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.
Need some more information? Make an enquiry below
International trusts, tax & estate planning key contacts
peter.daniel@collyerbristow.comPartner - Head of Private Wealth
Talk to Peter about UK trusts, tax & estate planning, International trusts, tax & estate planning, Probate and US/UK Tax & estate planning
A trust is a relationship in which one or more people (the trustees) holds and manages assets for the benefit of one or more other people (the beneficiaries). There are many reasons and many circumstances where a trust might be of benefit.
Recent experience
Spouses need to make sure that they consider they know how and when US and UK tax will arise, and may wish to reflect on how to mitigate against unwanted taxation through tax-efficient Wills, lifetime giving and the appropriate ownership of the UK home. We have acted for numerous US/UK couples living both in the UK and US, including those with dual-citizen children and those looking to benefit wider family in each jurisdiction.
Case study
Spouses need to make sure that they consider they know how and when US and UK tax will arise, and may wish to reflect on how to mitigate against unwanted taxation through tax-efficient Wills, lifetime giving and the appropriate ownership of the UK home. We have acted for numerous US/UK couples living both in the UK and US, including those with dual-citizen children and those looking to benefit wider family in each jurisdiction.
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.
INTERNATIONAL TRUSTS, TAX AND ESTATE PLANNING
Case study
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.
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.
INTERNATIONAL TRUSTS, TAX AND ESTATE PLANNING
Case study
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.
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.
INTERNATIONAL TRUSTS, TAX AND ESTATE PLANNING
Case study
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.
Related content
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.
Want to connect? Select someone below to view their profile.
Partner - Head of Private Wealth
Recent experience
Case study
Spouses need to make sure that they consider they know how and when US and UK tax will arise, and may wish to reflect on how to mitigate against unwanted taxation through tax-efficient Wills, lifetime giving and the appropriate ownership of the UK home. We have acted for numerous US/UK couples living both in the UK and US, including those with dual-citizen children and those looking to benefit wider family in each jurisdiction.
Case study
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.
Case study
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.
Case study
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.
Need some more information? Make an enquiry below.
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