Cross-border considerations for advisers: Global families and business owners 2020

Date: Aug 20, 2020 - Aug 21, 2020

CPD hours: 4 Hours

Time: 09:00 - 13:00

Event Type: Webinar

Presenter: Andrew Wellsted
Presenter: Richard Rubin
Presenter: Creagh Sudding
Presenter: Hanneke Farrand

Cross-border considerations for advisers


Advising clients on the key considerations of wealth and succession planning by global expansion or relocation without being aware of the South African consequences and that of the anticipated end-jurisdiction(s) could create an undesirable tax, legal, family and business succession web and an array of disputes. This could lead to a merely impossible task of untangling the advice, resulting in additional costs and reputational risks for clients and advisers. This event, consisting of two parts, will use case studies to review the impact of unknown traps and real-life scenario planning that advisers must be aware of. The event will actively deal with the influence of certain life and family triggers on the wealth of a family/business, by death and/or divorce, and look at different jurisdictional planning scenarios.
Day 1: Thursday, 20 August (09:00 - 12:00)

The first session will cover the following aspects:

  • Considerations for wealth and business structures from a South African perspective, considering global expansion and/or relocation
  • United Kingdom: Pre-arrival planning, reporting and tax
  • United States of America: Pre-arrival planning, reporting and tax

Day 2: Friday, 21 August (09:00 - 13:00)

The second session will cover the following aspects:

  • International trust landscape: Practical governance for family trusts
  • Trusts and related structures: Global transparency
  • Family offices in Africa and commentary on the different kinds of family offices
  • Where to ideally set up a family office: Transparency of rationale/suitability for the location (a global perspective)
  • Wealth taxes in South Africa
  • Wealth preservation in trusts across borders and generations, with a specific focus on the global and local threats of divorce actions against trust assets





This event and successful completion of the online assessment will secure 7 hours verifiable output Tax CPD points.

Event Pricing

This webinar does not form part of any CPD subscription package.

Price is for both days:

Other member: R1 150.00

Company price: R1 900.00

Payments & Cancellations

  • All payments must be made by EFT or by credit card, at least 3 working days before commencement of an event.

  • Kindly note that should payment not been received 2 days after the event, legal action will be taken

  • Proof of payment will be requested at registration, if payment at that point in time has not been reflected on SAIT's bank account.

  • Only written notice of cancellation will be recognised.

  • Cancellation Conditions:

    • If the cancellation occurs more than 4 working days prior to the event no cancellation fee will be charged.

    • If the cancellation occurs less than 4 working days prior to the event a 100% cancellation fee will apply.

  • Delegates who book and fail to attend will be liable for the full event fee.

  • SAIT's liability in the case of an event being cancelled will be limited to a refund or credit of the event fee.

  • Please click here for the full terms and conditions.







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