5th November 2010 and Register by 9th Annual “The conference provides an SAVE UP TO £200! unrivalled opportunity to hear expert views from a International variety of different professionals from various countries." (Steven Kempster, )

… The number 1 Trusts conference in the UK!

EVEN MORE SPEAKERS 2010 FOR 2010

Developing Profitable Wealth Through Effective Trust Management I Giles Clarke, Author Includes Key Contributions from: OFFSHORE TAX PLANNING

I Elizabeth Jones QC, Barrister SERLE COURT

I Filippo Noseda, Partner WITHERS

I Ashley Crossley, Partner BAKER & MCKENZIE Robert Ham QC Alan Steinfield QC Mark Bridges Rupert Ticehurst Paul Stibbard Frank Hinks QC Barrister Barrister Partner Partner Partner Barrister I Patrick O’Hagan, Director WILBERFORCE XXIV OLD BUILDINGS FARRER & CO BAKER & MCKENZIE SERLE COURT CHAMBERS UBS

I Valimiki Kempadoo, Managing Director KITTITIAN HILL

I John O’Sullivan, Partner WEIRFOULDS

I Richard Wilson, Barrister Sanjvee Shah, Robert Pearce QC Josh Rubenstein John Riches John Rhodes Stella Mitchell Voisin 3 Partner Barrister Managing Partner Partner Consultant Client Director SPEECHLY BIRCHAM RADCLIFFE CHAMBERS KATTEN MUCHIN WITHERS STONEHAGE LAW LIMITED CLOSE SUMMIT I Robin Vos, ROSENMAN TRUST COMPANY Partner

Why You Should Attend? Pre-conference Workshop: I Mimi Hutton, Partner Understanding WITHERS Onshore & Offshore Trusts  30 Leading Speakers I Christian H Kalin, Partner Tuesday 30th November 2010 HENLEY & PARTNERS  Interactive Discussion Sessions Led by: BERKELEY LAW 3 I John Riches, Partner  PLUS the hottest topics including: Featuring Practical Analysis on Both WITHERS Onshore & Offshore Issues Including: ■ I Jonathan Conder, Partner PANEL- Trusts Congress Crystal Ball for 2011 & Beyond – ■ The Impact of the 50% Income Tax Featuring 4 QCs! MACFARLANES Rate ■ Planning Strategies for UK Inbound Remittance ■ I Caroline Garnham, Partner ■ Perpetuities & Accumulations Act Residence & Citizenship – Structuring Strategies for Migrating HNWIs 2009 ■ ■ Reviews of Alternative Structures such as: A Second Chance? The Rule in I Guy Paterson, - Family Limited Partnerships Hastings-Bass Partner, Client Advisory - Foundations ■ Trust & Tax Considerations moving STANHOPE CAPITAL - Offshore Life Products into and away from the UK I Edward Buckland, Partner ■ Building Transparent Offshore Financial Centres: The ■ Practical Points when Taking Over an BEDELL GROUP Changing face of Regulation Existing Trust ■ PANEL - Risk Mitigation in Trusts ■ Asset Protection I Kerry Lawrence, Partner, ■ Jurisdictional Anaysis of Trusts in: Head of Commercial Litigation - Continental Europe & Switzerland OGIER - US & Latin America - The Middle East Gold Sponsor: - India, China & Hong Kong

WHEN: 1st & 2nd December 2010 Elemental Paper sourced Chlorine Free from sustainable (ECF) forests WHERE: Le Meridien Piccadilly Hotel, REGISTER TODAY! Call +44 (0) 20 7017 7790 Fax: +44 (0) 20 7017 7824 email: [email protected] For Latest Programme & To Register Please Visit: www.ibc-events.com/trustscongress International Trusts Congress 2010 1st & 2nd December 2010, Le Meridien Piccadilly, London

