The UK is widely recognised as an attractive jurisdiction in respect of global migration and has an appealing non-domicile regime. As a result, private client planners in the UK often find themselves dealing with clients who may subsequently leave the UK.

International Life Assurance Policies are often described as portable but what does that really mean in practice?

Joint Utmost's international legal and technical experts to hear about the complexities of international cross border planning and the benefits of getting the planning correct.

In this session hosted by Marc Acheson, Global Wealth Specialist, Brendan Harper, Mafalda Moura Cesario and Nerea Llona from the Utmost International Legal and Technical team will explore:

What needs to be done to successfully achieve portability for transferring a UK life insurance product to Portugal or Spain;

An overview of Portuguese and Spanish income tax;

The taxation of Portuguese and Spanish unit-linked life insurance products in their respective countries.

What does portability really mean? - UK to Portugal and Spain