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.

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Forthcoming conferences and webinars View All Conferences

IBA Annual Conference Copenhagen 2026

04 Oct - 09 Oct 2026

Copenhagen , Denmark

32nd Annual International Private Client Tax Conference

28 Feb - 02 Mar 2027

London , England

Publications
All articles

Navigating civil law constructs in common law jurisdictions: why make it easy when complexity is an option?

Civil law estate planning tools, such as usufruct, bare ownership and fiduciary arrangements, are widely used across continental Europe. However, when these concepts are applied in common law jurisdictions, their legal characterisation and tax treatment can become uncertain. A recent panel session at the IBA Private Client Tax Conference in March 2026 explored these challenges, emphasising the importance of simplicity, coordination and clear structuring within cross-border planning.

Released on Apr 12, 2026

The four-pillar dialogue: family office, legal, banking and investment advisory

This session explored how geopolitical uncertainty, global mobility and regulatory change are reshaping the priorities of international families, from the rising demand for alternative residencies to the way sanctions and evolving tax policies influence cross‑border banking. Governance and succession emerged as central themes, with an emphasis on establishing flexible structures that clarify roles across both family and business spheres.

Released on Apr 12, 2026

International estate planning for Latin American families: Miami, Madrid or both?

This conference session examined the key legal and tax challenges involved in cross-border estate planning for families with connections to Colombia, Mexico, Brazil, Spain and the United States, focusing on the interaction between different matrimonial regimes, succession rules and inheritance taxation across multiple jurisdictions.

Released on Apr 12, 2026

New York’s new power of attorney law is a welcome change

Practitioners will no longer need to apologise to their estate planning clients regarding the form of power of attorney required throughout the State of New York. The statutory form has been reworked – in the author’s view, this follows years of frustration for attorneys and their clients alike.

Released on Aug 02, 2021

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

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