International Wealth Planning - Structures, Protection & Succession

Introduction

Are you advising internationally mobile families on managing and protecting their wealth?

Discover how these families structure their assets, safeguard them from third parties and navigate complex tax and legal frameworks across multiple jurisdictions. Explore the wealth vehicles and strategies that make succession planning seamless, secure, and compliant.

Gain practical insights into managing conflicts of laws, minimising risks, and ensuring that wealth passes smoothly to the next generation. Learn the tools and approaches that top UK private client lawyers and trust professionals rely on to serve global families effectively.

Join this new virtual classroom seminar to deepen your expertise in international wealth management and provide your clients with strategies that stand up to the complexities of cross-border life.

What You Will Learn

This live and interactive course will cover the following:

• Which type of clients need this sort of advice?
• What sort of issues do they face?
• Challenges associated with passing on international wealth
• Structuring options - trusts, reserved powers, PTCs, foundations and FICs
• Choice of jurisdictions - onshore v offshore
• Challenges with international wealth structuring - tax, information sharing and others

Recording of live sessions: Soon after the Learn Live session has taken place you will be able to go back and access the recording - should you wish to revisit the material discussed.