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Breakfast Seminars for private clients and their advisors
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Dates and Topics:
Thursday 25 September 2008
Buying and Selling Property Abroad
Wednesday 15 October 2008
Finance Act 2008: Where does it leave
non-domiciliaries?
Wednesday 26 November 2008
Trustees and Divorce
Wednesday 10 December 2008
Trusts vs Alternative ownership structures:
The world after Finance Act 2006
Wednesday 14 January 2009
Finance Act 2008: where does that
leave UK clients?
Tuesday 3 February 2009
Focus on India: The International
Indian Client
Programme:
8.00am - Registration & breakfast
8.30am - Seminar
9.15am - Questions & answers
9.30am - Close
Cost:
1 seminar £25
2 seminars £40
3 seminars £50
4 seminars £60
5 seminar £70
6 seminars £80
(all prices excl. VAT)
1 CPD point award per seminar.
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Venue:
Buryfields House
Bury Fields
Guildford
Surrey
GU2 4AZ
view
map and travel directions
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Charles Russell's breakfast seminars are designed to
increase the knowledge of private clients, trustees
and those advising them.
The seminars will take place at our Guildford office.
Please click here to register
to attend one or more of the series.
1. Buying and Selling Property Abroad
Thursday 25th September 2008
Buying and selling a second home abroad is still very
popular but clients need to be aware of the (often complex)
issues involved. Charles Russell's Julian Watson and
Virginie Delplace specialise in French, Spanish and
Portuguese property law and Caroline Williams in French
tax issues for the UK client.
Speakers
Virginie
Delplace, Clerc de Notaire (France)
Julian
Watson, Consultant
Caroline
Williams, Solicitor
2. Finance Act 2008: Where does it leave non-domiciliaries?
Wednesday 15 October 2008
The new rules affecting non-domiciliaries, now contained
in the Finance Act 2008, have been substantially amended
during their passage through Parliament over the summer.
With the legislation now enacted, it is time to take
stock in this seminar.
Speakers
Henry
Fea, Partner
Nicola
Weil, Solicitor
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3. Trustees and Divorce
Wednesday 26 November 2008
The Mills versus McCartney case captivated and entertained
the lay audience! But such cases also illustrate a number
of important issues for professional advisers to consider
with their clients.
Speakers
Suzanne
Marriott, Partner
Margaret
Tyson, Partner
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4. Trusts vs Alternative ownership structures: The
world after Finance Act 2006
Wednesday 10 December 2008
Establishing new trust structures after 22 March 2006
can come at a heavy inheritance tax cost. In this seminar
we will look at ways in which trusts can still be useful
as well as at the developing field of alternative structures
designed to replicate trusts.
Speakers
Stephen
Pallister, Partner
Piers
Master, Solicitor
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5. Finance Act 2008: where does that leave UK clients?
Wednesday 14th January 2009
The new rules affecting inheritance tax and the transferable
nil rate band between spouses will be explored in the
context of existing Wills and new Wills. We will also
cover the steps and consequences of dismantling nil
rate band discretionary trusts post death.
Speakers
Suzanne
Marriott, Partner
Sally
Ashford, Solicitor
Louise
Harrhy, Solicitor
6. Focus on India: The International Indian
Client
Tuesday 3 February 2009
There are 6.2 millions NRIs- people who were born in
India and now live abroad- with $500bn (€ 314.4
bn) of liquid assets. Studies have shown that Indians
have a strong connection with their homeland and will
often invest 15%-25% of their wealth there. Asia-Pacific
and European wealth managers profile Indians as being
sophisticated clients who want a say in how their portfolio
is run. (Datamonitor, March 2008).
Speakers
Andrew
Cameron, Partner
Suzanne
Ashman, Solicitor
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For more information, please contact Vicki Hardy
Tel: 01483 252617
Email: vicki.hardy@charlesrussell.co.uk
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