The most critical issues and latest developments in the
'offshore' wealth management world are to be scrutinised by
Guernsey and UK industry experts at this year's Guernsey
Fiduciary Forum in London.
The Guernsey Fiduciary Forum 2010, titled 'A wealth of
opportunity in a new era', takes place at the Grange St. Pauls
Hotel on Thursday 25 February.
Michael Foot – author of the recent HM Treasury
commissioned report into the British Crown Dependencies and
Overseas Territories – will be keynote speaker at the
He will also be present to debate the future for
'offshore' wealth management in a session led by Gavin St
Pier, Deputy Chairman of STEP Worldwide, and featuring Richard
Cassell, the Joint Leader of the Private Client Practice at Withers
Worldwide and Nils Johnson from Spence Johnson, who worked with
STEP on the research for a recently published report 'Offshore
Evolution'. Guernsey professionals Tony Mancini of KPMG and
Marcus Leese from Ogier will also be sitting on the panel.
The discussion will look at the key issues facing the fiduciary
community, including an update on Tax Information Exchange
Agreements (TIEAs), confidentiality, revisions to the European
Union Savings Directive (EUSD), Channel Islands tax reform and
amendments to Limited Partnership legislation.
Peter Niven, Chief Executive of Guernsey Finance, said:
"The high quality of the experts speaking at this year's
Guernsey Fiduciary Forum means that I am extremely confident we
will get to the very heart of the important issues and latest
developments affecting the future of the 'offshore' wealth
management industry in the wake of the global financial crisis.
"The interactive nature of the event also makes it an
excellent chance for Guernsey and UK delegates to not just hear
from the panellists but also raise questions and put across their
views, as well as being able to take advantage of the networking
The event will also examine innovation in structures and
products. This will include the use of structures such as Private
Trust Companies, Limited Partnerships and Family Limited
Partnerships, with contributions from Jon Heaume, Chairman of the
Guernsey Association of Trustees (GAT), Ashley Crossley from Baker
& McKenzie and Russell Clark of Carey Olsen.
In addition, practitioners Roger Berry, Chairman of the Guernsey
QROPS Committee and Wedlake Bell's Jane Wolstenholme will look
at the latest developments in pensions, including Qualifying
Recognised Overseas Pension Schemes (QROPS), Employer-Funded
Unapproved Retirement Benefit Schemes (EFURBS) and Employee Benefit
The conference is followed by a drinks networking reception
sponsored by Guernsey-based Richmond Fiduciary Group. Event
merchandise sponsor is Guernsey law firm Babbé.
To register as a delegate please contact Fiona Murray at Orchard
Events by telephone +44 (0) 1481 240606 or email
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