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.
Agenda
| 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 | ||
