Event Partners
Shape the FUTURE of wealth advisory
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.
The wealth planning landscape continues to evolve rapidly.
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
Event Schedule
Morning Session
8:30 am
Registration & Networking
Welcome coffee on arrival
Speakers
9:15 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
9:30 am
Opening Keynote: Tax & Legal Update
A single, fast-moving session setting the technical backdrop for the day: where the residence-based regime has settled, how the Business Relief and Agricultural Relief caps are being applied in practice, the inheritance tax treatment of pensions, and the planning that is standing up to scrutiny — and the planning that is not.
The residence-based regime in practice: FIG, TRF and the four-year window
BR and AR caps — real estates, real numbers
Pensions within the IHT net: what has actually changed for advisers
Trusts, gifting and the timing questions clients keep asking
What to watch in the next fiscal event
Speakers
10:00 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
10:45 am
Coffee Break
Networking and refreshments
Speakers
11:15 am
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
12:15 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
Disclosure, privilege and getting the first response right
Litigation, settlement and the realistic range of outcomes
Press interest, social media and the modern reputational risk profile
Protecting the family — and the adviser — before anything goes wrong
Speakers
Afternoon Session
1:00 pm
Lunch
Networking lunch with delegates and sponsors
Speakers
2:00 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
2:15 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
3:00 pm
Afternoon Tea
Networking and refreshment
Speakers
3:30 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
4:15 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
5:00 pm
Conference Close
Closing remarks from the Chair
Speakers
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