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31.10 & 01.11.2002 - THE FUTURE OF OFFSHORE
2nd ANNUAL CONFERENCE

Day 1
Thursday, 31st October, 2002
   
8.30
Registration of Delegates
9.00
Morning Coffee
9.15
Official Opening by the Chairman - Mr Ben Bendelow (Basel Trust)
9.30
The Future of Offshore Centres
  Graham Mather (European Policy Forum)
• Economic dynamism – where does it reside?
• The nature and extent of international challenge
• Weaknesses and tensions in the international bodies
• Best practice for offshore centres – and their challenges
10.30
Coffee Break
11.00
OECD, FATF & FSF Initiatives
  Marcus Killick & Andrew Smith (KPMG)
  • The continued growth in international monitoring
• The IMF review how far has it evolved from the FSF initiatives
• FATF and the blacklist, how effective has it been
• OECD what next for the tax initiatives
12.00
Challenges Facing Offshore Trust Companies
Peter H. Larder (International Trust Companies Association)
• How will international financial institutions position themselves
• Commercial issues and shareholder concerns
• Latest OECD reviews – how will the jurisdictions respond
• KYC and the practical issues of remediation
13.00
Lunch
14.30
New opportunities in Trans-National Trading Structures
Ben Bendelow (Basel Trust)
• Defining the nature of offshore
• Taxation and regulatory Issues
• First Generation Trading Structures
• Offshore/onshore structures
• New structures for old purposes
• Likely future trends in this area of practice
15.30
International Tax Planning After September 11
Willem Kuiper (International Tax Training & Consultancy)
• Initiatives before and after 11 September 2001: OECD, FATF, EU, IRS
• Exchange of information after 11 September 2001: does it harm?
• Impact for offshore financial centres
• The role of the international tax planner: professional responsibilities and technical skills
16.30

Closing of the Day One by the Chairman Ben Bendelow (Basel Trust)

17.00
Cocktail Reception
19.00

Individual Dinner Arrangements

   
Day 2
Friday, 1st November, 2002
8.30
Registration of Delegates
9.00
Morning Coffee
9.15
Official Opening by the Chairman - Robert Anthony (Anthony & Cie)
9.30
European Onshore Holding Companies
  Bram Kroep & Dick Niezing (MeesPierson)
  • Considerations for establishing a Holding Company
• European Countries with a Holding Regime
• Tax related Issues
• Holding Companies in the Netherlands, Belgium, Luxembourg,
• Spain & the UK
• Summary
10.30
Coffee Break
11.00
Onshore solution for Offshore problems
  Robert Anthony & Mathieu Pouletty (Anthony & Cie)
  • How a High tax Jurisdiction Can Become a Tax Haven for Personal Taxation
• “Sheltering Tax” of Unearned Income by the Use of an Umbrella
• “The Lowering of Tax” of Earned Income by Way of Property
• How to structure the purchase of property to a fiscal advantage
12.00
The Future of International Private banking
Robert Kreder (Bank Insinger de Beaufort N.V.)
• Why should International Private Banking be different than
Domestic Private Banking?
• An analysis of Business Models for an International Private Bank
• Regulations: Could your client now become your enemy?
13.00
Lunch
14.30

Developing an Onshore Business

Michael Maslinski (Maslinski & Co.)
• Understanding the onshore market
• Defining the target segments
• Developing the client proposition
• Designing the business model
• Building the brand and distribution
15.30
The Importance of E-Commerce and it's Infrastructure to Offshore Centres
Christopher Evans (Foreshore)
• The quality of technical infrastructure in relation to risk and advantage
• Appropriate legislation, regulation and taxation
• The value of business portability and functional segregation
• The relationship between finance and e-business services
16.30

Closing Comments from the Chairman Robert Anthony (Anthony & Cie)

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