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Global Mobility of Ultra-High-Net-Worth Individuals

Global Mobility of Ultra-High-Net-Worth Individuals

Author: Nicola Saccardo
Publisher: Globe Law and Business
ISBN: 9781787423947
Published In: September 2021
Format: Hardback , 347 pages
Jurisdiction: International ? Disclaimer:
Countri(es) stated herein are used as reference only

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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.

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

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 Appert, Head 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 Hodgson, Butterfield Trust