Edwin Coe is delighted to announce that Morag Ofili, Partner – Barrister from our Tax team will join a panel to discuss ‘Reputation in Practice: Navigating the Private Wealth Landscape’ at Jersey Finance Private Wealth Conference 2025 on Tuesday, 23 September 2025.

About the conference:

 ‘‘Reputation as a Strategy’, will explore how forward-thinking jurisdictions like Jersey are evolving to meet new expectations – using reputation not just to respond, but to stand out in global wealth management.

The half-day conference will feature a line-up of distinguished speakers and industry leaders who will explore the evolving private client landscape.

Delegates can expect to gain strategic insights from thought leaders and engage with peers during our dedicated networking breaks. This event welcomes London-based lawyers, investment managers, accountants, bankers and trustees, as well as Jersey-based industry experts.’

For more information on the event and to register, please click here.

Edwin Coe will be attending the Private Client Dining Club dinner in Guernsey. The event will take place at Old Government House, Guernsey on Tuesday, 30 September 2025.

Tax Partner – Barrister, Morag Ofili will be attending.

PCD Club networking dinners are attended by leading professional advisors dealing with high net worth clients.  The majority of members and guests come from some of the private wealth’s key segments: tax & legal advice; private banking & wealth management; trust and corporate services; real estate advice & finance. 

For more information click here.

Edwin Coe will be attending the Private Client Dining Club dinner in Zurich. The event will take place at Zunfthaus Zur Meisen, Zurich on Thursday, 11 September 2025.

Our Head of Tax, Sean Bannister, Head of Private Client International, David Goepel and Private Client Associate, Toni Recchia will be in attendance.

PCD Club networking dinners are attended by leading professional advisors dealing with high net worth clients.  The majority of members and guests come from some of the private wealth’s key segments: tax & legal advice; private banking & wealth management; trust and corporate services; real estate advice & finance. 

For more information click here.

Edwin Coe is delighted to announce that Morag Ofili, Partner – Barrister from our Tax team will join a panel to discuss ‘Insights into HMRC Investigations’ at ThoughtLeaders 4 Private Client: Jersey – 5th Annual Edition in Jersey on Tuesday, 30 September 2025.

Themes Morag will be discussing includes:

• Spring budget fallout and how it’s shaping tax investigations;
• HMRC insights into investigations; and
• What issues should practitioners look out and prepare for when dealing with HMRC investigations.

ThoughLeaders4 Private Client is a unique community designed for all practitioners involved in the Private Client intermediary network. Private Client: Jersey – 5th Annual Edition brings together local offshore practitioners and onshore specialists to discuss key contentious and non-contentious developments.

For more information on the event and to register, please click here.

Edwin Coe is delighted to announce that Morag Ofili, Partner – Barrister from our Tax team will join a panel to discuss ‘Insights into HMRC Investigations’ at ThoughtLeaders 4 Private Client: Jersey – 5th Annual Edition in Jersey on Thursday, 2 October 2025.

Themes Morag will be discussing includes:

• Spring budget fallout and how it’s shaping tax investigations;
• HMRC insights into investigations; and
• What issues should practitioners look out and prepare for when dealing with HMRC investigations.

ThoughLeaders4 Private Client is a unique community designed for all practitioners involved in the Private Client intermediary network. Private Client: Jersey – 5th Annual Edition brings together local offshore practitioners and onshore specialists to discuss key contentious and non-contentious developments.

For more information on the event and to register, please click here.

Edwin Coe is delighted to be a sliver sponsor at the Private Client Dining Club in Jersey. The event will take place at L’Horizon Jersey on Tuesday, 3 June 2025.

Our Head of Tax Sean Bannister,  Tax Partner Hetal Sanghvi team will be in attendance.

PCD Club networking dinners are attended by leading professional advisors dealing with high net worth clients.  The majority of members and guests come from some of the private wealth’s key segments: tax & legal advice; private banking & wealth management; trust and corporate services; real estate advice & finance. 

For more information click here.

Edwin Coe is delighted to announce that Morag Ofili, Barrister – Partner  from our Tax team will be speaking on two panels across both days at this year’s Private Wealth Conference in Lagos, Nigeria which is hosted by HNW Advisor.

Morag will feature on two panels:

•  International Tax Efficiency Strategies
• Asset Protection & Wealth Structuring – Trusts vs Private Foundations?

