ThoughtLeaders4 Private Client: Guernsey
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.
