Managing Estates with Overseas Beneficiaries - Key Issues Explored

Introduction

The world is becoming smaller, and modern families are more global than ever.

As a result, practitioners are increasingly likely to encounter estates that involve beneficiaries living overseas bringing added legal, tax, and practical complexities.

This new virtual classroom seminar will equip you with the knowledge and confidence to effectively manage estates with overseas beneficiaries, helping you navigate cross-border challenges with clarity and precision.

Register today to gain practical insights, with a focussed discussion on the key issues practitioners need to understand.

What You Will Learn

This live and interactive course will cover the following:

• How to obtain suitable ID in order to comply with KYC requirements
• How distribute assets overseas
• How to deal with potential issues of double taxation
• How to deal with the costs of overseas beneficiaries

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.