Event Partners
Shape the FUTURE of wealth advisory
In an era of evolving tax policy and regulatory change, staying ahead of the curve is essential for wealth planning professionals.
PCD Leeds Conference addresses the most pressing challenges and opportunities facing HNW advisors today, from Labour's wealth planning reforms to international relocation strategies and succession planning innovations.
The wealth planning landscape continues to evolve rapidly.
Led by conference chairman Ken Chapman, the conference provides essential updates on legislative changes, market opportunities, and best practices that will directly impact your client advisory services.
Equip yourself with the insight needed to serve your clients in a fast-changing world.
Whether you're navigating complex succession planning scenarios or exploring international wealth structures, you'll leave with practical tools and strategic insights to enhance your practice.
Key
Benefits
Strategic
Insights
Expert analysis on wealth planning under the new Labour government and its implications for HNW clients
Practical
Solutions
Actionable strategies for entrepreneurs, succession planning, and tax-efficient wealth transfer
International
Perspective
Explore offshore opportunities and cross-border tax considerations
Sector
Expertise
Deep dives into pensions, landed estates, and philanthropic planning
Quality Networking
Connect with peers, industry leaders, and solution providers
Speakers
Ken Champan
Founding Director
Birchin Lane Wealth Advisory ltd
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Chairman
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Anne Baggesen
Head of Business Development
Charterhouse Lombard
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Chairman
Joshua Mortimore
Financial Planner
Bowmore Financial Planning
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Chairman
Laura Clapton
Director, Family Solicitor & Mediator
Consillia Legal
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Conference
Chairman
Ruben Sinha
Partner, Family & Asset Protection & Head of JMW Signature
JMW
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Chairman
Event Schedule
Morning Session
8:30 am
Registration & Networking
Welcome coffee and networking opportunity
Speakers
9:15 am
Welcome & Opening Remarks
Welcome from Finance Isle of Man & Locate Isle of Man
Speakers
9:30 am
Opening Keynote: Wealth Planning Under Labour
Analysis of policy changes and their impact on HNW wealth planning strategies
The new UK tax landscape
Key planning points and actions advisors
Speakers
10:00 am
Entrepreneurs & Exits: Navigating the Current Environment
Current Market Conditions for Business Exit
Structuring Options for Optimal Exit
Pre-Sale Preparation and Planning Strategies
International Migration Options for UK Business Owners
10:45 am
Coffee Break
Networking and refreshments
Speakers
11:15 am
International Relocation & Jurisdiction Selection
"The Adviser's View: What Matters Most to HNWIs Choosing a Jurisdiction?"
Drivers of jurisdiction selection in 2026
How advisers shape HNWI decision-making
Speed, transparency, flexibility expectations
Substance, reputation, and governance considerations
0:00 pm
Succession Planning & Wealth Transfer
Trends in Next Gen Clients & Great Wealth Transfer – Trusts
Managing the Transfer of Family Assets
Impact of Business Sale and Opportunities around the use of Structures
Ring-fencing & Security in Asset Holding – Families & Divorce
Afternoon Session
1:00 pm
Lunch
Networking lunch with delegates and sponsors
Speakers
2:00 pm
Landed Estates: Heritage, Succession & Innovation
Estate management in a changing regulatory environment
Agricultural relief and estate planning
Diversification strategies for landed families
Balancing heritage with commercial opportunity
2:40 pm
UK & International Pensions Update
Latest developments in UK and international pension planning for HNW clients
Cross-border pension considerations
QROPS and international transfers
Pension planning for relocating clients
Speakers
Joshua Mortimore, Bowmore Financial Planning
3:20 pm
Private Capital Investment Trends
Private Equity and Venture Capital Investment
Sustainable and Purpose-Driven Investment
Philanthropy & Charitable Giving
Speakers
David Disneur, Head of Private Markets, UBP
Tom Klouda, Partner, BDO
3:50 pm
Afternoon Tea
Networking and refreshments
Speakers
4:10 pm
Family Office
Trends in Family Office activity in Leeds & North East
Interlinkage with International / Offshore operations
Speakers
Ruben Sinha, Partner, Family & Asset Protection at JMW and Head of JMW Signature
Catherine French, Associate Director, DQ Associates
Anna Richens, Director, Deloitte LLP
5:00 pm
Reception
Networking reception
Speakers
6:00 pm
Close
End of conference
Speakers
How to
Book?
PCD
Members
Guest
Ticket
More information
Please follow here for more information on our membership packages or email members@pcd.club. If you have any questions about bookings, please contact tickets@pcd.club or call +44 20 4538 7030.