Conference programme

As well as big shifts in certain local tax regimes, both the EU and the OECD have indicated an appetite to introduce global minimum taxes for individuals. In this panel, we will investigate whether tax-free regimes for individuals are genuinely becoming a thing of the past. Is this a global phenomenon or are certain countries still likely to attract the ultra-wealthy? And how should advisers be preparing their clients for the future?

Dr Sam Cleminson will explore the intricate world of the unconscious and its profound influence on our thoughts, feelings and behaviours. Drawing from the fields of depth psychology and philosophy, the talk will challenge conventional thinking, and inspire curiosity and deep reflection, as well help you understand the rich unspoken world of communication between you, your HNWI clients and their families. The insights from this talk will aid you in improving client and personal relationships and achieving more effective mediation and dispute resolutions for these HNWI clients.

For many reasons, high net worth clients are deciding to move to other jurisdictions, and in doing so often seek out low tax regimes. As a result, their home countries are likely to challenge the legitimacy of the move, i.e. deem them still to be a tax resident. How best may practitioners prepare our clients to meet, and defeat, such challenges? What are best practices to establish, and defend, a new tax residency? In addressing these questions, we will ask our speakers to discuss current trends and practical lessons learned from cases they have encountered.

A dozen former Committee Chairs have seen most of it and will share their insights in this interactive session.

On 17 August 2015 the European Succession Regulation (Brussels IV) entered into force, creating harmonised conflict of law rules for cross-border successions within the EU and introducing a European Certificate of Succession. Now, almost ten years later, it’s time for a thorough evaluation: what works and what doesn’t?

• What are the most recent changes in law in your country?
• What are the boiling hot topics in your jurisdiction?
• What is the takeaway that practitioners from other jurisdictions need to remember when hearing of your own jurisdiction?
• What are trends in your office talent search and talent retention strategy?

We had so much fun, let’s do it again! Join us for a lively round-table discussion for an exchange of knowledge among participants. The listed facilitators will open the debate, then the floor is yours!

Continental breakfast will be provided.

This session will cover the protection, treatment, unification and possible separation of, as well as contingency planning for, soon-to-be affluent young family members.

A journey on the swings and roundabouts of family business succession. Our panel will discuss the practical steps advisors can take to prevent the preventable and resolve issues inside and outside the family business unit.

Fiscal policies and geopolitical pressures have affected how UHNW families protect their current wealth and their legacies for future generations. In Asia, the impact for wealth advisors can be seen in terms of global mobility either into or out of relevant jurisdictions. Please join us for an Asian update on what concerns our clients, the impact of new taxes or tax transparency, where families are moving to, and how family offices or related structures play into their planning decisions. Our panel has been assembled from leading private client practitioners in jurisdictions stretching from Asia Pacific and the Indian subcontinent all the way to the Middle East.

As our lives become increasingly digital, estate planners and advisors face several challenges in managing everything from cryptocurrency wallets to social media accounts after their clients' deaths. This panel explores the complexities of identifying, valuing, and transferring digital assets, addressing critical questions about their location, taxation, and the emerging legal frameworks that govern them. Join our panel of experts as they navigate the intersection of technology and law, offering practical insights into protecting and preserving digital wealth across generations while examining ongoing efforts to harmonise digital asset treatment across jurisdictions.

All delegates are invited to join the Committee Officers at an open business meeting to discuss the planning of next year’s London conference and other activities of the Private Client Tax Committee.