If your clients have assets, family, or financial decisions across borders, this event is for you: a virtual conference for financial planners who want to give clear, useful advice to clients with lives and money across borders.
Why attend?
Financial planning is no longer local. Many clients already have offshore assets, cross-border estates, or family members living in different countries. That creates a more complex advice environment, with multiple jurisdictions, structures, and decisions to manage.
The challenge is not just understanding the options, but knowing when to act, who to involve, and how to guide clients with confidence.
This conference will help you:
- Navigate cross-border planning with more clarity
- Understand where specialist input is needed
- Avoid common mistakes in offshore structures and estates
- Turn complex situations into clear client advice
What we’ll cover
The agenda is built around practical sessions advisers are dealing with right now:
- The Global Citizen Client in 2026
– Understanding how client needs and expectations are changing across borders - Offshore Estates in Practice
– What really happens from death to distribution, and where delays and issues arise - Cross-Border Tax, Estate and Structuring Issues
– Where complexity builds, and where advisers need specialist support - Holistic International Financial Planning in Practice
– Turning technical expertise into implementation-ready advice
- Working with Clients and Families Across Borders
– Helping clients navigate decisions that span countries and family systems
Who should attend?
- Financial advisers and planners
- Practice owners and partners
- Paraplanners and admin team leads
If you are already working with clients who have any international element, this is no longer a niche. It is part of everyday advice.
Join us for this virtual conference on 9 June 2026 from 8:50 – 14:00 and build the confidence to handle it well.
For more info visit the PROpulsion event page.
