On Tuesday 1st June - 4.30pm to 5.30pm, Hubbis, in partnership with 1291 Group, one of the world’s leading advisors for Private Wealth Solutions, will present an educational webinar focussed on the latest developments in insurance and wealth solutions for Asian private clients.

With the automatic exchange of information now becoming widespread, the focus for international wealth management is moving towards legitimate tax solutions, avoiding conflicts of laws between civil law and common law jurisdictions, and protecting clients against the progressive invasion of personal privacy.

A new planning tool seems to offer some interesting solutions, and the webinar will focus on the potential in Asia for the use of a Private Placement Life Insurance (PPLI) contract as an asset holding vehicle.

Key specialists from 1291 Group will present an overview of some of the key planning opportunities that they see which are currently impacting HNW clients in Asia. This will be followed by a Q&A discussion with wealth leaders and professional advisers.

Jun 1

PPLI – the new dynamic planning tool for Asian private clien...

4.30pm - 5.30pm HKT/SGT

Featured Partners
All Partners

A community of leading organisations within Asian Wealth Management

Featured speakers
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Senior figures in Asian Wealth Management are speaking at this event

Yannick Haeni

1291 Group

Roger Chi

1291 Group

Michael Velten

Deloitte

Frances Boon

1291 Group

Peter Triggs

1291 Group

Zac Lucas

McCarthy Denning

Philipp Piaz

Finaport

Carolyn Leng

Maybank

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Event Agenda
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  • 16.30pm

    Background to PPLI in Asia.

    PPLI advantages: Legitimate tax optimisation.

    Examples:

    • US planning and Foreign Grantor Trust planning
    • Australia Planning
    •  UK planning

     

    PPLI advantages: Civil Law recognition and CFC planning.

    Examples:

    • Indonesia
    • Taiwan
    • Thailand
    • China

     

    PPLI advantages: A smarter way to obtain life cover.

    Examples:

    • Malaysia onshore assets
    • Pay-as-you-go cost of insurance

     

    PPLI and Trusts: Generational planning and estate equalisation.

    Introduction to 1291 Group.

    Speakers

    Frances Boon

    Partner

    1291 Group

    Peter Triggs

    Partner

    1291 Group

    Yannick Haeni

    Chief Executive Officer, 1291 Group Asia (Hong Kong)

    1291 Group

  • 17.00pm

    Panel discussion - PPLI and current planning opportunities in Asia.

    • How well is PPLI understood today?
    • Can we expect countries to start changing their tax laws?
    • Are trusts being threatened by CRS and lack of recognition in civil law countries?
    • Is legitimate tax optimisation becoming more important in wealth planning?
    • Are the insurance carriers sufficiently sophisticated?
    • Would trustees see PPLI as a threat or an enhancement to their offering?
    • Would asset managers see an advantage in offering their clients a legitimate tax shelter for their investment portfolios?
    • Is the use of a trust as a policy “beneficiary” rather than a “policy holder” preferable and if so, why?

    Speakers

    Zac Lucas

    Partner

    McCarthy Denning

    Michael Velten

    Partner, Asia Pacific Financial Services Tax Leader

    Deloitte

    Philipp Piaz

    Partner

    Finaport

    Carolyn Leng

    Head, Private Wealth Malaysia, Group Wealth Management, Community Financial Services, Malaysia

    Maybank

    Roger Chi

    Chief Executive Officer, 1291 Group Asia (Singapore)

    1291 Group

  • 17.30pm

    Webinar Ends

Jun 1

PPLI – the new dynamic planning tool for Asian private clien...

4.30pm - 5.30pm HKT/SGT

Speakers

Yannick Haeni

1291 Group

Roger Chi

1291 Group

Michael Velten

Deloitte

Frances Boon

1291 Group

Peter Triggs

1291 Group

Zac Lucas

McCarthy Denning

Philipp Piaz

Finaport

Carolyn Leng

Maybank

Jun 1

PPLI – the new dynamic planning tool for Asian private clien...

4.30pm - 5.30pm HKT/SGT

Partners

platinum

Jun 1

PPLI – the new dynamic planning tool for Asian private clien...

4.30pm - 5.30pm HKT/SGT