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21st century trusts: why offshore, and on whose shores?

Description

This seminar forms part of the 2022 Trust & Corporate Services CPD Webinar Series. The series comprises 10 x 1-hour webinars, delivered by leading industry-expert speakers, covering a broad range of topical issues pertinent to financial services professionals carrying out corporate services. 

Book the full series of ten webinars at a discounted price of £425 or book a selection of webinars at £55 per webinar.

View the full series

Guernsey Series

Jersey Series

Isle of Man Series

 

 


Content

  • Providing an overview of the uses and features of trusts in the 21st century

  • Highlighting the benefits of establishing the trust in an offshore jurisdiction

  • Comparing some of the key similarities and differences between some key offshore jurisdictions

 

Speaker

Nancy Chien

Partner at Bedell Cristin

Nancy Chien 

Nancy is head of Bedell Cristin's International Private Client practice in Jersey.

Nancy has extensive experience in a wide range of offshore matters in both the private client area as well as the corporate sphere. In the private client context, Nancy advises ultra-high net worth families, family offices and intermediaries on all aspects of private client structuring including the use of trusts and foundations, as well as related corporate law issues (including where such vehicles are used for philanthropic purposes). She has considerable experience with high value and complex structures which enable the clients to retain a degree of control over their family assets and achieve effective succession planning.

In the corporate area, Nancy is one of the only Jersey lawyers with specific experience in pensions and employee incentive arrangements (having previously worked for Ashurst in London). She is the chairperson of the Jersey Pensions Association and is working closely with the Jersey government to enhance Jersey's offering of end of service gratuity plans and international savings vehicles. 

Nancy also has considerable experience in regulatory matters affecting offshore vehicles and service providers, including FATCA, the common reporting standard (CRS) and economic substance.

She is fluent in English, Mandarin Chinese and Taiwanese.

 

Elizabeth Shaw

Senior Associate at Bedell Cristin

Elizabeth Shaw 

Elizabeth joined Bedell Cristin from Scotland, where she specialised in succession and tax planning through the use of trusts and bespoke corporate structuring, including family investment companies. Elizabeth has a wealth of experience in the establishment and ongoing legal administration of trusts holding both personal wealth and corporate interests, together with an in-depth knowledge of the complex UK trust taxation regime.

Elizabeth's clients include high net worth individuals and owner-managed business owners. Her ability to advise in respect of both a client's personal wealth and corporate interests makes her a "go to" advisor for clients and intermediaries alike.

Elizabeth has over 10 years' experience working in the Private Client sector, having worked in leading Scottish firms ranked in both Legal 500 and Chambers High Net Worth Directories. Elizabeth also spent invaluable time in the Inheritance Tax, Trust and Estates Team of a multi-award winning Scottish accountancy and business advisory firm, giving her unrivalled experience in her field.


 

Suitable for

This webinar is suitable for all financial services professionals working in Corporate Services.

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