Private Client Tax: The New Overseas Regime
Led by Patrick Soares, this essential update brings together experts Emma Chamberlain OBE and Giles Clarke to guide you on advising your clients on the new overseas regime and private client tax changes introduced by the Finance Act 2026.
Why attend this event?
Ensure you get ahead of the game and become the go-to expert for offshore clients navigating the new overseas regime introduced by the Finance Act 2026.
Gain insights to help you advise your clients on practical solutions including IHT planning under the new BPR and APR provisions, pension changes and IHT implications, UK property ownership by non-residents, the new Securities Transfer Tax, offshore financing structures, TRF double charge issues, and much more.
Experts who will share insights at the Nov 2026 edition:
Our November conference at a glance
This intensive one-day conference tackles the most critical aspects of the new overseas regime through eleven specialized sessions. You'll master restricted shares in offshore structures, treaty relief changes for withholding tax, revised exit charges, and the new Securities Transfer Tax for non-residents.
Explore sophisticated offshore financing structures including TP securities, foundations, and dual resident companies, while learning when non-residents must use LLPs. Gain practical solutions for the TRF "double charge" problem and implement Clarke's 10-point checklist for clients taking up long-term UK residence.
Dedicated sessions cover IHT planning under the new regime—including settlements, UK property holdings, and BPR/APR applications—plus essential guidance on pension changes affecting offshore schemes when beneficiaries come to the UK.
Led by Patrick Soares, Emma Chamberlain OBE, and Giles Clarke, with networking opportunities throughout, you'll gain the actionable insights needed to confidently guide clients through these transformative changes.
In-depth agenda
Listen to leading experts as they guide us through the new rules introduced by the Finance Act 2026. Learn practical strategies to help private clients navigate these fundamental changes.
By attending in November, our attendees will ensure that they get ahead of the game and deliver the most up-to-date tax planning advice to their offshore clients, and navigate the new UK tax landscape.
Expert speakers
Our esteemed speakers are experts in their fields and can provide you with solutions to the common problems that practitioners are seeing from their clients.
Available for any questions you may have, they are known to go into great detail on their chosen topics.
Concrete takeaways
Take home detailed conference notes and materials to consolidate the knowledge gained throughout the day.
Gain real insight through discussions with speakers and fellow delegates.
Key topics for the June 2026 edition include:
Restricted shares and offshore structures
Treaty relief withholding tax changes
Exit charges and permanent establishments
New Securities Transfer Tax implications
Offshore financing structures and foundations
Non-resident LLP usage requirements
TRF double charge problem solutions
Clarke's 10-point UK residence checklist
IHT planning under new regime
Settlements and underlying company structures
UK property holdings and variations
Offshore pension scheme changes
Previous delegates include:
Saffery Champness
Moore Stephens
Francis Clark
Wedlake Bell
KPMG
Credit Suisse
Rawlinson & Hunter
Mills & Reeve
Buzzacott
Forsters
Frank Hirth
WithersWorldwide
Macfarlanes
RBC Trust Co
Howard Kennedy
Lubbock Fine
Mishcon de Reya
BDO
Intertrust Fiduciary Services
Smith & Williamson
Boodle Hatfield
Salamanca Group Trust & Fiduciary
Moore Doeren Mayhew
Taylor Wessing
CPD Certification - 6 CPD hours available
Attendance at this conference may be used to claim CPD from your professional body. The number of hours, or points, may vary from body to body. Upon request, we will supply you with a certificate of attendance to facilitate your CPD submission with your professional membership organisation.