TL4 Private Client: Guernsey Conference

Ben Havard is speaking at the ThoughtLeaders4 Private Client Guernsey annual event.

Aimed at both offshore practitioners and onshore experts, this event addresses key contentious and non-contentious developments impacting private clients.

Specifically scheduled for October 2024, the event anticipates further guidance on non-dom changes and a clearer political landscape, allowing speakers to provide practical advice, rather than speculation, on effective future planning within the sector.

The high level topics to be covered are:

  • Non dom regime changes
  • Tax matters
  • Next gen and ESG
  • AI and tech
  • Stress-testing trust structure
  • Trusts in divorce

Ben is speaking on trusts in divorce: 'Ensuring you are prepared for the breakdown of a marriage'  - key areas where trustees get it right - and get it wrong - in divorce and trust cases. Including:

  • 10 years on: has Otto Poon ‘rattled the trust industry’ in Hong Kong, as originally reported by the Financial Times in 2014?
  • The perils of answering - and not answering - the Charman/Otto Poon likelihood test: is the test a lose-lose scenario?
  • The dangers of the Liechtenstein ‘criminal offence defence’ as shown in Barclay v Barclay [2022] EWHC 2026.
  • Reputational and other risks for trustees in divorce and trust cases.
  • The need for trustees to promote the use of pre- and postnuptial agreements - and be involved in the negotiations.

He is joined on the panel by Marcus Dearle, Senior Partner at Miles Preston.

For more information on this event click here.

 

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