Event Partners
Bringing together the North West's leading private client advisers
The third annual Manchester Conference returns this October, bringing together the North West's leading private client advisers for a full day of practical insight, candid debate and high-quality networking.
Two years of fiscal change have moved the conversation on. Where 2025 was dominated by what the Budget might do, 2026 is about what advisers now do in response. Non-dom abolition and the new residence-based regime are live rather than looming. Business Relief and Agricultural Relief caps are landing on real estates. Pensions are inside the inheritance tax net. The outflow of internationally mobile wealth that last year's conference sized at 16,000 millionaires has become a settled feature of the market rather than a forecast — and with it, a permanent premium on advisers who can operate confidently across jurisdictions.
Sophisticated wealth planning requires deep expertise across multiple jurisdictions.
This year's programme reflects that shift. Rather than surveying the legislation, sessions focus on execution: how exits are actually being structured and financed, which relocation routes are standing up to scrutiny, how commercial property is being held and lent against, how philanthropic capital is being deployed at scale, and what happens when planning attracts the attention of HMRC or the press. A new family office session closes the day, examining how North West wealth is professionalising its own governance.
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
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Anne Baggesen
Head of Business Development
Charterhouse Lombard
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Ruben Sinha
Partner, Family & Asset Protection & Head of JMW Signature
JMW
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Adam West
Executive Director, Wealth Advisor
JPMorganChase
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Tom Vernon
Partner, Head of Private Clients
Sarasin & Partners LLP
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Lucy Sauvage
Senior Director
Alvarez & Marsal
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Bik-Ki Wong
Partner and Head of Wills, Trusts and Probate
Myerson Solicitors
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Tasnim Khalid
Managing Partner
Private Client Solicitors
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Paul Hotchkiss
Owner, Managing Director
Hotchkiss Assoiciates
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Event Schedule
Morning Session
9:30 am
Registration & Networking
Welcome coffee on arrival
Speakers
10:15 am
Welcome & Opening Address
A welcome to delegates and an opening view from the Isle of Man on the jurisdiction's role as international wealth reorganises around the UK's new residence-based regime.
Speakers
Michael Crowe, Chief Executive, Finance Isle of Man
10:30 am
Entrepreneurs & Exits
Building on last year's most talked-about session, this panel moves from the scale of the exodus to the mechanics of the exit. How are owner-managers preparing businesses for sale in a higher-tax environment, what is achievable on structuring, and what happens to liquidity once the deal completes?
Market conditions and valuations: what sellers are meeting in 2026
Pre-sale preparation — the twelve to twenty-four month runway
Structuring the exit: earn-outs, share classes and post-transaction relief
From business owner to investor: portfolio construction after the sale
Staying or going — mobility as part of the exit plan
Speakers
Neil Mitchell, Managing Partner, Rickitt Mitchell
Tom Klouda, Partner, BDO
Bik-Ki Wong,Partner and Head of Wills, Trusts and Probate, Myerson Solicitors
Tom Vernon, Partner, Head of Private Clients, Sarasin & Partners LLP
11:30 am
Pension Planning & Inheritance Tax
Speakers
Simon Barratt, Tax Senior, Menzies LLP
12:00 pm
Coffee Break
Networking and refreshments
Speakers
12:30 pm
International Relocation Panel
Where are clients actually going, and how is it working out? A panel comparing live relocation routes with a particular focus on the Isle of Man — proximity, tax cap, substance and the lifestyle factors that determine whether a move sticks.
Isle of Man: the tax cap, residency process and cost of living reality
Comparing the Crown Dependencies, the UAE and southern Europe
Severing UK residence properly: the mistakes that unravel a move
Family, schooling and the reasons relocations fail
Advising the client who wants to leave but cannot
Speakers
Alison Teare, Head of Locate Isle of Man
Tim Groves, Director, Black Grace Cowley
Paul Hotchkiss, Owner, Managing Director, Hotchkiss Associates
Neil Kelly, Partner, Advisory, KPMG
Kate Aitchison, Tax Partner, RSM
1:15 pm
Reputation Management & Tax Disputes
What happens when planning is challenged — by HMRC, by a counterparty, or in public. A practical session on managing enquiries and the reputational exposure that increasingly runs alongside them.
Anatomy of an enquiry: from nudge letter to formal investigation
Incoming legislation and areas under consultation
Why behaviours matter
Press interest, social media and the modern reputational risk profile
Protecting the family — and the adviser — before anything goes wrong
Speakers
Lucy Sauvage, Senior Director, Alvarez & Marsal
Rupert Bhatia, Director, Alvarez & Marsal
Afternoon Session
2:00 pm
Lunch
Networking lunch with delegates and sponsors
Speakers
3:00 pm
Spotlight on Gibraltar
A short, focused post-lunch briefing on Gibraltar’s offer to internationally mobile clients: Category 2 residency and the capped tax position, the settlement with the EU, and the practical realities of substance and banking on the Rock.
Category 2 individual status: capped tax and the eligibility test
The border and treaty position after the EU agreement
Substance, banking and day-to-day reality for relocating families
Speakers
Stuart Dalmedo, Partner ISOLAS
3:15 pm
Commercial Property: Ownership, Structure and Finance
The North West commercial market continues to attract international capital, with industrial and logistics still leading demand. This panel looks at how that capital is held, financed and eventually passed on — from offshore holding structures and trustee considerations through to lending appetite and refinancing risk.
Where the capital is coming from and what it is buying
Holding structures: trusts, offshore companies and the post-reform position
Trustee perspectives on illiquid property in a family structure
Lending, refinancing and covenant pressure in the current rate environment
Exit routes and succession for property-heavy estates
Speakers
4:00 pm
Afternoon Tea
Networking and refreshment
Speakers
4:30 pm
Philanthropy & Charitable Planning
Following last year’s standout session, this panel returns to the practicalities of giving at scale: structuring vehicles, advising donors who want measurable impact, and the role of philanthropy within a wider succession plan.
Choosing the vehicle: DAFs, foundations and direct giving
Tax-efficient giving after the reforms — cash, shares and property
Bringing the next generation into philanthropic decision-making
Impact, reporting and what donors now expect from charities
Cross-border giving for internationally mobile families
Speakers
Tasnim Khalid, Managing Partner, Private Client Solicitors
Amy Shackelton, CEO, The Utley Foundation
Ruth Ellul, Deputy CEO, Manchester Camerata
5:15 pm
The Family Office in the North West
The closing session examines the professionalisation of regional family wealth. As exits generate significant liquidity, more North West families are building formal structures — and confronting the governance, employment and family law questions that come with them.
Single family office, multi-family or outsourced: choosing the model
Governance, family constitutions and decision-making that survives a generation
Recruiting and retaining a family office team outside London
Family law, pre-nuptial planning and protecting structured wealth
Cost, scale and when a family office genuinely makes sense
Speakers
Ruben Sinha, Partner, JMW
Adam West, Executive Director, Wealth Advisor, JPMorganChase
Anne Baggesen, Head of Business & Relationship Development, Charterhouse Lombard Limited
Ian Goodsell, Partner, Deloitte
6:00 pm
Conference Close
Closing remarks from the Chair
Speakers
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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.