around specific client circumstances

Vote now. Propose the client circumstances you are most interested in hearing about

  • Vulnerable clients and capacity
  • Mental health
  • Addiction
  • Personality disorders

Suzanne Marriott – Head of Art & Luxury – Charles Russell Speechlys
Kate Selway KC – Barrister – Radcliffe Chambers
Monika Byrska – Partner – Howard Kennedy
Alicia Tan – Associate – Farrer & Co

5:25 pm – Chair’s Closing remarks

New Square Chambers are event partner sponsors of this year’s ThoughtLeaders4 Private Client: Guernsey.

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