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HNW Advisor

ANNUAL CONFERENCE

One Birdcage Walk, London

26 June 2024

HNW Advisor presents a one day conference looking at the key themes and trends from private wealth markets around the world. 

With elections in the US & UK, major tax reform proposed in the UK & jurisdictions around competing to attract wealthy individuals, there are many subjects to discuss.  

Tickets

PCD members receive 25% discount on ticket prices - please enter your discount code when prompted.  Please email us at events@hnwadvisor.com if you would prefer to pay via invoice

Full Day Ticket:

£250 +VAT

One Birdcage Walk, London

26 June 2024

08:30-17:00

Half Day Ticket:

£150 +VAT

One Birdcage Walk, London

26 June 2024

08:30-12:00 or 13:00-17:00

Event Agenda

Morning Session

08:30

Arrival and Registration at One Birdcage Walk

09:15

Keynote Address
Tackling latest UK RND reforms and what advisors need to know
Featuring John Barnett, Tax Partner at Burges Salmon

10:00

Update from the UAE & Saudi Arabia featuring Yann Mrazek

  • Discussion of the opportunities for financial institutions considering establishing a presence in ADGM or DIFC.

  • Structuring Single Family Offices to minimise the Corporation Tax impact on revenue generating UAE real estate.

  • Discussion of the UAE's golden visa residency program, for HNW clients looking to establish residency,  including UK RNDs & their SFOs looking to relocate to UAE.   

11:30

Refreshments

12:00

Update from India for UK connected clients

  • 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.

Afternoon Session

13:00

Lunch

14:00

European Mobility Options - Italy, Monaco, Switzerland, Portugal

  • Overview of the main options in Europe for those looking at leaving the UK.

  • Discussion of the practicalities of losing UK residence - “How much time can I realistically still spend in the UK?”

15:30

Refreshments

16:00

US & Canada Update / Interaction with RND reforms​​

  • US election and implications for advisors - what are the implications of a change in government?

  • What are the key planning aspects for US citizens coming to the UK?    

  • Estate taxes in the UK and US, planning with foreign tax credits under the new regime, insurance solutions.

  • For foreign investors investing in the US, what should they consider?  

  • Spotlight on Canada for residency and structuring - what are the opportunities?

17:00

Wrap up & Departure

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.   

 

Our conference chairman, Ken Chapman, will guide us through the content for the day with a series of expert panels.

Tickets

PCD members receive 25% discount on ticket prices

Please email us at events@hnwadvisor.com if you would prefer to pay via BACS

Full Day Ticket:

£250 +VAT

One Birdcage Walk, London

26 June 2024

08:30-17:00

Half Day Ticket:

£150 +VAT

One Birdcage Walk, London

26 June 2024

08:30-12:00 or 13:00-17:00

HNW Advisor

ANNUAL CONFERENCE

One Birdcage Walk, London

26 June 2024

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