Lectures

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Title Published Publication
SRT & Exceptional Circumstances 2020 Thoughleaders4
Latest Problem Areas in Residence and the SRT: Intra-UK Residence 2018 Informa
Deemed Domicile – The Proposed Changes 2016 Bristol Law Society
The Statutory Residence Test: Current Problem Areas 2016 IBC
The Statutory Residence Test: Split Years, Temporary Non-Residence and Treaty Non-Residence 2015 IBC
SDLT & Project Blue 2015 CIOT – STPG
Intra-United Kingdom Residence (September Conference) 2015 IBC
Intra-United Kingdom Residence (July Conference) 2015 IBC
Super Statutory Residence Case Study:  Acquiring and Relinquishing UK Residence 2015 IBC
Overstepping the Line 2015 IBC
Assessing Problem Areas under the New Statutory Residence Rules 2015 IBC
Tax Planning for Non-Domiciliaries:  Residency and Associated Issues and Challenges 2014 IBC
The Statutory Residence Test 2014 CIOT
Planning for the Unexpected: Birth, Relationships, New Directions, Accident, Illness and Death 2014 IBC
Disclosure and Multi-Factorial Criteria in Domicile and Residence 2014 IBC
The Statutory Residence Test 2013 MBL Seminars
The Statutory Residence Test: Key Concepts for Practitioners 2013 IBC
An Overview of the Statutory Residence Test 2013 IBC
Understanding the Statutory Residence Test: Key Concepts for Practitioners 2013 IBC
Understanding the Statutory Residence Test:  An Overview of the Statutory Residence Test 2013 IBC
The Statutory Residence Test 2012 MBL Seminars
DOTAS and Inheritance Tax 2012 MBL Seminars
Tax Planning for Family Homes and Chattels: DOTAS and IHT 2011 IBC
Valuation for the Purposes of Inheritance Tax 2011 STEP
Inheritance Tax Conference 2010: The Family Home and Chattels 2010 IBC
UK Resident Non-UK Domiciliaries – Managing the FA 2008 Regime to Advantage 2009 Matthew Hutton
My Greatest Gain I Count But Loss – Capital Losses and the Credit Crunch 2009 IBC
Inheritance Tax Planning – Trusts, Insurance and Alternatives: An Analysis of Insurance Policies used in Advanced Inheritance Tax Planning – Part I 2009 CIOT
Inheritance Tax Planning – Trusts, Insurance and Alternatives: An Analysis of Insurance Policies used in Advanced Inheritance Tax Planning – Part II 2009 CIOT
Inheritance Tax Planning – Trusts, Insurance and Alternatives: Simple Uses of Insurance Policies in Inheritance Tax Planning 2009 CIOT
Inheritance Tax Planning – Trusts, Insurance and Alternatives: Trusts, Insurance Policies and Alternative Structures Compared 2009 CIOT
A Review of Inheritance Tax Planning with some Common Forms of Insurance Policies 2009 Brewin Dolphin
Inheritance Tax Schemes for Financial Services 2009 STEP
Current Capital Gains Tax Planning Options 2008 PKF (UK) LLP
Capital Gains Tax Planning for Regime Change: Non-UK Resident Trusts and Companies 2008 IBC
Confusion Worse Confounded – The 2008/2009 Regime for UK Resident Non-UK Domiciled Individuals 2008 IBC
Capital Gains Tax and Entrepreneurs Relief 2008 CIOT
Planning for UK Resident Non-UK Domiciliaries 2008 IBC
Inheritance Tax Planning 2007 EFG Private Bank
Disclosure of Tax Avoidance Schemes 2007 LexisNexis
The Tax Planning Disclosure Regime after the changes announced in the Budget 2006 2006 IBC
Inheritance Tax Planning after the Finance Act 2006 2006 Association of British Riding Schools
Inheritance Tax Planning after the Finance Act 2006: An Example 2006 Penningtons
Debate on Current Commission Proposals for a European Common 2006 ICAEW
Capital Gains Tax Planning Ideas: How to Evaluate Them 2005 Merrill Lynch
Capital Gains Tax: Legalised Robbery or Voluntary Tax 2004 IBC
The Effect on Capital Tax Planning of the new disclosure regime 2004 IBC
Hardman Lecture 2003: Honesty is the Best Policy 2003 The Tax Faculty
Marketed Tax Strategies: How to Evaluate Them 2003 IBC
Stamp Duty and Stamp Duty Land Tax Training 2003 Withers
Capital Gains Tax Mitigation: Current Issues 2003 IBC
Capital Gains Tax: Current Issues 2003 Central Law Training
Effective Private Client Tax Planning 2003 Central Law Training
Taper Relief from CGT: A Practical Update 2002 Central Law Training
Tax & Financial Planning for the Wealthy: Real Estate 2002 Butterworth Tolley’s
Developing and Implementing Tax Planning Strategies 2002  
The Last Word: Inheritance Tax and Insurance 2002  
Venture Capital Issues 2001  
Trusts and Business Assets 2001 Central Law Training
Taper Relief from Capital Gains Tax 2001 Central Law Training
Taper Relief and Trustees 2001  
Stamp Duty and Anti-Avoidance 2001 Matthew Hutton
Offshore Tax Planning 2000 Central Law Training
A Tax Adviser’s View of Tax Planning through Insurance 2000 Central Law Training
Taxation: The Foreign Element 2000  
Capital Gains Tax and Inheritance Tax Planning 2000 WESCA
The Finance Act 2000 CGT Avoidance Provisions 2000  
Taxation of Agricultural and Rural Land 2000 IBC
Venture Capital Issues 2000  
Effective Private Client Trust Planning 1999  
Venture Capital Issues 1999  
A General Anti-Avoidance Rule 1999  
Planning for Offshore Trusts of UK Clients 1999  
Offshore Trusts 1999 IBC
Capital Tax Planning 1999  
Insurance Policies and Settlements 1999 STEP
Offshore Trust Planning: The Unappreciated Remains of the Day 1999  
CGT Planning for the Millennium 1999  
Life Assurance – Effective Use to Mitigate Inheritance Tax Liabilities 1999 Central Law Training
Capital Taxes 1998  
The UK Resident and Domiciled Private Client 1998  
Bonds and Insurance Products 1998  
The Commercial Impact of Taxation on Business Sales and Acquisitions 1998  
Wyman Symposium on the Place of the European Union in Direct Taxation 1997 ICAEW
Chairman – Tax Faculty Annual Residential Conference 1997 The Tax Faculty
Capital Gains Tax and Planning 1997 IBC
Reinvestment Relief 1996 IBC
Venture Capital Reliefs 1996 IBC
Reinvestment Relief 1995 IBC
Non-Resident Settlements 1995 IBC
Developments in Business Property Relief 1995 IBC
Retirement Relief 1995 IBC
Pre-Sale/Flotation Capital Gains Taxation Planning 1995 IBC
Chairman – Annual ICAEW Conference Tax Stream 1995 ICAEW
Tax Avoidance – An Ethical Question 1995 ICAEW
Chairman – LSCA/Tax Faculty Self-Assessment Conference 1994 The Tax Faculty
Reinvestment Relief 1994 IBC
Changes to Business Property and Agricultural Property Relief 1992 IBC
Pensions and Insurance Planning 1991 IBC
Independent Taxation 1989 IBC
Capital Gains Tax Reforms 1988 IBC
International Business Structures 1987 IBC