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Informa
09:30 - 09:40 10 mins
Chairs' Opening Remarks
  • Arabella Murphy - Partner, Maurice Turnor Gardner
  • Filippo Noseda - Partner, London
09:40 - 10:20 40 mins
Cyber Security: A Tactic of a Reputation and Privacy Strategy

In this session Johannes Stillig, Head of Cyber at the law firm Schillings, will demonstrate the link between the theft of your data and the impact this can have on your reputation and privacy.

  • How to protect your data courtesy of a credible cyber security plan;
  • How to control your online footprint and information about you in the public domain;
  • The tricks being deployed by cyber-criminals, including a simulated cyber-attack;
  • How to identify the perpetrator(s) of a cyber attack and the legal action you can take.
  • Johannes Stillig - Head of Cyber, Schillings
  • John Chase - Partner, Schillings
10:20 - 11:00 40 mins
Transparency & the Effect on Planning: The New Tricky Jurisdictions (Russia, China, South Africa)

The difficulties in planning discussed:

  • Russia
  • China
  • South Africa


  • Moderator Filippo Noseda - Partner, London
11:00 - 11:30 30 mins
Life Insurance and Trusts: The Ideal Combination?
  • How life insurance can be used in conjunction
  • The advantages in planning
  • The pros and cons
  • Riccardo Gambineri - Senior Vice President , Crown Global Insurance
  • Jeremy Franks - CEO - Private Clients, Knox Private Office
11:30 - 11:50 20 mins
Morning Refreshment Break
11:50 - 12:20 30 mins
Part 2 Cradle & the Grave: Issues for Elders - Have I Heard It All?
  • The issues that are never discussed in detail
  • Elder law issues
  • Capacity issues
  • Planning to avoid litigation
  • Julia Abrey - Partner, Withers
  • Penelope Reed QC - Barrister, 5 Stone Buildings
12:20 - 12:50 30 mins
Crystal Ball Gazing: What Does the Future Hold for Trust & Succession Planning?
  • What has changed?
  • The investment angle
  • How to go about planning effectively
  • Joe Donohoe - Head of Marketing, Asset Risk Consultants
  • Edward Buckland - Trust Director, LGL Trustees
12:50 - 13:20 30 mins
Divorce the Ultimate Wealth Destroyer: Top Tips for the Wealthy and their Advisers
  • Do pre nups and marriage contracts help?
  • Where do family creeds fit in?
  • Can careful planning help ( and if so, how?)
  • How can the way the assets are managed help/ damage their preservation for the family?
  • Some dos and don'ts of what to do when caught in the middle of a divorce
  • Dawn Goodman - Partner, Withers
13:20 - 14:20 60 mins
Lunch
14:20 - 14:55 35 mins
Room 1
CRS and the Swiss Bankers Agreement: The Interplay between CRS and CDB
  • David Wilson - Partner, Schellenberg Wittmer
14:20 - 14:55 35 mins
Room 2
Philanthropy
  • Legal structures for Philanthropy – what works when
  • Managing charitable giving through donor-advised funds
14:55 - 15:30 35 mins
Room 1
Trusts in Corporate Transactions: What Has Changed?
  • The perspective of a trust company and a private bank
  • The pros and cons
14:55 - 15:30 35 mins
Room 2
Brexit & Ireland: Has There Been an Increase in Relocation?
  • Practical Immigration points on Relocation
  • Pre-entry planning
  • Implications of Resident non-domiciled status
  • Long term inheritance tax and succession law issues
  • Property Structuring.
15:30 - 16:05 35 mins
Room 1
LatAM
  • Advising Latin American families in a transparent world
  • Amnesties, Trusts & Tax Efficient Securities in LatAM
  • What Do I Need To Know?
  • Pedro Ramírez Mota-Velasco - Partner, Turanzas, Bravo & Ambrosi
15:30 - 16:05 35 mins
Room 2
Business Succession Planning in Asia
  • The East Asian market place.
  • What are the cultural issues?
  • Why is it so difficult to bring families to the table?
  • What sort of Family Governance needs are there?
  • Are structures set up there effective?
  • How is the changing regulatory climate affecting clients’ attitudes?
  • Nicholas Jacob - Partner, Gowling WLG
16:05 - 16:15 10 mins
Chairs’ Closing Remarks and Close of Conference
  • Filippo Noseda - Partner, London
  • Arabella Murphy - Partner, Maurice Turnor Gardner
16:15 - 16:40 25 mins
Afternoon Refreshment Break
09:30 - 09:40

Chairs' Opening Remarks

  • Arabella Murphy - Partner, Maurice Turnor Gardner
  • Filippo Noseda - Partner, London
more
09:40 - 10:20

Cyber Security: A Tactic of a Reputation and Privacy Strategy

In this session Johannes Stillig, Head of Cyber at the law firm Schillings, will demonstrate the link between the theft of your data and the impact this can have on your reputation and privacy.

  • How to protect your data courtesy of a credible cyber security plan;
  • How to control your online footprint and information about you in the public domain;
  • The tricks being deployed by cyber-criminals, including a simulated cyber-attack;
  • How to identify the perpetrator(s) of a cyber attack and the legal action you can take.
  • Johannes Stillig - Head of Cyber, Schillings
  • John Chase - Partner, Schillings
more
10:20 - 11:00

Transparency & the Effect on Planning: The New Tricky Jurisdictions (Russia, China, South Africa)

The difficulties in planning discussed:

  • Russia
  • China
  • South Africa


  • Moderator Filippo Noseda - Partner, London
more
11:00 - 11:30

Life Insurance and Trusts: The Ideal Combination?

  • How life insurance can be used in conjunction
  • The advantages in planning
  • The pros and cons
  • Riccardo Gambineri - Senior Vice President , Crown Global Insurance
  • Jeremy Franks - CEO - Private Clients, Knox Private Office
more
11:30 - 11:50

Morning Refreshment Break

11:50 - 12:20

Part 2 Cradle & the Grave: Issues for Elders - Have I Heard It All?

  • The issues that are never discussed in detail
  • Elder law issues
  • Capacity issues
  • Planning to avoid litigation
  • Julia Abrey - Partner, Withers
  • Penelope Reed QC - Barrister, 5 Stone Buildings
more
12:20 - 12:50

Crystal Ball Gazing: What Does the Future Hold for Trust & Succession Planning?

  • What has changed?
  • The investment angle
  • How to go about planning effectively
  • Joe Donohoe - Head of Marketing, Asset Risk Consultants
  • Edward Buckland - Trust Director, LGL Trustees
more
12:50 - 13:20

Divorce the Ultimate Wealth Destroyer: Top Tips for the Wealthy and their Advisers

  • Do pre nups and marriage contracts help?
  • Where do family creeds fit in?
  • Can careful planning help ( and if so, how?)
  • How can the way the assets are managed help/ damage their preservation for the family?
  • Some dos and don'ts of what to do when caught in the middle of a divorce
  • Dawn Goodman - Partner, Withers
more
13:20 - 14:20

Lunch

Showing of Streams
Showing of Streams
Showing of Streams
16:05 - 16:15

Chairs’ Closing Remarks and Close of Conference

  • Filippo Noseda - Partner, London
  • Arabella Murphy - Partner, Maurice Turnor Gardner
more
16:15 - 16:40

Afternoon Refreshment Break