Private Client Tax Conference

Our inaugural Smith & Williamson Private Client Tax Conference took place on 24th March 2021 where we heard from a great range of speakers including Bill Dodwell from The Office of Tax Simplification and experts from Tilney and Smith & Williamson.

At the conference we explored Funding the Future, how will private clients plan for, and pay for the future in post COVID/Brexit Britain? COVID-19 has dominated the news agenda for the past twelve months and governments are grappling with significant macro-economic issues for the costs incurred to date and what is yet to come, especially when considering the impact in the UK of Brexit.

You can view all of the sessions from the day below

 

Private Client Tax Conference Web Banner NO TEXT 1920X1080 Mar 21

Key note speaker

Bill Dodwell will cover two recent themes in OTS reports: the taxation of wealth and using technology and third party data.  The taxation of wealth will cover the reports on Capital Gains Tax and Inheritance Tax.  Recent work on third party data covers prepopulating the personal tax account, tax codes and self assessment tax returns.

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Panel Session and Q&A: COVID-19 How do we fund it?

The panel will be discussing the impact that COVID, and to a lesser extent Brexit, has had on the public finances, and how the UK government are likely to go about addressing the financial impact sustained.

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Breakout sessions

Private Client Tax Conference Breakout Risk WEB Mar 21

Risk and how to plan for it

This session will consider: Risks: Business and personal Planning: Financial security and protecting against those risks

Speaker: 

  • Ross Anders, Tilney, Partner
  • Curran Anstock, Financial Planner Director, Tilney
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Private Client Tax Conference Breakout Brexit WEB Mar 21

International Private Clients – Tax issues post Brexit

The session will explore: Where am I? Tax Residence status issues during COVID and beyond Where am I taxed? Cross border and Double taxation issues Thinking of Emigration – what do I need to consider? Does Domicile still matter?

Speaker: 

  • Edward Emblem, Smith & Williamson, Partner
  • Alistair Shaw, Smith & Williamson, Partner
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Private Client Tax Conference Breakout Protecting Wealth WEB Mar 21

Trusts, Investment Companies & offshore bonds – are they right for me?

This session will explore: What are the options for holding my investment portfolio? What are the features of common types of holding structures? What might be appropriate for me?

Speakers:

  • Michael Saunders, Smith & Williamson, Partner
  • Matthew Hawkins, Smith & Williamson, Partner
  • Majid Hussain, Smith & Williamson, Partner
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Private Client Tax Conference Breakout Real Estate WEB Mar 21

Evolution in the real estate market

This session will explore how we think the real estate industry will evolve over the next decade and beyond as landlords become more sophisticated and tenants become more demanding. We will consider the implications for how investors deploy, and are taxed on, their money.

Speaker:

  • Dermot Mahony, Smith & Williamson, Partner
  • Christopher Springett, Smith & Williamson, Partner
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Private Client Tax Conference Breakout Entrepreneurs WEB Mar 21

Whole of wealth solutions for entrepreneurs

Tax and investment structuring for entrepreneurs as they grow, sell and reinvest

Speakers: 

  • Peter Ball, Smith & Williamson, Partner
  • Nick Travis, Smith & Williamson, Partner
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Private Client Tax Conference Breakout Family Trust WEB Mar 21

Protecting your wealth against Inheritance Tax

This session will explore how to successfully navigate the current IHT landscape, whilst also considering how to future-proof your IHT planning against future possible changes.

Speaker: 

  • Julia Rosenbloom, Smith & Williamson, Partner
  • Luke Brooks, Smith & Williamson, Partner
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Panel Session and Q&A: Opportunities post COVID-19 

The panel will be discussing how COVID-19 has changed the landscape from a planning, investment and strategic viewpoint, and what clients should be considering as they move forward.

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Closing remarks from Toby Tallon, Partner, Smith & Williamson

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