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

Publications

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

The $100,000 jurisdictional challenge: a fast-paced and exciting discussion comparing old and new planning jurisdictions

The private wealth landscape is increasingly shaped by multi-jurisdictional planning, as families seek to combine the advantages offered by different legal systems. The ‘$100,000 jurisdictional challenge’ session brought together practitioners from Guernsey, Malta, Singapore and Poland, with additional commentary on Panama, to compare the structuring tools, tax environments and practical realities in each jurisdiction.

Released on Apr 28, 2026

Drifting away and losing focus: the aging high-net-worth client in their wisdom, confusion and vulnerability

This conference session addressed one of the most sensitive and increasingly common challenges facing legal, tax and advisory professionals: how to respond when an ageing client becomes vulnerable, less autonomous and their decision-making is questioned, all this in the context of one’s mental capacity and exposure to undue influence. As global populations age and wealth concentrations grow among older individuals, professionals are encountering more cases where diminished capacity, undue influence and unconventional personal decisions converge.

Released on Apr 16, 2026

Murphy’s law in estate planning: things will and have gone wrong

This panel session explored real-life scenarios where detailed planning of succession and wealth-holding strategies have not gone to plan. Cross-border examples were used to highlight situations where such plans have shifted due to the interplay between different legal systems, family structures and human error. Rather than adopting a pessimistic tone, the session positioned Murphy’s law, the adage that ‘anything that can go wrong, will go wrong’, as a practical discipline that is relevant to estate planners advising global families with cross-border assets. Indeed, during cross-border planning, ‘anything that can go wrong, will go wrong’.

Released on Apr 16, 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