STEP LECTURE SERIES 2017 / 18

Lunchtime Lecture 6

Presentation Summary: Alice Vink & Emily Osborne, Stephenson Harwood LLP are presenting a Summary on proposals on the current consultation to extend the NRCGT regime

About the speakers: A highly regarded private client adviser, Alice Vink was recognised in eprivateclient’s Top 35 under 35 in 2016 and 2017 and has a growing reputation in the industry. Alice is widely recommended by clients and referrers for her practical commercial solutions and clear advice.

Alice advises on all aspects of private client work with a particular focus on cross-border tax and estate planning for high and ultra-high net worth domiciled and non-domiciled clients.

Alice is also highly experienced in providing advice on dynastic planning including wills, trusts and probate matters.

She acts for a range of individual and institutional clients in a number of jurisdictions including advising trust companies, charities and high-profile individuals.

Alice is also a Chartered Tax Adviser and a member of the Charity Law Association.

An experienced private wealth advisor, Emily Osborne was recognised in Private Client Practitioner’s Top 35 under 35 in 2011 and 2012 for her technical excellence and proactive development of solutions to client needs. She is widely known for her advice in relation to international pension schemes and other.

Emily provides tax advice to families and the trustees of family trusts in a number of jurisdictions on UK tax issues, including the remittance basis and the purchase of and structuring of UK residential property.

She advises clients on the law of domicile and residency, including ensuring the availability of tax efficient sources of funds to draw on after becoming UK residents.

Emily is an expert on offshore unregistered pension schemes and advises on IPPs, EFRBS, QROPS and QNUPS, acting for both scheme trustees and their members.

Please arrive by 11.45am for registration, Lecture will start 12.00pm

For any queries with regard to your booking please please email stepguernsey@step.org

Book your place HERE

Evening Lecture 6


Presentation Summary: Why regulated art advice matters to Professionals

Presenter Bio’s: Richard Bagnall-Smith & Willem de Gier, Directors, Cadell+Co

Richard is a Founding Director of Cadell+Co. He’s responsible for Client relationships, along with Willem de Gier and has developed a client base amongst Lawyers, Trust firms and Family Offices in London, Geneva, Zurich, Monaco, Lausanne, Jersey, Guernsey and the Isle of Man.

With many years on the global Executive Management Board at Christie’s and in the Executive Team for Qatar Museums Authority, Richard has extensive experience of the art market which has shaped and informed the creation of Cadell+Co, with its focus on providing Professionals with a new level of truly independent and conflict-free advice.

Having managed business development for the world’s largest auction house, Richard is uniquely qualified to bring insights, structure and competitive rigour to the acquisition and disposal process of artworks and chattels. Thereby reducing risk and maximising results for clients. He has worked on a multitude of different cases, from the sale of important contemporary works and British artists, through to jewellery, sculptures and carpets.

Before entering the art world, Richard had many years of management experience in the advertising, CRM, digital and database marketing sector. Richard is a member of the IOD and fellow of the RSA.

With extensive experience in the Art Sector, Willem works with over 30 firms in London, Jersey, Guernsey, Isle of Man, Monaco, Geneva, Zurich and Lausanne to provide advice in a sector where conflicts of interest are common.

Willem is a Founding Director of Cadell+Co and is focussed on developing and maintaining Client Relationships as well as the delivery of Transaction Execution and Corporate Risk Management Services. He also drives the Operational, Technology, Financial and Legal infrastructure of Cadell+Co.

A former global Executive Management Board member at Christies, Willem was responsible for Group Operations. Additionally, Willem has a background in Corporate Finance, Risk Management, Management Consulting as well as extensive commercial experience, he has also advised Private Equity and other investors in the art sector. Willem was educated at Bristol University (BSc.), Warwick Business School (MBA) and INSEAD (Executive Leadership).

Please arrive by 5.15pm for registration, Lecture will start 5.30pm

For booking enquries or queries, please email stepguernsey@step.org

Book your place HERE

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As a not-for-profit organisation which supports the learning and progression of all fiduciary professionals, STEP Guernsey relies on the support of valued STEP partners to help bring our popular event series to you and keep costs to a minimum.

We extend our thanks to Sponsor’s Mourant Ozannes for Sponsoring the 2017 / 18 Lecture Series.

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Wed 24

Guernsey Finance Industry Update

January 24 @ 2:30 pm - 5:00 pm