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Foundations in estate planning and innovative business: regulatory and tax implications

Description

Registration Time: 13.15
Session Time: 13.30 - 16.45 including a 15-minute coffee break 
Speaker: Dr Ramona Azzopardi & Dr Nicolai Xuereb
Venue: Lower Ground, Tower Training Centre, Swatar

 

Participation Fees 
MIA Members: €35.00
Non-MIA Members: €70.00
Retired Members: €15.00
Students: €20.00

 

Background Information 

The seminar will provide an overview of the different types of foundations which may be set up in terms of Maltese law taking into consideration also recent changes to the Civil Code and proposed changes.  Particular focus will be given to the means of setting up a foundation, parties to the foundation and uses for foundations such as asset protection, succession planning and investment projects. In the second part of the seminar a detailed presentation will be given on the tax implications on setting up of a foundation, distributions from foundations and the taxation of profits. Practical examples on the use of foundations will also be discussed.

Audience

Accountants, students, lawyers, corporate service providers.

CPE Hours

3 hours Core

Speakers
Ramona Azzopardi
Tax Partner
WH Partners

Ramona heads the Tax and Private Client Department of WH Partners. She is recognised as one of the leading taxation lawyers in Malta. Ramona regularly advises corporate clients in the gambling, financial services & fintech and digital services industries on their cross-border tax implications. She also assist HNWI families in estate and tax planning. Ramona holds a Doctor of Laws Degree and Masters in Financial Services from the University of Malta and is a regular speaker at tax conferences. She is also Council Member at the Malta Institute of Taxation.

Nicolai Xuereb
Lawyer
NX LEGAL

Nicolai Xuereb is the founder of NX LEGAL and whilst his expertise covers various areas, Nicolai practises mainly in the Private Client, Corporate, iGaming and Financial Services industries. He was awarded a Master’s in Banking and Finance from University College London and also holds a Society for Trust & Estate Practitioners Certificate as a Trust and Estate Practitioner.

30
May 2019

Foundations in estate planning and innovative business: regulatory and tax implications

(M1957)

Organized By: The Malta Institute of Accountants
Type of Event: Seminar

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Date & Time
2019-05-30 13:30:00 2019-05-30 16:45:00 Europe/Malta Foundations in estate planning and innovative business: regulatory and tax implications The seminar will provide an overview of the different types of foundations which may be set up in terms of Maltese law taking into consideration also recent changes to the Civil Code and proposed changes. Particular focus will be given to the means of setting up a foundation, parties to the foundation and uses for foundations such as asset protection, succession planning and investment projects. In the second part of the seminar a detailed presentation will be given on the tax implications on setting up of a foundation, distributions from foundations and the taxation of profits. Practical examples on the use of foundations will also be discussed. Lower Ground, Tower Training Centre, Swatar, The Malta Institute of Accountants
Thu, 30 May 2019
13:30 - 16:45
Location
Lower Ground, Tower Training Centre, Swatar,
Cancellation Policy

Refer to Terms and Conditions

Terms & Conditions
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