DAY ONE: 12.20 Trust Planning for Chinese Wednesday 1st December 2010 HNWIs With the most billionaires outside of the US Good Morning, according to Forbes magazine this year - 09.00 Conference Registration & Coffee China is currently considered the most I am once again delighted to invite you to our 9th annual ‘International Trust Congress’ – the leading trusts conference in the UK. This year we have many leading trusts experts attractive wealth management market in 09.30 Chair’s Opening Remarks providing us with the latest information and planning. Asia for international banks and private client advisors alike. Learn the tax and trust 5 Key Reasons to Attend: issues in this practical session. • Learn and share knowledge on current issues affecting the private client sector Morning Theme • World-class conference programme delivered by leading practitioners Mimi Hutton, Partner, • Participate in an interactive workshop and three panel debates Overview of the Trust World WITHERS • Network with leading private client lawyers from around the world • Gain 13 CPD points 13.00 Lunch Chair: Plus Great Networking Opportunities With over 200 companies who have attended on mass to the International Trusts Stella Mitchell Voisin, Afternoon Theme Congress, the Congress has cemented its place in the diaries of trusts and private client Client Services Director & Founder, The Best Structures to Use professionals across Europe and is one of the best places to network with your peers and CLOSE SUMMIT TRUST COMPANY LTD make business contacts and offers the best range of speakers and topics for the industry. Chair: The speakers and I look forward to meeting you in December. 09.40 Trust Congress Crystal Ball Jonathan Conder, Partner, Kind regards, for 2011 & Beyond MACFARLANES This panel session will be made up of 4 UK silks that will debate the key issues in the 14.00 trust world and look at the following points: Residence & Citizenship – Stella Mitchell-Voisin • The new & the old jurisdictions for Structuring Strategies for Client Services Director clients – what is best Migrating HNWIs CLOSE SUMMIT TRUST COMPANY LTD • Understanding the EU Savings • Background and legal basis Directive • Benefits for global clients • Future of the Trust structure • The process of acquiring PRE CONFERENCE WORKSHOP: compared with FLPs and Citizenship-by investment via the Foundations purchase of Real-estate Understanding Onshore & • Kittitian Hill, a sustainable Offshore Trusts Moderated by: investment for the acquisition of John Rhodes, Director, St. Kitts and Nevis citizenship Tuesday 30th November 2010 STONEHAGE LAW LIMITED Led By: BERKELEY LAW Christian H Kalin, Partner, Panel Members: HENLEY & PARTNERS Robert Ham QC, Barrister, 09.00 Conference Registration & Coffee SESSION PANEL WILBERFORCE CHAMBERS Valimiki Kempadoo, Robert Pearce QC, Barrister, Managing Director, Onshore - "Hot Topics" RADCLIFFE CHAMBERS 09.00 – 13.00 KITTITIAN HILL Simon Taube QC, Barrister, Use of pilot (discretionary) trusts TEN OLD SQUARE* 14.40 Family Limited Partnerships • Multiple nil-rate bands? Frank Hinks QC, Barrister, • The growth in FLP structuring Perpetuities and Accumulations Act 2009 SERLE COURT • The new rules • An international perspective • Drafting new trusts • Tax treatment • Varying existing trusts • Pension lump sum death benefit trusts 10.40 Report on Recent Trust Cases • The UK context A second chance? The rule in Hastings-Bass Around the World • Shari'a • The rule • Future development • Recent cases (Pitt v Holt, Jiggins & Anor v Low & Anor) Trust law doesn't stand still. Old issues remain, new ones arise, this 50% income tax rate Ashley Crossley, Partner, • Effect on trusts session will indicate the most important • Mitigation international cases and the precedents BAKER & MCKENZIE Resulting/constructive trusts connecting them. • Recent cases (Tecof International v Town Castle Limited, Jones v Kernott, Knowles 15.20 Coffee v Knowles, Levi v Levi) Mark Bridges, Partner, Entrepreneurs’ relief FARRER & CO 15.40 The Flexible Company • Considering recent changes and how they affect trustees Piercing the trust’s veil on divorce • Family investment companies – 11.20 Coffee • Use of trusts for asset protection with a UK dimension • Recent cases - Mubarak v Mubarak revisited • Guarantee companies Mental capacity 11.40 Understanding Planning • Hybrid companies • The applicable test for lifetime gifts Strategies for UK Inbound Trust and tax considerations when beneficiaries and settlors of non-UK trusts move • Protected cell companies to the UK Remittance • Treaty companies • General practical overview • Funding UK spending • Ownerless companies • Pre-immigration planning for existing trusts • Offshore loans and structuring the • Are new trusts required? Robin Vos, Partner, • Creating new trusts – UK tax and drafting considerations purchase of real estate or other • Trustee and company residence major assets MACFARLANES • Gifts, trusts and companies - 13.00 – 14.00 Lunch avoiding third party remittances 16.20 Offshore Life Products and Offshore Trusts - Moving On & Taking Over • Pre 2008 income Succession for HNWIs 14.00 – 16.30 • Life assurance policies and their Giles Clarke, Author, Trust and tax considerations following a move to the UK functions • Taxation of trustees, settlor and beneficiaries OFFSHORE TAX PLANNING • Life assurance in estate planning • Practical measures to minimise UK taxation, including choice of investments • Mitigation of IHT life products • Disclosure of information to HMRC • Business insurance protection - • Points to note in the treatment of particular nationalities, e.g. Indian and US Sorting out UK tax and related problems when taking over existing trusts overview of business needs and • Initial points checklist “Very informative with available protection • Dealing with incomplete financial records very up-to-date • Partnership assurance - protection • Dealing with mixed income and capital on partner's death/retirement Asset protection and succession planning for offshore estates information” • Checklist of topics for discussion with the client Speaker to be confirmed • Overview of tools, including private trust companies, foundations and family (Doreen Durante, constitutions Senior Trust Administrator, • Practical examples MARRACHE & CO) 17.00 End of Day One 16.30 Close of Workshop

