Private Client Tax

As governments chop and change legislation on tax and wealth planning issues, legal advisers need instant access to the latest information on a country-by-country basis.
The impact on private clients of governments’ ability to collect and disseminate vast amounts of computerised information, and their increasing willingness to co-operate in so doing, cannot be underestimated.
In such a climate, clients increasingly need to know firstly, where they should reside and, secondly, where their family assets should be held and administered. This publication is essential reading for advisers of wealthy families around the world. 

Private Client Tax – Jurisdictional Comparisons is the essential reference guide for anyone concerned with cross border trust, estate and succession planning for wealthy international families.
This includes not only family members themselves, but Private Banks, Family Offices and professionals serving this sector as accountants, tax advisers, lawyers, art and property advisors etc.
Covering over 28 major jurisdictions worldwide this title offers you insight into the basic legal framework in each jurisdiction with commentary on topics on which anyone considering taking up residence in a new jurisdiction needs to focus
Includes contributions from leading local practitioners who are experts in these fields with key planning points
Provides a ready directory of who to consult in the stated jurisdictions.
Reader-friendly Q & A format allows for easy cross-jurisdictional comparisons

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• NON TAX ISSUES
• TAXATION
• EXEMPTIONS AND/OR EXIT TAXES FOR NEW IMMIGRANTS AND EMIGRANTS AS MAY BE RELEVANT FOR EACH JURISDICTION
• USE OF ASSET HOLDING VEHICLES
• PHILANTHROPIC AND CHARITABLE OPTIONS
• REGULATORY ENVIRONMENT
• KEY PLANNING POINTS FOR LONG TERM RESIDENT FAMILIES
• KEY POINTS FOR MIGRATING/TEMPORARILY RESIDENT FAMILIES
• FORTHCOMING LEGISLATION/OTHER CHANGES
• USEFUL REFERENCES

John is a Director of Stonehage Law Limited and joined the Stonehage Group in 2008 from Macfarlanes, where he was Head of the Private Client Department from 2000 to 2005.  John joined Macfarlanes in 1968 and became a partner in 1975, retiring from the partnership in 2006.  During his 40-year career at Macfarlanes his main areas of practice were trusts, tax and estate planning for wealthy UK and international families.
John is a member of STEP and of the International Academy of Estate and Trust Law.  He is a frequent speaker at conferences, including the Villa D’Este Private Client Forum which he helped devise and chaired for its first five years. John was awarded a STEP Lifetime Achievement Award in 2006.