International Tax Planning for Private Clients in the ‘Post Domicile Era’
Thursday 3rd July
Registration and light refreshments from 5.30pm
Conference to run from 6pm to 7.15pm, inclusive of Q&A
Refreshments and networking from 7.15pm to 8.30pm
The Hall & Lightwell, St Martin-in-the-Fields
Trafalgar Square, London WC2N 4JJ
The following topics will be covered:
- Overview of the new Income Tax (IT) and Capital Gains Tax (CGT) regime for foreign income and gains (FIG). Who is a Qualifying New Resident (QNR).
- Overview of the new inheritance tax (IHT) regime. Who is / is not a Long-Term UK Resident (LTR).
- Excluded Property Trusts (EPTs).
- Impact assessment of new rules: IHT, CGT and IT treatment of EPTs in the post domicile era.
- EPTs: qualifying conditions for new trusts to be EPTs.
- Case studies and planning.
- UK and Foreign Family Investment Companies (FICs) – structure, applicability, tax treatment and case studies.
- Insurance-based tax planning, with a focus on non-personalised portfolio bonds.
- Private Client mobility – the countries to which departing UK residents should consider moving to and why.
- Q&A session to follow.
SPEAKERS
Simon Denton – Managing Director of Sovereign (UK) Ltd
Laurence Lancaster, Head of Tax at Sovereign Group
Venue Access
The Hall & Lightwell, St Martin-in-the-Fields
Trafalgar Square, London WC2N 4JJ
Access via the Glass Entrance Pavilion on Church Path.
