What will the UK’s new tax rules mean for international families with UK connections?

SPEAKERS
Alice Martin, Partner, Charles Russell Speechlys AG charlesrussellspeechlys.com
Dr Carolyn Steppler, Consultant, Charles Russell Speechlys AG charlesrussellspeechlys.com

SUMMARY
The UK Government has announced big changes for families and trustees. We will look at the key points:

• New 4YR for arrivers
• Changes to the taxation of trust income and gains
• IHT for settlors on worldwide and trust assets
• Traps for those leaving the UK
• Tips for money managers
• What steps to take before 5 April 2025?

SPEAKER CV
ALICE MARTIN is a partner in the Zurich office of Charles Russell Speechlys, advising international clients on cross-border succession planning. Alice’s clients include families and trustees with UK connections, and she has a particular focus on clients in the creative industries.

CAROLYN STEPPLER has more than 25 years’ experience in advising on all aspects of UK private client tax, with particular emphasis on the UK non-domiciled tax regime. Carolyn provides ultra-high net worth clients and family offices with holistic tax advice. She advises on the intricacies of estate and succession planning, investment structures for private wealth (trusts, foundations, insurance wrappers, family investment companies, private label funds – all of which may be UK or non-UK structures), philanthropic activities, and considerations pre- and post-arrival in or departure from the UK. Although a UK specialist, most of Carolyn’s clients have an international focus.

STEP Office
Corinne Graf
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