Get Ahead Lunch
Quarterly lunch on international tax updates for the Private Wealth industry
About the event
We are pleased to invite you to our exclusive quarterly seminar, tailored for professionals in the private wealth industry. This event provides a comprehensive update on the latest developments in international tax, delivered in a refined and informative luncheon setting.
Throughout the session, expert speakers will address the most pertinent topics and regulatory changes impacting private clients, including tax structuring, estate planning, cross-border tax considerations, and other key areas of relevance for those managing substantial wealth.
This event offers a unique opportunity to stay informed on the latest tax trends, exchange insights with industry professionals, and enhance understanding of how evolving tax laws and strategies can affect global wealth management.
We look forward to welcoming you and having fruitful discussion regarding hot issues for our clients!
The number of participants is limited. Participants will be accepted on a first come first served basis.
Agenda
Special topic
- CRD VI at a glance: What changes for cross-border core banking into the EEA and when
GCC region
- Oman: Introduction of the new Personal Income Tax Law — scope, expected timing and practical considerations
- United Arab Emirates: Taxation of family foundations — current framework and structuring considerations; EU AML list status update
Eastern Europe and Central Asia
- Ukraine:
- Currency-control update: recent measures adjusting rules for cross-border payments and FX operations, with practical implications for individuals and businesses
- Update regarding the distribution of dividends from Ukrainian entities to CFCs
- Enforcement trend: increased audits and information requests targeting individual taxpayers, with recommended documentation and risk-mitigation practices
- Kazakhstan:
- Tax Code amendments: overview of enacted and upcoming changes and the implementation timeline
- Progressive personal income tax: introduction of new brackets and rates, and the profile of taxpayers most affected
- Special dividend rates: scope, eligibility conditions and interaction with double tax treaty relief
- Capital gains: revised calculation methodology and reporting considerations, including implications for securities and private assets
- Individual compliance: updates to filing obligations, deadlines and practical e-filing requirements
- Baltic states: Broad-based increases across key tax rates
- Poland: Proposed amendments to the Family Foundation regime
- Albania: Introduction of a “Citizenship by Merit” programme
Other international developments
- Israel: Proposal to revise the conclusive rules for individual tax residency
- Malta: Amendments to the Trusts and Trustees Act and the Maltese Citizenship Act
- Belgium: Exit tax on corporate immigration — treatment of gains as a deemed liquidation dividend at shareholder level
- Monaco: Addition to the EU AML blacklist — potential implications and next steps
Last session's schedule
Please find below the agenda of the past sessions and reach out to us for more information.
UK
- Quick recap - taxation based on residence, Foreign Income and Gains (FIG) regime & inheritance tax
- Historic unremitted income
- Opportunities – Temporary Repatriation Facility (TRF) & asset rebasing
- Tax mitigation with life insurance policies
- UK tax implications for UK leavers, including re-remittances into the UK
GCC region
- Recently issued Cabinet or Ministerial Decisions amending the tax regime applicable to investment funds
- Federal tax authorities’ clarification on the implementation of the UAE corporate tax law treatment for investors in a Real Estate Investment Trust (REIT)
- Pillar 2 legislation in Qatar
- Beneficial ownership disclosure in KSA
CEE/CIS
- Kazakhstan
- Amendments related to personal taxation in the new Tax Code approved by the lower house of Parliament
- Plans to liberalize the digital assets market in Kazakhstan
- Currency control amendments
- Ukraine
- Proposed implementation of automatic exchange of information related to the income earned through digital platforms
- International Monetary Fund recommendations on changes in the tax system
- Ceasing Ukrainian tax residency
- Other updates regarding tax audits, taxation of virtual assets, and new tax reporting forms
International
- Changes of taxation of dividends, interest and royalties in Cyprus relating to companies in low-tax jurisdictions
- Rejection of the Maltese golden visa program by EU Court of Justice
- Introduction of a capital gains tax in Belgium
- Introduction of tax reliefs in Hong Kong and Singapore
- Improvements to inheritance and gift tax in Germany
- Other updates, including double tax treaties in CIS
USA
- Overview of the key tax proposals from the President campaign, including extension of the Tax Cuts and Jobs Act (TCJA) provisions and new tax relief measures for businesses and individuals
- Further updates in the US taxation:
- Pillar 2 withdrawal,
- Changes to the Corporate Transparency Act,
- Proposed revisions to the individual taxation
Middle East
- Implementation of Pillar 2 rules in the GCC region (status update)
- UAE participation exemption and foreign permanent establishment rules
- Transparency for Foundations: overview of reporting and requirements
CEE/CIS
- Ukraine
- Application of Controlled Foreign Company (CFC) rules for Ukrainian non-residents
- Ukrainian tax authorities’ approach to determining the place of effective management
- Common tax inquiries addressed to Ukrainian authorities
- Kazakhstan
- New Tax Code: status update and recommendations issued by World Bank