W8 Advisory, in partnership with HNW Advisor, brings its second live event to West Africa on 21-22 May 2025, at the Metropolitan Club in Lagos.

For more information on the event please click here.

Join us on Tuesday, 13 May where we will:

● Discuss current relevant case studies with a particular focus on portfolio structuring

● The new landscape for trusts

● The regime for recent arrivers.

Speakers:

Sean Bannister | Head of Tax
Hetal Sanghvi | Tax Partner

Who should attend:

The seminar will be of particular interest to high-net-worth individuals and their advisers, and will offer valuable networking post seminar.

About the event
The Owl Explains Crypto Summit Presented by Sidley comes together for a series of participatory roundtables on the most important policy and regulatory trends of 2025!

With the new US administration; UK developing its regime; MiCA implementation in Europe; Hong Kong rule proposals and implementation; Korea advancing regulation; key jurisdictions in S. America and SE Asia moving forward – Now is the time to bring our community together, in London in conjunction with Avalanche Summit London.

For more information on the event and to register, please click here.

The packed 2025 agenda includes themes such as:

• Incapacity and assisted dying regimes
• Misconduct in litigation
• Undue influence and abuse of confidence
• Costs in trusts & estates litigation
• Disclosure regime comparison
• Non-contentious probate
• Surrogacy and adoption in succession

For more information on the event and to register, please click here.

Edwin Coe is delighted to announce that Head of Tax, Sean Bannister will join a panel titled ‘Discussing the New FIG Regime and How the Rules Have Played Out’  at ThoughtLeaders 4 Private Client: The Non-Dom Tax & FIG Forum in London on Tuesday, 20 May 2025.

Themes which he will be discussing on the panel includes:

• What has changed over the last 12 months
• How the regime has played out/will play out in practice
• What are the pitfalls that advisors are seeing

About the event
Join us at the Non-Dom Tax and FIG Regime Forum. Scheduled for May 2025, this event marks the first opportunity to gather under the new regime, which comes into effect in April 2025. The agenda includes in-depth panel discussions on key topics raised in the budget, such as inheritance tax (IHT), trust structures, and the FIG regime, ensuring delegates gain comprehensive updates to benefit both their professional practices and their clients.

For more information on the event and to register, please click here.

On Thursday 21 November, Edwin Coe’s Tax and Private Client experts will be providing an update on the key issues and the potential impact for currently non-domiciled individuals and those who have recently arrived to the UK.

Speakers:

Sean Bannister | Head of Tax
Hetal Sanghvi | Partner, Tax
Lara Mardell | Of Counsel, Private Client

Who should attend:
The seminar will be of particular interest to high-net-worth individuals and their advisers.

Session Recording:

Edwin Coe will be attending the Private Client Dining Club dinner in Guernsey. The event will take place at Old Government House, Guernsey on Tuesday, 1 October 2024.

Property & Trusts Partner, Shams Rahman, Tax Partner – Barrister, Morag Ofili and Private Client Of Counsel, Lara Mardell will be attending.

PCD Club networking dinners are attended by leading professional advisors dealing with high net worth clients.  The majority of members and guests come from some of the private wealth’s key segments: tax & legal advice; private banking & wealth management; trust and corporate services; real estate advice & finance. 

For more information click here.

Edwin Coe is delighted to announce that Morag Ofili, Partner – Barrister from our Tax team will join a panel to discuss ‘Navigating Key Tax Matters and Avoiding Pitfalls’ at ThoughtLeaders 4 Private Client: Jersey – 4th Annual Edition in Jersey on Thursday, 3rd October 2024.

ThoughLeaders4 Private Client is a unique community designed for all practitioners involved in the Private Client intermediary network. Private Client: Jersey – 4th Annual Edition brings together local offshore practitioners and onshore specialists to discuss key contentious and non-contentious developments.

For more information on the event and to register, please click here.

Edwin Coe is delighted to announce that Morag Ofili, Partner – Barrister from our Tax team will join a panel to discuss ‘Navigating Key Tax Matters and Avoiding Pitfalls’ at ThoughtLeaders 4 Private Client: Guernsey – 4th Annual Edition in Guernsey on Tuesday, 1st October 2024.

