Guide to Estate and Inheritance Tax Planning

By getting your affairs in order and maximising the value of the assets that you pass on to your family, you can demonstrate the same forethought, care and diligence that you demonstrated throughout your life - helping your loved ones achieve their goals and creating a lasting legacy that has the potential to be remembered for generations.

This guide will provide an overview of:

• Inheritance Tax
• Residence vs. domicile
• Deemed domicile
• Estate Threshold
• Trusts
• Gifts
• Family Investment Company
• Reviewing your will
• Preparation, planning and protecting your estate
• How we can help

This guide will give you an overview of estate and Inheritance Tax [IHT] planning, but it does not replace the need for financial advice. Our dual-qualified advisors are experts in estate planning and can provide you with tailored advice based on your specific circumstances, wherever you are in the world. Once you have received the guide, we'll follow up to answer any questions that you might have, and give you the opportunity to speak to a qualified international advisor.

We have an exceptional team of advisors, dual qualified to provide you with advice in whichever country you're located, worldwide. They will work closely with you to understand your circumstances and your priorities, then create a clear, effective plan for you to help you pass on your wealth to your loved ones in the most tax efficient way possible.