1 to 10 July 2026
Tax Regimes for Mobile Individuals and Private Wealth
Executive Education
More answers to new challenges
Presentation
The Tax Regimes for Mobile Individuals and Private Wealth course offers a rigorous and practice-oriented analysis of the tax challenges arising from the international mobility of high-net-worth individuals and globally active professionals.
Following the success of its first edition in 2025, the programme returns in an expanded second edition with additional special regimes and jurisdictions and a stronger comparative focus. Participants will examine concrete regimes in countries such as Portugal, Italy, Spain, Malta and the UAE, combining solid conceptual foundations in international tax with case studies, simulations and practical exercises to develop both technical knowledge and operational expertise.
A defining feature of this edition is its hybrid format. The core academic and technical content is delivered remotely, making the programme more accessible and significantly expanding its reach to participants across different jurisdictions. To complement this flexible and international structure, the programme also includes one exclusively in-person day dedicated to practical application — Case Study, Roundtable & Simulations. This face-to-face component is designed to foster networking, encourage the exchange of professional experience, and enrich the learning process through direct interaction, offering a truly distinctive added value.
A further distinctive feature lies in the faculty profile:
- Introductory and structural masterclasses are delivered by internationally recognised experts with global academic and advisory experience.
- The special regimes are presented by practitioners who reside and actively practice in the jurisdictions analysed, offering first-hand insights into administrative practice, interpretative trends and real-world constraints.
Designed for experienced professionals seeking to deepen their expertise, as well as for those specialising in international tax and mobility advisory, the course provides a unique combination of comparative insight, strategic depth and practical training in a rapidly evolving field of international taxation.
Coordination
Aim of the course
The course aims to provide participants with advanced, practice-driven expertise in the taxation of internationally mobile individuals, with a particular focus on special tax regimes and their strategic use in cross-border planning.
Beyond understanding the applicable tax rules, participants will develop the ability to:
- Analyse and compare special tax regimes across jurisdictions;
- Identify planning opportunities and structural constraints;
- Assess compliance risks and ethical boundaries;
- Design mobility strategies that balance efficiency, transparency and legal certainty.
The programme is structured to strengthen both technical knowledge and professional judgment, equipping participants to operate confidently in complex cross-border scenarios. Its hybrid design plays an important role in achieving this objective: the remote delivery of the substantive content facilitates participation and broadens the programme’s international reach, while the in-person practical day creates a dedicated space for applied learning, professional interaction and shared reflection.
Through masterclasses, jurisdiction-specific regime analysis, case studies and simulations — culminating in an exclusively presencial session focused on application, debate and exchange — the course bridges theory and practice in a particularly dynamic and effective way. By the end of the programme, participants will not only understand how special tax regimes function, but will be able to critically evaluate their suitability, sustainability and risk profile in real advisory contexts.
Target audience
The course is particularly suited to:
- Tax lawyers, advisors, accountants and private wealth professionals seeking to deepen their international expertise;
- Professionals already active in the field who wish to consolidate and expand their comparative knowledge;
- Specialists in training who aim to build a solid and globally informed foundation in mobility and private wealth taxation.
Language
English
Duration
18 hours
Date
1 to 10 July 2026
Teaching Method
- Hybrid format
The programme combines remote sessions, dedicated to the delivery of the core academic and technical content, with one exclusive in-person practical day at NOVA School of Law, dedicated to Case Study, Roundtable & Simulations. This model promotes flexibility and broader access, while also preserving the added value of face-to-face interaction, networking and exchange of experience. It is possible to attend only one or two of the three parts of the programme, particularly for those not based in Lisbon.
Fee
- Full programme: 1080€
- Early Bird Fee (up to 15 May 2026): 918 €
- Partial participation: 400€ per Part (340 € Early Bird Fee per Part)
- Alumni Nova School of Law: 972€
- 20% discount for entities that enroll 3 or more participants; 30% discount for entities that enroll 5 or more participants.
*The discounts above are not cumulative.
Special arrangements for law firms
If attending all three days is not feasible, a single registration can be shared among colleagues from the same firm.
Programme
Day 1 | Paradigm Shifts, Introduction to International Mobility of Individuals, Principles of International Taxation and Tax Planning
09h00–11h00 | Masterclass 1: Private Wealth in the Digital Age- Why It Matters
- Rita Calçada Pires
- Georgio Beretta
Main topics: Remote work and cross-border mobility; digital nomads and new wealth patterns. Core principles of International Taxation
Outcome: Participants understand the macro context, regulatory trends, and the foundations of international taxation in a digital and mobile world.
11h30–13h30 | Masterclass 2: Challenges for Mobility – Pre-Immigration Planning
- Joana Freitas (Ernst & Young)
- Aline de Oliveira Machado (Kore Partners)
Main topics: pre-immigration tax structuring; identification of tax risks and opportunities
Outcome: Build a practical toolkit to assess and design pre-immigration strategies.
15h00–17h30 | Masterclass 3: Challenges for Mobility – Risk Management and Contingency Planning
- Speaker (tbc)
Main topics: Ethical considerations in international tax advisory; compliance, transparency, and integrity in tax planning; risk identification and contingency scenarios
Outcome: Identify jurisdictional constraints, regulatory risks, and ethical boundaries in international tax planning.
Day 2 | Application: Special Regimes & Case Studies
09h00–12h00 | Masterclass 4: Challenges for Mobility – Tax Residence & Special Regimes (part I)
- Rosa Soares (Portugal)
- Mario Tenore (Italy)
- Antonio Lopez Lopez (Spain)
Main topics: tax residence criteria; special regimes and policy objectives; comparative jurisdictional approaches.
