Equiom Solutions Seminar, Isle of Man

22 January 2019 Palace Hotel, Douglas, Isle of Man

Equiom Solutions, the tax division of the Equiom Group, will be hosting a morning seminar on the subject of 'UK and IOM tax update for IOM residents and their advisers - where are we now and what lies ahead?' from 8:30am to 11:30am.


The agenda for the seminar is as follows:

08:30 Registration and refreshments

09:00 Welcome and Introduction - Phillip Dearden

09:05 Protecting your wealth for future generations - Helen Woods, Managing Director, Equiom Solutions

09:30 IOM tax update - Roy Callow, Senior Tax Consultant, Equiom Solutions

10:00 Refreshment break

10:15 How does an IOM resident find themselves on HMRC's radar? - Derek McNutt, Senior Tax Consultant, Equiom Solutions and Monica Dixie, Tax Director, Equiom Solutions

10:45 The evolving landscape of UK property taxes - Glenn Cassidy, Senior Tax Consultant, Equiom Solutions 

11:15 Summary, conclusions and questions - Phillip Dearden

11:30 Close

Event Chairman

Phillip Dearden

Phillip has more than twenty five years’ experience in the offshore areas of UK taxation embracing residence, domicile and non-resident trusts. He is a former Director of Equiom Solutions and prior to that Managing Partner of the PKF and BDO professional practices in the Isle of Man. He has held the positions of Chairman of both the IOM Society of Chartered Accountants and the IOM Association of Corporate Service Providers.

Speaker Biographies 

Helen Woods

Managing Director, Equiom Solutions

Helen is involved in many areas of tax, in particular those relating to offshore trusts and estates. She advises settlors and beneficiaries on the tax effects of receiving distributions and benefits from offshore trusts and on mitigating their tax liabilities. Helen also provides estate planning and general tax advice to both local and UK individuals as well as non-UK domiciliaries.

Learn more about Helen Woods

Monica Dixie

Director - Tax, Equiom Solutions

Monica provides UK and Isle of Man tax compliance and advice to Equiom’s clients. She closely monitors international developments including FATCA, CRS and BEPS and supports Equiom’s clients through the potential impact on them. She draws on her extensive knowledge to deliver cost effective and commercially viable solutions.

Learn more about Monica Dixie

Glenn Cassidy 

Senior Tax Consultant - Equiom Solutions 

Glenn advises Equiom's clients on the implications of newly introduced UK taxes affecting the holding of UK properties, and manages enquiries and investigations raised by HM Revenue and Customs and the Isle of Man Income Tax Division.

Learn more about Glenn Cassidy

Roy Callow 

Senior Tax Consultant, Equiom Solutions

Roy provides tax and VAT planning advice to Isle of Man resident individuals and their companies and corporate groups. He advises international property companies on VAT issues and monitors their compliance issues. 

Learn more about Roy Callow

Derek McNutt

Senior Tax Consultant, Equiom Solutions

Derek provides UK and Isle of Man tax advice to individuals and offshore trusts and companies. He has extensive experience in advising settlors, beneficiaries and shareholders involved in offshore structures and specialises in advising UK resident, non-UK domiciled individuals. He also advises on tax issues associated with non-resident ownership of UK properties.

Learn more about Derek McNutt

Find out more about Equiom's Tax and VAT Services