UK tax treatment of a Guernsey trustee’s investment portfolio on the agenda of Collas Crill sponsored STEP lecture

| June 10, 2014 | 0 Comments

Attendees at the next STEP Guernsey lecture will consider the UK tax treatment of a Guernsey trustee’s investment portfolio at June’s Collas Crill sponsored evening lecture.

With greater inter-governmental co-operation on the disclosure of information, trustees are under increasing pressure to liaise between advisers and investment managers to ensure proper consideration is given to the tax consequences of investment decisions.

At the event on 12 June James Badcock, the newly appointed head of Tax and Estate Planning at UK law firm Collyer Bristow will take a detailed look at the latest position on the taxation of the main types of financial assets found in a trustee’s investment portfolio, including complex or difficult investments, such as offshore funds and derivatives.

Mr Badcock said: “There will be a particular focus on the implications for trusts with non-UK domiciled settlors or beneficiaries and the opportunities which remain for such clients to use trusts in Guernsey as part of their estate planning.”

James Badcock advises on international tax and estate planning and immigration. His clients include high net worth individuals and their families, trustees, foreign law firms and banks. He advises clients who are moving to the UK and require advice on immigration and tax and succession, including wills and trusts. James’ clients also include UK taxpayers who need to regularise their tax affairs, including using the Liechtenstein Disclosure Facility. He also advises trustees on the exercise of their powers, proposed amendments to trust structures and UK tax issues.

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