Breakfast Briefing: Offshore Trusts

Breakfast Briefing: Sunny places for shady people – the current landscape for offshore trusts

Offshore trusts capture a lot of attention. But when it comes to tax, how many people are aware of exactly how they work and how they are treated?

On 31 October our experts will provide an overview of how things currently stand and look at what could go wrong.

The team will be available to answer any questions following the presentations.

 

Topics and speakers

Offshore trusts – what are they and how do they work?

(Geraint Jones, Partner)

IHT treatment – what you need to know

(Terry Jordan, Senior Adviser)

What could possibly go wrong and remedies

(Doug Sinclair, Partner)

 

When: Tuesday 31 October 2017, 8:00-9:30am

 

Where: The Museum of London – Garden Room

150 London Wall

EC2Y 5HN

 

To book your place: please email [email protected]

 

This event is aimed at solicitors, IFAs, bankers, and other professionals with clients who may have or be interested in offshore trusts. 

 

NICOLA HALL

BILSHAN MENSAH

Sam Inkersole

In 2022, Sam won the Taxation’s Rising Star award at the Taxation Awards in and was named in the Accountancy Age 35 Under 35.

Jon Wedge

While Jon’s client work focuses on the financial services sector, he also oversees the firm’s assurance service, as well as supporting the trainees following in his footsteps.

ELANA DIMMER

Elana joined us in 2017 as an ACA trainee, after graduating from Durham University where she had studied languages. She is now a manager in our assurance team.

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