Full Description
Welcome to the 2024 edition of ICLG - Private Client, which I am delighted to introduce.
The guide covers a comprehensive and diverse range of chapters that would pique the
interest of any domestic or international practice client adviser. The publication is
designed to provide readers with a comprehensive overview of key issues affecting private
client work, particularly from the perspective of a multi-jurisdictional transaction.
The guide is divided into two sections and the first section contains one industry
chapter and three expert analysis chapters. Each topical chapter is written by a different
firm or organisation, including STEP, all of which are targeted at advisers with international
clients. The second section contains insightful country question and answer
chapters. These provide a broad overview of common issues in private client laws and
regulations in 24 jurisdictions.
As an overview, the guide provides corporate counsel and international practitioners
with a comprehensive worldwide legal analysis of the laws and regulations of private
client work. The chapters are provided by some of the most authoritative and respected
advisers in the private client industry and I trust that you will find them just as informative
and valuable.
Contents
Industry Chapter
1
STEP's Public Policy Focus 2023
Emily Deane, Society of Trust and Estate Practitioners (STEP)
Expert Analysis Chapters
6
Protecting Vulnerable Adults: The European Union's New Legislative Package for Cross-Border Cases
Edward Reed, Macfarlanes LLP
11 A Sprat to Catch the Mackerel - UK Tax and Compliance in the Run Up to the Next General Election
Helen Ratcliffe & Lara Mardell, BDB Pitmans LLP
17 Pre-Immigration Planning Considerations for the HNW Client - Think Before You Leap
Joshua S. Rubenstein, Katten Muchin Rosenman LLP
Q&A Chapters
24 Andorra
FINTAX ANDORRA: Jose María Alfín Martín-Gamero,
Martí Periago Laporta & Josep Fusté Badana
32 Belgium
Tiberghien: Griet Vanden Abeele,
Emilie Van Goidsenhoven & Alain Van Geel
40 Bermuda
MJM Limited: Nathan Samuels &
Hildeberto (Hil) de Frias
50 Chile
Fuensalida & Del Valle: Trinidad Fernández Gurruchaga,
Patricio de la Fuente & Diego Fuensalida
58 Cyprus
Michael Kyprianou & Co. LLC: Tonia Antoniou,
Lorena Charalambous, Eleni Drakou &
Kyriakos Constantinou
67 France
TIRARD NAUDIN A.A.R.P.I.: Maryse Naudin &
Ouri Belmin
77 Germany
POELLATH: Dr. Andreas Richter &
Dr. Katharina Hemmen
86 Gibraltar
ISOLAS LLP: Adrian Pilcher, Emma Lejeune &
Stuart Dalmedo
94 Greece
Zepos & Yannopoulos: Anna Paraskeva
101 Guernsey
Praxis: Mark Biddlecombe, Sandra Francis &
Lucija Niedra
107 India
Cyril Amarchand Mangaldas: Radhika Gaggar,
Kunal Savani & Shaishavi Kadakia
117 Italy
SLCLEX: Andrea Moja, Elisabetta Stella De Rosa &
Luca Bisconti
125 Japan
Mori Hamada & Matsumoto: Atsushi Oishi &
Makoto Sakai
132 Liechtenstein
Ospelt & Partner Attorneys at Law Ltd.:
Dr. Alexander Ospelt & Philip Raich
141 Mexico
Galicia Abogados, S.C.: Christian Lippert,
Gabriela Pellón, Cecilia Díaz de Rivera &
Ana Elena Dominguez
151 Monaco
GARDETTO LAW OFFICES: Jean-Charles S. Gardetto &
Alexandre Al Suleiman
159 New Zealand
Cone Marshall Limited: Claudia Shan, Ziyad Matti &
David Bongkuk Cho
169 Poland
Tomczykowski Tomczykowska: Pawel Tomczykowski
177 Singapore
WongPartnership LLP: Sim Bock Eng, Tan Shao Tong,
Aw Wen Ni & Alvin Lim
184 Spain
Monereo Meyer Abogados: Gustavo Yanes Hernández,
Christian Krause Moral & Michael Fries
191 Switzerland
Walder Wyss Ltd: Philippe Pulfer, Philippe Kohler &
Yacine Rezki
202 United Arab Emirates
M/HQ: Yann Mrazek & Neil Guthrie
209 United Kingdom
Macfarlanes LLP: Edward Reed & Robin Vos
226 USA
Seward & Kissel LLP: Kristen A. Curatolo,
David E. Stutzman, Samuel F. Thomas &
Caoimhe P. Stafford
