The Taxation Society UAE, in partnership with the Indian Business and Professional Council (IBPC) Dubai, recently organized a pivotal conference titled ‘Preserving Wealth in a Borderless World: Asset Protection, Tax Strategy, and Intergenerational Legacy Planning.’ Held at the India Club in Dubai, the event attracted a distinguished gathering of experts, family-office advisors, and finance professionals to discuss strategies for wealth preservation and legacy building across jurisdictions. The conference opened with remarks from Bhawna Chopra, Secretary of the Taxation Society UAE, who emphasized the organization’s dedication to fostering professional collaboration and knowledge exchange. Naveen Sharma, Chairman of the Taxation Society UAE, provided insights into the critical role of wealth preservation, compliance, and intergenerational planning in today’s rapidly evolving global economy. Dr. Sahitya Chaturvedi, Secretary-General of IBPC Dubai and Head of Internal Audit at Ajmal Perfumes, delivered the keynote address, stressing the importance of holistic financial governance for sustainable legacy continuity. Renowned speakers, including Advocate Harsh Patel, Nirav Shah, and Julie Rouas, shared expertise on estate planning, tax complexities, and foundation-based structuring. A dynamic panel discussion, moderated by Nimish Makvana, President of the Taxation Society UAE, explored real-world case studies in asset protection and cross-border taxation. The event concluded with a networking lunch, reinforcing the society’s mission to enhance tax knowledge and promote professional excellence in the UAE.
