Events

Event details

UK & EU Series: Risk for Trustees

Date 
28 April 2021
Time
2:00 pm - 3:00 pm
UKEurope



Join us for a discussion for professional advisors in the Fiduciary & Corporate Service sector in the key international finance centres around the world. The discussion will cover the latest considerations for international tax, reporting, wealth management, disputes and litigation, insurance & risk management.

We are delighted to welcome an expert panel featuring:

Dawn Register - Head of Tax Dispute Resolution, BDO, London. Dawn is a Chartered Tax Adviser and STEP member. She leads the Tax Dispute Resolution team at BDO in London. Dawn manages complex tax return enquiries, voluntary disclosures, tax fraud and technical investigations conducted by HM Revenue & Customs. Her cases cover a wide range of tax issues, including tax avoidance, and often involve an international element. Under Code of Practice 8/9 or one of the disclosure facilities. Dawn's recent work has focused on changes in HMRC powers, penalties and campaigns. She is a recognised expert in voluntary disclosure and resolving long running disputes with HMRC.

Dawn is a CEDR accredited mediator and is using mediation to resolve tax disputes with HMRC. She is a regular presenter and writer on tax issues, she is also regularly quoted in the national press.

Paul Nixon, CEO at LGT Vestra US in London. Paul is the CEO at LGT Vestra US and Partner at LGT Vestra, responsible for establishing and building the LGT Vestra US business since 2012. He has extensive experience in working with US-connected clients and their advisers to ensure that their investments are not only suitable for the client and their objectives, but remain compliant and structured in the most efficient manner.

Prior experience working for a boutique private client firm focused on UK resident non-domiciled high net worth individuals, and Wholesale and International Banking roles in the UK, Miami and the Channel Islands.

Tom McPhail - Associate, Farrer & Co, London. Tom is an associate in the Disputes team at Farrer & Co. He regularly advises settlors, beneficiaries, trustees and protectors on a range of trust-related matters, including breaches of trust, directions applications, constructive trusts, allegations of sham and disputes over investment performance.

Tom has been involved in a number of high-profile disputes, including cases involving breaches of trust and fiduciary duty, civil fraud and complex jurisdictional issues.

Charles Hamilton-Stubber - Senior Vice President, Lockton, London. Charles is a Senior Vice President within the Lockton Private Client Practice and has over 35 years' industry experience from his previous senior roles in Private Client Risk Management for high & ultra-high net-worth individuals and families. He is principally involved in structuring, negotiating and providing new, innovative insurance propositions to family offices, trusts, individuals and the wealth management sector's clients.

He is responsible for supporting clients in reviewing and implementing insurance requirements for individuals, trust assets and families including homes, overseas properties, fine art, jewellery and collectables and extends to other assets and liability exposures both personal and corporate based. In addition, Charles has developed a number of specialist policies including trustees potential liability exposures and Family Offices for their professional indemnity, directors and officers, crime, fraud and cyber risks.


If you have any questions or have any trouble with bookings please contact tickets@pcd.club

(last minute registrations will need to be managed at tickets@pcd.club - bookings on the day of the webinar will be closed via website).


Prices
Webinar Registration - Members Only
Free
Major credit cards accepted
credit cards accepted

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