ThoughLeaders4 Private Client is a unique community designed for all practitioners involved in the Private Client intermediary network. Private Client: Guernsey – 4th Annual Edition brings together local offshore practitioners and onshore specialists to discuss key contentious and non-contentious developments.

Property & Trusts Litigation Partner, Shams Rahman and Private Client Of Counsel, Lara Mardell will also be attendance.

For more information on the event and to register, please click here.

Join us on Tuesday, 15 October where we will:

● Introduce our newest tax partner, a barrister specialising in tax risk and dispute resolution, Morag Ofili.

● Discuss the evolving landscape of private client tax disputes – sharing our views on emerging trends and best practices.

● Explore real-life case studies showcasing successful strategies.

● Discuss the recent case of HMRC v Jonathan Hitchins & Ors [2024] UKUT 00114 and what it means for HMRC ‘fishing expeditions’.

Speakers:

Sean Bannister | Head of Tax
Hetal Sanghvi | Tax Partner
Morag Ofili | Tax Partner – Barrister

Who should attend:

The seminar will be of particular interest to high-net-worth individuals and their advisers, and will offer valuable networking post seminar.

Edwin Coe will be attending the Private Client Dining Club dinner in Geneva. The event will take place at Beau-Rivage, Geneva on Thursday, 12 September 2024.

Our Head of Tax Sean Bannister,  Tax PartnerHetal Sanghvi team will be in attendance.

PCD Club networking dinners are attended by leading professional advisors dealing with high net worth clients.  The majority of members and guests come from some of the private wealth’s key segments: tax & legal advice; private banking & wealth management; trust and corporate services; real estate advice & finance. 

For more information click here.

Edwin Coe is delighted to announce that Tax Partner, Hetal Sanghvi will be a panellist at HNW Advisor Annual Conference on the Update from India for UK connected clients.

This is a one day conference with the panel running from 12 to 1pm.

Hetal will discussing topics which include:

• Discussion of trends in residency and relocation from India for entrepreneurs and business families;
• Structuring investments into the UK from India;
• Impact of the Resident Non Domiciled Changes and Inheritance Tax Planning for Indian families.

Property Litigation and Trusts Partner, Shams Rahman will also be attending the one day conference.

About the conference: In this one day conference, we will bring the latest developments from the Resident Non Domiciled reforms and how they interact with some of the key wealth markets around the world – UAE & Saudi Arabia; India; US & Canada. And also, importantly, what it means for other European locations seeking to attract HNW migration.

For more information and to register click here.

Edwin Coe is pleased to announce that Tax Partner, Hetal Sanghvi will presenting at a breakfast session for Indian Law Firm Khaitan & Co.

The presentation titled ‘UK Spring Budget 2024 Changes Annouced to the Non-Dom Rules’ will look at the impact and consideration for the global Indian family, trends and strategies related to India-UK estate planning.

The in-person session will then be followed by a Q&A an networking session at Khaitan & Co’s Mumbai office.

To register for the event, please click here.

Edwin Coe is delighted to have been invited by LexisNexis to provide an update on offshore bonds, foreign policies and the chargeable event regime with Burges Salmon.

Our Head of Tax, Sean Bannister, was joined by Edward Hayes, Senior Associate at Burges Salmon, in a webinar on:

• the mechanics of the chargeable event regime;
• the personal portfolio bond regime;
• taxation of UK resident and domiciled individuals;
• PET planning and rate planning;
• taxation of UK resident, non-domiciled individuals;
• excluded Property Trusts; and
• common mistakes – what happens in practice.

To view the full webinar, please subscribe to LexisNexis Webinars here. Once subscribed, click here to view the full webinar. 

For a preview of this webinar, please click the video below.

Edwin Coe is delighted to be a sliver sponsor at the Private Client Dining Club in Jersey. The event will take place at L’Horizon Jersey on Tuesday, 4 June 2024.

Our Head of Tax Sean Bannister,  Tax Partner Hetal Sanghvi team will be in attendance.

PCD Club networking dinners are attended by leading professional advisors dealing with high net worth clients.  The majority of members and guests come from some of the private wealth’s key segments: tax & legal advice; private banking & wealth management; trust and corporate services; real estate advice & finance. 

For more information click here.

Hetal Sanghvi will be speaking at the Citywealth Forum on the topic of ‘Africa’.

