Asset Protection for Marriage, Separation & Divorce

5.5 CPD

ASSET PROTECTION FOR MARRIAGE, SEPARATION & DIVORCE

HOURS

Tolley®Conferences Managing client assets and navigating tax legislation following a change in marital status.

Tuesday 4 December 2012 Central London

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Hear from top lawyers and accountants dealing with the financial ramifications of marriage and divorce

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Explore the impact of recent matrimonial legislation and case law in asset protection

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Understand the effect of relationship breakdown on your clients’ tax position

Book before 12 October and save £150 www.conferencesandtraining.com/marriage-separation-divorce

Tax intelligence from LexisNexis®

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Tolley®Conferences

Asset protection for Marriage, Separation & Divorce www.conferencesandtraining.com/marriage-separation-divorce

WHY ATTEND?

LEADING LIGHTS

The UK has the highest divorce rate in the European Union. With ongoing economic turbulence, protecting matrimonial assets is even more of a priority for high net worth individuals wishing to limit the financial impact of a breakup.

Chairwoman: Sarah Woodsford, Partner, Burges Salmon

For legal and accounting professionals alike, constant changes surrounding pensions, trusts and offshore assets as well as the difficulties encountered when working through a dispute can present a barrier to advising your clients during an intrinsically stressful time.

Suzanne Kingston, Partner, Withers

At Tolley®Conferences we ensure you get the best tools and information you need. Benefitting from the expertise of our renowned speakers, we will prepare you for everything from planning at the start of a marriage to the division of assets after a divorce or dissolution of a civil partnership.

In the increasingly complex and fast changing world of private client tax, there is simply no other organisation in the UK that prepares you better for life on The Front Line.

Benefits of attending • • • •

We will explore the ramifications of the current economic landscape on asset valuation and division You will understand the implications of updates to pension legislation and the impact on valuing pension assets in divorce Our experts will help you navigate tax legislation to optimise your client’s position following marriage and separation You will leave updated on recent developments to marital agreements in UK law following Radmacher and the Law commission consultation

You should be attending if you are a…

Private Client Tax Adviser, Private Client Lawyer, Head of Private Client, Family Lawyer, Tax Lawyer, Forensic Accountant

Tolley®Conferences part of Tolley®Learning

Graeme Kleiner, Head of Contentious Trusts & Estates, Speechly Bircham James Freeman, Head of Family, Speechly Bircham Dani Glover, Director, Smith & Williamson Daniel Crowther, Tax Director, KPMG Derek Rawlings, Corporate Services Partner, Rawlinson & Hunter Tracey Dargan, Associate, Irwin Mitchell Lee Arnot, 29 Bedford Row Chambers Book on both Asset Protection for Marriage, Divorce and Separation and Tax Planning for Trusts, Wills and Estates and pay just £849.

Visit www.conferencesandtraining.com/marriage-separation-divorce for more information or contact Adrian Dunphy on +44 (0)20 7347 3561 for more information.

Our Private Client Tax Series covers groundbreaking and cutting edge topics, vital for someone working on The Front Line; including tax planning for non-domiciliaries, Russian, Indian, Chinese, American and Latin American private client tax, lifestyle assets, estates and much more. Contact us to find out more of what’s on offer and the potential for multiple booking discounts.

Call Adrian Dunphy on +44 (0)20 7347 3561 for more information.

Sponsorship Opportunities

Helping you to reach tax professionals working on The Front Line

Promote your brand, showcase your expertise and meet new clients. Various sponsorship opportunities are available at this event. For more information contact Ami Shah on +44(0)20 7400 2501 or email ami.shah@lexisnexis.co.uk.

Tolley®Webinars We offer you the opportunity to learn from the experts at your own desk!

Our Tax Webinars cover a range of topics including; Corporate and Business Tax, VAT and Indirect Tax, Tax for General Practice and Private Client Tax. Attracting a stellar cast of tax professionals, you can view live, enabling you to interact with your fellow attendees and speakers or on-demand when it’s convenient for you. With 2 CPD points on offer, our webinars provide a cost-effective and convenient way to learn. Visit www.lexisnexis.co.uk/onlinewebinars for more information.

Save £150 when you book before 12 October Email registrations@lexisnexis.co.uk

“Excellent range of topics, including legal and taxation aspects” Mark Herson, James Cowper

THE LINE UP 09.00

Registration and Networking

09.30

Chairwoman’s welcome and introduction

09.40

Evaluating the impact of separation and divorce on trusts and trustees • What orders can the English divorce courts make in respect of trusts?

• Offshore trusts and enforcement: assessing the defensive position • What steps should trustees take – or not take – on a separation?

• Trustees in divorce proceedings: provision of information • The roles of trusts in asset protection planning Graeme Kleiner, Head of Contentious Trusts and Estates and James Freeman, Head of Family, Speechly Bircham

10.25

12.55

Q&A on Morning Session Send in your questions for any of our speakers from the morning’s sessions to rebecca.jolliffe@lexisnexis.co.uk

13.05

Lunch

14.05

Impact of marriage and divorce on business assets • A guide to valuing business assets and shares • Impact of the recession on the timing of business valuations and revaluations • Tax efficient extraction of funds from businesses Derek Rawlings, Corporate Services Partner, Rawlinson & Hunter

14:40

Evaluating the current and future position of marital agreements • How binding are pre- and post-nuptial agreements in UK law following Radmacher vs Granatino and other recent cases • The position of trusts in marital agreements • Pre-nups and the non-domicile • Potential outcomes of the 2012 Law Commission consultation on Matrimonial Property, Needs and Agreements Suzanne Kingston, Partner, Withers LLP

Update to pensions and pension legislation • Tax considerations of recent pension legislation • What are we equalizing?

