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The 8th Annual Cross-Border Considerations for Advisors Conference - Day 1 - Video 1

This webinar on demand is part of a series of webinars. Click here to read more

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Overview

The 8th Annual Cross-Border Considerations for Advisors Conference video series covers the details of global wealth management, tax strategies, and estate planning, tailored for advisors navigating complex cross-border issues. This series covers topics such as international tax optimisation, family trust structures, succession planning, and adapting to changing geopolitical and regulatory landscapes. Designed for financial advisors, estate planners, and tax professionals, the series provides insights to help manage high-net-worth clients and family businesses in a dynamic global environment.

This Micro Learning Course is based on tax law for the year ending 28 February 2025.

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Video Content

Day 1: 

• Professional development, family support, and wealth management.
• OECD Report: Examines its implications for high-net-worth individuals and offshore planning.
• Offshore Banking: Reviews its impact on international estate planning.
• Geopolitical Risks: Lessons from the Russia-Ukraine conflict and practical structuring considerations.
• US Tax Minefield: Navigating foreign family trusts with US beneficiaries.
• Family Business Exit: Tax strategies and founder shares.

Day 2: 

• Cyprus Holding Company: A strategic tool for wealth optimization.
• Family Office: Guidance for wealthy families.
• Global Family Office: Insights into family governance and performance.
• Global Economy: The geopolitical landscape and its impact on wealth migration.
• Citizenship by Investment: Opportunities for financial stability and tax growth.
• Digital Assets: Impact on estate planning.
• South African Trusts: Changes in the tax landscape for offshore beneficiaries.