Breakfast Briefings

Breakfast Briefings

Bite-sized expertise from thought leaders

They say it’s the most important meal of the day. And we’ve made it an essential source of energy for wealth management professionals.

Our breakfast briefings provide vital information in an informal hour-long session. They attract senior members of international law and accountancy firms, single and multifamily offices, private client firms, and private banks, based in London and Geneva.

We have been hosting the briefings for four years and started filming them in 2009. We usually hold several each year, in spring and autumn.

Richard Pease

Change we can believe in

Ceris Gardner, Fiona Poole and Ed Powles of Maurice Turnor Gardner LLP, will discuss how the wealth management profession can best respond to Treasury proposals, especially considering the public, media and government perception of tax and the offshore world. An update on current government consultations on tax matters will follow.

Video and presentation

Richard Pease

Navigating the Transatlantic Minefield!

Patrick Harney, Partner at Forsters LLP, discusses the differences between the US and the UK treatment of individuals, trusts, hybrid entities and their taxation - the pitfalls and the planning opportunities.

Video and presentation

Richard Pease

Trusts and Transparency

Richard Pease, Counsel to Lenz & Staehelin in Geneva, will give us an international overview on the continuing use of the trust for the confidential management and transmission of wealth.

Video and presentation

Robert Macrae

The Battle of Hastings Bass and other mistakes

Robert Macrae, Partner at Carey Olsen in Jersey and Graeme Kleiner, Partner at Speechly Bircham in London discuss the recent, and potentially future, developments in the Hastings Bass principle from both a UK and a Jersey perspective.

Video and presentation

Andrew Picken

Shifting sands: dealing with high profile individuals in a volatile world

McGrigors’ Andrew Picken presents an insight on international sanctions and how they impact firms dealing with global families from high risk areas.

Video and presentation

Macfarlanes

2011 Budget Update and the disguised remuneration regime

Owen Clutton and Sebastian Prichard-Jones, both Partners in the Private Client Practice of Macfarlanes, offer us an in-depth analysis and update on the 2011 Budget and on the disguised remuneration regime.

Video and presentation

Hakan Hillerström

Family governance and values

Hakan Hillerström has been an independent financial advisor since 2003 providing Family Business and Family Office advisory services.

Video and presentation

David W Wilson

Entrusting Switzerland

David W. Wilson, partner at Schellenberg Wittmer, offers an overview of Swiss trust cases, in light of the wave of individuals and trustees relocating to Switzerland.

Video and presentation

Alessandro Belluzzo

Italian estate planning

Alessandro Belluzzo, Partner at Belluzzo & Associati, looks at the changes in Italian tax legislation from 2007 to date which affect trusts and Italian settlors and beneficiaries both resident and non-resident in Italy, and provides an update on new rules after the Italian amnesty. He will also cover the advantages of trusts for Italian residents.

Video and presentation

Karen Sanig

Can you trust in art?

Karen Sanig, Founder of Mischon de Reya’s Art Law Group, offers us an overview of the issues that most often affect the value of art, namely ownership, attribution, authenticity and condition.

Video

David Kilshaw

UK tax for clients - what's hot and what's not

KPMG's David Kilshaw outlines some key tax planning opportunities, updated for the 2010 emergency budget changes.

Video

Liz Henson

Family offices - what you need to know

PriceWaterhouseCooper's Liz Henson discusses Family Offices, including family governance, protocols and a comparison of alternative locations for family offices.

Video

Paul McCarthy

Back to Basics - Employee Benefit Trusts

Paul McCarthy discusses the use of executive remuneration plans and the stance taken by HMRC with regard to them.

Video and Presentation

Breakfast 3

Laying foundations for the future

Philip Le Cornu and Sally Edwards of Ogiers present on the new Foundations (Jersey) Law which came into force on the 17 July 2009.

Video and Presentation

Richard Hay

G20 and the offshore world: what bankers and professionals need to know

Stikeman Eilliott's Richard Hay discusses the G20 meeting and will consider the commercially important elements, the implications for "offshore" finance centres, the importance of lists and what is next for the G20.

Video and Presentation

breakfast1

Trustee investments - the good, the bad and the ugly

Farrer & Co’s Toby Graham, partner and Head of the specialist Contentious Trusts and Estates Group, and James Price, a member of the Disputes team discuss the topic of trustee investments against the background of turmoil in financial markets and falling asset values.

Videos and Presentations

The Investec Trust group of companies, part of the Investec Group, includes:

  • Investec Trust (Jersey) Limited, regulated by the Jersey Financial Services Commission, registered number 58347, registered office One The Esplanade, St Helier, Jersey, JE2 3QA, Channel Islands;
  • Investec Charitable Trustees (Proprietary) Limited, registered in South Africa with registration number 2011/008428/07, operates in conjunction with Investec Trust.

Investec Charitable Trustees (Proprietary) Limited and Investec Trust (Mauritius) Limited are subsidiaries of Investec Limited which is listed on the Johannesburg Stock Exchange.