- Key aspects of personal income taxation for foreign portfolios: theory and practical approach
- Status of personal income tax reporting requirements for 2025
International
- Status update on the French Finance Bill 2025
- Real estate taxation news:
- Non-resident tax in Spain
- UK’s stamp duty increase
- Portugal Non-Habitual Resident (NHR) regime: new rules overview
- Other updates in regards transparency registers, Financial Action Task Force (FATF), and Faster and Safer Tax Relief of Excess Withholding Taxes (FASTER) Directive
United Kingdom
- Overview of UK budget updates and key announcements impacting private wealth
- Insights following the UK Budget delivered on 30th October 2024
Middle East
- Reassessment of existing tax strategies in response to recent shifts in GCC taxation
- Viability of traditional structures under new tax laws
- Feasibility of maintaining significant powers for the settlor while preserving tax positions
- Use of onshore private wealth structures and considerations involved
- Impact of Pillar 2 on individuals and entities in the region
CEE/CIS
- Ukraine:
- Current practices and clarifications from tax authorities regarding Controlled Foreign Company (CFC) taxation
- Application of Cyprus-Ukraine double tax treaty and court practice overview
- Increasing scrutiny on tax residency by Ukrainian tax authorities
- Kazakhstan:
- Insights into Stage 4 of the Universal Tax Filing (UTF) initiative
- Contemplated changes overview
- Proposed amendments to the Tax Code and recent practices
- Impact on personal taxation including changes to the tax base and tax reliefs
- Introduction of new requirements for brokers
International
- Cyprus Resident Non-Domiciled (RND) taxation of investment income and extended tax return deadline
- Tax legislation changes in Greece, France, Estonia, and Latvia
- Update on latest changes to the EU blacklist
Middle East
- Introduction of corporate tax in the GCC region and its implications for non-residents
- Key considerations and best practices related to the place of effective management
- Impact of global minimum tax on organizational structures
- Case study on the application of Shariah versus international law in divorce proceedings
CEE/CIS
- Ukraine:
- Update on Automatic Exchange of Information (AEOI) implementation
- Real-world cases from current Controlled Foreign Company (CFC) practice
- Navigation of Controlled Foreign Company (CFC) taxation rules and reporting obligations
- Tax increases and anticipated rates
- Kazakhstan:
- Insights into Stage 4 of the Universal Tax Filing (UTF) initiative
- Practical aspects of completing the entry reporting form
- Tax implications of the proposed New Tax Code
- Impact on personal and corporate taxation
- Expected timeline and preparations for changes
International
- Overview of the forthcoming global wealth tax and its impact on high-net-worth individuals
- Changes to Italy's lump-sum taxation regime and implications for relocation choices
- Developments in Swiss tax authorities' treatment of French Société Civile Immobilière (SCI) structures
- Adjustments to tax rates in the canton of Ticino
Switzerland
- Overview of proposed changes in inheritance taxation
- Key elements of the initiative and potential timeline
- Impact on clients and strategic considerations
CEE/CIS
- Ukraine:
- Important changes to Controlled Foreign Company (CFC) legislation
- Technical position of Ukrainian tax authorities on Controlled Foreign Companies (CFCs) and practical experience with CFC reporting
- Updates on Common Reporting Standard (CRS) status
- Changes in currency control legislation
- Kazakhstan:
- Stage 3 of Universal Tax Filing (UTF)
- Overview of key clarifications from Kazakhstan tax authorities
- Initiatives related with respect to the new Tax Code
- New tax treaties being concluded
Middle East
- Overview of tax regimes available for businesses in the GCC region, including special economic zones and free zones
- High-level overview of existing family structures in certain GCC countries
Family Offices
- Overview of the key issues impacting family offices, such as succession planning, data management, and wealth preservation
- Practical case studies showcasing effective strategies and solutions
CEE/CIS
- Ukraine:
- Implementation of Automatic Exchange of Information (AEOI): status update, implementation, and fines
- Updates on Controlled Foreign Company (CFC) taxation - current status and clarifications
- New Personal Income Tax (PIT) reporting form
- Kazakhstan:
- Stage 3 of Universal Tax Filing (UTF)
- Clarifications and amendments to the tax reporting form
- Recent amendments to the Tax Code
- Taxation of non-resident services
- Requirements for dividend exemption
International
- Changes in tax residency assessment in Italy: Impact on non-residents and commuters
- International succession law revisions in Switzerland
- Updates from the Middle East:
- Upcoming tax amnesty in Lebanon
- New aspects of UAE Corporate Tax reform
- Overview of EU-wide key tax legislation changes
Date and time
Wednesday, 17 September 2025
12–2pm
Future event dates:
- Wednesday, 3 December 2025
Language
Please note that this event will be held in English.
Participation fee
CHF 110.– per person (incl. 8.1% VAT)
Please note that in case of cancelation notice that will be sent to us for less than 24 hours before the event or in case of non-attendance without any written notification, a full charge will be applicable.
Directions
Hotel St. Gotthard
Bahnhofstrasse 87, 8001 Zurich
Registration
https://pages.pwc.ch/view-form?id=701Vl00000oQeEkIAK&embed=true&lang=en
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Katarina Stamenkovic