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Conference Date: Wednesday, 13 May 2026
Venue: Cavendish Venues, 22 Duchess Mews, London W1

Conference Programme

  • 8:30 am -  
    Registration and Coffee
  • 9:30 am - Katherine Bullock 
    Chair's opening address
  • 9:40 am - Emma Chamberlain 
    Foreign Income and Gains (FIGs) and the Transferable Repatriation Facility (TRF) – the new regime
    • New post 2025 IHT regime
    • First four years tax exemption for new arrivers – opportunities and traps
    • Using TRF effectively especially on trusts
    • IHT cap for trusts
  • 10:40 am -  
    Coffee Break
  • 11:00 am - Tom Ivernizzi-Combinely 
    The mid-market AI gap: Why firms outside the big four are falling behind
  • 11:05 am - Michael Ripley & Susanna Mockford 
    Property tax update
    • The new “High Value Council Tax Surcharge” (aka the “mansion tax”)
    • Summary of recent developments in relation to SDLT including:
    • - Round up of the latest cases
    • - Separating residential and non-residential property
    • - Mixed use properties
    • - SDLT avoidance and section 75A
    • Common issues in incorporating property rental companies
  • 12:05 pm - Emma Chamberlain 
    APR / BPR – a deep dive
    • BPR / APR and the transferable allowance
    • Using the trust allowance effectively
    • Will drafting to maximise reliefs
    • Multiple trusts – are they worthwhile?
  • 1:05 pm -  
    Lunch
  • 2:05 pm - Katherine Bullock 
    Main residence relief, alphabet shares and HMRC’s red lines
    • Main residence relief developments
    • The ownership period and new builds
    • Co-ownership complexity: let properties and second homes
    • Property protection trusts
    • Alphabet shares for private clients: the 5 anti-avoidance codes to watch
    • Fragmenting investment companies
    • POTAS, DOTAS, the GAAR and tax avoidance considerations
    • The registration of tax advisers: you can’t mean me!
  • 3:05 pm -  
    Coffee Break
  • 3:25 pm - John Woolley 
    Pensions and IHT – the new rules and how clients can plan for them
    • The framework of the rules – how will IHT be calculated and identifying who will pay it
    • Some traps to be aware of including double taxation and the loss of the residence nil rate band
    • Maximising the use of exemptions
    • Are bypass trusts still viable?
    • Planning to reduce the impact of IHT on pension death benefits
  • 4:25 pm - Katherine Bullock 
    The essential private client tax cases update
    • Topical tax cases to bookmark in 2026
    • Why they matter and how to use them
    • The “Get out of Jail Free” cases when all else fails
  • 5:25 pm - Katherine Bullock 
    Chair’s closing remarks and final questions
  • 5:30 pm -  
    Conference Close

DELEGATE FEES

For payments received by 14/03/2026

£675 + vat per delegate

...or book 4 places for the price of 3

For payments received after 14/03/2026

£725 + vat per delegate

...or book 4 places for the price of 3

Register online for this conference
Chairman & Speaker
Katherine Bullock

Speaker Biography - Katherine Bullock

Katherine is an expert tax barrister, in practice at her own chambers, St Katharine’s, with a particular focus on private clients and their businesses.

As the past editor of the definitive practitioners’ text on land taxation, she is regularly asked to advise on property transactions.

She has an MA in Law from Cambridge University and is a Chartered Tax Adviser, member of STEP, a Chartered Financial Planner and Certified Family Business Adviser.

Recognised as one of the ‘Most Influential Private Client Advisers’ in the UK in 2013, 2014 and 2018 and “50 Top Tax Advisers” in 2018, she has over 25 years’ experience in supporting accountants, solicitors and tax advisers to solve complex tax problems.

Prior to practice, Katherine was a senior tax partner with two Big 4 professional services firms, first as the UK head of private client services at PwC and then as head of private client services for EMEIA at EY.

