James Sheedy 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
James 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.