Outcome: Understand how residence rules and special regimes interact across different legal systems and identify jurisdictional opportunities and constraints.
13h30–15h30 | Masterclass 5: Challenges for Mobility – Tax Residence & Special Regimes (part II)
- Chris Curmi (Malta)
- Aurifer Middle (UAE)
Main topics: tax residence criteria; special regimes and policy objectives; comparative jurisdictional approaches.
Outcome: Understand how residence rules and special regimes interact across different legal systems and identify jurisdictional opportunities and constraints.
16h00–17h30 | Case Study: Italy, Portugal, Spain, Malta & UAE
- MFA Team & NTRL Team
Format: Interactive breakout groups.
Objective: Participants analyse a client scenario involving a high-net-worth individual relocating across jurisdictions, applying the concepts learned during the course.
Day 3 | Application: Roundtable & Simulations
09h00–11h00 | Roundtable: Stakeholder
- Perspectives Panelists: Banker, Family Office Director, Lawyer, Insurance Advisor.
Objective: Explore how different actors support international mobility strategies.
11h30–13h00 | Pitch Event: Client vs. Lawyer Simulation
Format: Teams of 5 participants prepare a “pitch” to a mock client.
Objective: Combine technical knowledge with communication and strategy skills and course lecturers act as clients and evaluators.
- Supervisor: Tiago Cassiano Neves
Teaching Method
- Highly interactive sessions (limited to 20 participants).
- Mix of expert lectures, group work, and live feedback.
- Held on-campus
- Includes networking closing dinner
Part I | Online
Paradigm Shifts, Introduction to International Mobility of Individuals, Principles of International Taxation and Tax Planning
Day 1 | 1 July
18h00–20h00 | Masterclass 1: Private Wealth in the Digital Age- Why It Matters
- Rita Calçada Pires, NOVA School of Law, NOVA Tax Research Lab
- Georgio Beretta, University of Amsterdam, NOVA Tax Research Lab
Main topics: Remote work and cross-border mobility; digital nomads and new wealth patterns. Core principles of International Taxation
Outcome: Participants understand the macro context, regulatory trends, and the foundations of international taxation in a digital and mobile world.
20h30–22h30 | Masterclass 2: Challenges for Mobility – Pre-Immigration Planning
- Joana Freitas, Ernst & Young
- Aline de Oliveira Machado, Kore Partners
Main topics: pre-immigration tax structuring; identification of tax risks and opportunities
Outcome: Build a practical toolkit to assess and design pre-immigration strategies.
Day 2 | 2 July
18h00–20h30 | Masterclass 3: Challenges for Mobility – Risk Management and Contingency Planning
- Speaker (tbc)
Main topics: Ethical considerations in international tax advisory; compliance, transparency, and integrity in tax planning; risk identification and contingency scenarios
Outcome: Identify jurisdictional constraints, regulatory risks, and ethical boundaries in international tax planning.
Part II | Online
Application: Special Regimes & Case Studies
Day 1 | 6 July
18h30–21h30 | Masterclass 4: Challenges for Mobility – Tax Residence & Special Regimes (part I)
- Rosa Soares (Portugal), RFF Laywers, NOVA Tax Research Lab
- Mario Tenore (Italy), Pirola Pennuto Zei & Associati
- Antonio Lopez Lopez (Spain), Garrigues
Main topics: tax residence criteria; special regimes and policy objectives; comparative jurisdictional approaches.
Outcome: Understand how residence rules and special regimes interact across different legal systems and identify jurisdictional opportunities and constraints.
Day 2 | 8 July
18h30–21h30 | Masterclass 5: Challenges for Mobility – Tax Residence & Special Regimes (part II)
- Chris Curmi (Malta), Deloitte Malta
- Nishi Agrawal (UAE), Aurifer Middle
- (Switzerland) (tbc)
Main topics: tax residence criteria; special regimes and policy objectives; comparative jurisdictional approaches.
Outcome: Understand how residence rules and special regimes interact across different legal systems and identify jurisdictional opportunities and constraints.
Part III | In person
Application: Case Study, Roundtable & Simulations
Day 1 | 10 July
13h00–14h30 | Case Study: Italy, Portugal, Spain, Malta & UAE
- Ana Rita Carvalho, MFA Legal & Tech
- Álvaro Silveira de Meneses, RFF Laywers, NOVA Tax Research Lab
Format: Interactive breakout groups.
Objective: Participants analyse a client scenario involving a high-net-worth individual relocating across jurisdictions, applying the concepts learned during the course.
15h00–17h00 | Roundtable: Stakeholder
- Perspectives Panelists (tbc): Banker, Family Office Director, Lawyer, Insurance Advisor.
Moderation: Tiago Cassiano Neves, Kore Partners / NOVA Tax Research Lab
Objective: Explore how different actors support international mobility strategies.
17h30–19h30 | Pitch Event: Client vs. Lawyer Simulation
Format: Teams of 5 participants prepare a “pitch” to a mock client.
Objective: Combine technical knowledge with communication and strategy skills and course lecturers act as clients and evaluators.
- Supervisor: Tiago Cassiano Neves, Kore Partners, NOVA Tax Research Lab
Teaching Method
- Highly interactive sessions (limited to 20 participants).
- Mix of expert lectures, group work, and live feedback.
- Held on-campus
- Includes networking closing dinner