Private Wealth /

International trusts, tax & estate planning

International Estate Lawyers

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.

Make an enquiryMeet the teamInternational trusts, tax & estate planning

  • Key contact

    Peter Daniel

    Peter Daniel

    Partner - Head of Private Wealth

    ArrowView profile

  • The Team

    Our lawyers have the expertise and experience to provide you with creative, personalised solutions in a clear and understandable way.

    ArrowMeet the team

  • Our Publications

    Discover a wealth of invaluable guidance in the form of guides and brochures written by our expert lawyers.

    ArrowSee our downloads

  • Our insights

    Discover the latest insights and thought leadership from our team of legal experts.

    ArrowFind out more

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About

Clarifying complexity and protecting your assets

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.

Explore the nuances of some of the most common aspects of UK/USA cross-border tax and estate planning.

Spotlight

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.

Spotlight

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.

Spotlight

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.

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International tax and succession advice

Legal support for international families and businesses

Assets across jurisdictions

Pre-immigration planning

Advice for non-domiciled clients

International Trusts

Cross-border estate administration

International trusts, tax & estate planning Publications

International trusts, tax & estate planning insights

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Need some more information? Make an enquiry below



    International trusts, tax & estate planning key contacts

    International trusts, tax & estate planning

    International trusts, tax & estate planning

    International trusts, tax & estate planning

    International Estate Lawyers

    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.

    • Key contact

      Peter Daniel

      Peter Daniel

      Partner - Head of Private Wealth

      ArrowView profile

    • The Team

      Our lawyers have the expertise and experience to provide you with creative, personalised solutions in a clear and understandable way.

      ArrowMeet the team

    • Our Publications

      Discover a wealth of invaluable guidance in the form of guides and brochures written by our expert lawyers.

      ArrowSee our downloads

    • Our insights

      Discover the latest insights and thought leadership from our team of legal experts.

      ArrowFind out more

    CLARIFYING COMPLEXITY AND PROTECTING YOUR ASSETS

    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.

    • eprivateclient-top-law-firm2023

    Explore the nuances of some of the most common aspects of UK/USA cross-border tax and estate planning.

    SPOTLIGHT

    Assets across multiple jurisdictionsopen

    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 planningopen

    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 clientsopen

    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 & estate planning insights

    View all insights

    Need some more information? Make an enquiry below.

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