Co-Chair
Percy Castle
Co-Chair
Inbal
Faibish Wassmer
Private Client Tax Committee
The Committee focuses on inheritance rights, will making, lifetime giving, trusts, creditor claims, regulatory compliance, charities, taxation, property rights, and conflict of law rules, considering both domestic and cross-border implications. Members benefit from enhanced knowledge, expertise in cross-border issues, global networking, and access to leading experts. The committee addresses international planning, comparative law, and topics like individual tax in cross-border contexts, trusts for planning, international successions, and asset protection. It frequently holds joint sessions with the Taxes committee and other IBA sections, offering a valuable resource for practitioners in private client work.
Forthcoming conferences and webinars View All Conferences
32nd Annual International Private Client Tax Conference - Around the world with private clients: advising through change, challenge and uncertainty
28 Feb - 02 Mar 2027
London , England
Publications
Trust me if you can – entity classification issues in common wealth planning strategies
The same trust, foundation or company can be transparent in one country and opaque in another, changing who pays tax, when tax arises and whether relief is available. During this panel session at the IBA Annual Conference 2026 in Copenhagen, speakers from England, Austria, the US, Italy and China compared their classification methods and discussed recent reforms, common traps and steps that can reduce risk before a family or structure crosses a border.
Released on Nov 12, 2026
Doomsday planning – what to do when your home jurisdiction becomes unstable
Doomsday planning gives a family the ability to move people, tax residence and assets when conditions in its home jurisdiction deteriorate. Drawing on experience from Chile and Colombia, this panel at the IBA Annual Conference 2026 in Copenhagen, in October 2026, discussed immigration, residence and exit issues, asset diversification, investment treaty protection and Denmark as a possible receiving jurisdiction.
Released on Nov 12, 2026
Ownership by design: using trusts, foundations and holding companies to balance tax, governance and control
This panel stressed that the different forms of entities are only vehicles to help the parties get what they ultimately want to achieve, whether this is related to personal, family or business matters, maybe all of the foregoing, where different needs come into play. Perspectives ranged from Italy to Australia, and from Norway to Singapore
Released on Nov 04, 2026
Home is where the heart is… or the taxman says! Global mobility and the digital nomad
prioritising stability, lifestyle and professional ecosystems over purely tax-driven relocation strategies.
Released on Apr 28, 2026
Projects
International Estate Planning Guide
The Taxes and Private Client Tax Committees have prepared a guide to international estate planning with chapters from more than twenty countries. The International Estate Planning Guide provides general information on the major considerations for the international private client.
The material is intended as a high-level practical guide for practitioners and professionals looking for an introduction to the laws of each relevant jurisdiction relating to cross-border trust, foundation, and estate planning.
Subcommittees and other groups
The Private Client Tax Committee also coordinates the activities of the following subcommittees/working groups.
- Private Client Tax Committee Advisory Board