Joining a panel of experts, Hetal Sanghvi, a partner within our Tax team, will explore the rise of wealth in Africa and discuss the mindset of African families dealt with in Sub-Saharan Africa, and the nuances of how they structure, diversify, and internationalise their wealth.

By 2030, a fifth of the world’s population will be from Africa and by 2050, a third of all children globally will be African. Total individual wealth on the continent is expected to rise by 34% reaching over US$3trillion by 2027. The sheer magnitude of this rising population, the wealth creation and accumulation involved, combined with the increasing access to sophisticated wealth planning tools and interest from practitioners travelling in from International Finance Centres means giving clients the most comprehensive advice is even more crucial than ever.

For more information on the Citywealth Forum, please click here.

The team will also provide thoughts on the current position for non-domiciled clients who are relying on their domicile status in relation to their exposure to UK taxation. The seminar will include an analysis of relevant current case law, and what we are seeing in practice as it relates to HMRC’s enquiries in to non-UK trusts.

This seminar is complimentary and qualifies for one hour of CPD.

Speakers:

Sean Bannister | Head of Tax
Hetal Sanghvi | Tax Partner

Who should attend:

The seminar will be of particular interest to international high-net-worth individuals and their advisers, and will offer valuable networking post seminar.

Edwin Coe is delighted to be taking part in PCD Club’s discussion on the highlights from the latest Indian Budget and Considerations for Global Indian Families.

The discussion will be moderated by Kuntal Dave with Hetal Sanghvi, Partner within the Edwin Coe Tax team featuring on the panel.

This event is open to PCD Club members only. If you would like to view a copy of the recording please click here.

Edwin Coe is delighted to announce that Tax Partner, Hetal Sanghvi will join a panel discussing ‘Women in Private Wealth‘ at STEP 29th Annual International Conference in Jersey on Thursday 21 October 2021. The panel will also include speakers from IQEQ, Kendrick Rose, Entrust and BDO.

This year’s in-person Annual Conference will take place in St Helier. Tickets are available to STEP members, non-members and STEP Students. Seven hours of CPD will be available.

Programme

Subjects under discussion include Economic Round Up, Women in Private Wealth, Offshore Trust Round Up; 5AMLD and the Origins of the TRS; Context Emerging Digital Assets; Probate in Jersey – Execution of Wills, Electronic Signing, Remote Witnessing, Investments for Probate; Considerations of the US, Beneficiaries of Non US Trusts and will conclude with  post-conference networking drinks at the Porters Store Bar.

STEP (the Society of Trust and Estate Practitioners) is a global professional body comprising lawyers, accountants, trustees, and other practitioners that help families plan for their futures. The Jersey Branch of STEP, established in 1993, is run by a committee of twelve professionals drawn from across the island’s wealth management industry.  With over 1,250 members, many of whom are in the process of working towards STEP professional qualifications, the Jersey Branch is the largest in the world outside London.

For more information and to reserve your place click here (Eventbrite).

Edwin Coe is delighted to announce that Tax Partner Hetal Sanghvi will be joining the panel of speakers at the Perspectives: Women in Leadership Series – A View From the Top webinar, hosted by Jersey Finance.

The webinar, “A View from the Top” will focus on broadening your focus beyond wealth management to explore the perspectives and experience offered by today’s women in leadership, globally, working across multiple business sectors and regions.

There is continued growth of women’s key leadership roles in the workforce and in society as agents of change. This event aims to tap into this rich source of inspiration, expertise and insight, whilst enabling women in leadership to support each other by connecting and building global networks.

This event on Monday 16 November, will bring together inspirational female business leaders who will discuss the experience, inspiration and challenges that have shaped their journey to the leadership roles they enjoy today.

For more information and to register your attendance please click here.

Tax Partner Hetal Sanghvi of Edwin Coe is delighted to a co-host a live webinar with Hawkford’s India desk on Wednesday, 5 August.  We would be delighted if you and your colleagues could join us.

The webinar will provide answers to the Top 8 most critical questions asked by global Indian HNW families when planning for succession, particularly in light of Covid-19.

