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Cross Border Planning for the Private Client

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

We are proud to announce our Partnership with Henley & Partners

The global leader in residence and citizenship planning


3 key locations to attend
  • May: Dubai
  • August: Singapore
  • September: London
6 key themes
  • 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

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
  • 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...

Private Client Residence Citizenship Tax Partners