Navigating cross-border wealth requires expert strategy. Join Elias Neocleous & Co LLC and The IBSA Club for an in-depth discussion group conference exploring the complex aspects of international succession and estate planning.
This specialized session will focus on a highly practical case study: the relocation of a high-net-worth UK individual to Cyprus while retaining a diverse portfolio of international assets across the UK, Liechtenstein, Spain, and the United States
Our expert panel will break down an existing complex structure—including UK company interests, a Cyprus subsidiary, a Liechtenstein foundation, a UK pension, a US investment fund, and immovable property in Cyprus and Spain —and address the following critical areas:
- The interaction between UK inheritance tax, domicile, and deemed domicile rules with Cyprus tax residence and non-dom status.
- The potential impact of forced heirship on immovable property in Cyprus.
- Cross-border pension planning and corporate structuring issues arising from a UK parent company with a Cyprus subsidiary.
- Practical strategies for asset protection in blended family scenarios.
- Aligning tax residence, succession planning, and corporate structuring to minimize cross-jurisdictional conflict and fragmentation.
Meet the Speakers:
- Vassilis Psyrras, Advocate / Counsel, Elias Neocleous & Co. LLC
- Theodora Alexandrou, Advocate / Associate, Elias Neocleous & Co. LLC
- Lucy Greenwood, Guest Lecturer, The International Family Law Group, IBSA UK
Event Details:
- Date & Time: Thursday 19 March, 15:30 – 17:30
- Location: Solon Theatre, Neocleous House, Elias Neocleous & Co. LLC, Limassol
- Format: Lecture and discussion with multiple Q&A opportunities for delegates to engage directly with the experts
Download the Full Event Agenda (2 CPDs accreditation)
