#WATCH I The need to facilitate awareness among professionals on a number of Cross-border Tax issues.

Annual Cross-Border Considerations For Advisors

Multigenerational wealth and succession planning for families change over time due to various factors, such as changes in legislation, in leadership and family dynamics. As an advisor, or as a member of a family unit or business entity, it remains critical to stay in tune with these changes.

We have seen the importance of understanding the values of different generations in their succession choices, for the success of their businesses and families.. Environmental issues and sustainable investments have grown in importance for younger generations. Digitalisation and the Fourth Industrial Revolution have changed the world we live in and how we live. Society impacts the way we do business, and it is important to embrace best practices.

South Africans have widened their horizons and some have opted to become global nomads. Emigration has also increased over the past years. High net worth individuals explore different jurisdictions to expand their estate planning outcomes for intergenerational wealth and succession strategies.

This brings new challenges for managing family wealth and the family legacy. It therefore becomes critical to understand the impact of taxation, inheritance, and estate planning in a global world.

Our cross-border conference will highlight the most prevalent changes impacting your clients and their wealth and the expansion of their businesses from Africa to beyond.

Overview

We are living in uncertain times.

International legislation, greylisting, cyber (in)security and global transparency impact the way we do business and how we advise our clients. During the two day conference you will be able to tap into a wealth of experience, expertise and professional support.

Join the networks and gain insights into the areas that are impacting your clients to offer them the best solutions at a time they need it the most. Understand how to deal with difficult family discussions, gain insights into their dreams and their goals. Understand your client and the changing business landscape to give the right tax advice to minimise their risk exposure and for you to stay relevant.

Key considerations

The world is becoming increasingly complex and it is important to have the right tools to be able to navigate these stormy times. Without knowledge it is easy to end up in a web of misunderstanding, unrealistic expectations, and projections.

Remain on top of compliance requirements, understand new opportunities and gain valuable insights into the latest advisory trends.

Hybrid conference format

23 August 2022 I 12:00–18:00

Cape Town I Cape Town - Venue: Kelvin Grove Club, 144 Campground Rd, Newlands, Cape Town.

Online I Live stream

Cocktail function I 16:00–18:00

24 August 2022 I 08:00–16:30

Cape Town I Cape Town - Venue: Kelvin Grove Club, 144 Campground Rd, Newlands, Cape Town.

Online I Live stream

* Please note, programme and topics are subject to change. 

** The conference will also be streamed as a live webinar, offering flexibility and convenience, for delegates that are unable to attend the face-to-face event

Competencies developed in this conference

After attending this event, you will be:

• Updated about the national and global advisory landscape for ultra-high-net worth (UHNW) families.
• Able to understand different jurisdictional challenges and opportunities for clients, from a tax, exchange control and comparative point of view.
• Informed in terms of international tools and networks that you can use for your practice and areas to improve your business flow and client service model.
• Able to assist clients to use methods and techniques to preserve and protect wealth that will last longer through international legacy insights and trends.
• Knowledgeable about the importance of next generation topics to help clients reach the next level of wealth and succession planning.
• Informed about the importance of philanthropy in the wealth and succession arena and how to incorporate this into your conversations.
• Able to provide valuable insights to clients in terms of wealth taxes straight from Switzerland to South Africa.

CPD

Attending this conference and the successful completion of the online assessment will secure a certificate of completion for 12 hours of Tax CPD.

Event investment

The Online webinar is free for Tax Practitioner, Tax Accountant CPD subscribers and Practice Packages. Not a CPD subscriber yet? Click here to register now.

Face-to-face - Cape Town (23 and 24 August included):

• Regular price: R1 445.00
• Tax Practitioners, Tax Accountants and Practice CPD Subscribers price: R950.00
• FISA, SAIT & STEP members discounted price: R1 156.00

Live stream webinar (23 and 24 August included):

• Regular price: R950.00
• Tax Practitioners, Tax Accountants and Practice CPD Susbcribers: Free
• FISA, SAIT & STEP member discounted price: R760.00
• Group booking discounts available when you register for a group.

Payments and cancellations

• All payments must be made by EFT or by credit card, at least three working days before commencement of an event.
• Kindly note that should payment not be received two days after the event, legal action will be taken.
• Proof of payment will be requested upon registration if payment does not reflect on The Tax Faculty’s bank account.
• Only written notice of cancellation will be recognised.
• Conditions:
  • If the cancellation occurs more than four working days prior to the event, no cancellation fee will be charged.
  • If the cancellation occurs less than four 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.
• The Tax Faculty’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.