HNW Advisor presents a one day conference looking at the key themes and trends from private wealth markets around the world.
With elections in the US & UK, major tax reform proposed in the UK & jurisdictions around competing to attract wealthy individuals, there are many subjects to discuss.
Tickets
PCD members receive 25% discount on ticket prices - please enter your discount code when prompted. Please email us at events@hnwadvisor.com if you would prefer to pay via invoice
Event Agenda
In this one day conference, we will bring the latest developments from the Resident Non Domiciled reforms and how they interact with some of the key wealth markets around the world - UAE & Saudi Arabia; India; US & Canada. And also, importantly, what it means for other European locations seeking to attract HNW migration.
Our conference chairman, Ken Chapman, will guide us through the content for the day with a series of expert panels.
Morning Session
08:30
Arrival and Registration at One Birdcage Walk
09:15
Keynote Address
Tackling latest UK RND reforms and what advisors need to know
Featuring John Barnett, Tax Partner at Burges Salmon
10:00
Update from the UAE & Saudi Arabia
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Discussion of the opportunities for financial institutions considering establishing a presence in ADGM or DIFC.
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Structuring Single Family Offices to minimise the Corporation Tax impact on revenue generating UAE real estate.
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Discussion of the UAE's golden visa residency program, for HNW clients looking to establish residency, including UK RNDs & their SFOs looking to relocate to UAE.
Panelists:
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Yann Mrazek, Managing Partner at M/HQ
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Owen Dayson, Founder, Saudi Gateway Consulting
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Zoe Jacob, Immigration Partner at Boodle Hatfield
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Majid Hussain, Chartered Tax Advisor & Barrister
11:30
Refreshments
12:00
Update from India for UK connected clients
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Discussion of trends in residency and relocation from India for entrepreneurs and business families;
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Structuring investments into the UK from India;
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Impact of the Resident Non Domiciled Changes and Inheritance Tax Planning for Indian families.
Panelists:
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Shreya Rao, Partner at Shreya Rao & Associates
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Claire Harris, Partner at Withers LLP
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Nicolette Bostock, Partner at Withers LLP
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David Gilmour, Managing Director at Imperium Group
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Urooj Alam, Managing Director at BOS Wealth Management Europe
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Hetal Sanghvi, Partner at Edwin Coe LLP
Afternoon Session
13:00
Lunch
14:00
European Mobility Options - Italy, Monaco, Switzerland, Portugal
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Overview of the main options in Europe for those looking at leaving the UK.
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Discussion of the practicalities of losing UK residence - “How much time can I realistically still spend in the UK?”
Panelists:
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Cecile Vuillier, Head of Private Client at TrustConsult Group
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Arthur Rohmer, Associé gérant at Artieri & Rohmer
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Troy Hanley, Managing Director at Henley & Partners
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Filippo Noseda, Partner at Mishcon de Reya
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Gary Heynes, Partner, Head of Private Client at RSM
15:30
Refreshments
16:00
US & Canada Update / Interaction with RND reforms
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US election and implications for advisors - what are the implications of a change in government?
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What are the key planning aspects for US citizens coming to the UK?
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Estate taxes in the UK and US, planning with foreign tax credits under the new regime, insurance solutions.
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For foreign investors investing in the US, what should they consider?
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Spotlight on Canada for residency and structuring - what are the opportunities?
Panelists:
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Jay Krause, Partner at Withers LLP
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Lisa Festerling, UK/US Tax Director at Rawlinson & Hunter
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Nitin Naik, Director at KPMG
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Michelle White, Head of Private Office at Investec
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Jonathan Garbutt, Barrister & Solicitor at Dominion Tax Law
17:00
Wrap up & Departure
Tickets
PCD members receive 25% discount on ticket prices
Please email us at events@hnwadvisor.com if you would prefer to pay via BACS