The UK Budget at the end of October delivered clarity for non-domiciled individuals with regards to their tax treatment going forward and confirmed the terms of the new residence-based regime for individuals coming to the UK. The transitional provisions and opportunities in the process of moving from the remittance basis to the arising basis are highly complex and the rules by which individuals, and their wealth holding structures, are exposed to UK Inheritance Tax have been turned on their head.

Jennifer Springett, Head of Wealth Planning at Lombard Odier UK, will moderate a panel discussion with Helena Whitmore, Head of SEB 1856 UK and David Barker, Senior Wealth Planner at Lombard Odier. These experts will discuss the practical aspects of how the Budget announcements will impact on non-domiciled individuals at different stages of their UK residence.

Booking information

Please register your interest to attend this event. Participant lists are curated with the theme of each Business Breakfast in mind, for all attendees to get the most out of the discussions. You will be notified if your participation has been confirmed. Payment will be made upon confirmation.

SCC member price: Free

YP member price: Free

Non-member price: £30

Terms & Conditions 

Bookings are non-refundable, but at the discretion of the organiser, you can change the name of the person attending. For this, please contact events@scc.org.uk. 

About the speakers

Jennifer Springett

Jennifer Springett is Head of Wealth Planning UK at Lombard Odier.  She specialises in investment structuring, wealth and estate planning for individuals and families who have a UK connection. 
Jennifer has worked extensively with entrepreneurs, financial services professionals, and non-UK domiciled individuals, and works closely with clients’ professional tax and legal advisors.  She takes a holistic yet personalised approach, ensuring that clients’ wealth planning and investment strategies meet their specific requirements. Jennifer trained as a Chartered Accountant while working in the Tax team for Barclays Wealth.  She then went into practice, spending most of the next five years at EY providing tax advice to ultra-high net worth individuals and private banks, before returning to the banking sector in 2018.  Jennifer is a Chartered Tax Adviser and holds the Investment Advice Diploma from the CISI.

David Barker

David Barker is a Senior Wealth Planner at Lombard Odier, specialising in investment structuring, wealth and estate planning for UK and international individuals and families with a UK connection.
Before joining Lombard Odier in 2023, David spent much of his career at Rawlinson & Hunter in London where he was a private client tax partner for 21 years, fulfilling at different times the roles of head of tax, managing partner and liaison partner for the Firm’s offices in Switzerland. His experience covers a wide range of private clients, including many non-domiciled individuals, UK-based entrepreneurs, their families, and their wealth holding structures. He is a Chartered Tax Adviser and full member of STEP.

Helena Whitmore

Helena Whitmore is the Head of SEB 1856 UK, part of SEB’s Private Wealth Management & Family Office division. She is a tax and wealth planning specialist with many years’ experience advising members of the Nordic community in the UK. Prior to joining SEB Helena was the head of the private client department for an international law firm based in London. She has lived in the UK for over 30 years and has been a member of the Chamber since the early 1990s, developing an extensive network over that time.

Neil Morgan

Neil joined EY in 1997 and is a Partner in the Private Tax practice, based in London. Prior to joining EY, he worked for a global professional services firm over a period of eight years, including a three-year spell located in Jersey, Channel Islands. Neil advises high net worth individuals, their families, family offices and their structures on a broad range of taxation matters including  estate and succession planning, income and capital gains tax mitigation, residence and domicile and tax compliance matters. His clients typically have an international and cross-border dimension. Neil advises both non-UK resident and non-UK domiciled individuals, including those individuals wishing to relocate to/from the UK, in respect of structuring the holding of their wealth tax-efficiently, including via offshore entities.