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.
PPLI – the new dynamic planning tool for Asian private clien...
4.00pm - 6.30pm HKT/SGT
A community of leading organisations within Asian Wealth Management
Senior figures in Asian Wealth Management are speaking at this event
Carolyn Leng
Roger Chi
1291 Group
Yannick Haeni
1291 Group
Frances Boon
1291 Group
Peter Triggs
1291 Group
Michael Velten
Deloitte
Philipp Piaz
Finaport
Zac Lucas
Spencer West LLP
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4.30pm
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
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5.00pm
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
Carolyn LengPrivate Client Adviser
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5.30pm
Webinar Ends
PPLI – the new dynamic planning tool for Asian private clien...
4.00pm - 6.30pm HKT/SGT
Carolyn Leng
Roger Chi
1291 Group
Yannick Haeni
1291 Group
Frances Boon
1291 Group
Peter Triggs
1291 Group
Michael Velten
Deloitte
Philipp Piaz
Finaport
Zac Lucas
Spencer West LLP
PPLI – the new dynamic planning tool for Asian private clien...
4.00pm - 6.30pm HKT/SGT
PPLI – the new dynamic planning tool for Asian private clien...
4.00pm - 6.30pm HKT/SGT