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Planning for offshore assets and entities presentation

Published on 21 May 15 by QUEENSLAND DIVISION, THE TAX INSTITUTE

This presentation covers:

  • which legal system applies – connection via domicile, residency or nationality?
  • succession laws - moveable versus immoveable assets
  • recognition of foreign will - applicable conventions
  • one will or two?
  • taxation issues.

Author profiles

Peter Vilaysack CTA
Peter is a Senior Lawyer in EY Law. He has extensive experience advising clients in relation to estate planning, asset protection and succession planning. He has particular expertise in the area of structuring of trusts including dealing with passing on the control of such trusts. - Current at 07 April 2015
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Ian Burgess CTA
Ian is a Tax Partner at EY, Brisbane, who specialises in the areas of privately owned business and superannuation. He has over 25 years experience providing tax advice and compliance solutions to clients in these sectors and is the leader of the firm’s Private Client Services practice. Ian is also a regular presenter for The Tax Institute. - Current at 29 May 2019
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This was presented at Estate and Business Succession Planning .

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