Agenda

8:30-9:00Registration&Coffee

9:00-9:15WelcomeGraysonDufrene,VieInternationalFinancialServices

9:20-9:50InsuranceStructuring&OffshoreTrustswithUSBeneficiariesJayKrause,Withers|JulianNelberg,AndersenTax|PaulLloyds,AndersenTax

10:00-10:25SponsorTalk:TheUseofPPLIinaMulti-JurisdictionalContext-Opportunities&PitfallsRiccardoGambineri,CrownGlobal

10:35-11:10RelevantLifePoliciesforCharitable&SuccessionPlanningWilliamHancock,CollyerBristow|ErinChase,CatalystConsultingGroupGraysonDufrene,VieInternationalFinancialServices

11:10-11:30CoffeeBreak

11:40-12:05SponsorTalk:PortablePoliciesStuartRobertson,LombardInternationalGroup

12:15-13:00ResidentialPropertyTaxationIsobelMorton,Macfarlanes|SeanBannister,EdwinCoeEmmaWhite,Forsters|GraysonDufrene,VieInternationalFinancialServices

13:00-13:40Lunch

13:50-14:20Investments&IDFs/SMAsIainYounger,FrankHirth|GiovanniRevedin,SaranacPartnersEdmondKlinke,SaranacPartners

14:30-14:55SponsorTalk:InternationalPPLI-How,When,WhyJayWalker,J.A.WalkerAssociatesonbehalfofAdvantageLife

VisualiseInnovateExecute

@VieInt#VieInternational

#ViePPLI

AboutVieInternationalFinancialServicesVie International Financial Services Ltd is a London firm of specialist advisors who providepersonalisedglobalfinancial solutions toouraffluentUS,Britishand Internationalclients. Ouradvice is independent. Vie International has access to the best insurance and investmentsolutionsintheUK,USandoffshorejurisdictions.OuradvisorsarelicensedandqualifiedinboththeUK andUS andVie International remains proactive to understanding frequentUK andUSfinancial,legalandpoliticalchangesthatmayaffectourclientsandyourplanningneeds.

IndependentAdvice:Our networkwithM Financial in theUS, offshore product providers anddomestic offerings in the UK and EU gives us access to an array of premium internationalproducts. Our team of Chartered professionals design and implement financial strategies forultra-affluentclientele.Weofferaportfoliooffinancialservicesforindividualsandorganisations,includinglifeinsurance,healthinsurance,annuities,pensions,groupbenefitsandaccesstobothUKandUSinvestmentplatforms.

VieInternationalPPLIConference2019isproudlysponsoredby:

Forfurtherinformation,pleasecontactVieInternational’sadvisorspresentattoday’sconference:GraysonDufreneCLUChFCTEP,ManagingDirectorgrayson.dufrene@vieinternational.comRichardNewhamsFPFSMCSI,CharteredFinancialPlanner,CharteredWealthManagerrichard.newhams@vieinternational.comChristiaanvandenHoutMADipPFS,InternationalFinancialAdvisorchristiaan.vandenhout@vieinternational.com

VieInternationalFinancialServicesLtd10BrickStreet|London|W1J7DF|UnitedKingdom|+442034571333|www.vieinternational.com|@VieIntCompanyNumber04770680|RegisteredinEnglandandWales|AuthorisedandregulatedbytheFinancialConductAuthority

14:55-15:15CoffeeBreak

15:25-15:55KeepingLifeInsuranceoutoftheUS&UKTaxableEstatewithILITs&TrustPlanningPatrickHarney,Forsters|ChrisMcLemore,ButlerSnow

16:05–16:30SponsorTalk:InternationalLifeInsurance-ScenariosforComplexHNWClientsMerrilynJohnson,TransamericaLife(Bermuda)

16:40-17:10Drop-OffTrustsforPPLI&ConfidentialityIssuesMichaelLewis,FrankHirth|PhyllisTownsend,BakerMcKenzie

17:15-17:20ClosingRemarkswithQ&AGraysonDufrene,VieInternationalFinancialServices

17:20DrinksandCanapés