Conference programme

There is hardly a private client advisor who has not heard of ChatGPT and similar large language models. While these are just fancy statistical next-word predictors, the texts generated by them are of an astounding human-like quality. In this session you will learn who the main players are in this field, what tools you as an advisor should be looking into, what their limitations are, and how these models will likely develop in the next few years. Brace yourself for the future, by attending the session – which will be both exciting and frightening!

In this panel we review how different countries approach tax anti-avoidance, whether through targeted measures or general anti-avoidance rules.  We will discuss whether GAARs tend to achieve their stated purpose of stamping out unacceptable tax avoidance practices, and whether they ever go too far in preventing legitimate planning.

Join us for a lively round-table discussion for an exchange of knowledge among participants. The facilitators will open the debate and then the floor is yours!

• What are the most recent changes in law in your country?
• What are the boiling hot topics in your jurisdiction?
• How are you using artificial intelligence in your daily practice?
• Have you encountered issues with office management, career planning, and talent retention?

A forum shopper’s guide to different matrimonial jurisdictions: which are friendly, and which should should have them quickly lacing up their running shoes. Please join this panel of esteemed speakers from the realms of family law and private client tax, for what promises to be a lively and controversial session.

Come prepared to share your advice about the pros and cons of your jurisdiction, in small groups, over breakfast. Does your jurisdiction have the best weather, the best wine and the best tax regime? Have you top tips for pre-immigration planning? Are there bear traps to avoid?

A stimulating discussion among expert private client attorneys about the effective use of estate tax treaties to mitigate the client’s potential exposure to estate/inheritance tax across jurisdictions. 

The panel of international planners and litigators will discuss how to attack or defend trust and foundation structures in the face of ongoing challenges. The panelists will explore and help to navigate the nuances of civil and common law as it relates to cross border disputes.

Humans have constantly migrated through the centuries, and often such moves are driven as much by events at home as much as by the attraction of a new place. Expatriation and pre-immigration planning have long been key concerns for international wealth planning. Different considerations today can drive migration, but for those families looking to lower their overall effective tax rates a permanent move must follow a process and sometimes comes with an initial fiscal cost. In this session we focus our discussion on departure rules and tax implications when leaving a jurisdiction. We also consider whether the clients might be at risk of not truly severing tax residency ties particularly where they still have family and businesses in the original jurisdiction.