What will the UK’s new tax rules mean for international families with UK connections?

SPEAKER
Alice Martin, Partner, Charles Russell Speechlys AG charlesrussellspeechlys.com

SUMMARY
The UK Government has announced big changes for families and trustees. We will look at the key points:

new 4YR for arrivers
Changes to the taxation of trust income and gains
IHT for settlors on worldwide and trust assets
Traps for those leaving the UK
Tips for money managers
What steps to take before 5 April 2025?

SPEAKER CV
ALICE MARTIN is a partner in the Zurich office of Charles Russell Speechlys, advising international clients on cross-border succession planning. Alice’s clients include families and trustees with UK connections, and she has a particular focus on clients in the creative industries.

STEP Office
Corinne Graf
Administration/Events

STEP Lucerne/Zug Centre Supporter

Date
TUESDAY, 14 JANUARY 2025 | 12:00 - 13:00

Venue
WEBINAR
MS Teams
Link and presentation will be sent in advance
recorded

Registration by
MONDAY, 13 JANUARY 2025

CPD
1 hour towards CPD obligation

Fee

Timetable on-line
11.57 - 12.00 / Registration
12.00 - 13.00 / Talk & Questions
Link and Presentation will be provided in advance

Annulation
Booked places can be cancelled up to 24 hours before the event. Only cancellations made in due time will be refunded. Substitutions may be made at any time.

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