We had the pleasure to organise an exclusive business lunch in collaboration with Henley & Partners and Club Vivanova, focusing on residence and citizenship by investment, and its tax, legal and operational implications on individuals in an ever-evolving international landscape.
In today's globalized world, individuals often consider changing their residence or nationality (or both) for various reasons. However, such decisions can significantly affect their wealth management strategies.
It is essential to engage in comprehensive planning, including potential gain calculation, risk mitigation, and consideration of the detailed subsequent implications.
Hanna Derrien, Legal & Tax Director et Cédric Zaidan, Head of Development & PERE, focus on two main implications of changing residence and/or nationality from a European angle and scope :
The impact on successions
The impact on matrimonial regimes
Marios Rafail and Anna Surkova from the Henley & Partners team, experts in the field of international mobility, offered a presentation on the challenges and opportunities associated with taking up residency and citizenship, including those provided by the investment program.
Our guests also had the opportunity to exchange views with our experts, deepening their understanding of this complex and fascinating topic.
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