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?

 

Chair

John Shoemaker
Registered Foreign Lawyer
Butler Snow

Panel Members

Peter Triggs
Partner
1291 Group

Zac Lucas
Partner – International Private Wealth
Spencer West

Michael Velten
Senior Partner
Deloitte Private

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