Talks
26th Offshore Investment Symposium, speaking on 'News from the USA relevant to Offshore', Oxford, 8 September, 2016
26th Offshore Investment Symposium, co-speaking with Andrew Knight, M Partners S.a.r.l on 'Common Reporting Standards', Oxford, 7 September, 2016
Philanthropy Impact, 'Tax Structuring Update', The Philanthropy Programme, London, 4 May 2016
IBC & Patrick Soares Present Offshore Taxation, Preparing for D-Day (Non-dom day 6/4/2017), 'News from the USA', London - 15 March 2016
American Bar Association Business Planning Group, 'What Every Domestic Estate Planning Attorney Should Know About International Estate Planning,' - 21 October 2015
25th Offshore Investment Oxford Symposium, 'Interaction with Charities' Oxford - September 2015
25th Offshore Investment Oxford Symposium, 'Residents and Tax Issues relevant to the Offshore World', Oxford - September 2015
Offshore Investment Planing for the Super Rich, 'Philanthropy', London - July 2015
IBA Disclosure, Reporting & Compliance for Private Clients, 'Keeping Pace with International Obligations' Panel Discussion with Paul Millen, Deloitte AG and Darlene Hart, US Tax & Financial Services Sarl, Bloomsbury Hotel London - March 2015.
CASE 'Legal Issues in International Fundraising' New York - January 2015.
IBC's Effective Planning for US/UK Private Clients, 'Taxation of US Persons - What Makes an American?', Panel Discussion with David Treitel, American Tax Returns Ltd and Kehrela Hodkinson, Hodkinson Law Group - November 2014
The 21st World Offshore Convention New York - 2014
'An overview and brief introduction. What vehicles drive forward international wealth planning?' Panel Discussion with Peter O'Dwyer of Hainault Capital and William Dalziel of London & Capital; 'Designing a cross-border investment structure to meet clients needs' with Clive Cutbill, - September 2014.
'Legal Issues in International Fundraising' San Francisco - January 2014.