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The future shape of the tax system for HNW and UHNW individuals

Wednesday 23 April | 4:30pm-6:30pm (BST)

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Join us on Wednesday 23 April for a joint event with Blick Rothenberg and the Centre for Analysis of Taxation to share your insights on how our tax system should be reformed

The future shape of the tax system for HNW and UHNW individuals

Blick Rothenberg and the Centre for Analysis of Taxation (CenTax) invite you to join us on 23 April for an evening focused on the future shape of the tax system for HNW and UHNW individuals.

We will hear from Dr Arun Advani (Director, CenTax and Associate Professor of Economics, University of Warwick) and Dr Andy Summers (Director CenTax and Associate Professor of Law, LSE), two of the UK’s most knowledgeable and influential tax policy analysts; and Alex Foster, Partner in the Private Client team at Blick Rothenberg.

Topics for the panel will include:-

  • Further changes to non-dom / new arrivals regime
  • Visa policy and other non-tax levers for immigration
  • Capital Gains Tax – investment allowance, exit tax
  • Inheritance Tax – reforms to Agricultural property relief/Business Property Relief, future of IHT on trusts
  • Carried interest – migration impacts, co-investment criteria

Dedicated to improving public understanding of tax policy and helping to design a better tax system, CenTax will be sharing insights on some of their latest research, actions they are taking to support tax policy development, and inviting our professional intermediary network to share their views on what practical improvements need to be made to our current and future tax landscape for families, individuals and business owners.

Registration for this event is now closed

Agenda

4:30pm  Guest arrival and refreshments
5:00pm  Presentation and panel discussion
6:00pm  Networking over drinks and light refreshments
6.30pm  Close

Venue

Blick Rothenberg
16 Great Queen Street
Covent Garden
London, WC2B 5AH

Please report to reception on the ground floor of the building and you will be directed to the correct level

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Guest speakers

Arun Advani

Arun Advani

Director of the Centre for the Analysis of Taxation (CenTax)

Associate Professor in the Economics Department at the University of Warwick

I am Director of the Centre for the Analysis of Taxation (CenTax) and an Associate Professor in the Economics Department at the University of Warwick. I am also a Research Fellow at the Institute for Fiscal Studies, and have affiliations with the International Inequalities Institute, the CAGE Research Centre, CESifo, and the IZA. I am also an Associate Editor at Fiscal Studies, and on the Editorial Board of the Economics Observatory.

I study issues of inequality, tax compliance, and tax design, with a focus on those with high incomes or wealth. I am a Commissioner at the Wealth Tax Commission. I also work on issues of environmental taxation, economic development, migration, and tax in low- and middle-income countries.

I am co-chair of the Discover Economics campaign, aiming to increase the diversity of people who study and work in economics. From 2020-22 (creation to abolition) I was a member of the Department for Education Skills and Productivity Board.

Andy Summers

Dr Andy Summers

Associate Professor of Law
LSE Law School

My research focuses on the evaluation and design of tax policies, particularly those affecting top earners and High Net Wealth Individuals (HNWIs). I combine technical expertise in tax law with quantitative methods and data science, via collaborations with economists and other social scientists. I am Director of the Centre for Analysis of Taxation (CenTax), a research centre dedicated to improving public understanding of tax and helping to design a better tax system, through research that is academically rigorous and relevant to policymakers and the public.

Before joining LSE in 2014, I studied Law as an undergraduate at Cambridge (2005-08) and as a postgraduate at Oxford (2009-10). I completed my doctorate at Corpus Christi College Oxford, where I also taught as a College Lecturer (2011-14). My PhD research focused on the assessment of damages in private law, and theories of loss and causation. In 2016, I got married and took my wife’s name (…we flipped a coin). Consequently, my publications prior to 2016 are listed under my previous name, Andrew Dyson.