IIR & IBC Finance is part of the Knowledge and Networking Division of Informa PLC

This site is operated by a business or businesses owned by Informa PLC and all copyright resides with them. Informa PLC's registered office is 5 Howick Place, London SW1P 1WG. Registered in England and Wales. Number 3099067.

Informa

17 - 18 May 2017
Madinat Jumeirah Mina A’Salam,
Dubai

Cross Border Planning for the Private Client

Tackle the key Residence, Citizenship and Tax Issues affecting the Internationally Mobile Private Client

Cross Border Planning for Private Clients

6 key themes covered:
  • Tax & Structuring
  • Wealth Management
  • Private Banking & Family Office
  • Regulatory Impacts on Clients
  • Real Estate & Residence/Citizenship
  • Jurisdictional Options
Who will be attending?

Private Client Lawyers  -  Private Client Tax Advisors  -  International Structuring Experts  -  Private Client Accountants  -  Trusts Professionals  -  Private Wealth Managers/Advisers  -  Private Bankers  - Immigration Lawyers -  Global Real Estate Developers  -  Residence & Citizenship Jurisdictions  -  Immigration Agents  -  Family Offices

We are proud to announce our Partnership with Henley & Partners

Henley & Partners is the global leader in residence and citizenship planning. Each year, hundreds of wealthy individuals, families and their advisors rely on our expertise and experience in this area. Our highly qualified professionals work together as one team in over 25 offices worldwid

What will we be covering?

Tax & Structuring
  • How will the OECD’s BEPS (Base erosion and profit shifting) rules will impact Citizenship-by-Investment programmes
  • UK Tax: Changes to the Non-Domiciles
  • International Tax Roundup
  • Structuring for Succession and Legacy Planning Developments in the Middle East
  • When Things Go Wrong with Private Client Planning: Impact on a Global Citizen
  • Understanding Competing Tax Residence Regimes and the Benefits of Jurisdictional Planning
Wealth Management, Private Banking and Family Office
  • Understanding Key Drivers in Asset Protection
  • Understanding Key Drivers in Wealth Management
  • Understanding Key Drivers in Private Banking and the Impact on Programs 
  • Family Governance when Citizenship-by-Investment is Involved
Regulatory
  • Practical Consequences of the Drive towards Global Tax Transparency
  • Geo-Politics and HNW Migration - Immigration policy in a Trump Brexit World  
  • The Importance of Regulation of the Citizenship-by-Investment Industry
  • The Due Diligence Process and its Role in HNW Migration
  • US Immigration Policy: Anti-Terrorist and Anti-Corruption Policy
  • The Future of US Cross-Border Criminal Tax Enforcement

Packed full of even more content

Real Estate & Citizenship
  • Current trends in Luxury International Real Estate
  • Structuring Onshore Dubai Residential Real Estate Using Offshore Vehicles  
  • Case Studies of Tax Efficient Holding Structures for Real Estate Investment

Jurisdictional Options
  • International Client Case Study
  • How Malta is Setting a New Standard in Attracting Foreign Capital and Talent
  • Asian Opportunities
  • European Opportunities
  • UK Investor Immigration Program post Brexit
  • Caribbean Opportunities

and more...

Global Citizenship
  • What will Global Migration look like 50 Years from Now? 
  • Global Citizenship in the Middle East 
  • Why Global Citizens Need More than One Citizenship 
  • The Soft Power of Dual Citizenship 
  • Country of Choice: Nation, Brand, Prestige and Preference in National Identity 
  • Quality of Nationality: A Global Perspective 

and more...