Future Focus on South Africa, Cape Town

Freddie is responsible for the leadership and management of the International Relations and Trade teams and sits on the departments Senior Management Team. This includes the development and implementation of the Government’s international relations and trade strategies and coordinating the Island’s political, diplomatic, and economic links to priority jurisdictions across the globe to maximise positive visibility, access to key decision makers and enhance its international treaty network.
Freddie has been with Government for just under eight years, four years of which were spent developing the island’s diplomatic and economic links with sub-Saharan Africa. Prior to joining the Government of Jersey, he had a ten-year career in Financial Services as both a Charted Wealth Manager and Investment Risk Manager including roles at Deutch Bank, SG Kleinwort Hambros, UBS and most recently Standard Bank Group.

Joe joined the Government of Jersey’s London Office in 2018. He is currently responsible for managing the Island’s international agreements programme alongside overseeing priority country relationships in Sub-Saharan Africa, North Africa, and the Middle East. Joe also leads the Ministry’s engagement with the UK Foreign, Commonwealth and Development Office and with inter-governmental bodies. In previous roles with the Government of Jersey, he was responsible for Jersey’s interaction with UK Government, UK Parliament and the British-Irish Council. Prior to the Government of Jersey, Joe worked in Westminster as a Policy Researcher and Advisor for two different Members of Parliament.

Catherine is a partner in the international private client team at Burges Salmon, and she heads the philanthropy and charity team. Catherine specialises in international tax, trusts and estate planning advice for a wide range of clients, from high net worth individuals to leading private banks and other financial institutions. Catherine has a particular focus on advising South African clients, having lived and worked in South Africa for thirteen years. She is ranked in Chambers as a foreign expert in South Africa where she is highlighted for her expertise in South African matters, particularly in South African-UK taxation.

Dale Irvine is the Chairperson of the Society of Trust and Estate Practitioners (STEP) Cape Town branch and the founder of Bedrock Multi Family Office. Prior to establishing Bedrock, he was a founding Director of Sentinel International Advisory Services (Pty) Ltd some 25 years ago. He is a qualified Chartered Accountant and has some 30 years of experience in the financial industry. Dale has extensive expertise in the management and administration of Trusts and companies, with a focus on estate planning, corporate structuring, tax administration, and offshore structuring. He is highly regarded as a speaker and moderator on fiduciary matters, particularly regarding tax and estate planning. At this event, Dale will moderate the panel discussion on the implications of the UK’s tax changes on the Non-Domicile Regime.

Dean is a fellow of the Association of Chartered Certified Accountants and a member of the Society of Trust and Estate Practitioners (STEP). He qualified as an accountant with Deloitte in 2003, having gained valuable experience whilst auditing a wide variety of offshore financial institutions and structures. Since joining IQ-EQ in 2002, Dean has held various positions whilst gaining significant to private client structuring, both from an accounting as well as an administration perspective. Dean enjoys working with international families to develop structures that meet their needs across different countries and providing ongoing advice, sometimes in conjunction with the family office, as the family’s needs change over time. Dean is also a member of the Jersey Board which oversees the running and development of the Jersey business.