Private Placement Life Insurance Conference 2018 Programme 08.15 Registration and coffee 08.45 Welcome Grayson Dufrene, Managing Director, Vie International Financial Services 09.05 Investment structuring with PPLI Jay Krause, Partner, Withers Giovanni Revedin, Partner and Edmond Klinke, Partner, Saranac Partners 09.45 US preimmigration tax planning including the use of ‘drop off trusts’ Michael Lewis, Director, Frank Hirth 10.15 PPLI in a crossborder context Simon Gorbutt, Director, Lombard International Assurance 10.50 Coffee break 11.15 US preimmigration planning for International Pension Plans James Macpherson, Partner, Deloitte 11:45 Income enhancement and wealth transfer with US/UK dual compliant life insurance Riccardo Gambineri, Senior Vice President, Crown Global 12.20 Lunch 13.15 PFICs what you need to know and key planning opportunities Carlo Gray, Partner, Buzzacott 13.45 Current trends in offshore trusteeship Mark Fleming, Director, Private Client, SANNE
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Private Placement Life Insurance Conference 2018
Programme
08.15 Registration and coffee
08.45 Welcome Grayson Dufrene, Managing Director, Vie International Financial Services
09.05 Investment structuring with PPLI Jay Krause, Partner, Withers Giovanni Revedin, Partner and Edmond Klinke, Partner, Saranac Partners
09.45 US pre-‐immigration tax planning including the use of ‘drop off trusts’ Michael Lewis, Director, Frank Hirth
10.15 PPLI in a cross-‐border context Simon Gorbutt, Director, Lombard International Assurance
10.50 Coffee break
11.15 US pre-‐immigration planning for International Pension Plans James Macpherson, Partner, Deloitte
11:45 Income enhancement and wealth transfer with US/UK dual compliant life insurance Riccardo Gambineri, Senior Vice President, Crown Global
12.20 Lunch
13.15 PFICs -‐ what you need to know and key planning opportunities Carlo Gray, Partner, Buzzacott
13.45 Current trends in offshore trusteeship Mark Fleming, Director, Private Client, SANNE
14.15 The use of ILITs/trust planning to keep life insurance out of the US and UK taxable estate Patrick Harney, Partner, Head of Private Client, Forsters Chris McLemore, Partner, Butler Snow
14.50 Coffee break
15.15 Foreign Non-‐Grantor Trusts: pitfalls and planning opportunities Iain Younger, Director, Frank Hirth 15.45 M Financial’s value proposition for the international marketplace James Friel, Senior Director and Adam Clough, Manager, M Financial Grayson Dufrene, Managing Director, Vie International Financial Services
16.30 Closing remarks and Q&A Grayson Dufrene, Managing Director, Vie International Financial Services
16.45 Drinks
18.00 End
Vie International Financial Services Ltd is a London firm of specialist advisors who provide personalised global financial solutions to our affluent US, British and International clients. Our advice is independent. Vie International has access to the best insurance and investment solutions in the UK, US and offshore jurisdictions. Our advisors are licensed and qualified in both the UK and US and Vie International remains proactive to understanding frequent UK and US financial, legal and political changes that may affect our clients and your planning needs.
Independent Advice: Our network with M Financial in the US, offshore product providers and domestic offerings in the UK and EU gives us access to an array of premium international products. Our team of Chartered professionals design and implement financial strategies for ultra-‐affluent clientele. We offer a portfolio of financial services for individuals and organisations, including life insurance, health insurance, annuities, pensions, group benefits and access to both UK and US investment platforms.
About Vie International Financial Services
PPLI Conference Sponsors
Vie International Financial Services Ltd 10 Brick Street | London | W1J 7DF | United Kingdom | +44 203 457 1333 | www.vieinternational.com _____________________________________________________________________________________________________
Company Number 04770680 | Registered in England and Wales | Authorised and regulated by the Financial Conduct Authority Securities offered through M Holdings Securities Inc, a Registered Broker/Dealer, Member FINRA/SIPC
For further information, please contact Vie International’s advisors present at today’s conference:Grayson Dufrene CLU ChFC TEP, Managing Director [email protected] Richard Newhams FPFS MCSI, Chartered Financial Planner, Chartered Wealth Manager [email protected] Christiaan van den Hout MA DipPFS, International Financial Advisor [email protected]
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