Bite Size Briefing - Helping Your Mobile Executives Navigate Global Wealth Management
From: Feb 26, 2025 @ 9:00 AM
To: Feb 26, 2025 @ 10:00 AM
Location: Online

This session explores key strategies for navigating cross-border financial planning, ensuring compliance with multi-jurisdictional tax requirements, and maintaining efficient wealth management practices. We’ll highlight practical examples of how planning ahead can make a significant difference, and provide insights into how you can better support your globally mobile executives facing these challenges.
The local time of the event is 09:00 - 10:00 GMT
Why you should attend
Supporting globally mobile executives involves navigating an array of complexities, and financial planning is no exception. For those with ties to the US, cross-border wealth management presents unique challenges that could impact their compliance, tax obligations, and long-term financial goals.
This session will equip you with insights into the key financial considerations for US-connected expatriates, helping you to better support your executive population. Gain practical knowledge on multi-jurisdictional tax requirements, learn about the critical value of pre-assignment planning, and discover how these strategies align with your organisation’s mobility objectives.
Who should attend
EA Members & In-house Global Mobility Professionals
If you are not an Expat Academy member and would like to find out more please contact Tony Miller
What will be covered
- Key financial challenges and opportunities for executives with US connections on international assignments.
- Insights into global taxation, including income, capital gains, estate tax, and reporting requirements.
- Strategies for designing and maintaining a tax-efficient, compliant global financial plan.
- Real-world case studies highlighting the impact of pre-assignment planning versus reactive solutions.
- Practical guidance on how to support globally mobile executives with wealth management considerations.
Agenda
Day 1
Helping Your Mobile Executives Navigate Global Wealth Management
09:00 - 10:00
- Who We Can Help
- Useful Information
- Global Taxation
- Income
- Capital Gains
- Estate Tax and IHT
- Reporting Requirements
- Trusts
- House Sales
- Tax Wrappers
- How We Can Help (design, implementation and maintenance)
- One Global Financial Plan
- Investment Management
- Tax Reporting
- Two Case Studies
- One who planned before the move
- One that didn’t
- Q&A
Sponsors
Testimonials
Expat Academy has proved to be a valuable resource for me and my (one other!) team member - so much so, that each time I've worked in-house I've rejoined expat academy (I first joined them in 2012, I think!) . Although I've worked in the Global Mobility sphere for many years, I always come away with at least one nugget of new information or food for thought at every session I attend, whether that's a 'huddle' session or the conference or colloquium events. It's a really valuable space for me to connect with other Global Mobility leaders too, as I'm the only person responsible for Global Mobility in my business - networking and sharing experiences, I find, helps me to formulate my strategy for my business.
My new hire (to expand my team to 2!) also found it really helpful. She was completely new to global mobility and expat academy sessions have supported her through her learning journey and to understand what this niche area is all about! She's also begun to network with others at her level and so it provides a support network for her too. She's also been able to engage with GMPD as a sister endeavour to Expat Academy and has found the two together to complete the picture for her.
I'd highly recommend membership at whatever stage of your career!
Helen Harfield
I started working with Expat Academy in my role as Head of Global Mobility at Arup when I first came to the UK in 2015. I was amazed by the value of this membership. As well as offering the perfect networking platform and dozens of free training courses the membership gives access to their 'Vault' which contains every kind of policy template, assignment letter etc, ever written which you are free to use, copy and get inspired by. The team working at the Expat Academy have years of experience in different Global Mobility roles. I highly recommend a membership for you and your team.
Mark Derksen
No matter how well you think you have mobility covered someone in the room will have looked at it from an angle that you haven’t – sometimes, just sometimes, that fresh perspective is priceless. You can't ask for more than this. I’ve been to many networking events in my career and the level of sharing in this group is off the chart!
James Watts
It’s always valuable to keep on top of new trends but the networking part where you can share practices is also something I find incredibly useful,
Ariane deWilde
I often referred to the benchmarking tool in the first months of my new role. There is a wealth of knowledge on all Global Mobility topics. When the topic I was researching was not previously discussed I posted a question out to the network. The network responses were very helpful and reassured me I was on the right track. I recommend to all GM professionals to refer to the benchmarking tool when managing first time or complicated queries regarding international mobility.
Lindsay Clark
What a fantastic day! It was really interesting to hear about the challenges that other organisations are currently facing, and also reassuring to know that we are not alone in our struggles. I found the round the world updates really useful and it resonated with me that although we might be in different locations, our struggles are similar!
Kate Low
An ideal opportunity to look externally and gain insight into other organisation's GM agenda. To be able to bring business related challenges to discuss with like-minded people and professional experts is priceless.
Donna Casement
Being able to share best practice with other Global Mobility professionals is key - why re-invent the wheel when it’s already there. Insight into compliance is much appreciated and helpful. Thank you for the opportunity to participate!
Ditte Riis
I found this an incredible reminder of how important culture is and how it can be influenced by DE&I. Overall, I think it’s great that we got to hear about tips that the experts used to help not only implement, but the continuation, and the positive impact of DE&I.
I would love to hear additional things that can be done at little to no cost!
Kaitlin Moore