2018 Private Client conference in conjunction with STEP Liverpool

Event Details

Course Code: S3995
Speaker: Various
Specialisations: Wills, Trusts, Tax & Probate, Management, Conferences,
Venue: Liverpool Law Society, 2nd Floor Helix, Edmund Street, Liverpool, L3 9NY
Date: Tuesday, 15 May, 2018
Time: 09:30 - 16:45

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

 DRAFT PROGRAMME ONLY  - full details coming soon...

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    TBC ~ Peter Allen, Investec

3 – 4          Contentious Probate Update ~ Stephen Lawson    
        
4 – 4.10     Summary & Close ~ Louise Scholes
 

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