Examples of questions which will be discussed include:

1. I have family members relocating to the UK – what are the key tax considerations which should be included/considered?  How long can it take?
2. At what point do I or my family become UK tax-resident?
3. What is a trust and how can it help me with my family governance and succession plans?
4. I want and like to maintain control.  What are my options for achieving this?
5. What are the rights and duties of a settlor, trustee, beneficiaries, and protector in a trust structure?
6. I am worried about the fiscal impact of Covid-19 in India and what this could mean for my accumulated wealth.  How can cross-border wealth diversification help me?
7. How do I ensure a robust structure can be achieved?
8. What are the practical challenges to overcome to successfully plan for India/UK succession?

Our panel

Hetal Sanghvi 
Tax Partner, Edwin Coe LLP

Michael Powell
Client Director, Private Client Services, Hawksford

To join us, please click here to register.

This webinar will be of interest to global Indian HNW families and their advisors.

Tax Partner Hetal Sanghvi of Edwin Coe is delighted to be part of the panel of experts in the webinar hosted by Nishith Desai Associates which will take place on 29 May 2020 at 4.30pm BST.

The webinar will look at the key issues that India-UK cross border families or individuals should consider when looking to relocate.

The expert panel will look at the UK tax criterion, domicile and inheritance tax issues and common planning tools used in the UK context.  They will also provide the India perspective and discuss tax treaty issues.

Nishith Desai Associates is considered one of Asia’s most innovated law firms – and the go-to specialists for companies around the world, looking to conduct businesses in India and for Indian companies considering business expansion abroad. https://www.nishithdesai.com/information/home.html

Edwin Coe is delighted to be attending the Citywealth IFC Awards dinner on Wednesday, 29 January at The Rosewood London Hotel. Head of Tax, Sean Bannister and Private Client associate, Eva Moynihan will be representing Edwin Coe on the evening.

Now in their ninth year, the Citywealth International Financial Centre Awards were established to highlight the excellence of the advisers and managers in the private wealth sector in the major international financial centres.

• Judged by an international panel of highly respected practitioners from all private wealth sectors covering all the jurisdictions
• The winners are those judged to have excelled in achievement, innovation, expertise and service
• A unique opportunity for both large and small offshore companies to be recognised for an outstanding achievement

Edwin Coe is delighted to be one of the sponsors at the Private Client Dining Club in Mumbai. The event will take place at the St Regis Hotel in Mumbai on Wednesday, 19 February 2020.

The evening will include expert professionals, including Hetal Sanghvi from our Tax Team, taking part in a panel discussion. They will discuss key topics in front of an audience of prestigious guests. This will be followed by a networking drinks reception and dinner.

For more information click here.

Our Tax team will be providing an update and an outline of HMRC’s current powers in relation to direct taxes. The presentation will be focused on ‘behaviour’ as it relates to penalties and assessing time limits, as well as HMRC’s rights to taxpayer and third party information.

The team will also be discussing R (oao Jimenez) V HMRC [2019] EWCA Civ 51 and the implications for clients with cross-border wealth structures.

Areas to be covered will include:

• ‘Behaviour’ and its effect on assessment time limits and penalties
• ‘Nudge’ letters
• Failure to correct
• The ‘enablers’ regime
• R (oao Jimenez) v HMRC [2019] EWCA Civ 51.

Speakers

Sean Bannister – Head of Tax

Hetal Sanghvi – Partner

Who should attend

We are offering this seminar for anyone interested in or with UK and international private clients, who are keen to add value to their clients’ tax planning affairs.

Topics to be covered include:

Property aspects

• Consent to lettings
• Airbnb type lettings
• Houses in Multiple Occupation
• Evicting AST tenants – procedure and execution
• The effect of the Homes (Fitness for Human Habitation) Act 2018 and other reforms on the horizon
• Deposits – avoiding the pitfalls
• Letting agent’s fees

Tax aspects

• Stamp duty land tax (SDLT) on purchase
• The annual tax on enveloped dwellings (ATED) charge, filings and reliefs
• The taxation of rental income (income tax/corporation tax), the non-resident landlord regime and mortgage interest relief restrictions
• Inheritance tax (IHT) exposure during ownership
• Taxation of capital gains on sale – capital gains tax (CGT)/corporation tax

Speakers

Rosie McCormick Paice – Property Partner

The Tax Team

This seminar is suitable for letting agents and their teams. This complimentary seminar qualifies for one hour of CPD.

