Private Wealth and Global Tax Transparency

Global transparency regimes are accelerating, changing how private wealth is structured, reported, and defended. This session links CRS/FATCA-style reporting, beneficial ownership expectations, information exchange, and authority analytics with fiduciary operations. We’ll examine risk signals, documentation standards, and governance for family offices, trusts, companies, and holding structures. You’ll gain practical approaches for managing mismatches, responding to queries, maintaining audit-ready evidence, and running remediation. Without disrupting service or timelines.

This webinar provides one-hour of CPD and offers insights and updates from a leading industry-expert speaker. 

Delegates places are interchangeable with colleagues from the same organisation.

Content

• Reporting regimes and data quality expectations

• Beneficial ownership and governance standards

• Handling enquiries, audits, and information exchange

• Documentation and evidence pack essentials

• Remediation approaches for legacy issues

Presenter

Julie Howard Partner, Private Client & Tax at Boodle Hatfield

Julie is a Partner in the Private Client & Tax department. Julie specialises in tax and estate planning for individuals, families and trusts, with a particular emphasis on international planning. She has extensive experience in advising on complex offshore structures and family governance as well as planning for individuals both leaving and arriving in the UK. She works with many clients from the Middle East and Africa in relation to global wealth structuring and asset protection. She also holds a Chartered Tax Adviser qualification, which is recognised as the highest and most prestigious chartered credentials in professional tax expertise in the UK.