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Global Mobility of Ultra-High-Net-Worth Individuals 2nd Edition

Global Mobility of Ultra-High-Net-Worth Individuals 2nd Edition

Author: Nicola Saccardo
Publisher: Globe Law and Business
ISBN: 9781837230761

Previous Edition ISBN: 9781787423947
Published In: July 2025
Format: Hardback , 365 pages
Jurisdiction: U.K. ? Disclaimer:
Countri(es) stated herein are used as reference only

List Price: HKD 3,575.00

HKD 3,467.75 Save HKD 107.25 (3%)

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Description
Contents
Author

Details

It is now easier than ever for ultra-high-net-worth individuals (UHNWIs) to select a country as their residence and relocate there. In light of a variety of circumstances, including political instability, tax changes and the proliferation of special tax regimes designed to attract the wealthy across more countries, this is a continually increasing trend.

However, these individuals must consider a wide range of factors when deciding whether to relocate internationally, and so advisers need to take a holistic approach.

Co-published in association with STEP, this book features contributions by leading private client advisers from key jurisdictions worldwide. It provides readers with expert guidance on the tax and legal aspects of inbound and outbound transfer of residence of UHNWIs. Chapters cover the relevant law in their respective jurisdictions relating to:

immigration
tax
succession, and
family

The new edition includes 23 country chapters, including new chapters covering Brazil, the Cayman Islands, Jersey, Malta, Mexico and the United Arab Emirates.

It also includes chapters that are not country specific, dealing with, among others things, succession law and family law issues triggered by relocation, ramifications from the movement of works of art, and the impact of the relocation of UHNWIs for trustees.

This book will be an invaluable tool for lawyers, tax advisers, bankers and all professionals who assist UHNWIs.

Introduction

Nicola Saccardo, Charles Russell Speechlys

Part I. Jurisdictions

Australia

Daniel Appleby, Speed and Stracey Lawyers

Belgium

Dominique De Bie and Gerd D Goyvaerts, Tiberghien

Brazil

Alessandro Amadeu da Fonseca, Mattos Filho

Canada

Elie S Roth and Ryan Wolfe, Davies Ward Phillips & Vineberg LLP

Cayman Islands

Daniel Altneu, Bedell Cristin Cayman Partnership

China

Sakura Ji and Peter Ni, Zhong Lun Law Firm

France

Stéphanie Auféril, Arkwood SCP and Claire Brisset, Alta Avocat

Germany

Christian von Oertzen and Philipp Windeknecht, Flick Gocke Schaumburg

Greece

Elina Filippou, Nikos Maltezos and Despina Mourouti, Zepos & Yannopoulos

Guernsey

Matt Guthrie, Ogier (Guernsey) LLP

Hong Kong

Clifford Ng, Hilary Tai Zhonglun and Sanlie Yeung, Zhong Lun Law Firm LLP

India

Kunal Savani and Rishabh Shroff, Cyril Amarchand Mangaldas

Italy

Nicola Saccardo, Charles Russell Speechlys

Jersey

Jonathan Hughes, Ogier (Jersey) LLP

Malta

Rosanne Bonnici and Rebecca Diacono, Fenech & Fenech Advocates

Mexico

Samy Lazarov, Ana Sofia Rios and Miguel Valle, Chevez Ruiz Zamarripa

Monaco

Xavier de Sarrau and Corinne Ricciardella, Gordon S Blair Law Offices

Portugal

Maria Inês Assis and Nuno Cunha Barnabé, Abreu Advogados

Spain

Florentino Carreño, Cuatrecasas

Switzerland

Guillaume Grisel, Schellenberg Wittmer

United Arab Emirates

Donatello Pirlo and Carlo Stefano Rota, Statura

United Kingdom

Dominic Lawrence and James Riby, Charles Russell Speechlys

United States

Dean C Berry and William S Schaaf, Cadwalader, Wickersham

& Taft LLP

Part II. General topics

The succession law ramifications of relocation

Richard Frimston and Andrew Godfrey, Russell-Cooke LLP

Relocation – planning to avoid the pitfalls of divorce

Rachael Burton and Mark Harper, Hughes Fowler Carruthers

Relocation and works of art

Ruth Cornett, Christie’s

Fiscal nomads: the impact of relocation on the CRS and DAC6

Samantha Morgan, John Riches and Naomi Shelton, RMW Law LLP

Practical issues faced by trustees on relocation of trust-related parties

Pedro Gemal and Anna Steward, Sequent

Consulting editors

Contributing firm	Name
Charles Russell Speechlys	Nicola Saccardo

Contributors

Contributing firm	Name
Abreu Advogados	Maria Inês Assis
Abreu Advogados	Nuno Cunha Barnabé
Alta Avocat	Claire Brisset
Arkwood SCP	Stéphanie Auféril
Bedell Cristin Cayman Partnership	Daniel Altneu
Cadwalader, Wickersham & Taft LLP	Dean C Berry
Cadwalader, Wickersham & Taft LLP	William S Schaaf
Charles Russell Speechleys LLP	Kelvin Tanner
Charles Russell Speechlys	Dominic Lawrence
Charles Russell Speechlys	James Riby
Chevez Ruiz Zamarripa	Ana Sofia Rios
	Miguel Valle
	Samy Lazarov
Christie’s	Ruth Cornett
Cuatrecasas	Florentino Carreño
Cyril Amarchand Mangaldas	Kunal Savani
Cyril Amarchand Mangaldas	Rishabh Shroff
Davies Ward Phillips & Vineberg LLP	Elie S Roth
Davies Ward Phillips & Vineberg LLP	Ryan Wolfe
Fenech & Fenech Advocates	Rebecca Diacono
Fenech & Fenech Advocates	Rosanne Bonnici
Flick Gocke Schaumburg	Christian von Oertzen
Flick Gocke Schaumburg	Philipp Windeknecht
Gordon S Blair Law Offices	Corinne Ricciardella
Gordon S Blair Law Offices	Xavier de Sarrau
Hughes Fowler Carruthers	Mark Harper
Hughes Fowler Carruthers	Rachael Burton
Mattos Filho	Alessandro Amadeu da Fonseca
Ogier (Guernsey) LLP	Matt Guthrie
Ogier (Jersey) LLP	Jonathan Hughes
Rajah & Tann	Gan Wei Lun
	Terre Chua
	Vikna Rajah
RMW Law LLP	Naomi Shelton
RMW Law LLP	Samantha Morgan
RMW Law LLP; Withers LLP	John Riches
Russell-Cooke LLP	Andrew Godfrey
Russell-Cooke LLP	Richard Frimston
Schellenberg Wittmer	Guillaume Grisel
Sequent	Anna Steward
Sequent	Pedro Gemal
Speed and Stracey Lawyers	Daniel Appleby
Statura	Carlo Stefano Rota
Statura	Donatello Pirlo
Tiberghien	Dominique De Bie
Tiberghien	Gerd D Goyvaerts
Zepos & Yannopoulos	Despina Mourouti
	Elina Filippou
	Nikos Maltezos
Zhong Lun Law Firm	Peter Ni
Zhong Lun Law Firm	Sakura Ji
Zhong Lun Law Firm LLP	Clifford Ng
	Hilary Tai Zhonglun
	Sanlie Yeung