Edwin Coe is delighted to be hosting Khaitan & Co, a leading Indian Law Firm, for a joint seminar discussing the Tax and Legal Considerations for UK/India succession matters and global mobility issues for wealthy families.

The seminar will be held at our London offices on Tuesday, 10 September.

With families of Indian origin becoming increasingly international, cross-border succession is a highly topical issue. We will discuss protection of wealth held onshore in India and wealth held in other non UK jurisdictions, especially where beneficiaries of the estate are resident in the UK. Many families of Indian origin, across the world, now have family members residing in the UK, and retaining various non UK assets.

There are opportunities for pre-arrival planning to create a low tax environment for worldwide income and gains once resident in the UK, and flexibility for tax efficient movement of funds to the UK. The UK has an increasingly complex tax regime and insuring assets are protected across generations, and across borders is something Tax Partner Hetal Sanghvi and Private Client Partner David Goepel of Edwin Coe, and Private Client Partner, Bijal Ajinkya of Khaitan & Co will explore together.

Speakers

Hetal Sanghvi – Edwin Coe Tax Partner

David Goepel – Edwin Coe Private Client Partner

Bijal Ajinkya – Khaitan & Co Private Client Partner

Who should attend

This seminar is exclusively for advisors/intermediaries who have a focus on Indian, and/or non-resident Indian private clients.

Edwin Coe is delighted to host a briefing in association with Mercury Homesearch entitled Brexit and stamp duty … recovering from the bruises – Jeremy McGivern’s tips. The briefing will be held on Thursday, 16 May 2019 and is exclusively for advisors and intermediaries.

Jeremy McGivern of Mercury Homesearch will be discussing the impact of Brexit and Stamp Duty Land Tax, while looking at 300+ years of UK property history and what it shows us today. He will also reveal why the economists and city analysts have such a poor track record at predicting the market and what will affect prices in the next ten years.

Jeremy McGivern – Mercury Homesearch

Jeremy is the founder and managing director of Mercury Homesearch, London’s internationally renowned property search agency and has been acquiring upscale properties for an elite list of clients since 2001.  Jeremy has appeared on Bloomberg Television and CNBC and his opinions have been sought by The FT, The Times, The Sunday Times, The Daily Telegraph, Forbes Magazine, MoneyWeek and numerous other major publications.  He was also named as one of the most influential figures in Prime Central London property in Spears’ Wealth Management’s property Power Index.

Who should attend

We are offering this briefing for advisors and intermedaries with UK and international private clients, who are interested in the London property market.

Edwin Coe is delighted to be one of the sponsors at the Private Client Dining Club launch in Mumbai. The event will take place at the St Regis Hotel in Mumbai on Friday, 15 February 2019.

The evening will include expert professionals, including Sean Bannister and Hetal Sanghvi from our Tax Team, taking part in a panel discussion. They will discuss two key topics in front of an audience of prestigious guests. This will be followed by a networking drinks reception and dinner.

For more information click here.

Edwin Coe’s Tax practice will be providing an update on the key messages for non-resident and non-domiciled private clients coming out of the most recent Autumn Budget. The presentation will be focused on current and future challenges and any opportunities which may emerge.

The team will also be discussing the changing environment for non-UK residents with interests in UK residential and commercial property, with a particular focus on the following topics:

• An update on the post April 2017 regime for non-UK entities holding interests in UK residential property
• What is the inheritance tax (IHT) value of my interest in a company holding UK residential property?
• Extension of the scope of corporation tax to non-resident companies with UK property interests
• What next? Where do we see the potential changes?

Speakers – 15 November

Sean Bannister – Tax Partner

Speakers – 22 November

Sean Bannister – Tax Partner

Who should attend

The seminar will be of particular interest to international high-net-worth individuals and their advisers, and will address the changes to the UK tax regime from April 2017.

Agenda

Our leading team of tax specialists also includes former senior inspectors from HMRC’s specialist Fraud Investigation Service Offshore team.  They will be discussing the following:

• The background behind RTC and general overview
• What does it mean for taxpayers?
• How do I disclose?
• What should I and my clients be doing right now?
• What will be the position for the taxpayers who do not disclose by 30 September 2018?
• How Edwin Coe can help

Who should attend 

The seminar will be of particular interest to advisors, who have clients with any type of offshore assets or income, or anyone wanting to fully understand the ramifications of not regularising offshore assets or income before 30 September 2018.

