Private Client Tax Conference

  • Date: 24 Mar 2021
  • Time: 09:30 - 12:00
  • Venue: Virtual Conference, Hosted via Hopin, Join from any location, Use the link below

Join us for the inaugural Smith & Williamson Private Client Tax Conference.

COVID-19 has dominated the news agenda for the past twelve months as normal life has been put on pause (and mute). As we all continue to work through the pandemic, whether we have reached the end of the beginning or beginning of the end, 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. 
Our speakers will consider how the economic and tax landscape may change, how the UK government will seek to cover the additional borrowing it has taken on as well as debating the opportunities for your personal finances and wealth.
During the course of the morning you will hear from a host of leading individuals, including:

  • Bill Dodwell – Tax Director at the Office of Tax Simplification (OTS) and previously head of tax policy at Deloitte
  • Experts from across Smith & Williamson
  • Guest speakers from Tilney

There will be engaging panel discussions and six interactive breakout sessions to choose from throughout the conference so you can not only find what matters most to you, but pick up practical advice and first-hand experience as well.

Register here


Title Summary Speaker
Introduction from S&W A welcome and introduction from Smith & Williamson to open the conference  
Key note speaker   Bill Dodwell
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. Joss Dalrymple, Smith & Williamson, Partner
Bill Dodwell, Office of Tax Simplification, Tax Director
Daniel Casali, Smith & Williamson, Chief Investment Strategist
Penelope Lang, Smith & Williamson, Partner
Risk and how to plan for it This session will consider:
Risks: Business and personal
Planning: Financial security and protecting against those risks
Ross Anders, Tilney, Partner
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?
Edward Emblem, Smith & Williamson, Partner
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?
Anthony Whatling, Smith & Williamson, Partner
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. Dermot Mahony, Smith & Williamson, Partner
Whole of wealth solutions for entrepreneurs Tax and investment structuring for entrepreneurs as they grow, sell and reinvest Peter Ball, Smith & Williamson, Partner
Nick Travis, Smith & Williamson, Partner
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. Julia Rosenbloom, Smith & Williamson, Partner
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. Toby Tallon, Smith & Williamson, Partner
Ross Anders, Tilney, Partner
Daniel Casali, Smith & Williamson, Chief Investment Strategist
Anita Millar-Neale, Smith & Williamson, Partner
Closing remarks from Smith & Williamson 
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