KPMG Islands Group hosted a series of webinars throughout January. Learn from our panel of KPMG experts where they discussed the below topics over the course of the series: 

Thursday 12 January

Offshore Trustees - The what, why and when of UK and US reporting.

A practical overview of UK and US reporting requirements from a Trustee perspective.

Presenters: 

  • Paul Beale, Director, Tax & Head of Family Office and Private Clients - Crown Dependencies
  • Tom Neil, Director, Tax - Bermuda
  • Justine Howard, Associate Director, Tax - Crown Dependencies
  • Katie Kneale, Senior Manager, Tax - Crown Dependencies
  • Joseph Milward, Manager, Tax - Crown Dependencies

Thursday 19 January

Offshore Trustees - New year; old issues

Discussion around the issues that keep cropping up, share ideas on how to avoid them and start looking into what to do if its already happened.

Presenters:

  • Paul Beale, Director, Tax & Head of Family Office and Private Clients - Crown Dependencies
  • Tom Neil, Director, Tax - Bermuda
  • Justine Howard, Associate Director, Tax - Crown Dependencies
  • Joseph Milward, Manager, Tax - Crown Dependencies

Thursday 26 January

Offshore Trustees - Mistakes, mistake claims and disclosures

Special guest, Matt Guthrie of Ogier, shares his experience of when things go wrong and the options you may have.

Presenters:

Re-watch the webinars below:

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