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This webinar forms part of the 2024 Trust & Corporate Services Providers Series.
This webinar provides one-hour of CPD and offers insights and updates from a leading industry-expert speaker.
All webinars can be booked individually, or you can book the entire series for a discounted cost. Delegates places are also interchangeable with colleagues from the same organisation.
Book the full series of webinars at a discounted price.
View the full series
Tax traps for offshore trustees
Reflection on where we stand after the spring budget
Paul BealeDirector, Tax, & Head of Family Office and Private Clients at KPMG Crown Dependencies |
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Paul is a Chartered Tax Advisor and Member of the Association of Chartered Certified Accountants. Paul is a member of the GSCCA’s taxation sub-committee and Guernsey’s jurisdictional editor for the International Tax Planning Association. Before joining KPMG in the Channel Islands, he spent three years working for a large Trust company in their Private Client Tax Team. He now heads the Family Office and Private Client team in the Crown Dependencies. Paul’s role is wide ranging and whilst primarily tax driven is focussed on working with families to achieve their objectives for today and the future. Paul’s client portfolio is diverse and includes Family Offices, high net worth individuals and offshore trustees. Paul has spent the past 14 years supporting these families and structures from a UK, Guernsey and International tax needs. Paul also does significant work with administrators in the Channel Islands helping them to appropriately assess tax risk within their businesses and design and implement effective tax risk frameworks to ensure that the business has in place a sustainable and proportionate approach to managing tax risk in today’s ever challenging environment. |