FUNDAMENTALS DAY - PRIVATE CLIENT SUMER SCHOOL /08/2018. Afternoon Refreshment Break. William Moffett - Barrister, Radcliffe Chambers
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1 SESSIONS FUNDAMENTALS DAY - PRIVATE CLIENT SUMER SCHOOL /08/2018 Registration & Coffee 08:45-09:00 Afternoon Refreshment Break 15:30-15:50 Chair s Opening Remarks 09:00-09:10 Understanding Tax Understanding Wills 15:50-16:30 William Moffett - Barrister, Radcliffe Chambers 09:10-10:10 David Kilshaw - Partner, Ernst Young Understanding Inheritance Tax Understanding Pensions 16:30-17:10 Paula Steele - Managing Partner, John Lamb 10:10-10:40 Frederick Bjorn - Partner, Payne Hicks Beach Chair s Closing Remarks and End of Day One 17:10-17:20 Morning Refreshment Break 10:40-11:00 Punting on the River Cam 17:20-18:45 Understanding Trusts 11:00-11:40 Thomas Fletcher - Barrister, Maitland Chambers Richard Manyon - Partner, Payne Hicks Beach BBQ 18:45-19:45 Pimm's Drinks Reception 19:45-20:45 Understanding Investments for Private Clients 11:40-12:40 Joe Donohoe - Director, Asset Risk Consultants Lunch 12:40-13:40 Contentious Trusts: The Basics 13:40-14:40 James Lister - Managing Associate, Stevens & Bolton Basics of Asset Tracing 14:40-15:30 James Sheedy - Senior Associate, Baker & Partners
2 SCHEDULE FUNDAMENTALS DAY - PRIVATE CLIENT SUMER SCHOOL /08/2018 TIME 08:00 08:45 - Registration & Coffee 09:00 09:00 - Chair s Opening Remarks 09:10 - Understanding Tax 10:00 10:10 - Understanding Inheritance Tax 10:40 - Morning Refreshment Break 11:00 11:00 - Understanding Trusts 11:40 - Understanding Investments for Private Clients 12:00 12:40 - Lunch 13:00 13:40 - Contentious Trusts: The Basics 14:00 14:40 - Basics of Asset Tracing 15:00 15:30 - Afternoon Refreshment Break 15:50 - Understanding Wills 16:00 16:30 - Understanding Pensions 17:00 17:10 - Chair s Closing Remarks and End of Day One 17:20 - Punting on the River Cam 18:00 18:45 - BBQ 19:00 19:45 - Pimm's Drinks Reception
3 SESSIONS DAY 2 - PRIVATE CLIENT SUMMER SCHOOL /08/2018 Breakfast in Dining Hall 08:00-09:00 Chair s Opening Remarks 09:00-09:10 Nicholas Holland - Partner, McDermott Will & Emery UK Trusts Issues from the Bar 09:10-10:00 Richard Dew - Barrister, Ten Old Square BPR: The Current Picture from Courts & HMRC The impact of UK Political Challenges on UHNWIs and their Wealth Structures 15:20-15:50 Jeremy Franks - CEO - Private Clients, Knox Private Office Afternoon Refreshment Break 15:50-16:10 Trusts and Taxation: Onshore Trust vs Offshore Trusts - How Are They Taxed? 16:10-17:10 Simon Gibb - Partner, McDermott Will & Emery 10:00-11:00 Ian Maston - Director, Mastoni Tax Chair s Closing Remarks and End of Day Two 17:10-17:20 Morning Refreshment Break 11:00-11:20 Drinks & Black Tie Gala Dinner 17:20-18:20 Trusts & Family Issues Panel 11:20-12:20 Emma Hargreaves - Barrister, Serle Court Capacity Issues 12:20-13:20 Rupert Ticehurst - Partner, Bryan Cave Leighton Paisner Lunch 13:20-14:20 Residence and the Statutory Residence Test 14:20-15:20 Ceri Vokes - Partner, Withers
4 SCHEDULE DAY 2 - PRIVATE CLIENT SUMMER SCHOOL /08/2018 TIME 08:00 08:00 - Breakfast in Dining Hall 09:00 09:00 - Chair s Opening Remarks 09:10 - UK Trusts Issues from the Bar 10:00 10:00 - BPR: The Current Picture from Courts & HMRC 11:00 11:00 - Morning Refreshment Break 11:20 - Trusts & Family Issues Panel 12:00 12:20 - Capacity Issues 13:00 13:20 - Lunch 14:00 14:20 - Residence and the Statutory Residence Test 15:00 15:20 - The impact of UK Political Challenges on UHNWIs and their Wealth Structures 15:50 - Afternoon Refreshment Break 16:00 16:10 - Trusts and Taxation: Onshore Trust vs Offshore Trusts - How Are They Taxed? 17:00 17:10 - Chair s Closing Remarks and End of Day Two 17:20 - Drinks & Black Tie Gala Dinner
5 SESSIONS DAY 3 - PRIVATE CLIENT SUMMER SCHOOL /08/2018 Breakfast in Dining Hall 08:00-09:00 Chair s Opening Remarks Introduction to Private Equity 15:30-16:00 Alex Foster - Partner, RSM 09:00-09:10 Offshore Trusts & UK Tax Planning: The Basics 09:10-10:10 Nimesh Shah - Partner, Blick Rothenberg Chair s Closing Remarks and End of Summer School 16:00-16:10 Afternoon Refreshment Break 16:10-16:30 Distributions to UK Beneficiaries 10:10-11:10 Fiona Poole - Partner, Maurice Turnor Gardner Morning Refreshment Break 11:10-11:30 Foundations 11:30-12:20 Naomi Rive - Group Director, Highvern Creating Effective Structures for Philanthropy and How to go about Using Them Best? 12:20-13:00 Natasha Kapp - Partner, Carey Olsen Lunch 13:00-14:00 Towards a Toolkit for Safeguarding Against Divorce 14:00-14:50 Simon Blain - Partner, Penningtons Manches Trusts and Civil Law Jurisdictions: How Do They Work? 14:50-15:30 Clare Usher-Wilson - Director, Family Office Services, Summit Trust International
6 SCHEDULE DAY 3 - PRIVATE CLIENT SUMMER SCHOOL /08/2018 TIME 08:00 08:00 - Breakfast in Dining Hall 09:00 09:00 - Chair s Opening Remarks 09:10 - Offshore Trusts & UK Tax Planning: The Basics 10:00 10:10 - Distributions to UK Beneficiaries 11:00 11:10 - Morning Refreshment Break 11:30 - Foundations 12:00 12:20 - Creating Effective Structures for Philanthropy and How to go about Using Them Best? 13:00 13:00 - Lunch 14:00 14:00 - Towards a Toolkit for Safeguarding Against Divorce 14:50 - Trusts and Civil Law Jurisdictions: How Do They Work? 15:00 15:30 - Introduction to Private Equity 16:00 16:00 - Chair s Closing Remarks and End of Summer School 16:10 - Afternoon Refreshment Break
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