Tax and Estate Planning: The Israel Connection

Mishcon de Reya, UJIA Legacy and Anglo Capital hosted a panel discussion on 1st March on aspects of UK personal tax and estate planning, planned charitable and family giving strategies, and Israeli tax benefits arising from family members living in Israel.

These presentations were of interest to UK clients with family or assets in Israel, to those contemplating aliyah and to their professional advisors. The speakers covered UK inheritance tax and capital gains tax savings for UK residents and Israeli residents, as well as personal tax planning for international individuals with a UK-domicile or Israeli domicile and incentives for charity legacy giving. The seminar also covered residence and domicile issues for cross-border lifetime trusts, offshore company structures and trusts created on death.

Speakers:

Andrew Goldstone, Mishcon de Reya
Philip Braude, Anglo Capital Ltd
Harvey Bratt, UJIA

If you wish to view the powerpoint presentation, please download the pdf below.