Tax planning for UK domiciliaries. 8 September 2022

In conjunction with Rothschild & Co, we are delighted to invite you to the next STEP Seminar on Thursday 8 September at 18:00, to be held at the Rothschild & Co offices.

The seminar will be led by Toby Crooks, Tax Partner with Rawlinson & Hunter LLP, in conversation with David Kilshaw, Head of Wealth Solutions at Rothschild & Co. Toby will explore key tax planning opportunities for those domiciled and deemed domiciled in the UK and David will consider how wealth planners can support tax advisers in this area.

About the speakers:

Toby Crooks specialises in the field of Private Client Tax, as part of the Trust & Wealth Services department. He enjoys working closely with clients, legal advisers, and Family Offices to understand their particular requirements and has a wide breadth of experience, having advised both the UK and non-domiciled clients. Toby joined Rawlinson & Hunter in 2004, working initially in the Private Client department before transferring to the Firm’s Cayman Islands office for several years. He returned to the UK in 2010 and became a partner in April 2014.

David Kilshaw is a Managing Director with Rothschild & Co and Head of Private Client Wealth Solutions. A qualified lawyer and former partner with KPMG, EY, and R&H, David no longer provide tax advice but works alongside leading lawyers and accountants to help clients craft solutions to their personal and business needs. David received the STEP Lifetime Achievement Award in 2018.

Following the discussion, there will be a drinks reception to close the event.

We believe this will be an interesting and insightful event so please do RSVP below directly to Rothschild & Co if you would like to attend.