[ONLINE] Navigating the Tax & Legal Landscape of Succession – 14 July

Succession planning in Malta is shaped by a unique combination of civil law principles and evolving tax considerations. This webinar provides professionals and families with a clear, practical roadmap to understanding the legal and fiscal implications of transferring wealth across generations. Participants will gain insights into how Maltese succession law operates, the role of wills and forced-heirship rules, the impact of property co-ownership, and recent updates affecting stamp duty, capital gains, and inheritance tax structures.

Through real-life case scenarios and expert guidance, this session will equip attendees with the knowledge needed to structure succession plans that minimise family disputes, reduce tax exposure, and ensure a smooth transfer of assets.

Instructed by: Alex Stellini & Dr Joseph Grech. in: Uncategorized

Seminar Description

Succession planning in Malta is shaped by a unique combination of civil law principles and evolving tax considerations. This webinar provides professionals and families with a clear, practical roadmap to understanding the legal and fiscal implications of transferring wealth across generations. Participants will gain insights into how Maltese succession law operates, the role of wills and forced-heirship rules, the impact of property co-ownership, and recent updates affecting stamp duty, capital gains, and inheritance tax structures.

Through real-life case scenarios and expert guidance, this session will equip attendees with the knowledge needed to structure succession plans that minimise family disputes, reduce tax exposure, and ensure a smooth transfer of assets.

Proposed Agenda

Introduction

• Overview of session objectives
• The importance of early and structured succession planning

Overview of Maltese Succession Law

• Key concepts: heirs, legatees, universal succession
• The role of an Executor
• Testamentary vs intestate succession
• Reserved portion & abatement
• Community of acquests and implications for spouses
• Role and legal validity of wills (public vs secret)

 Property and Asset Transfer Mechanics

• Succession of immovable vs movable property
• Bank accounts, investments, business shares, and digital assets
• Issues with property co-ownership after death
• Declarations causa mortis and related formalities

Tax Considerations in Succession

• Stamp duty implications on inheritance and transfers
• Capital gains and property tax implications inheritance and transfers
• The tax treatment of usufructs
• Overview of benefits applicable to a Family Business

Succession Planning Tools and Best Practices

• Wills: wording, updates, and avoiding ambiguities
• Lifetime transfers vs succession on death
• Use of donation agreements
• Tools such as usufructs and preference shares
• Brief overview of trusts
• Strategies to minimise stamp duty or tax exposure

Case Studies

• Typical Maltese family scenarios
• Tax optimisation examples
• How poor planning causes delays, higher taxes, and litigation

Q&A Session

Target Audience

Primary Audience

• • Notaries, lawyers, and legal professionals
  • Tax consultants and accountants
  • Financial advisors and wealth planners
  • Corporate service providers (involved in family businesses or estate planning)

Secondary Audience

• • Property owners and families planning wealth transfer
  • Family business owners preparing for succession
  • Individuals with cross-border assets or heirs
  • Expat residents in Malta seeking clarity on Maltese rules

CPE

Qualifies for 2 CPE Core hours

Course Fee

The course fee is €60 for Non-Members €55 for Members. The fee covers seminar participation and access to event resources. Login details will be provided closer to the date.

A receipt will be issued to all participants.

Event Resources

Participants will receive the event resources by email.

Additional Information

For more information, kindly use the following communication mediums:

T: 21 58 53 74   M: 77 01 17 19   E: info@skillsmalta.com      Webpage: www.skillsmalta.com