Event
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Family office: Technical briefing and networking forum

This event offers a unique opportunity to connect with expert professionals and advisers who are navigating many of the same challenges.

26 Mar 45 Gresham Street, London, EC2V 7BG Speakers
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S&W has a 145-year history of supporting family wealth with tax, audit, consulting, and compliance services and more. In that time, we have become a trusted adviser to leading families managing significant assets across the globe.

Time & Location

26 March 2026 5 - 8pm
45 Gresham Street, London, EC2V 7BG Get directions

Agenda

We will host a short panel discussion, followed by networking drinks and canapés. Topics will include:

Tax update

  • Inheritance tax reform: Exposure, obligations and strategic planning
  • UK RND regime: The landscape one year after abolition of the remittance basis
  • Foreign income and gains (FIG) regime: Benefits for “new arrivals”
  • Ceasing UK residence: Key dos, don’ts and practical takeaways

Family office structures

  • Virtual or fractional family office, versus a stand alone model

Investment approaches

  • Investment allocation, seed partnerships and strategic deployment

This inaugural event marks the beginning of the broader funds ecosystem event series taking place throughout 2026. The series will bring together key players across the investment funds landscape to share insights, solve challenges and accelerate growth. funds landscape to share insights, solve challenges and accelerate growth.

The wider funds ecosystem event series is proudly sponsored by S&W, One Group and Aston.

Reserve a space
Seminar Personal tax Business tax