REGISTER TODAY! Call +44 (0) 20 7017 7790 Fax: +44 (0) 20 7017 7824 email: [email protected] For Latest Programme & To Register Please Visit: www.ibc-events.com/trustscongress International Trusts Congress 2010 1st & 2nd December 2010, Le Meridien Piccadilly, London

DAY TWO: John O’Sullivan, Partner, Who Attended 2009’s Trusts Congress? Thursday 2nd December 2010 WEIRFOULDS Kerry Lawrence, Partner & Head of Commercial Litigation • Allgemeines • Landmark Management 09.00 Conference Registration & Coffee OGIER Treuunternehmen SAM • Babbe • Lawrence Graham LLP 09.30 Chair’s Opening Remarks 13.10 Lunch • Barclays Wealth Advisory • Lutea Trustees Ltd Morning Theme Afternoon Theme An Analysis of Fiduciary Risk Where Should We Go: • Barclays Wealth • Maples & Calder Trustees Guernsey Ltd • Marcuard Family Office Practical Jurisdictional Analysis • Bedell Cristin • Microgen Plc Chair: • Belmont Resorts Ltd • Moores Rowland John Riches, Partner, Chair: • Bircham Dyson Bell WITHERS Caroline Garnham, Partner, • NSF Services Trust • Caledonian Trust IOM LAWRENCE GRAHAM Ltd • Ogier Fiduciary 09.40 Building Transparent Offshore • Camilla Baldwin Services Jersey Ltd Financial Centres: The Changing 14.10 Trust Planning for International US • Oxford University Press face of Regulation & Latin American HNWIs • Capital Guidance SA The world's major countries and political • Overview of world-wide U.S. income, gift, • Pictet Funds organisations have upped their assault on OFCs. estate and generation-skipping transfer • Clariden Leu Trust Switzerland Ltd • Project Associates This session will outline the global political initiatives taxation against OFCs and the consequences of not being an • Corinthian Trust Co Ltd • Rawlinson & Hunter acceptable international player. • Avoiding or embracing foreign trust status • Information reporting requirements • David Vogt & Partners • RBC Wealth Speaker to be confirmed • Expatriation • Dougherty Quinn Management • Offshore trust considerations • Royal Bank of Canada 10.30 Risk Mitigation in Trusts • Edrak Intl Commercial Channel Islands Ltd • Investment risk – post UBS & HSBC Josh Rubenstein, Partner, Services KATTAN MUCHIN ROSENMAN • Structural damage & counterparty risk • Fenech and Fenech • Sanne Group • Implementation risk & avoiding blow ups Advocates and frauds • Schellenberg Wittmer • Fraser Milner Casgrain • Legal risk & fiduciary duties 14.50 Trusts in the Caribbean: • Schindlers UK Ltd Latest Trust Law Update in the LLP • Taxation Issues – What should trustees • Sovereign Trust be concerned about? Bahamas • GAM Gibralter Ltd • Overview of current cases from the • Ganado & Associates Moderated by: Caribbean Advocateo • States of Jersey Chief John Riches, Partner, • Tax challenges and structures in the • Government of Gibraltar Minister's Department WITHERS region • Grant Thornton • Stonehage Financial • Understanding family governance Panel Members: • H&P Trust Co Services Ltd Edward Buckland, Partner, Switzeland AG Caroline Garnham, Partner • Taylored Way BEDELL GROUP PANEL SESSION PANEL LAWRENCE GRAHAM • Hawksford International Guy Patterson, Partner, Client Advisory, • TrustWorld • inTrust Ltd STANHOPE CAPITAL 15.30 Coffee • Unicredit Suisse Trust • Investec Trust Patrick O’Hagan, Executive Director, SA UBS Guernsey Ltd 15.50 Estate Planning Issues For Shari'a • ISOLAS • West Corp Ltd Law Clients • Kendris Private Ltd • White & Case 11.10 Coffee • Impact of inheritance laws • Conflict law issues 11.30 Uses of Trusts in Continental • How far can planning