Sovereign UK Seminar 2023 – “Private Client Tax and Property”


At 6pm on Thursday, 29 June
in The Hall & Lightwell at St. Martin in-the-Field

Following publication of the Finance Bill 2023, we will be assessing its implications for companies, pension schemes and individuals, and examining the following structuring solutions:

UK Family Investment Companies (FICs) – implications of new Corporation Tax changes for:

  • UK property investment FICs
  • UK investment FICs
  • Overseas FICs

Overseas Pension Schemes

  • Impact of the abolition of the Lifetime Allowance (LTA)
  • Property investment planning using overseas pension schemes

Overseas trust planning for non-UK domiciled individuals – are benefits dependent on the remittance basis of taxation for:

  • Excluded Property Trusts (EPTs)
  • Flexible property trusts and ‘carve-out’ trust planning for non-UK domiciles investing in UK property

Sovereign Speakers
Laurence Lancaster – Group Head of Tax
Simon Denton – Managing Director of Sovereign (UK) Ltd.

Date & Time
Thursday, 29 June 2023
Registration and light refreshments from 5.30pm
Seminar to run from 6pm to 7.15pm, inclusive of Q&A
Refreshments and networking from 7.15pm to 9pm

The Hall & Lightwell, St Martin-in-the-Fields Church,
Trafalgar Square, London WC2N 4JJ
Access via the Glass Entrance Pavilion
on Church Path, to the northside of the church.


Contact Roberta Giordano
Get in Touch

Please contact us if you have any questions or queries and your local representative will be in touch with you as soon as possible.