2018 Private Client conference in conjunction with STEP Liverpool

Event Details

Course Code: S3995
Speaker: Various
Specialisations: Wills, Trusts, Tax & Probate, Management, Conferences,
Venue: Marriott Hotel, One Queen Square, Liverpool, L1 1RH
Date: Tuesday, 15 May, 2018
Time: 09:30 - 16:10

Members Price: £205
Non Members Price: £260
Corporate Training Offer: Free
Training Season Ticket: Free

Note: 20% Vat added at checkout

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Event Description

9– 9.20      Registration

9.20– 9.30    Chair opens ~ Louise Scholes

9.30 – 10     Recent legislative and tax developments relevant to UK companies ~ Martin Palmer
•    Applying the 2016 PSC legislation to UK companies owned by offshore companies and offshore trusts
•    The substantial shareholder exemption rules: the 2017 reforms
•    Company residence planning after Development Securities (No 9) Ltd and ors v HMRC (2017) FTT565 (TC)
•    Observations on UK double taxation treaty relief post BEPS and the 2017 Multilateral Convention

10 – 11.15    Capital Tax Update ~ Chris Whitehouse
•    Legislative developments, including the coming of DOTAS
•    BR/AR update including recent cases
•    Deemed domicile update
•    Planning in 2018

11.15 – 11.30    Refreshments

11.30 -12.30     Settlement ~ Chris Whitehouse   
•    The “simplification” and “transparency” review
•    The attraction of (flexible) life interests
•    Establishing settlements without an entry charge
•    Planning for 10 year anniversaries

12.30 – 1.15    Lunch

1.15  - 2.15    MCA 2005 and Elderly Client Update 2018 ~ Helen Clarke
    OPG update – including recent guidance and news
•    Recent Court of Protection decisions - including severance applications
•    Care fee funding - Top up Fees - what clients need to know
•    Deprivation of assets under the Care Act 2014

2.15 – 2.30    Refreshments

2.30 – 3    The interaction of pensions with estate planning for high net worth individuals ~ Peter Allen
•    What changed in 2015?
•    Pension vs Personal
    o    Flexibility
    o    Ongoing Taxation
    o    Taxation on Death
•    Some examples


3 - 4     Contentious Probate Update ~ Stephen Lawson
•    Donato Mortis Causa
•    Mutual Wills
•    Fraudulent Calumny
•    Inheritance Act claims post Ilott

4 – 4.10     Summary & Close ~ Louise Scholes

Speakers' biographies

Peter Allen graduated from Gonville & Caius College, Cambridge with a Mathematics degree in 2000. He is a Chartered Financial Planner and Fellow of the Personal Finance Society, a Member of the Chartered Institute for Securities and Investment and an Affiliate Member of the Society of Trust and Estates Practitioners. Peter provides independent financial planning advice to a wide range of private clients. His particular interest is in cashflow planning and advising those who have recently acquired wealth, for example from a business sale or inheritance. Before joining Investec in April 2011, he spent eight years at Barnett Waddingham and two years at Mercer in similar roles.

Helen Clarke is a solicitor specialising in probate and elderly client issues. She represents the Probate Section on the Law Society Council, she is Chair of the Law Society Wills and Equity Committee and a member of STEP.

Stephen Lawson TEP is a Partner at the Cheshire Firm of FDR Law. He is a Contentious Probate Specialist. He is a member of ACTAPS and a member of STEP. Stephen is the former Chair of STEP Cheshire, a member of STEP England & Wales Committee and a member of STEP Worldwide Council. He is a member of the Law Society Civil Justice Committee and a member of the Law Society Wills & Equity Committee. He is the joint author of the book “Testamentary Capacity” with Frost & Jacoby (OUP).

Martin Palmer joined Jordans in 1984 and was appointed to the executive board in 1995. In 2017, he became a non-executive consultant to the business, concentrating on advising clients on a variety of corporate, trust and tax matters. He is a contributing editor to the Journal of International Tax Trust & Corporate Planning and in 2015, he authored “International Tax Planning: UK Companies and Partnerships”, published by LexisNexis. He has been an annual contributor to the Gore-Browne Special Release publication for the last 3 years. Martin has a law degree from Nottingham University and in 2012 was awarded the Advanced Diploma in International Taxation (ADIT) by the Chartered Institute of Taxation.

Louise Scholes advises high net worth individuals and trusts and deals with a broad range of private client work including Will drafting, Inheritance Tax Planning, administration of estates, Elderly client, Lasting Powers of Attorney and Trust work including acting as a professional Trustee. She has considerable experience in Court of Protection work and acts as a Professional Deputy. Louise qualified in 1993 and is a Partner in Brabners Private Client team. She is a member of the Society of Trust and Estate Practitioners (STEP) and is chair of Liverpool STEP branch.

Christopher Whitehouse advises on trusts, wills and taxation matters.  He is the co-author of Trust Taxation (2nd edition), one of the editors of Dymonds Capital Taxes and a principal contributor to the Trusts, Wills and Gifts volumes of the Encyclopaedia of Forms and Precedents.

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