London 2008

9 – 11 November : Marriott Grosvenor Square

About the Speakers Booking Form General Information

Final Programme @ 1st September 2008

Sunday, 9th November 15.00 Registration 18.30 Welcome Reception, hosted by Clariden Leu at the Lansdowne Club, 9 Fitzmaurice Place, London, W1J 5JD Monday, 10th November Chairman: Milton Grundy

09.00 The Non-doms Hui Ling McCarthy Living with the new UK rules Unravelling the new trust regime Keeping a foreign domicile What to advise your short-, mid- and long-term UK resident clients Homes, loans, policies and other planning titbits To disclose or not to disclose – keeping your clients compliant 09.40 Tax Planning for Hedge Funds and Managers Jacques Leuba Tax-efficient corporate structures for managers Combining onshore and offshore components Categories of corporate income and capital gain Different functions: managers / traders / advisers Substance, tax exemptions, regulatory requirements, transfer pricing, deferred compensation, carried interest Key onshore jurisdictions and aspiring offshore jurisdictions 10.20 Coffee 10.50 Substance Alex Magell A new focus or an old problem? Onshore vs. offshore requirements Genuine economic activity How to prove it 11.30 International Philanthropy in the United Kingdom and Elsewhere Mark Bridges What is charitable in the United Kingdom Registration and the role of the Charity Commission Charitable vehicles. Taxation What is charitable outside the United Kingdom Registration requirements Charitable vehicles Use of the United Kingdom by overseas Charities 12.10 Pre-lunch drinks, hosted by Credit Suisse 12.50 Set lunch 14.30 Discussion Session I 15.10 Tea 15.35 Discussion Session II 16.15 Review of Discussion Sessions 16.45 Close of Day One 18.30 Reception, hosted by Vistra Group at the Dorchester Hotel, Park Lane, London W1K 1QA

Tuesday, 11th November Chairman: Milton Grundy

09.00 A Fresh Look at Iceland Vala Valtysdottir Tax rates on dividends and interest No CFC rules New exemption on capital gains Corporate income tax lowered to 15% 09.40 Asset Protection How effective has it proved? Nicholas Jacob What is asset protection? Asset protection trusts Relevant legislation Divorce Straining at the leash 10.20 Coffee 10.50 The Protector A changing concept Peter Hodson Concept to reality – Modernisation of an historic office Is the Protector a watchman or just an expensive companion? The ultimate ‘powerholder’----Is the Protector accountable and if so to whom? Problems of removal and succession Who protects the Protector? A tour of jurisdictions and judicial developments 11.30 Family Investment Partnerships: An Alternative to Trusts Jonathan Conder Finance Act 2006 – the end of the road or a new beginning? What type of partnership is the most suitable? What are the advantages and disadvantages compared with Trusts? What are the potential pitfalls? Should the partnership be offshore? 12.10 Pre-lunch drinks 12.50 Set lunch 14.30 Discussion Session I 15.10 Tea 15.35 Discussion Session II 16.15 Review of Discussion Sessions 16.45 Close of Meeting

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