Number 14

ISSUE 14

David Bell, founding director.

11 July in London.

WELCOME FROM DAVID BELL

Welcome to Number 14.

We’ve been keeping things a little more

buyer in today’s market; we celebrate

local since our last issue, hosting our

an important milestone with ILS; and

Russia & CIS Forum, networking

we look at what’s coming up after the

dinner and Next Gen Summer

Summer Break.

Networking Party in the UK capital.

In fact, I’m pleased to say that our

Our events are designed to aid

Autumn events are now live for

networking and maximise business

booking. Make your way to the What’s

development opportunities in a relaxed

Happening section in this magazine for

and sociable setting. As the galleries

the full calendar and links to register.

demonstrate, these 3 sell-out events

As always, please get in touch if you’d

were no exception and I’d just like

like to discuss contributions to future

to take this opportunity to thank all

issues of our digital magazine or if you

our sponsors and members for their

have any questions/suggestions.

ongoing support.

In the meantime, enjoy Number 14 and

In this issue of PCD’s digital magazine,

have a truly fantastic summer! See you

we meet members from PwC, MTG

in September.

and Lancaster Knox; we hear from Aykroyd & Co. about the importance

David Bell, founding director.

of professional qualifications in

#jointheclub #oneteamonedream

property, and how to win as a property

#makeithappen

CONTRIBUTE TO THIS

VIEW MORE GALLERIES

MAGAZINE

3

DINNER DESTINATIONS

Dinner destinations for 2019

Dublin Guernsey

New York

Jersey

Miami

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DINNER DESTINATIONS

Isle of Man Leeds Edinburgh London Manchester Bristol Zurich Geneva Shanghai

Dubai

Hong Kong Mumbai

Nairobi

Cape Town

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WHAT’S HAPPENING

What’s happening?

PCD launches Autumn events.

At PCD, we work hard to provide a forum for the global private client community to connect and do business. So far this year we have hosted events in the UK, Jersey, Guernsey, Isle of Man, Switzerland, Dubai, Singapore, Hong Kong, Cape Town, the Caribbean, Mumbai, Nairobi, Miami and New York.

Before you set that out of office for the Summer Break, register via the links in this article and gain access to the valuable network of contacts that can be found within the Private Client Dining Club through our series of exclusive events.

Membership is the most cost effective way to attend multiple events and gives you full access to the valuable network of contacts that can be found within the Private Client Dining Club. It also allows an easy and convenient way to attend events on a regular basis while reducing the admin burden.

Purchase membership and find details of our packages here or contact members@pcd.club for more information.

If you are interested in supporting upcoming events via an exclusive sponsorship package, simply click here to download our brochure.

Breakfast Panel in London Tuesday 10 September - Relocation

Networking Dinner in Edinburgh

and Mobility Breakfast Panel at Howard

Thursday 12 September - Networking

Kennedy.

reception and dinner, kindly sponsored by Viberts.

Discussion will focus on HNW clients moving to the UK and those considering

Gallery and guest list from last dinner

becoming resident elsewhere.

event in Edinburgh here.

Gallery and guest list from last time in London on this topic here.

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WHAT’S HAPPENING

International Planning Group from

Lunchtime Panel in Zurich

Zurich. We are expecting 100 guests from

Thursday 19 September - Sports Forum

legal, tax, fiduciary, private banking and

in partnership with JLR, sponsored by

wealth management firms from the UK

US Tax & Financial Services and Swiss

and Switzerland.

Football Association.

This panel discussion and networking HNW sports professionals to learn from

Networking Dinner in Isle of Man

and network with each other. We expect

Thursday 3 October - Networking

a strong turnout from private banking,

reception and dinner, kindly sponsored

legal, tax & trust companies active in this

by Bank Safra J Sarasin, Enness Group &

market.

Swiss Crypto Vault.

event will provide a forum for advisors to

Gallery and guest list from last time in IOM here.

Networking Dinner in Zurich Thursday 19 September - Networking reception and dinner, kindly sponsored by

Networking Dinner in Leeds

Arc & Co.

Thursday 10 October - Networking

Gallery and guest list from last dinner

reception and dinner, kindly sponsored by

event in Zurich here.

IQ:EQ and Aberdeen Standard Capital.

Gallery and guest list from previous dinner in Manchester here.

Middle East Wealth Management Forum in London Tuesday 24 September - Regional forum

Networking Dinner in Miami

for our advisors dealing with clients from

Thursday 24 October - LATAM

the Middle East and key markets of the

Discussion Panel, Networking Reception

region including Saudi Arabia, Kuwait,

and Dinner, kindly sponsored by Harneys

Qatar & United Arab Emirates.

& Estera.

The Forum is kindly sponsored by

Gallery and guest list from our

Reditum Capital from London and

previous dinner in New York here.

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SPOTLIGHT ON

Spotlight on Edinburgh The format for the evening will be a one hour drinks reception, followed by a networking dinner. Guests will have the opportunity to circulate and meet professionals from a variety of specialisms and locations, all of whom work with wealthy international families. PCD club events are designed to aid networking and maximise business development opportunities in a relaxed and social setting.

The majority of the audience will be composed of private client lawyers, accountants, wealth managers, bankers and trust companies. Our goal is to make new connections between advisors based in key global financial centres.

PCD is delighted to be returning

A full guest list will be provided to all

to Edinburgh on Thursday 12th

delegates in advance of the event.

September at Ghillie Dhu.

Click below to see galleries and guest lists from previous events in:

GHILLIE DHU WEBSITE

Glasgow, Aberdeen and Edinburgh.

