Why organise a cross-border seminar?
What are your key takeaways from the conversations?
Chris Edward, UK & South Africa Country Manager
How is the current environment affecting HNW clients’ needs in the UK?
Do you foresee any major changes in the UK tax and regulatory framework regarding private wealth?
Simon Gorbutt, Director, Head of Wealth Planning
Why is a life insurance solution relevant for a UK resident client?
What should be top of mind for clients when setting up a life insurance policy?
Lana Jarvis, Senior Wealth Planner
Have there been any recent changes to the Spanish tax framework impacting private wealth?
What are the investment options available within a life insurance policy in Spain?
Pablo Peciña, Associate Director – Senior Wealth Planner
Is the current Portuguese regulatory framework still attractive for internationally mobile HNWIs?
How can a life insurance policy cater to the portability imperatives of those families?
Pablo Peciña, Associate Director – Senior Wealth Planner
Is life insurance a well-established wealth planning solution in Sweden?
What is the “Wealth Passport”?
Roberth Josefsson, Senior Wealth Planner
How is life insurance positioned within the wealth planning arsenal in Finland and Norway?
Are there any specific categories of clients for which a life insurance solution is particularly relevant?
Laura Blomqvist, Senior Wealth Planner
How would you describe the current regulatory framework in France regarding life insurance?
Is life insurance a silver bullet when it comes to flexibility and international portability of wealth?
Nicolas Morhun, Senior Wealth Planner