We make a living by what we get, We make a life by what we give.

Winston Churchill

Public Speaking

Presenting at STEP Jersey on incorporating family wealth
September 5th 2019, Pomme d’Or Hotel, Liberation Square, St Helier, Jersey

On Thursday 5 September 2019, Rosalyn Breedy will be giving a presentation on ‘Incorporating family wealth: planning with family and private investment companies for international clients’ at a seminar for STEP Jersey.

She will be speaking alongside her colleague Oliver Embley, Senior Associate at Wedlake Bell.

The main focus of the presentation will be to cover the theory and practical issues surrounding the use and creation of companies to structure the holding of private wealth for clients.

It will identify the use of Jersey registered companies to achieve this end and consider the advantages compared to setting up UK registered companies. Oliver and Rosalyn will also discuss when a company might be considered a more viable alternative to a trust or other asset holding structure. 

They will explore the drafting of the articles, the issuance of shares to family members and the rights attached to these, the use of shareholder agreements, and the UK tax implications of such a structure, both for the company and for the individual shareholders and relevant considerations with respect to the substance rules in Jersey.

If you would like more information about STEP, please click here.