Breakfast seminars for trust companies, banks, accountants and other professional advisors

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Dates and Topics:

Wednesday 24 September 2008
Finance Act 2008: Where does it leave non-domiciliaries?

Wednesday 26 November 2008
Trusts vs Alternative ownership structures: The world after Finance Act 2006

Tuesday 16 December 2008
Is a Shariah compliant trust possible?

Wednesday 28 January 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: £50
2 seminars: £80
3 seminars: £100
4 seminars: £125
(all prices excl. VAT)

CPD:

1 CPD Point available per seminar

Venue:

Charles Russell LLP
8-10 New Fetter Lane
London
EC4A 1RS

Please click here for a map and directions.

Charles Russell's breakfast seminars are designed to increase the knowledge of trustees, and those advising them. Trustee law is probably changing more quickly now than at any time during the last generation. It is vital to stay abreast of those changes.

The seminars will take place at our New Fetter Lane office. Please click here to register to attend one or more of the series.

1. Wednesday 24 September 2008
Finance Act 2008: Where does it leave non-domiciliaries?

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 and in this seminar.

We will cover the following points: click here

•	The new residence test
•	The new remittance rules
	•	what is a remittance
	•	claiming the remittance basis
	•	what exemptions apply?
	•	loans and mortgages
	•	The new "mixed funds" rules
	•	How are losses treated?
	•	Planning points
•	Non-resident trusts and companies
	•	How are beneficiaries taxed on the trust's gains?
	•	How does rebasing work?
	•	How is the trust's income treated?
	•	What tax planning can be considered?

Speakers
Henry Fea, Partner
Nicola Weil, Partner

2. Wednesday 26 November 2008
Trusts vs Alternative ownership structures: The world after Finance Act 2006

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.

We will cover the following points: click here

3. Tuesday 16 December 2008
Is a Shariah compliant trust possible?

Is it genuinely possible to create a Sharia compliant trust? Or is such a thing a contradiction in terms? What are the grounds on which such trusts might be attacked and what (if anything) can be done to reduce the scope for attack.

We will cover the following points: click here

4. Wednesday 28 January 2009
Focus on India: The International Indian Client

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).

We will cover the following points: click here

For more information, please contact Paula Maycock
Tel: 020 7203 5128
Email: paula.maycock@charlesrussell.co.uk


Cost: 1 seminar: £50 2 seminars: £80 3 seminars: £100 4 seminars: £125 (all prices excl. VAT)
I would like to attend the following:
	1. Wednesday 24 September 2008 Finance Act 2008: Where does it leave non-domiciliaries?
	2. Wednesday 26 November 2008 Trusts vs Alternative ownership structures: The world after Finance Act 2006
	3. Tuesday 16 December 2008 Is a Shariah compliant trust possible?
	4. Wednesday 28 January 2009 Focus on India: The International Indian Client
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