Embracing the new world of private wealth
As the world rebounds from COVID-19 and the rate of digital adoption continues to accelerate, the advice that UHNWs require is changing at a rapid pace.
The Citywealth IFC Forum will bring together the leading offshore and onshore advisors to discuss what matters to UHNWs today, keeping them informed of the latest issues and developments.
Audience participation is encouraged.
Tuesday 25th January, 2022
Registration, Coffee & Networking on arrival
Karen Jones, CEO, Citywealth
Karen founded Citywealth after a career at News International, The Times, and Sunday Times in the legal, financial and recruitment sections. She also ran the Legalease flagship title Legal Business/Asia Pacific Legal 500, and launched Legal Business Awards and Legal 500 parties
Jon Conder, Partner, Macfarlanes
Jon Conder is a partner in the private client group at Macfarlanes LLP. He advises UK and international private clients and trustees on all aspects of tax, trust, estate and succession planning and on philanthropic matters.
Key updates from across the IFCs to include Important trust law decisions of the year.
Rebecca McNulty, Counsel, Ogier
Rebecca is Counsel in Ogier's Jersey Dispute Resolution team. Rebecca has significant experience across a broad range of general commercial litigation matters, contentious and cross border insolvency and restructuring, trust disputes and insurance related disputes. She regularly advises local and international clients in actions often involving multiple parties in multiple jurisdictions from pre-litigation through to trial.
Joanne Morse, Director, Family Office Services, Summit Trust International
Jo has a wide range of experience in trust and company management, within which a wide range of assets are managed, including fine art, vintage cars, shipping fleets, yachts, private equity and commercial and residential property. Jo manages an administration team providing bespoke private client trusteeship to ultra high value, complex international trust structures. In May 2018, Jo won Trustee of the Year at the Citywealth Magic Circle Awards held in London.
Attendees will be invited to share updates from their jurisdictions in a lively session facilitated by the forum leaders.
Debate: Do we need a wealth tax and what will it look like?
Moderated by David Cracknell, former Political Editor of The Sunday Times & Founder of Big Tent Communications
Prior to launching his own consultancy in 2008, he covered politics for newspapers for over 15 years, including stints at The Sunday Telegraph, Press Association and finally being political editor at The Sunday Times.
Andy Summers, Associate Professor of Law, London School of Economics
Andy's work on tax law and policy focuses on the taxation of wealth. Andy uses administrative tax data to study tax planning by the very rich (top 1% by income, and high net worth individuals). Current projects include studies on capital gains and measurement of inequality, the UK’s ‘non-dom’ tax regime, and tax and international migration.
Nimesh Shah, CEO, Blick Rothenberg
Nimesh's background is in personal tax and I have had over 15 years’ continuous experience in practice. Nimesh specialises in the interaction of personal and corporate tax matters, advising predominantly entrepreneurs from across a variety of industry sectors on all aspects of their personal and corporate tax affairs.
To ensure you meet all your fellow peers we will have a speed networking session to help get to know each other.
Crypto - Topical Tax Issues & Case Update
Topical tax issues
Update on current cases
Gary Ashford, Partner, Harbottle & Lewis
Gary Ashford is a well-known international tax partner, with particular expertise in contentious tax matters. He previously held senior positions at HMRC and leading accountancy firms.
Nicholas Connon, CEO, Quintel Intelligence
Nicholas has conducted numerous cryptocurrency tracing investigations after early success with submissions to obtain what was believed to be the first Bitcoin freezing injunction in the UK. Since this instruction, Nicholas has been involved in numerous cryptocurrency tracing investigations resulting in successful Freezing Orders and Norwich Pharmacal Orders against cryptocurrency exchanges and service providers across the globe.
Zoe Wyatt, Partner, Andersen
Zoe has always worked within the tech sector and, in particular, in the blockchain and crypto space since 2018. In 2019, she studied Blockchain Strategy with the Saïd Business School, University of Oxford, to better understand the nature of her clients’ business and investments, to structure tax efficiently, mitigating double taxation risk.
Gilead Cooper QC, Barrister, Wilberforce Chambers
Gilead specialises in complex, high-value disputes, often involving allegations of fraud, breaches of trust and fiduciary duties, and professional negligence.
ESG & Investments
Victoria Hoskins, Investment Director, Rathbone Greenbank Investments
Victoria is an Investment Director with over 20 years’ experience in providing and managing investment solutions for charity and not for profit organisations, pension funds, trusts and private clients.
Angeli Arora, Partner, Mischon de Reya
Angeli advises on a wide range of investment strategies around the world, including Asia and Africa, where she spent several years. Angeli's practice spans the investment spectrum – from special situations transactions, including activist/litigation strategies (a natural expansion of Mishcon’s market-leading litigation practice), to working with impact investors (a key focus for Mishcon Purpose).
Close of Conference
Closing Drinks and Networking