Tax Planning Seminar
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Agenda

Phil Austin - Chairman's Introduction

Karen Methold - Partner (Wealth Planning) Rooks Rider

UK Residential Property Holding Structures - The UK Tax Position

The position pre-Budget 2012
* Finance Act 2012 the key changes
* April 2013 : Proposed changes in 31/5/12 Con Doc

- CGT

- the Annual Charge

* What to do?
- Structuring new acquisitions: partnerships, trusts, and foundations     
- Existing holdings: the restructuring options

* Thoughts for the future – where is all this leading?

James John - Partner, ( Real Estate) Rooks Rider

UK Residential Property Holding Structures - The Practical Issues
* The Market
* The legal and restructuring issues facing offshore trustees and offshore directors  

Martin Palmer - Director and Principal, Jordans International Limited 

* UK/Jersey DTA             
- Experience in 2012

* UK/Hong Kong DTA            
- a new spring board for the UK non-resident company?

* The National Grid Indus Case            
- the end of exit taxes in Europe?
- HMRC’s problem with the European Commission: s 720 ITA 2007 and s13 TCGA 1992

Debbie Payne - Director, PWC

* The Foreign Accounts Tax Compliances Act (FATCA)

- Summary of the key FATCA provision relevant to Jersey T & CSPs
- Administration requirements
- Minimising Compliance Burdens

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