Foreign Domiciliaries and Offshore Trusts and Companies Post Finance Acts 2017 and Autumn Budget Speech

Foreign Domiciliaries and Offshore Trusts and Companies Post Finance Acts 2017 and Autumn Budget Speech

An Afternoon Seminar at The Law Society’s Hall, London WC2A

Chair: Robert Venables K.C.

Date: 13/12/2017

Price: £500.00 + VAT

Foreign Domiciliaries and Offshore Trusts and Companies

Post Finance Acts 2017 and Autumn Budget Speech

 

An Afternoon Two Silk Seminar at The Law Society’s Hall, London WC2A

 

Wednesday December 13th 2017

 

Delegate Fees 

£500 + VAT (£100) = £600 

Early booking fee for bookings received before November 6th 

£450 + VAT (£90) = £540

 

For Booking please contact aw.khpplc@khpplc.co.uk 

 

The September 2017 Finance Bill contains far-reaching retrospective changes to the taxation of offshore domiciliaries.

 

Even after this Finance Bill becomes law this autumn, much will be capable of being done by way of forward planning by those not yet UK domiciled (or deemed domiciled) or not yet UK resident.

 

Proposed changes to the capital gains tax and income tax rules re capital payments from offshore trusts and indirect payments or benefits from offshore trust were announced on September 13th.  Much can be done by planning prior to April 2018.

 

A panel of barristers from Old Square Tax Chambers will discuss tax planning in the light of the 2017 Finance Acts, the September 13th proposed changes and the Autumn Budget Speech (November 22nd).

 

Speakers

 

Robert Venables Q.C. (Chairman)

 

James Kessler Q.C.

 

Oliver Marre

 

Mary Ashley

 

All the speakers are from Old Square Tax Chambers, Lincoln’s Inn, WC2A 3UE, 020 7242 2744, taxchambers@15oldsquare.co.uk.

 

PROVISIONAL TIMETABLE

 

13.00 Registration and light lunch

 

14.00 Chairman’s Introduction

 

14.05 Deemed Domicile Rules, Rebasing and Cleansing - Mary Ashley

 

Long-Term Residents - United Kingdom Residents with United Kingdom Domicile of Origin - Transitional Provisions - Excluded Settlements - Rebasing - Cleansing

 

14.40  Inheritance Tax on Indirectly Held UK Residences - James Kessler Q.C.

 

The New Rules - Properties Held in Companies, Trusts and Partnerships - Creditor’s Rights - Planning

 

15.15 Offshore Trusts and Companies: Capital Payments and Benefits - Robert Venables Q.C.

 

New Rules for Offshore Trusts, their Settlors and Beneficiaries - Compatibility of new rules with EU Law and EFTA Law.   Shareholders etc in Offshore Companies -  Compatibility of new rules with EU Law and EFTA Law.

 

15.40 Protected Income and Gains of Settlements, Trusts and Companies - Oliver Marre

 

New categories of “protected income” - Income Tax (Trading and Other Income) Act 2005 Settlement Provisions - Transfer of Assets Abroad Provisions - Protected capital gains of trusts, settlements and companies

 

16.15 Discussion Session with Tea

 

16.30 Planning - Robert Venables Q.C.

 

Planning for Those Not Yet (Deemed) United Kingdom Domiciled and / Or Resident - Planning in Anticipation of New Capital Payments and Benefits Rules

 

17.00 Panel Session and Questions to Speakers

 

17.30 Close of Seminar

 

Delegate Fees

 

£500 + VAT (£100) = £600 

 

 For Booking please contact aw.khpplc@khpplc.co.uk

 

Conferences Terms and Conditions

Cancellations in writing 14 days prior to the seminar qualify for a refund subject to a £50 charge. Cancellations within 14 days prior to the seminar do not qualify for a refund.

Disclaimer: Key Haven Publications Ltd reserves the right to change the speakers or the programme for any reasons beyond its control or on account of changes in the law. Nothing in the talks or discussions or the prepared notes constitute legal advice. They are simply an expression of the speakers’ views, put forward for consideration and discussion. No action should be taken nor omitted in reliance on them but independent professional advice should be taken in every case. Neither the speakers nor Key Haven Publications Ltd accept any legal responsibility for them.

Warning: Neither Key Haven Publications Ltd nor the speakers gives any licence to any person to record and/or reproduce in any format (including sound and/or visual recording) (a) any Notes prepared in conjunction with this seminar; (b) the delivery by any speaker of any talk or any response to any question or discussion, in whole or in part, on any of the above. Any such unlicensed recording or reproduction or the making of any such epitome or transcript is a civil wrong and could well involve the commission of a criminal offence.