Private wealth

International trusts, tax & estate planning

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Clarifying complexity and protecting your assets.

Wealthy individuals and families with international affairs must give careful consideration to ensure that their assets are protected and passed on to future generations in a way which is effective and efficient in all the relevant jurisdictions.  Whether the circumstances involve assets owned in various parts of the world or foreign people living in or moving to the UK, without proactive and strategic planning there is a risk of assets passing in an unintended way or valuable opportunities being missed.

With tax and succession laws becoming increasingly complex, you need a trusted adviser to help you navigate the landscape and structure your wealth in a way that ensures tax efficiency and fulfils the requirements of you and your family.  We regularly work with advisers around the world to ensure that advice in different jurisdictions is properly coordinated.

Our team works closely with wealthy international individuals and families to support them in protecting their wealth now and in the future.  Our clients’ assets can be complex and diverse requiring the deployment of a variety of holding vehicles including trusts, foundations, companies and partnerships.

We offer a truly bespoke service by gaining a complete understanding of your circumstances and priorities. We can then devise uniquely tailored and sophisticated frameworks which manage your wealth effectively, providing the necessary flexibility to respond to changing circumstances. Our team has a reputation for taking a creative approach and we pride ourselves on continually striving to find new and better ways to help our clients manage their wealth.

Clarifying complexity and protecting your assets.

Wealthy individuals and families with international affairs must give careful consideration to ensure that their assets are protected and passed on to future generations in a way which is effective and efficient in all the relevant jurisdictions.  Whether the circumstances involve assets owned in various parts of the world or foreign people living in or moving to the UK, without proactive and strategic planning there is a risk of assets passing in an unintended way or valuable opportunities being missed.

With tax and succession laws becoming increasingly complex, you need a trusted adviser to help you navigate the landscape and structure your wealth in a way that ensures tax efficiency and fulfils the requirements of you and your family.  We regularly work with advisers around the world to ensure that advice in different jurisdictions is properly coordinated.

Our team works closely with wealthy international individuals and families to support them in protecting their wealth now and in the future.  Our clients’ assets can be complex and diverse requiring the deployment of a variety of holding vehicles including trusts, foundations, companies and partnerships.

We offer a truly bespoke service by gaining a complete understanding of your circumstances and priorities. We can then devise uniquely tailored and sophisticated frameworks which manage your wealth effectively, providing the necessary flexibility to respond to changing circumstances. Our team has a reputation for taking a creative approach and we pride ourselves on continually striving to find new and better ways to help our clients manage their wealth.

Assets across multiple jurisdictions

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Clients often have assets in a number of different jurisdictions.  It is crucial to give careful thought to an estate plan that considers the tax and succession rules in each country.  For example, do forced heirship rules prevent you leaving assets to your chosen beneficiaries?  Can a client choose which law should apply on death?  Is a separate will needed in each jurisdiction, or is one worldwide will sufficient?  What taxes will apply and can they be mitigated?  Should assets be transferred to a structure during lifetime to avoid unattractive succession laws?  Our team can provide a considered estate plan to cut through these issues to ensure the best outcome.

Pre-immigration planning

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Foreign individuals moving to the UK will want to be able to fund their life here in as tax-efficient a way as is possible.  Careful pre-immigration planning can help to achieve this.  This may involve structuring assets so as to make optimal use of the remittance basis of taxation,  and triggering the receipt of income or capital gains before becoming UK resident.

Trusts for non-domiciled clients

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We regularly advise individuals who are not domiciled in the UK, but who are resident here or have other UK connections, on how best to structure their wealth. Trusts created by individuals who are not domiciled in the UK, and containing assets situated outside the UK, can remain outside the scope of UK inheritance tax.  They can therefore be a very attractive structure for clients in the right circumstances.


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Assets across multiple jurisdictions

Clients often have assets in a number of different jurisdictions.  It is crucial to give careful thought to an estate plan that considers the tax and succession rules in each country.  For example, do forced heirship rules prevent you leaving assets to your chosen beneficiaries?  Can a client choose which law should apply on death?  Is a separate will needed in each jurisdiction, or is one worldwide will sufficient?  What taxes will apply and can they be mitigated?  Should assets be transferred to a structure during lifetime to avoid unattractive succession laws?  Our team can provide a considered estate plan to cut through these issues to ensure the best outcome.


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Pre-immigration planning

Foreign individuals moving to the UK will want to be able to fund their life here in as tax-efficient a way as is possible.  Careful pre-immigration planning can help to achieve this.  This may involve structuring assets so as to make optimal use of the remittance basis of taxation,  and triggering the receipt of income or capital gains before becoming UK resident.


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Trusts for non-domiciled clients

We regularly advise individuals who are not domiciled in the UK, but who are resident here or have other UK connections, on how best to structure their wealth. Trusts created by individuals who are not domiciled in the UK, and containing assets situated outside the UK, can remain outside the scope of UK inheritance tax.  They can therefore be a very attractive structure for clients in the right circumstances.

View our International trusts, tax & estate planning Lawyers:

Peter Daniel

Peter Daniel

Partner - Head of Private Wealth

Talk to Peter about Probate & Trusts, tax & estate planning

William Hancock

William Hancock

Partner

Talk to William about Trusts, tax & estate planning

Daniel Simon

Daniel Simon

Senior Partner

Talk to Daniel about Firm management & Trusts, tax & estate planning

Aidan Grant

Aidan Grant

Associate

Talk to Aidan about Trusts, tax & estate planning

Charlie Fowler

Charlie Fowler

Senior Associate

Talk to Charlie about Immigration & Trusts, tax & estate planning

John Saner

John Saner

Partner

Talk to John about Trusts, tax & estate planning

Louise Jones

Louise Jones

Associate

Talk to Louise about Trusts, tax & estate planning