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Monday 1 March (1400 - 1515)

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Let us learn from each other as to what is happening in your part of the world that could be of interest to a private client advisor. Whether it's the Biden administration's estate tax plans and new corporate transparency rules in the United States, the start of DAC6 reporting in most European countries and the United Kingdom's almost wholesale repeal, new rules for UK high-net-worth individuals residing in various European Union countries post-Brexit, changes to the citizenship and residency programs in Malta, Cyprus or Portugal, the EU's proposed extension of common reporting standards to crypto assets, unexplained wealth orders and other anti-money laundering niceties, or some brand-new wealth, estate, inheritance, gift or capital gains tax in your country – please chip in. Everything is on the table and may be discussed. However, mentioning Covid-19, pandemics or vaccines is strictly taboo!

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Monday 1 March (1515 - 1615)

Private Client Tax Committee (Lead)

Programme details

Join Conference delegates in a virtual coffee break style networking session where attendees may move freely around the tables to meet with old friends and new colleagues.

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Tuesday 2 March (1400 - 1515)

Programme details

Covid-19 has changed our daily life and the legal landscape. In many jurisdictions, you can now complete your estate planning from the comfort of your sofa. Roundtable participants will discuss positive developments, such as signing a real estate acquisition on the other side of the planet in a few clicks, the negative aspects, such as security and confidentiality challenges, and the social impacts of the pandemic.

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Tuesday 2 March (1515 - 1615)

Private Client Tax Committee (Lead)

Programme details

Join Conference delegates in a virtual coffee break style networking session where attendees may move freely around the tables to meet with old friends and new colleagues.

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Wednesday 3 March (1400 - 1515)

Private Client Tax Committee (Lead)

Programme details

Our clients are changing citizenship, residency, life partners and/or assets at an ever-increasing rate. How do we plan for them if they keep changing their situation before, or soon after, implementing our strategic planning? How do we deal with the changing attitudes to wealth between generations? Are our clients’ children making an ethical, sustainable path their focus rather than wealth accumulation?

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Wednesday 3 March (1515 - 1615)

Private Client Tax Committee (Lead)

Programme details

Join Committee Officers and colleagues to discuss topics and other plans for the 2022 Conference.

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