Law Wills / Probate / Trusts

Global Mobility of Ultra-High-Net-Worth Individuals

By Nicola Saccardo
Globe Law and Business September 2021

Specifications

ISBN-13
9781787423947
Publisher
Globe Law and Business
Publication
September 2021
Format
Hardback , 347 pages
Jurisdiction
International ? Countri(es) for reference only
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Details

It is now easier than ever for ultra-high-net-worth individuals to relocate and select a country as their residence, and in light of a variety of circumstances, including political instability and the proliferation of special tax regimes across more countries designed to attract the wealthy, 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 title features contributions by leading private client advisers from 15 key jurisdictions worldwide and provides readers with expert guidance on the tax and legal aspects of inbound and outbound transfer of residence of ultra-high-net-worth individuals. Chapters cover the relevant law in their respective jurisdictions relating to:

  • immigration;
  • tax;
  • succession; and
  • family.

It also considers the application of tax treaties to beneficial tax regimes, fiscal nomads, as well as other key topics.

This book will be an invaluable tool for lawyers, tax advisers, bankers and all professionals who assist ultra-high-net-worth individuals.

Table of Contents

Introduction
Nicola Saccardo, Maisto e Associati
Part 1. Country chapters
Australia
Daniel Appleby, Speed and Stracey Lawyers
Belgium
Canada
Elie S. Roth & Ryan Wolfe, Davies Ward Phillips & Vineberg LLP
China
Sakura Ji & Peter Ni, Zhong Lun Law Firm
France
Stéphanie Auféril, Arkwood SCP
Germany
Christian von Oertzen, Flick Gocke Schaumburg
Hong Kong
Clifford Ng, Zhong Lun Law Firm
India
Kunal Savani & Rishabh Shroff, Cyril Amarchand Mangaldas
Israel
Shaul Grossman, Meitar Law Offices
Italy
Nicola Saccardo, Maisto e Associati
Monaco
Portugal
Nuno Cunha Barnabé & Maria Inês Assis, Abreu Advogados
Spain
Florentino Carreño, Cuatrecasas
Switzerland
Bernard Vischer & Ksenia Iliyash, Schellenberg Wittmer
United Kingdom
David Lingham & James Riby, Charles Russell Speechlys LLP
United States
Part 2. General chapters
Succession law ramifications from relocation
Family law ramifications from relocation
Archie Best & Mark Harper, Hughes Fowler Carruthers
Relocation and works of art
Ruth Cornett, Christie’s
Fiscal nomads: the impact of relocation on CRS and DAC6
Samantha Morgan & John Riches, RMW Law LLP; Withers LLP + Eleanor Riches-Lenaghan, RMW Law LLP
The application of tax treaties to beneficial tax regimes
Benjamin Blades & Laurent Sykes QC, Gray’s Inn Tax Chambers

Reviews

Global Mobility is a great edition and a must-have. It provides very valuable information on many jurisdictions. Very comprehensive overviews and very helpful.

 

- Geraldine AppertHead of EMEA GS Family Office, Goldman Sachs International, London, UK

This topical and comprehensive publication definitely deserves space in the library of any self-respecting advisor dealing with wealthy families and their affairs. Nicola has brought together a top drawer panel of contributors covering all of the key jurisdictions and a number of the most relevant associated subject areas including; succession law, the impact of tax treaties and an up-to-date position on the oft referenced but misunderstood subject of “fiscal nomads”. The next few years will undoubtedly see wealth owners focus attention on the issue of tax residency as the consequences of the pandemic evolve in terms of funding its cost and their own increased focus on quality of life where they can exercise a choice between competing jurisdictions.

 

- Paul HodgsonButterfield Trust

Price on request
New Edition is available now !
Not yet published? ?
  • Free HK shipping over HK$1,000
  • International shipping to 35+ countries
Order Form
Save

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