Previous Events

Offshore topical tax developments

Date: Thursday 20 September 2018

Martin Popplewell, Tax Director at Deloitte, gave a roundup of topical tax developments and how they impact offshore organisations. This included consideration of various tax transparency initiatives as well as ongoing substance requirements in light of EU developments.

Private Client Governance: Succession planning structures for the internationally mobile

Date: Wednesday 13 June 2018

The session focused on cross border succession and tax issues in an international context, with an emphasis on wealth structuring and the use of trusts and corporate vehicles. We also discussed family governance issues and ways in which lifetime planning can be used to mitigate the risk of a family dispute arising.

Our speaker for the session was Kyra Motley, Partner at Boodle Hatfield. Kyra will lead you through practical examples, covering the structuring of family business assets as well as PTC and Foundation structures to facilitate family governance.

Special meeting on proposed Charter and byelaw changes

Date: Thursday 28 June 2018

ICSA members and students in Guernsey were invited to a special briefing meeting on the progress of current Institute reforms, and to participate in a consultation on a second proposal for Charter and byelaw changes to be presented at the global Institute’s AGM on 19 September 2018.

Simon Osborne FCIS, CEO of the ICSA UKRIAT division, and John Heaton, President of the ICSA UKRIAT division, updated attendees on the introduction of the new qualifying programme syllabus, affiliated membership and the new designation of chartered governance professional. They also sought your views on the International Council proposals to build on these innovations, including a new name for ICSA. You can read more about the proposals here

Managing Risk, Leading Change: Guernsey Conference 2018

Date: Wednesday 25 April 2018

This year's Guernsey conference took on the theme ‘Managing Risk, Leading Change’ and reflected the bold role that Guernsey can play in the governance environment. The conference revealed the new agenda for ICSA: The Governance Institute and explores themes arising from the upcoming changes to the UK Corporate Governance Code.

Find out more

The future of professional education and the impact of Brexit on Guernsey

Date: Monday 19 March 2018

ICSA Guernsey had a double panel session CPD meeting on Monday 19 March.

Andy Godfrey, Neill McWilliams, Simon Le Tocq and Frank Bush explored the future of Professional Education.

Andrew Mackinlay and Jo Reeve followed with a discussion on the impact of Brexit on Guernsey.

The meeting closed with a drinks reception at 6.30pm and a chance to network with peers.

Pensions and Terminal Gratuity Schemes for Middle Eastern Clients – A Real Opportunity for Guernsey

Date: Thursday 11 January 2018

We were joined by Angela Calnan, Group Partner at Collas Crill, who talked about Guernsey's new 2017 rules in relation to our pensions industry. 

In the session, Angela outlined what pensions and gratuity schemes are for those who are new to this area. She then went on to explore what the new rules mean for trustees and administrators who currently look after pensions in Guernsey. She then wrapped up by highlighting why Middle Eastern companies, in particular, are using Guernsey to structure the pensions arrangements for their staff.

Special General Meeting

Date: Tuesday 19 December

The Special General Meeting was held to approve the adoption of the revised Branch Constitution. To review the Constitution, please click here. Please note, only members can vote at the Special Members Meeting.

Students of the Institute were welcome to attend the Special General Meeting, but please note 

that only Members and Graduates may vote

ICSA Guernsey Annual Dinner and Awards 2017 

Date: Friday 10 November 2017

Each year we celebrate the achievements of ICSA students and members in Guernsey at this popular and prestigious black tie dinner.

With awards in five categories, this is a unique chance to celebrate individual and collective success, and show the value that ICSA members deliver to their organisations.

Find out more about the ICSA Guernsey Annual Dinner and Awards 2017

Managing Boardroom Tension

Date: Wednesday 25 October 2017

How can company secretaries guide their boards away from harmful conflict and harness healthy tension to achieve better outcomes for their organisations? 

Delegates learned about the recent collaboration between ICSA and Henley Business School, which explores how conflict and tension can be managed to produce better board dynamics. 

The 'Conflict and Tension in the Boardroom' report offers a set of principles to guide boardroom practice, alongside insights that chairmen, directors and company secretaries can use to make their boardrooms places of  collaboration, as well as of challenge and independence. 

Peter Swabey FCIS, Policy and Research Director at ICSA, ran through the key findings and recommendations from the report.


Lessons in Corporate Governance

Date: Friday 12 September 2017

A talk by Advocate Mark Dunster who spoke from first-hand experience of seeing how clients can get things wrong. This seminar examined certain Guernsey cases regarding local finance businesses (suitably anonymised) and discuss how your organisation can avoid the mistakes made by other local companies. The one hour session provoked discussion and helped to identify any weaknesses in your corporate governance policies and procedures and determine what action is required to avoid the possibility of future litigation.