Visit stkatharines.com

Speaker Biography
Speakers
Emma Chamberlain OBE

Speaker Biography - Emma Chamberlain OBE

Emma Chamberlain specialises in tax and trust advice for private clients, trusts and charities. Her practice is focused particularly on IHT and CGT as well as advising foreign domiciliaries and trustees. She frequently advises on taxation issues in connection with divorce and family issues, on BPR and APR and on residence, remittance and domicile enquiries.

Emma regularly writes for Tax Journal, Private Client Business, Tax Adviser and British Tax Review. Articles include an analysis of the reservation of benefit provisions in Tax Journal, IHT reform, and an analysis of the Finance Bill 2020 provisions.

In 2020 she was one of the three co-authors of the final report produced by the Wealth Tax Commission on whether an annual or one-off wealth tax was feasible for the UK.

Visit the Pump Tax website

Speaker Biography
Michael Ripley

Speaker Biography - Michael Ripley

Michael advises a variety of corporate and private clients on contentious and non-contentious matters across a broad range of revenue law areas including direct and indirect tax. He also frequently represents both taxpayers and HMRC in courts and tribunals in the UK on tax matters either with a leader or on his own.

Michael now has more than 12 years of experience in litigating significant and high-value tax disputes in the UK. Recent notable areas of litigation include:

– Computation of business profits, including cases involving disputed accounting matters.
– Capital allowances for large infrastructure projects.
– Motive tests, where tax is alleged to have been one of the main objects of a transaction.
– San Giorgio rights to unlawfully levied tax, VAT grouping and general principles of EU law.
– The scope of HMRC’s powers of enquiry, including carry-back loss relief claims.
– Penalties for deliberate inaccuracies.

In addition, Michael advises on a broad spectrum of matters relating to the taxation of corporates and private individuals. For example, in relation to corporates, he has extensive experience in relation to loan relationships, the intangible assets regime and international tax issues such as diverted profits tax and double tax relief. In relation to private individuals, Michael is familiar with many of the tax issues facing high-net-worth individuals including the remittance basis, reliefs from CGT, the taxation of trusts and income tax/NICs on employment income (including disguised remuneration).

Read more here

Speaker Biography
Susanna Mockford

Speaker Biography - Susanna Mockford

Susanna completed her pupillage at 11 New Square and became a tenant in May 2025. She accepts instructions in all areas of taxation.

Before coming to the bar, Susanna trained as a solicitor at a leading UK law firm and practised as an associate in the London office of a large US law firm for several years. In addition to her work on contentious tax matters, Susanna advised on the tax aspects of a wide variety of cross-border matters including M&A transactions, real estate transactions, large corporate restructurings, securitisations, employee benefit schemes, and other debt and equity finance transactions.

Susanna enjoys visiting art galleries and exhibitions and when at home in rugged County Donegal she usually braves the wind, rain and cold for a sea swim or surf.

She is on the Attorney General’s Civil Panel of ‘Junior Junior’ Counsel.

Speaker Biography
John Woolley

Speaker Biography - John Woolley

John is a director of Wooltech Ltd, having previously been a director of  Technical Connection Ltd for 25 years.

John has several legal and tax qualifications including being a qualified TEP, a fellow of the Chartered Insurance Institute and a member of the Chartered Institute of Taxation. He has been involved in financial planning in the financial services sector for the last 30 years.

He regularly contributes articles on tax planning to various journals as well as making guest attendances as a speaker at financial services and tax conferences.

He is the author of Financial Planning with Trusts published by Claritax.

Speaker Biography

Conference Brochure

Click to download

Conference sponsored by:

Full details of the speakers and topics for this conference will be posted as soon as they are finalised. Normally 4-5 weeks before the conference date.

Delegates will receive a comprehensive set of notes to take away and will have the opportunity to ask questions of any of the speakers both on the day and in advance of the conference. This conference will provide 6 hours CPD / CPE and will offer the chance to network with other local senior tax professionals.

This conference features a “4 for the price of 3” offer so that key members of your tax team can attend and hear the latest ideas first-hand.

 Please contact us with any booking queries.
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