with trusts avoid About the Sponsor Europe inheritance law pitfalls • Recognition of trusts in Europe: where • Potential problems with joint property are we? succession • Increased recognition - increased • Talib v Talib competition? New challenges ahead for • Problem issues for family business the traditional trust jurisdictions succession in Shari'a law jurisdictions • Increased recognition - increased Kittitian Hill located on the island of St. Kitts in the • Planning for political risk Eastern Caribbean is a master planned resort taxation? A comparison between the community authorized by the Government of St. Kitts & Swiss, French and Italian & Maltese rules Paul Stibbard, Partner, Nevis for Citizenship by Investment. Kittitian Hill BAKER & MCKENZIE promotes a philosophy that is committed to the Filippo Noseda, Partner, practices of sustainable development and responsible WITHERS tourism. The resort includes beautifully designed luxury 16.30 Trust Planning for Indian HNWIs villas, cottages, townhouses, a centre for creative arts, 12.10 Trust & Estate Litigation Round Up • The effects of the phenomenal economic an eighteen hole championship golf course designed by Throughout 2010 there have been number of big growth on wealth creation Ian Woosnam and a world class destination spa. St. trust and estate cases have recently concluded with • Growth of the middle class Kitts & Nevis has no personal income tax, no wealth many lessons to be learnt. A panel of experts from • Modernism amidst rich tradition and tax, no inheritance tax or other direct taxes, thus an around the globe will offer views on some of the cultures attractive destination for your second home. most noteworthy cases, both reported and unreported, and how they will impact on future cases • The challenges to managing wealth – of similar nature. within and outside India • Profound changes to the Indian taxes Moderated by: code SPONSORSHIP Rupert Ticehurst, Partner, OPPORTUNITIES HERBERT SMITH Sanjvee Shah, Partner, If you have a service or product to sell to private client SPEECHLY BIRCHAM professionals you can do so by: Panel Members: • Hosting a lunch or cocktail party at the event Richard Wilson, Barrister, 17.00 End of Conference • Booking an exhibition space at the

PANEL SESSION PANEL 3 STONE BUILDINGS* conference * Speakers to be confirmed Alan Steinfeld QC, Barrister, • Advertising in the documentation pack XXIV OLD BUILDINGS Please contact David Gold on Elizabeth Jones QC, Barrister +44 (0) 20 7017 7243 or SERLE COURT email [email protected]

REGISTER TODAY! Call +44 (0) 20 7017 7790 Fax: +44 (0) 20 7017 7824 email: [email protected] For Latest Programme & To Register Please Visit: www.ibc-events.com/trustscongress International Trusts Congress VIP CODE: Wednesday 1st & Thursday 2nd December 2010, Le Meridien Piccadilly Hotel, London Understanding Onshore & Offshore Trusts Tuesday 30th November 2010, Le Meridien Piccadilly Hotel, London Please quote the above VIP code when registering WHEN & WHERE KW5154 Venue: Le Meridien Piccadilly Hotel 21 Piccadilly, 1st & 2nd December 2010 London W1J 0BH KW5154W Tel: 020 7734 8000 30th November 2010 Web: www.lemeridienpiccadilly.co.uk Delegates are responsible for the arrangement and payment of their own travel and accommodation. IIR has arranged a special room rate at a number of hotels. If you wish to book a room, please call Venue Search on +44 (0)20 8546 6166 stating that you are an IIR delegate. PERSONAL DETAILS

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