Annual Cross-Border Considerations for Advisers: Global Families and Business Owners Pre-event 2021

Date: May 10, 2021 - May 10, 2021

CPD hours: 2 Hours

Time: 15:00 - 17:00

Event Type: Webinar

Presenter: Melissa Duffy
Presenter: Hanneke Farrand
Presenter: Anne Klein
Presenter: David Lesperance
Presenter: Chantal Robertson

A discussion relating to optimizing planning strategies, avoiding costly mistakes and implementing good governance

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:

  • Relocating or diversifying into other countries, be it your business, your wealth or your family.
  • Stress-testing the local and international laws against one’s wealth and succession plan.
  • Understanding the tax changes and the focus on compliance.
  • Looking at opportunities within the changing landscape of the exchange control relaxation world.
  • Diversifying any risk and seeking opportunities created in the local and international world.

Key considerations

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).

Topic 1

Considerations for a backup plan that needs to be sold in the boardroom and the breakfast table:

  • Key considerations for families and business owners.
  • The cost of incorrect advice.
  • Elements of good advice.

Speaker: David Lesperance

Topic 2

Excon considerations for wealth and business structures, considering global expansion and/or relocation, from a South African perspective.

Speaker: Chantal Robertson

Topic 3

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.

Event Investment

Free webinar to all.

Payments and 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 be received 2 days after the event, legal action will be taken
  • Proof of payment will be requested at registration, if payment does not reflect on Taxfaculty`s bank account.
  • Only written notice of cancellation will be recognized.
  • 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.
  • Taxfaculty`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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Venues & Dates

The following venues and dates are available for this event.

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