Virtual roundtable: Estate planning with an excluded property trust

I am delighted to invite you to join us for our upcoming virtual roundtable discussion on EPTs - the advantages, drawbacks and how they can feature in broader estate planning

The panel includes expert speakers from Charles Russell Speechlys, Partners Wealth Management and Waverton and will allow you to ask questions throughout.

Panel biographies

Douglas Barnett, Portfolio Manager at Waverton (Host)

Douglas is a Portfolio Manager and runs portfolios on behalf of private clients, in addition he has responsibilities in Asian equity research. His clients range from resident domiciled and non-domiciled individuals to trusts and offshore structures with international tax considerations. He sits on the International Client Committee.

Alexandra Buchan-Heelas, Associate Director at Waverton

Alexandra is a Portfolio Manager and Associate Director. She specialises in managing portfolios for non-domiciled individuals, trusts and offshore structures with complex international tax requirements. She works closely with a range of trustees, consultants, lawyers and accountants specialising in this area. Alexandra is Head of the International Client Committee.

Nathan Prior, Partner and Head of International at Partners Wealth Management

As Partners Wealth Management’s Head of International, Nathan is one of the few independent advisers in the UK with the experience and knowledge to advise clients with international and multi-jurisdictional needs. He was named in the 2019 PAM Top 40 under 40, and is recognised by peers, colleagues and fellow private client professionals as one of the leading experts in advising clients with multi-jurisdictional considerations.

Catrin Harrison, Senior Associate at Charles Russell Speechlys LLP

Catrin advises UK and non-UK domiciled individuals in relation to their tax, trust and estate planning. She assists high net worth individuals with a wide range of UK taxation matters, including the application of the statutory residence test, the operation of the remittance basis and the taxation of offshore trusts with UK resident settlors and/or beneficiaries.

Catrin is also a co-author of one of the leading textbooks on tax planning for internationally mobile clients, Clarke’s Offshore Tax Planning.