The sponsor for the dinner is Jersey law firm, Viberts.

IF YOU HAVE ANY QUERIES PLEASE EMAIL TICKETS@PCD.CLUB

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WHAT’S NEXT

What’s next?

BREAKFAST PANEL

NETWORKING DINNER

VIEW LONDON 10-09-19

VIEW EDINBURGH 12-09-19

SPORTS INDUSTRY FORUM

NETWORKING DINNER

VIEW ZURICH 19-09-19

VIEW ZURICH 19-09-19

VIEW ALL UPCOMING EVENTS

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THOUGHT LEADERSHIP

Thought Leadership A Year of Anniversaries.

By Gemma Davies, Head of Private Clients at ILS World.

READ ARTICLE

Property: Why Professional Qualifications are More Important than Ever.

By Edward Towers, MRICS, Director at Aykroyd & Co.

READ ARTICLE

How to Win as a Property Buyer in Today’s Competitive Market.

By Hannah Aykroyd, Founder & MD at Aykroyd & Co.

READ ARTICLE

Fairway Group Trust Team Shortlisted for Icsa Jersey Award.

READ ARTICLE

Prime or corporate member?

Contact lucy@pcd.club to share your news or advertise.

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Natalie Martin get involved in lots of different issues.

As an insight, I am currently advising on an international residence enquiry with multiple global revenue authorities, UK domicile enquiries and a complex contract settlement covering many different issues on multiple trusts for a large family office.

Tell our members a bit more about your business and its relevance within the private client world.

The complexity of tax legislation and the continued focus of revenue authorities on High Net Worths means that being able to advise clients holistically on

What do you do for PwC?

their past, current and potential future

I’m a Director in PwC’s Private

tax issues is key. My team and I don’t

Business team and advise wealthy

just help clients deal with tax risk or tax

individuals, international families and

disputes; we are able to advise them fully

business owners on a wide range of tax

on all aspects of their tax affairs.

matters, both in the UK and globally.

I have a particular specialism in and

In the private client arena, this is

passion for tax dispute resolution,

crucial. Tax disputes specialists need to

managing complex disputes and

be technically competent in both tax

negotiating with HMRC and other

administration matters but also complex

revenue authorities.

technical advisory issues.

I lead PwC’s Private Client Tax Dispute

READ FULL INTERVIEW

practice throughout the UK and so I

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MEET OUR MEMBERS

MEET OUR MEMBERS

MEET OUR MEMBERS

James Heathcote corporate and personal clients. In addition, it offers asset management, financial and family office services to a diverse and expanding client base.

Why do you work in tax?

Believe it or not, being a Chartered Tax Advisor was never my childhood dream!

My passion is languages and, whilst they may seem worlds apart, the similarities between the two fields is what keeps it exciting and fresh. With a specialism in international personal tax, I have worked with clients and colleagues across the world and have been able James Heathcote is Associate Director

to use my background in linguistics

of Private Client Advisory at

to bring a fresh perspective to clients’

Lancaster Knox, which he joined

affairs.

in March 2019 to build and grow the

Working with private clients,

firm’s tax services to HNW and UNHW

particularly large and complex family

clients and families. He is based in York

offices, brings a set of challenges that

and London, and works with clients and

requires skills beyond interpreting tax

their advisors across the UK and abroad.

legislation (though I do enjoy that, too!),

Lancaster Knox is a member of the Knox which is where I feel Lancaster Knox group of companies – an independent,

and myself can really add substantial

dynamic group of businesses. Employing value. over 250 people, this innovative group READ FULL ARTICLE

offers wealth planning, investment sourcing and fiduciary services to both 12

MEET OUR MEMBERS

MEET OUR MEMBERS

Sarah Conway Tell our members a bit more about your business and its relevance within the private client world.

My team works with a diverse range of clients, from UHNWs, wealthy families and sovereigns to family offices, private banks, corporates and trustees. We also benefit from the fantastic estate planning and immigration expertise of our colleagues, which allows us to take a fully integrated approach. As a result, we are often working together on matters What do you do for MTG?

relating to moving to the UK, residency

I head up the firm’s Real Estate practice,

for tax purposes, funding property

which focuses on the acquisition,

acquisitions, and establishing property

disposal and letting of high-value

structures for UK domiciled and non-

residential and commercial property for

domiciled clients to ensure efficiency

corporate and private clients in the UK

from a UK tax perspective.

and the rest of the world. MTG has an

Earlier this year we celebrated MTG’s 10

international client base, and the firm is

year anniversary – it has been a decade

adept in meeting the particular demands

since our demerger from Allen & Overy,

of both UK and overseas clients.

so it’s a really exciting year for the firm.

I’ve been working in the London prime

Despite being busier than ever we’re

residential market for over 30 years now

making sure we take the time to toast

and I hugely enjoy the fast-paced and

the occasion!

varied nature of what I do – no two days are the same.

READ FULL INTERVIEW

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Member Statistics

Business Development

96% are actively looking to expand their professional network.

Value

90% surveyed said they have benefitted from their club membership.

Quality Connections

100% have been in the private client industry for 5+ years.

www.pcd.club

International Outlook

45% are actively looking for international connections.

High-end

98% enjoy the premium venues, first-class service and high-end dining club feel of our events.

Membership

20% Lawyers, 18% Investment Managers, 15% Private bankers / Financial Advisors, 13% Accountants, 13% Trustees, 6% Property related & 6% Currency Brokers.