5910675: C20 International Tax Planning of Individuals (UHNWI) with Wealth Structures

Description

• Introduction to taxation of individuals and legal entities in selected jurisdictions: FL, AT, CH, DE
• Application of Double Tax Treaties, Exchange of Information and Mandatory Disclosure Obligations
• National and international taxation of Wealth Structures incl. their Settlors and Beneficiaries
• International Tax Planning and Investment Hubs: CH, FL, HK, IRL, LU, SG
• International Wealth Tax Management of UHNWI with Wealth Structures
• Onboarding of Private Clients (UHNWI) with Wealth Structures: Input Statements by banks & trustees
• Case studies on International Tax Planning of Private Clients (UHNWI) with Wealth Structures and Investments in Participations, Private Equity, Financial Instruments, Real Estate and Tangible Assets
• CFA level III: Topics in Private Wealth Management

Learning Outcomes

After successful completion of this module, students

• are familiar with tax features of several selected jurisdictions regarding individuals and legal entities;
• are familiar with the characteristics of the various legal entities and financial instruments as well as the national and international links to taxation of asset investments and structures;
• understand the legal basis of asset investments and structures, including tax directives and tax agreements;
• are familiar with practical implications of onboarding private clients with wealth structures
• are familiar with the most common wealth structures used on international tax planning for private clients

Lectures Method

Interactive lecture with input statements from local banks, trustees and asset managers