Forum Agenda

Audience participation is encouraged. 

 

10:00 AM - Registration, Coffee & Networking on arrival

 

10:30 AM -  Forum Leaders

​Karen Jones, CEO, Citywealth 

Karen founded Citywealth after a career at News International, The Times, and Sunday Times in the legal, financial and recruitment sections. She also ran the Legalease flagship title Legal Business/Asia Pacific Legal 500, and launched Legal Business Awards and Legal 500 parties.

David Kilshaw, Managing Director, Head of Private Client Wealth Solutions, Rothschild & Co (Chairman)

David Kilshaw is a Managing Director with Rothschild & Co. As Head of Private Client Wealth Solutions, David’s role is to work with Rothschild’s Client Advisers to provide guidance for clients who have complex financial and business requirements and to identify gaps to introduce external lawyers, accountants, trustees etc.

A qualified lawyer, before joining Rothschild & Co David was a partner with Rawlinson & Hunter LLP, KPMG and EY where he advised many non-dom clients on all aspects of their tax affairs.

When not reflecting on tax, David’s leisure activity is stressing about the results of Manchester City.

 

10:45 AM - Jurisdictional Round-up

Key updates from across the IFCs to include Important trust law decisions of the year.

  • Jersey
  • Guernsey
  • Switzerland

Citywealth debated the new Swiss Trust Law where it was argued it did little but constrain trustees who currently benefit from using law from many different countries. Jersey however has a long-established trust law and felt the merits of the system could not be ignored. We will further expand the trust law theme to examine what is working and what is not across the IFC’s. ​

Attendees will be invited to share updates from their jurisdictions in a lively session facilitated by the forum leaders. 

 

11:45 AM -  Debate: wealth and tax

Andy Summers from the LSE put forward his idea of a one-off Wealth Tax – he had thought out his argument, but our advisors fought hard to change his mind and there was an agreement on both sides of the fence that much had been learned to widen the scope of the presentation. David Cracknell, former political editor of the Times helped manage the debate and many references were made about one off tax in the past that became permanent. Questions asked looked at a change to a Labour government in the UK and whether this would make a Wealth Tax more likely. Most thought yes but Cracknell said governments struggle to ‘sell’ new taxes so it was not a given that life would be so easy up against the public or indeed a wall of tax advisors. Citywealth will look further at private client tax and the shape an overhaul of the tax system might look like. As well as tax advantage and jurisdictions like Wyoming and Liechtenstein and the innovation they are implementing.

 

12:30 PM - Trust Litigation

The world of the trustee is fraught with lawsuits and trustees need up to date information and networking with lawyers to help navigate their safe passage. We will look at some of the most interesting cases and discuss how them from 360 perspective. How can the trustee protect themselves? How will the courts proceed? Protecting the trustee in areas of ESG and investments. All these issues will be discussed to bring clarity to trustees.

 
1:30 PM - Lunch a buffet lunch will be served with seating but an opportunity to network

​To ensure you meet all your fellow peers we will have a speed networking session to help get to know each other. 

 

2:35 PM - Crypto - Topical Tax Issues & Global Litigation Case Update

  • Topical tax issues 
  • Update on current cases

​Crypto, staking rewards and blockchain will be discussed in our afternoon segments with a debate from tax and legal advisors on the taxation of crypto; staking and various lawsuits across the world which are helping shape opinion. As crypto leaks into the private client world, this session helped raise understanding at a basic level for those who were new to the topic but also raised confidence as a crypto security expert discussed his ability to track and trace bitcoins and to put freezing orders on exchanges. For many though they are already versed on this industry and are keen to network, meet and share knowledge in this niche area of FinTech.

 

3:35 PM - ESG & Investments

​ESG has had a lot of publicity and activist shareholders are more in the limelight as information emerges on how to tackle listed companies who are thought to be acting ‘badly’. How does a company protect themselves; how do disgruntled shareholders get ESG results. Our lawyer and investment manager guest speakers thrashed through examples and case studies to understand how they are advising on this topic which has emerged strongly as a theme after the pandemic.

 

4:15 PM Africa

  • UHNW and the African diaspora
  • The current issues for African families and entrepreneurs

Close of Conference

 

4:45 – 6:30 PM - Closing Drinks and Networking

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