HNW Insurance – updates and trends

John Shoemaker of Butler Snow

Sep 15, 2023

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HNW Insurance – updates and trends

  • What developments and challenges are we seeing in the life solutions market globally and what specific trends are we witnessing or expecting in Asia?
  • How is the regulatory impact on HNW Insurance policies changing?
  • How important is the relationship between HNW Insurance and Tax planning?
  • What are the cross-border considerations which affect clients’ options when considering a life insurance policy?
  • What are the recent developments when considering tax reporting and transparency issues in relation to HNW Insurance?
  • The introduction of Taiwan CFC rules – what does this mean for you?
  • Are there any other regional tax developments you need to be aware of?
  • How should you use trust structures when considering insurance solutions?
  • How does HNW Insurance need to be structured as part of a holistic wealth and legacy planning strategy?
  • Migration of wealthy clients - what are the consequences for HNW Insurance?
  • What is the impact of assigning the benefit of a policy to someone other than the life insured? How does this vary between justifications?



John Shoemaker
Registered Foreign Lawyer
Butler Snow

Panel Members

Peter Triggs
1291 Group

Zac Lucas
Partner – International Private Wealth
Spencer West

Michael Velten
Senior Partner
Deloitte Private

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