Due to the instant and constant changes and challenges in the advisory world, a pre-cross-border event will be hosted to deal with the most prominent matters. Advisers, business owners and families are revisiting their planning strategies due to changes in law, circumstances and their personal lives to lessen the impact of the local and global realities.
Changes could potentially trigger advisory discussions relating to:
Changes to the local and international client and advice landscape is an almost daily occurrence which has been accelerated by the global pandemic. Due to the rapidly and ever-changing environments, in one’s personal and business life, matters must be considered from a technical and practical viewpoint with an aim to obtain solid advice. Join us for a discussion where we highlight the need to obtain advice on the client’s journey in search of global solutions and options.
Welcome and introduction of facilitator
Speakers: Anne Klein (welcoming) and Melissa Duffy (facilitator).
Considerations for a backup plan that needs to be sold in the boardroom and the breakfast table:
Speaker: David Lesperance
Excon considerations for wealth and business structures, considering global expansion and/or relocation, from a South African perspective.
Speaker: Chantal Robertson
Tax considerations for wealth and business structures, considering global expansion and/or relocation, from a South African perspective.
Speaker: Hanneke Farrand
Panel discussion and closure
Practical challenges and opportunities based on the discussions held.
This event and successful completion of the online assessment will secure 2 hours verifiable output Tax CPD points.
Free webinar to all.
The following venues and dates are available for this event.