• Does earmarking add any value?

• Pitfalls and practical points when dealing with pensions in divorce Dani Glover, Director, Smith & Williamson

15:25

Afternoon refreshments

11.10

Morning refreshments

15:45

11.30

Practical guidance on capital taxes in separation and divorce

Division of property and inherited assets on divorce

• Calculating CGT – pitfalls and exactly what is exempt?

• Considerations, especially when dealing with mixed domicile couples, for CGT and IHT • Optimising tax reliefs for relationship breakdown including holdover relief Daniel Crowther, Tax Director, KPMG 12.15

Understanding and protecting offshore assets and structures following separation • Unravelling complex offshore structures • Understanding the effectiveness of recent offshore legislation at protecting assets and trusts?

• Considerations for UK & overseas property portfolios held in offshore trusts Speaker to be confirmed

• The issue of the family home • Division of pre-marital property and inherited assets • Division of post-marital property Tracey Dargan, Associate, Irwin Mitchell 16:20

Considering children in matrimonial finances • Providing for children • Impact of child allowances on tax planning Lee Arnot, 29 Bedford Row Chambers

16.55

Q&A on Afternoon Session

17.05

Chairwoman’s summary and conclusion

17.10

Close of conference

For more information and to book your place visit: www.conferencesandtraining.com/marriage-separation-divorce

Your priority booking code is:

BOOKING FORM

WEB You will need to quote this code to claim your early booking discount* *The early booking discounts are only available when you register by the dates stated below.

ASSET PROTECTION FOR MARRIAGE, SEPARATION & DIVORCE

How to book (please note we require written confirmation) Fax: +44 (0)20 7347 3576 Email: registrations@lexisnexis.co.uk Post: Tolley Conferences, Halsbury House, 35 Chancery Lane, London WC2A 1EL

Tuesday 4 December 2012 Central London

www.conferencesandtraining.com/marriage-separation-divorce For enquiries call +44 (0)845 520 5500 Calls will be charged at 3.5p per minute. Calls from mobiles may cost more.

Other forthcoming Events

Payment details

Should you require any further information on any of the events below, please tick the appropriate box and return to LexisNexis.

£549 + VAT per delegate for bookings received by 12 October – SAVE £150!

£599 + VAT per delegate for bookings received by 9 November – SAVE £100!

£699 + VAT per delegate for bookings received after 9 November

£849 + VAT per delegate for double booking on both Asset Protection for Marriage, Separation and Divorce and Tax Planning for Trusts, Wills and Estates

£299 (zero VAT) documentation only

For more information visit www.conferencesandtraining.com/tax-conferences

* Please note: discounts cannot be used in conjunction with one another.

You will need to quote your booking code to claim your discount

Payment by cheque made payable to LexisNexis

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Administration

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VENUE Central London

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FEE Your one-day fee includes attendance, refreshments, lunch and course documentation. Full payment, including VAT, must be received prior to the conference. Please post a cheque for the full amount with your completed registration form or tick the payment by credit card box and we will call you to obtain card details. Once payment has been received a VAT invoice/receipt will be issued.

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OUR CONFIRMATION OF YOUR BOOKING All bookings will be acknowledged in writing within five working days of receipt and joining instructions (final conference details and a venue location map) will be emailed to delegates approximately two weeks before the event. Please telephone the Bookings Enquiries line immediately: • if you have not received written acknowledgement of your booking within 7 days of sending it by fax, post or email or • if you have not received your joining instructions five days before the event HOTEL ACCOMMODATION Venuehunt Ltd Tel: 01722 500 675 Fax: 01722 500 729 Email: lexisnexis@venuehunt.co.uk Quote the code VHLEX at the time of booking.

ADDITIONAL REQUIREMENTS LexisNexis Conferences would like to ensure that all delegates can participate fully at our events. If you have any additional requirements, eg, wheelchair access, large print documentation or an induction loop, or if you have any particular dietary requirements please let us know on the adjacent form.

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CERTIFICATE OF ATTENDANCE A certificate of attendance is available on request, following your attendance at this conference, as a record of your training and development.

DOCUMENTATION PURCHASE ONLY Your notes will be dispatched within five working days after the event. Please call us if you do not receive your notes by two weeks after the event.

CANCELLATIONS A refund of fees will be made only for cancellations received in writing at least 14 days before the event (less a 25% cancellation fee to cover administration costs).

No refunds will be made for cancellations received within 14 days of the event and failure to attend after confirming a booking will be subject to the same terms.

We regret that the transfer of a booking to another event cannot be made but a substitute delegate will be accepted at any time before the event.

This programme is correct at the time of going to press. However, we reserve the right to alter or cancel the programme due to circumstances beyond our control.

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