Vantage will be holding a seminar highlighting developments for Jersey residents and trustees in respect of the recent consultation relating to the “non-dom” reforms with reference to Inheritance Tax (“IHT”) and UK residential property structures.

This seminar will cover the main risks and issues with regards to the consequences of the many changes which will come into effect from April 2017 and how they can be mitigated.

“Inheritance Tax is, broadly speaking, a voluntary levy paid by those who distrust their heirs more than they dislike the Inland Revenue” Roy Jenkins, MP

The event will be chaired by Richard Packman, CEO, Vantage Group with the following speakers:-

  • Janet Paterson FCA, CTA, AIIT, TEP, Principal, Charter Tax Consulting – “Update on the recent consultation issued in respect of non-dom reforms”. Please see below for speaker profile.

Janet currently sits as an industry representative on the HMRC consultation group which is responsible for the drafting and implementation of the proposed reforms to Non-Dom taxation.

  • Paul Alker MSCI TEP, Chartered Wealth Manager, Vantage Limited – “An overview of financial planning options for residents and trustees”. Please see below for speaker profile.

The seminar will end with a Q&A session. Refreshments and a buffet will be provided.

Date: Wednesday 19th October 2016

Time: Registration from 12:30pm for a 12:45pm start with the presentation finishing at 2:00pm

Location: Royal Yacht, Celestial Hall

Cost: Free

CPD: 1 hour

Who should attend?

Trustees, Accountants, Lawyers, corporate service providers and HNW individuals (with UK residential property).

To book a space please visit our Eventbrite page by clicking here. For further details please contact Sarah Le Page, Vantage Marketing by email (sarah.lepage@vantage.je) or by phone (706534).

Please feel free to forward this to a friend / colleague.

Speaker Profiles:

Janet Paterson

Janet Paterson has a strong technical background in UK and International tax, she is a qualified chartered accountant and chartered tax advisor, a member of the society of trust and estate practitioners and a member of the institute of indirect taxation. Janet is also a member (formerly chairman) of the Fleet Chapter of the VAT Practitioners Group, a member of the International Tax Planning Association and a member of the International Fiscal Association. Janet left the position she held for nearly 5 years as the partner responsible for international tax and VAT at the Tunbridge Wells based accountancy firm of Creaseys LLP to build her own specialist firm. Click here to view her full profile.

Paul Alker

Paul is a Chartered Wealth Manager dealing with private clients and trustees and has over 25 years’ experience in the finance sector both in the Channel Islands and the UK. He is qualified as a Chartered Wealth Manager and has also completed the STEP International Diploma, enabling him to have the technical knowledge and understanding for clients who may require structuring, or may have existing wealth structures in place. He is also undertaking the Chartered Financial Planning qualification, which is seen as the gold standard for financial planners. Click here to view his full profile.

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