SPEAKERS
Alice Martin, Partner, Charles Russell Speechlys AG charlesrussellspeechlys.com
Dr Carolyn Steppler, Consultant, Charles Russell Speechlys AG charlesrussellspeechlys.com
Elena Dunn, Counsel, Charles Russell Speechlys AG charlesrussellspeechlys.com
TOPIC and SUMMARY
MOTIVE DEFENCES: SHIELDING UK SETTLORS AND BENEFICIARIES FROM INCOME AND GAINS
The following aspects will be discusse with pratical examples:
- Why the motive defences matter
- When they apply
- How not to lose them
SPEAKERS 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.
ELENA DUNN advises international clients with a UK connection, including considerations on moving to the UK and regarding issues with structures such as non-UK trusts, foundations, and companies, and on UK tax reporting issues and on regularisation with HMRC where necessary.
Elena also advises on succession planning and on putting succession plans into action, advising on cross-border probates. Elena has frequently worked with trustees of non-UK resident trusts and advises on general trust law issues and the preparation of bespoke trust documentation.
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