14 February 2015

Swiss Life Conference (Geneva) – Iberia Conference

Spanish and Portuguese governments recently announced important changes in their tax systems, both having relevant implications for HNWI clients and their wealth planning structures.

Swiss Life has invited an exclusive group of first class tax experts in both countries for a whole day to openly discuss the main issues of the tax reform.

Topics

  • The shifting tax landscape in Iberia: where we are and where we are going?
  • Tax amnesty, disclosures and rise of information exchange: how to navigate in a transparent world?
  • From offshore to onshore: how is recent tax legislation dictating this trend?
  • Impact of latest Iberian developments on investment vehicles for wealth structuring and estate planning?
  • Collective Investment Vehicles: what is the latest impact of tax development in Spain and Portugal?
  • Taking up tax residence in Iberia: how beneficial tax regimes for those from abroad function?
  • Exit taxes: How these may affect mobile executives and entrepreneurs?
  • Wealth and inheritance taxation after Thomas Piketty: Where we are and where we are going?

Speakers

From Spain:

  • Luis Briones, partner, Baker & Mckenzie Madrid
  • Albert Collado, partner, Garrigues Barcelona
  • Eduardo Ramirez, partner, Cuatrecasas, Gonçalves Pereira
  • Jesús López Tello, partner, Uría & Menéndez
  • Fabricio González, partner at Anaford Zurich

From Portugal:

  • Fernando Castro Silva, partner, Garrigues Lisboa
  • António Rocha Mendes, partner, Campos Ferreria Sá Carneiro
  • Filipe Romao, partner, Uría & Menéndez, Proença de Carvalho

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