For internationally mobile families, estate planning is rarely simple. Different countries have different rules on who inherits and what is taxed, and UK inheritance tax can follow you abroad for years. We help you structure your estate so it passes to the people you intend, in the way you intend, across the jurisdictions that apply to you.
We look at where your assets are, where you and your heirs are, and how the relevant countries treat succession and inheritance, including UK inheritance tax and issues such as forced heirship or local succession rules. We then help you put the right wills and structures in place, coordinating with regulated legal and tax specialists in each jurisdiction so the parts work together.
Working out what stays in scope for UK inheritance tax once you live abroad, and for how long.
Making sure your will reflects assets and beneficiaries across multiple countries and legal systems.
Understanding how inheritance law differs by jurisdiction and what that means for your estate.
Planning how your wealth is passed on, in line with your wishes and your family circumstances.
Still within reach of UK inheritance tax on worldwide or UK assets.
Holding property, investments or pensions across more than one country.
Wanting a clear, structured plan for how wealth is passed on.
In-depth reading on the areas this service covers.
Book a complimentary consultation to discuss your pensions, investments and cross-border financial planning.
A short call to understand your situation and discuss the planning options available to you.
Complimentary 30-minute consultation
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