← All GuidesTopic

Expat Estate Planning Guides

Estate planning becomes more complex when your assets, residence and family span more than one country. These guides cover cross-border inheritance, wills, trusts and the tax rules that decide how wealth passes on. They are written to help internationally mobile families understand what applies to their situation before they put a plan in place.

6 guides in Estate Planning

Estate Planning

US Shares, RSUs and the US Estate Tax Trap for Expats Without a Treaty in 2026

Why US shares and RSUs can expose expats to 40% US estate tax with a $60,000 exemption, why only around 16 countries have a treaty, and how the risk is managed.

Estate Planning

US Assets and US Estate Tax: What British Expats Need to Know in 2026

How US estate tax affects British expats holding US shares or property in 2026: the $60,000 trap, the US-UK treaty that rescues you, and dividend withholding.

Estate Planning

Using Life Insurance and Trusts for GCC-Based Expats: Succession, Sharia Considerations and Global Heirs

A 2026 guide for UAE and GCC expats on life insurance structures, trust planning, Sharia succession rules, and protecting assets for beneficiaries across borders.

Estate Planning

How New UK Non-Dom and Pension Tax Rules Affect Overseas Trusts and Pensions from 2027

How the UK abolition of non-dom status and April 2027 pension IHT changes affect British expats with overseas trusts, offshore bonds and pension savings. 2026 guide.

Estate Planning

Expat Estate Planning for Brits in Spain and Portugal: Wills, Forced Heirship and Cross-Border IHT

A 2026 guide for British expats in Spain and Portugal covering cross-border wills, forced heirship rules, Brussels IV nationality elections, and UK inheritance tax on worldwide assets.

Estate Planning

UK Inheritance Tax for British Expats in the UAE: A 2026 Guide

How UK inheritance tax works for British expats in the UAE after the 2025 switch to a residence-based system. Covers the LTR test, IHT tail, pensions from 2027, and planning options.

Browse all expat guides

Speak With an International Financial Planner

Book a complimentary consultation to discuss your pensions, investments and cross-border financial planning.

How We Help International Clients

  • Structuring international investments
  • Reviewing UK pensions and transfer options
  • Planning tax-efficient withdrawals
  • Coordinating assets across multiple jurisdictions

Book a Complimentary Consultation

A short call to understand your situation and discuss the planning options available to you.

Complimentary 30-minute consultation

Schedule a Consultation
  • No cost, no obligation
  • Independent, cross-border specialists
  • We respond within one business day