Thank you for attending the 21st Annual International Trust & Tax Planning Summit and being part of a successful program

In September 2009, The International Trust and Tax Planning Summit once again proved to be the best platform for debate and networking amongst international private client advisors. Below are some of the key take-aways from the summit:

• Exclusive insights were offered from those inside to prepare for an increasingly threatening tax and legislative environment
• There were updates on OECD, FATF and G20 transparency initiatives
• Strategies to maximize tax benefits under the new administration were offered
• There were discussions on how to prepare for proposed tax changes, and what the implications could be for unaware clients
• Jurisdictional strategies for future offshore banking and trust structuring were critiqued
• Trust attributes across jurisdictions were compared
• Updates on white, black and grey listed countries were discussed
• A healthy debate on fiduciary responsibility, bank secrecy and transparency took place
• Plus much, much more...

Delegates participated enthusiastically in the educational sessions and networking events, and below are just a few of the comments regarding the 2009 event:

Testimonials