The Gibraltar Summit, taking place on Thursday 27 April 2017 at the Gibraltarian Government Office in London, will focus on the key concerns of Wealth Management Professionals and their clients when considering how best to achieve each of their unique objectives. The day will be made up of a series of panel sessions upon which C-suite Executives will discuss key issues of concern.

Sean will be taking part in the panel discussion entitled “Examining tax structures for maximum efficiency”.

What makes this event unique is that it is an invitation only Summit in which the audience and panel can freely share ideas.

WealthBriefing is the leading subscription-based business intelligence service for the wealth management community, with the latest news, analysis and in-depth features from around the globe.

For further information about the Summit please click here.

Edwin Coe’s tax services team will be hosting a seminar to discuss the concept of an FIC, for whom they are likely to be appropriate, the Inheritance Tax advantages of these structures, and the on-going tax benefits, as well as some of the drawbacks and pitfalls.

Agenda

The seminar will focus on the following issues:

• Background of FIC’s
• The basic structure
• Succession planning and Inheritance Tax
• Asset protection
• Taxation of investment income within an FIC
• Potential challenges

Who should attend:

The event is suitable for individuals who are considering their plans for succession and how best to mitigate Inheritance Tax, and those who advise clients in relation to either their tax affairs or wealth.

The seminar will focus on the following issues:

1. Post April 2017 – the changing landscape for RNDs
2. What now – how do you structure non-UK assets in advance of the changes?
3. To loan or not to loan?
4. Transfer of Assets Abroad (TAA) – changing the taxation of non-UK trusts
5. Existing EPTs
6. The confusing issue of residential property – uncertainty around existing EPTs holding UK situated residential property via an SPV.

The event is targeted at those who advise RND clients in relation to either their tax affairs or wealth.

The recent summer budget saw the announcement that significant changes will be made to the regime for non-domiciled individuals from April 2017 onward. We also saw that further changes will be introduced to the taxation of structures holding UK residential property.

The ramifications for both clients and their advisers cannot be underestimated. The window for clients to seek advice and potentially restructure their affairs in advance of the changes is limited but, the opportunity does exist.

Edwin Coe’s experienced tax team will be discussing the impending changes, what it means for clients, and what opportunities still exist. They will also be available to address any specific concerns or issues you might have.

Agenda

• The 15 year rule change
• Excluded property trust structures
• Use of life assurance
• Temporary non-residence planning
• Revisions to the residential property regime
• Double Taxation Agreements
• The widening of the scope of Inheritance Tax.

The recent summer budget saw the announcement that significant changes will be made to the regime for non-domiciled individuals from April 2017 onward. We also saw that further changes will be introduced to the taxation of structures holding UK residential property.

The ramifications for both clients and their advisers cannot be underestimated. The window for clients to seek advice and potentially restructure their affairs in advance of the changes is limited but, the opportunity does exist.

Edwin Coe’s experienced tax team will be discussing the impending changes, what it means for clients, and what opportunities still exist. They will also be available to address any specific concerns or issues you might have.

Agenda

• The 15 year rule change
• Excluded property trust structures
• Use of life assurance
• Temporary non-residence planning
• Revisions to the residential property regime
• Double Taxation Agreements
• The widening of the scope of Inheritance Tax.

Taxation features heavily in each party’s manifesto and the implications for individuals could be significant. Via our leading team of tax services and property advisers, we regularly advise and support our clients by providing bespoke solutions to their individual needs.

Agenda

These seminars will be led by our Tax Services and Property teams who will focus on the main issues that will affect individuals and include a briefing on:

• Changes post-election
• Transparency
• Non-dom position
• Tax structuring under a new Parliament
• Property as a tax-efficient asset class

To register your interest in this event please email events@www.edwincoe.com

Taxation features heavily in each party’s manifesto and the implications for individuals could be significant. Via our leading team of tax services and property advisers, we regularly advise and support our clients by providing bespoke solutions to their individual needs.

Agenda

These seminars will be led by our Tax Services and Property teams who will focus on the main issues that will affect individuals and include a briefing on:

• Changes post-election
• Transparency
• Non-dom position
• Tax structuring under a new Parliament
• Property as a tax-efficient asset class

To register your interest in this event please email events@www.edwincoe.com