Co-ordinating your cross-border tax and estate planning
Your family members, businesses and assets are increasingly scattered in different countries. We can help you navigate a safe course through the complex and often conflicting rules which apply to multijurisdictional tax and estate planning.
Sectors and Services
Co-ordinating your cross-border tax and estate planning
What we do:
Our International Team has wide experience of global families whose individual members, businesses and investments are exposed to multiple tax and legal regimes. We can work with your existing advisors, or with our trusted partners within and outside our international networks to source the expertise you need so that we can provide you with comprehensive advice, and joined-up solutions, to preserve your family’s wealth and ensure it is inherited by the successors you choose.
We can help you achieve your charitable and philanthropic aims, wherever in the world you want to help. Even if you do not have any UK connections, we can project manage advice from other jurisdictions and act as a central point of contact.
Some of the questions we can help you answer include:
- Domicile and residence: when do I enter or leave a country’s tax net?
- How will I and my investments be taxed in different jurisdictions?
- How do I avoid paying tax twice (or more!) in different countries?
- What inheritance and succession rules affect me and my investments?
- Will I be subject to any compulsory inheritance rules or can I leave my estate as I wish?
- How can I make sure my estate will pass to the right beneficiaries?
- Can I deal with my worldwide estate in a single will or do I need a will in each country?
- What happens if I lose capacity? Can I appoint someone else to deal with my affairs?
- Would a trust, foundation or other structure be useful to organise and structure my wealth?
- I already have a trust. My children have moved to the US/UK/the far east/the middle east. How will they be taxed on trust payments?
- How can I pass on my wealth to my chosen beneficiaries tax-efficiently?
- What tax breaks are there for gifts to charity and for charitable entities?
- Should I set up a UK charity?
- How will my overseas charitable foundation be treated in the UK?