Special briefings on proposed Charter and byelaw changes

Date: Monday 4 September 2017

Simon Osborne FCIS, CEO of the UK, Republic of Ireland and Associated Territories division, and John Heaton FCIS, President of the UK, Republic of Ireland and Associated Territories division, outlined the strategic drivers for the proposed changes, and what they would mean for you. They will also answer any questions that you have and look forward to hearing your views on these issues.

Minute Taking Seminar 

Date: Wednesday 28 June 2017 

Taking minutes of meetings is administrative good practice. It creates a record of what has been agreed, and by whom; and of what is to be done, by when and by whom. This session looked at ICSA’s recent minute taking guidance, including background on the public consultation findings which led to its development.

Download the presentation here.

Securing the future: The ICSA Guernsey Conference 2017 

Date: Wednesday 26 April 2017

This year's Guernsey conference took on the theme of ‘Securing the Future’ and considered the important role that GRC professionals have to play in steadying the ship during times of great risk and uncertainty. Please see below for the photos and presentation slides from this conference.

Photos slideshow

ICSA Guernsey Conference 2017

Conference presentation slides

Download these slides here.


Corporate Governance: Is it worth the cost?

Date: Thursday 19 January 2017
Venue: Old Government House Hotel, Ann’s Place, St Peter Port, Guernsey

Attendees joined us for this seminar as we discussed the benefits a good corporate governance regime can bring; and what a failure in governance in the current day can mean, from the cost to the reputation perspective.

View the presentation

Fiduciary Update CPD Event 

Date: Tuesday 6 December 2016

Attendees joined us as we reflected on the key cases and trends relevant to Guernsey trustees of 2016, looking ahead to the trust work that we also expect to see in early 2017. 
Presented by Angela Calnan, Group Partner at Collas Grill, we also further explored this year’s activity into the key practice points for trustees to keep in mind when administering structures.

About the speaker:

Angela heads both the multi-award winning fiduciary practice group (STEP Legal Team of the Year (midsize) 2015/16) and the Middle East Practice Group, and is regarded as the "go to" lawyer in Guernsey for Middle East private client work and for foundations.

Guernsey Annual Dinner and Awards

Date: Friday 11 November 2016 
Venue: The Old Government House Hotel, St Ann's Place, St Peter Port, Guernsey, GY1 2NU

Around 100 guests enjoyed a 3 course meal, followed by a though provoking, interactive and entertaining talk by guest speaker, Richard Mullender, on the skills for listening and extracting information. Following the formal presentation of the awards, guests were then able to try their luck at the casino. 

About the Speaker

The speaker for this year’s event was Richard Mullender. After military service and time in the private sector, Richard joined the Metropolitan Police as a Detective investigating serious crimes. Richard then trained to become a hostage negotiator, whereby his skills were so highly regarded he was appointed Lead Trainer at Scotland Yard’s National Hostage and Crisis Negotiation Unit.

ICSA Guernsey Annual Awards and Dinner 2016  


Effective Minute Taking

Date: Thursday 20 October 2016

We hosted the effective minute taking course led by Phil Davis, Director of TMF Training.
Topics covered:
• Why are minutes kept?
• The role of the minute taker
• The problems with minute taking


“Savings and Investments – what they didn’t teach you at school, but should have!”

Date: Wednesday 19 October 2016

This seminar, presented by Jonathan Mynes and James Hollowell of Brooks Macdonald, continued on from that presented last year. 

View the presentation


Guernsey Company Law & Guernsey Registry Update

Date: Wednesday, 14th September 2016 at 5pm

Presented by Adrian Sarchet, Senior Associate at Carey Olsen, and Alan Bougourd, Registrar of the Guernsey Registry, attendees learnt about the effect of the new amendments to the Guernsey Company Law 2008 (the Companies Law). 

View the presentation

Read the guidance note


Tax Update Seminar

Date: Tuesday 17th May 2016 at 12:30 pm

Alison Vine, Tax Director, Deloitte offered a practical and concise update on all the latest tax and NIC developments, topical tax issues, planning you need to be aware of, and the impact of these changes on your clients and your business.

View the presentation


GFSC Fiduciary Update

Date: Tuesday 9 August 2016

Eamonn Finnerty, Deputy Director of the Fiduciary Supervision Policy and Innovations Division, discussed the current trends within the sector along with an update of key initiatives for the division.

View the presentation


Investment Funds Regulatory Regime CPD Event

Date: Thursday 21 July 2016

Mariana Enevoldsen, Director, Heritage International Fund Managers Limited, discussed the structures available and the regulatory requirements applicable in Guernsey to Funds and Licensees

View the presentation


Tax Update Seminar

Date: Tuesday 17th May 2016 at 12:30 pm

Alison Vine, Tax Director, Deloitte offered a practical and concise update on all the latest tax and NIC developments, topical tax issues, planning you need to be aware of, and the impact of these changes on your clients and your business.

View the presentation

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