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Pre- AGM WEBINAR - Post-Brexit: A Wealth Planning Update on Expected and Unexpected Outcomes from the UK Leaving the European Union (30 June 2021)
Wednesday 30 June 2021, 15:45 - 16:45

About this Webinar

We are almost 5 months post Brexit and, as would be expected, the global COVID-19 pandemic has garnered the majority of media attention in the intervening period. However, regardless of the attention or lack thereof being drawn to Brexit as a monumental global event, its consequences and after-effects will march on.

Join us for a discussion on the post-Brexit landscape and its effects on the global wealth planning industry. Our guest speakers, Toby Crooks of Rawlinson & Hunter and Philip Munro of Withers Worldwide, will be updating us from London, covering the key elements of the separation which impact our clients, their structures and succession planning (or, as we may see, the over-exaggeration of impact and the actual minimal effect). The presentation will include a focus on regional SE Asia impacts and our guests will take your questions.

This presentation is part of the STEP Singapore Branch Annual General Meeting, however it is open to non-STEP Members and we encourage everyone to attend and perhaps also hear a bit more about the STEP Singapore Branch.

The talk will be followed by the STEP (Singapore) AGM. This webinar is complimentary for STEP members who stay on to attend the AGM.

Webinar Programme 

Webinar participants will be able to watch and listen to (via computer audio, recommended for security reasons, or telephone line) the video presentation and Q&A discussion on their screens, receive a PDF copy of the presentation slides, as well as participate in the Q&A discussion by sending in their questions to the moderator via text using the built-in Q&A function.

3.45 – 3.50pm

Opening Remarks by Chairperson
Mr. John Shoemaker - Attorney, Butler Snow Singapore LLP

3.50 – 4.30pm

Post-Brexit: A wealth planning update on expected and unexpected outcomes from the UK leaving the European Union

  • Mr. Toby Crooks - Partner, Trust and Wealth Services, Rawlinson & Hunter
  • Mr. Philip Munro - Partner , Wealth Planning and Tax, Withers LLP

4.30 – 4.45pm

Q & A Session & Closing Remarks

5.00pm

STEP(S) Virtual Annual General Meeting (AGM) 2021

 About the Speakers

Toby Crooks

Mr. Toby Crooks - Partner, Trust and Wealth Services, Rawlinson & Hunter

Toby specialises in the field of Private Client Tax, as part of the Trust & Wealth Services department. He enjoys working closely with clients, legal advisers and Family Offices to understand their particular requirements and has a wide breadth of experience, having advised both UK and nondomiciled clients.
Toby joined Rawlinson & Hunter in 2004, working initially in the Private Client department before transferring to the Firm’s Cayman Islands office
for several years . He returned to the UK in 2010 and became a partner in April 2014. Toby is a Chartered Accountant, Chartered Tax Adviser and a member of the Society of Trust and Estate Practitioners (STEP). He is the holder of an Advanced Diploma in International Trust Management and is a member of PAIAM (Professional Advisers in the Art Market.) He was previously the representative for the City of London on the Worldwide Council of STEP and is a member of the Public Policy Committee.

Philip Munroe

Mr. Philip Munro - Partner, Wealth Planning and Tax, Withers LLP

Philip is a partner in the Withers private client and tax team.  He is located in London. His practice focuses on succession planning for international families. As well as implementing estate planning arrangement for individuals, Philip frequently acts for trustees and financial institutions in relation to trust planning matters. Philip has been involved in recent years in a number of matters involving the administration of cross border estates.  Philip is admitted in England, Hong Kong and the BVI.

About the Chairperson  

John

Mr. John Shoemaker - Attorney, Butler Snow Singapore LLP

John Shoemaker is a licensed U.S. attorney with over 30 years' experience covering US tax and regulatory law and multi-jurisdictional compliance issues. He holds a J.D., LL.M. in Taxation and TEP designation. His current practice with Butler Snow Singapore LLP focuses on assisting international families in handling US tax issues. He also advises on FATCA & CRS compliance as well as multi-jurisdictional coordinative assistance. Previously John worked for UBS as Global Head of Product Management for Trusts & Foundations.


 Registration  Fees

Membership Type

Fees

Members of STEP attending the AGM 2021 Complimentary

Members of STEP not attending the AGM 2021

S$30

  • Chartered Institute for Securities and Investment (CISI) Singapore
  • CFA Singapore
  • CPA Australia
  • CPA Singapore/ISCA
  • International Fiscal Association (IFA)
  • Law Society of Singapore
  • Singapore Association of the Institute of Chartered Secretaries and Administrators (SAICSA)
  • Singapore Corporate Counsel Association (SCCA)
  • Singapore Chartered Tax Professionals (SCTP)
  • Singapore Trustees Association (STA)

S$60

Others

S$80

 

TERMS & CONDITIONS

  1. The pre-AGM webinar is offered on a complimentary basis to encourage STEP members to stay on for the AGM that will follow. Accordingly, should any STEP Member registered to attend the pre-AGM webinar on a complimentary basis fail to stay on for the AGM after attending the webinar, we will invoice the member an amount of $30 being the usual member's rate for webinars.
  2. Registrations will be confirmed upon receipt of full payment accompanied by a duly completed registration form.
  3. We reserve the right to refuse to register or admit any participant, and to cancel or postpone the webinar.
  4. Equivalent substitute delegates are welcomed, subject to the Organisers being notified at least 2 working days before the webinar of the substitute delegate.
  5. We will not entertain any request for a refund of fees. However, a confirmed registrant who has paid in full the webinar fees but does not attend to the webinar will be entitled to a set of the materials provided, if any.
  6. I fully consent to the collection, use and disclosure of my personal data as appears in the online form, document or electronic template, by STEP (Singapore Branch) for the purposes set out in our Personal Data Policy.[CLICK HERE TO READ OUR PERSONAL DATA POLICY]
Location :Zoom Webinar Platform
Contact :Email: This email address is being protected from spambots. You need JavaScript enabled to view it.; Tel: +65-65512784


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