Mourant

The New Era of Taxation: what you need to know in a constantly changing world

29 Nov - 30 Nov 2018

Session information

Private wealth and succession planning in the cross-border context

Thursday 29 November (1630 - 1800)

Description

• International estate planning • Comparison of asset structuring vehicles – trusts vs foundations • Income tax issues for international families • How transparency initiatives are impacting private clients – UBO register This panel will cover the latest developments in wealth structuring and international tax issues for wealthy individuals and privately owned business. This will include a discussion on current trends in cross-border investments for private clients and their taxation. We will also compare different approaches to dynastic planning, including how different entities and structures are treated in different jurisdictions. We will go on to consider the growing impact on private clients of disclosure regimes – both in terms of international tax reporting and beneficial ownership registers.

Session / Workshop Chair(s)

Oliver Court Macfarlanes LLP, London, England
Guadalupe Diaz-Sunico Aboitiz Gomez-Acebo & Pombo, Madrid, Spain
Ayzo Van Eysinga AKD , Luxembourg City, Luxembourg

Speakers

Valeria D'Alessandro GSRC, Buenos Aires, Argentina
Jules De Beer
Katherine DeMamiel Sullivan & Cromwell, London, England
Andrea Gallizioli Ludovici Piccone & Partners, Milan, Italy
Gunnar Knorr Oppenhoff & Partner, Cologne, Germany
Michael Petritz KPMG Alpen-Treuhand GmbH Wirtschaftsprüfungs- und Steuerberatungsgesellschaft, Vienna, Austria
Floran Ponce Lenz & Staehelin, Geneva, Switzerland