Sovereign UK Seminar 2023 – “Private Client Tax and Property”

At 6pm on Thursday, 29 June
in The Hall & Lightwell at St. Martin in-the-Field

Following publication of the Finance Bill 2023, we will be assessing its implications for companies, pension schemes and individuals, and examining the following structuring solutions:

UK Family Investment Companies (FICs) – implications of new Corporation Tax changes for:

• UK property investment FICs
• UK investment FICs
• Overseas FICs

Overseas Pension Schemes

• Impact of the abolition of the Lifetime Allowance (LTA)
• Property investment planning using overseas pension schemes

Overseas trust planning for non-UK domiciled individuals – are benefits dependent on the remittance basis of taxation for:

• Excluded Property Trusts (EPTs)
• Flexible property trusts and ‘carve-out’ trust planning for non-UK domiciles investing in UK property

Sovereign Speakers
Laurence Lancaster – Group Head of Tax
Simon Denton – Managing Director of Sovereign (UK) Ltd.

Date & Time
Thursday, 29 June 2023
Registration and light refreshments from 5.30pm
Seminar to run from 6pm to 7.15pm, inclusive of Q&A
Refreshments and networking from 7.15pm to 9pm

Venue
The Hall & Lightwell, St Martin-in-the-Fields Church,
Trafalgar Square, London WC2N 4JJ
Access via the Glass Entrance Pavilion
on Church Path, to the northside of the church.