Davis Tax Committee

The Davis Tax Committee (DTC) paper on Estate Duty is a set of recommendations to Treasury for consideration only. In respect of Offshore Retirement Plans the recommendations extend to a future review of the market rather than any actual recommendations. 

We recently held a conference call to discuss the above and other considerations. Presenting on the call were OTAP's co founder, Rex Cowley along with our guest Martie Foster of the Corporate Law Alliance, who specialises in corporate tax.

To listen to the call please click here.

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OPES Spain Conference Call

During one of our recent conference calls we discussed OPES Spain, areas covered on the call were:

  • Background and Development of OPES Spain
  • Key Features
  • Tax treatment of the plan and client succession opportunities
  • Target Market

To listen to the call please click here.