Events, Courses & Seminars

Offshore trust update - a practical perspective on dealing with trust disputes and how to avoid them

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Location: Upper Hall, Loch Promenade Church, Douglas.

Our ACSP seminar on Thursday 3rd April 2014 will be:

"Offshore trust update - a practical perspective on dealing with trust disputes and how to avoid them".

This event is sponsored by DQ.

The speakers will be Jonathan Hilliard, a barrister with leading commercial and trust chambers Wilberforce Chambers in London; Annemarie Hughes, a director and head of trusts and private client team at Dougherty Quinn (DQ), one of the Island's leading law firms; and Tom Maher, managing director of DQ. Further information on the speakers is included at the end of this message.

This Thursday 3rd April session will be at the Upper Hall, Loch Promenade Church, Douglas, with coffee and registration from 12 noon for a prompt start at 12.30 pm. It is anticipated that this event will finish at around 1.30 pm, subject to the number of questions and contributions from the audience.

If you would like to attend this event, please send me an e-mail stating clearly which seminar you are booking for and who from your firm would like a place. All bookings will be confirmed with an e-mail from me.

Please note the seminar places system will apply – firms with up to 5 staff may have up to 2 spaces, firms with 6-15 staff up to 5 spaces, and firms with 16 or more staff can have up to 8 spaces. Individual associate members are guaranteed a space, corporate associate members can have up to 2 spaces. All bookings are subject to the first come first served system.

This seminar is free to staff of member firms and associate members of the ACSP.

This event is sponsored by DQ.

Speakers

Jonathan Hilliard

Jonathan is a barrister with leading commercial and trust chambers Wilberforce Chambers in London. Jonathan is rightly acknowledged as a rising star in the Bar with a particular focus on offshore trust work. Listed as one of the 10 stars of the junior commercial and chancery bar in Legal Week, who described him as "absolutely brilliant: lots of brain power- impresses solicitors and silks alike" and stated that "he completely outflanks some senior members of the Bar".

Jonathan is recommended in the legal directories for pensions, trusts, offshore and civil fraud work, comments in the latest editions including "a leading QC in the making" (Legal 500) and if "there is someone who will make it to silk early...he's the man" (Chambers & Partners).

He was also listed as one of the 10 future stars of the Bar in the Times, who commented that "he has it all- no wonder he's in demand". The latest edition of Chambers Global commented that he "will undoubtedly be a big name for offshore work" in years to come and has a "flourishing reputation".

Jonathan is author of many works and publications on trust, pension, commercial and tax matters.

For more information see http://www.wilberforce.co.uk/barrister-profiles/jonathan-hilliard.asp

Annemarie Hughes is a director and head of trusts and private client team at DQ. Annemarie has gained a reputation as one of the Island's foremost trust and pensions specialists.  Annemarie advises on complex contentious and non contentious trust matters involving Isle of Man trusts and foundations.

Annemarie is recommended as a leading lawyer by Chamber UK and by Legal 500 for pprivate client, trust and tax and insurance & pensions who describe her as being 'strong on detail, and who presents it in an intelligible manner'.

Annemarie advises many of the Island's primary pensions administrators on all aspects of pensions law and regulation.  Annemarie advises local fiduciaries regarding trusts matters generally and in recent years has an increasing practice in advising clients on compliance with international tax investigations and requests under Tax Information Exchange legislation.

Annemarie is a Chartered Tax Adviser and Committee member of the Isle of Man branches of the Chartered Institute of Taxation and STEP Technical and Policy Committee. Annemarie also contributes to Bloomsbury's Planning and Administration of Offshore & Onshore Trusts and Butterworths' Offshore Service, and regularly presents at international and domestic conferences for leading conference organisers.  Annemarie is recognised as a leading offshore trust lawyer by Citywealth in its International Financial Centre Leaders List 2014.

Tom Maher is managing director of Dougherty Quinn (DQ) one of the Island's leading law firms. Tom advises on contentious trust matters involving international clients with Isle of Man structures.

Chambers UK which ranks Tom as one of only 3 lawyers in the Isle of Man for Band 1 corporate & finance states: "He is great at managing cross-jurisdictional transactions and seeing Isle of Man issues in a wider context". Legal 500 which ranks Tom as a leading individual praises Tom for "thinking around an issue to provide solutions" and recommends him as "a commercially tuned lawyer who gives real-world advice".

Tom appears in the Island's Courts in relation to trustee directions and trust disputes and has also developed particular expertise in relation to international tax and criminal investigations involving Isle of Man companies and trusts. Tom was a regular contributor of the Isle of Man chapter in Trust & Trustee World Trust Survey and is frequently invited to speak on trust and other topics by international conference organisers (such as IBC and Lexis Nexis) and professional bodies.

Tom is recognised as a leading offshore trust lawyer by Citywealth in its International Financial Centre Leaders List 2014.

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