Estate Planning

My goal; securing my legacy

We can help develop an all-encompassing estate plan and international will

Get in touch
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Helping you achieve your financial goals

When you have spent a lifetime building a business or growing your assets, we understand you want their transition to your loved ones to be managed properly.

However, developing an all-encompassing estate plan and an international will can feel like a daunting task.

We can help. 

Hear from Thomas Murray, one of our expert Private Wealth Managers, explaining how we would develop an all-encompassing estate plan in response to a typical scenario we are experienced in managing.

Because we take our clients’ privacy seriously, we do not use real client information to showcase our work. This is an example of a typical scenario we are experienced in managing.

How we can help

Old couple reading secure legacy

We listen.

We listen to build a complete picture of your individual circumstances, wealth and beneficiaries.

Sam Marsden, Jamie Bubb-Sacklyn, Farah Hashim discussion

We identify complexities.

If you hold assets internationally, are an expat or have lived abroad, there are likely to be complexities when it comes to estate planning. As specialists, we work to identify and mitigate these.

Jake Mowson and Michael Garcia discussion

We harness relevant expertise.

We put together a team of banking, legal and accounting experts that we work in partnership with to develop an all-encompassing international estate plan.

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We help protect your assets and preserve wealth.

We offer guidance on multi-generational financial solutions to protect for your assets and preserve your wealth, allowing you to pass it on to your loved ones.

happy old couple relaxed retirement

We provide you with an all-encompassing estate plan.

We work alongside other specialists to provide you with an all-encompassing estate plan and international will.

Let us help secure your legacy

Speak to our Private Wealth Managers

Benefits of working with us

We protect against complex legal issues.

By helping you get a properly drawn up international will, we make sure you are protected against complex legal issues that can arise if assets are owned internationally or if you wish to make international bequeathments.

We can facilitate philanthropic bequeathments.

If you want to leave some or all of your estate to charity or set up a scholarship programme or foundation, we can help make the appropriate arrangements.

We can establish trusts.

Trusts can be a good supplement to a will as they allow you to be specific in how you want your wealth distributed, they are also private, generally avoid probate and may be more tax efficient. We can help you decide whether a trust is right for you and establish one accordingly.

We specialise in international estate planning and will writing.

If you hold assets in different jurisdictions there may be various tax and legal complications, we specialise in negotiating and mitigating these, to ensure a smooth transition of assets to your beneficiaries.

Let us help grow your wealth

Speak to our Private Wealth Managers

Frequently Asked Questions

What is estate planning and why is it important?
What is the difference between having a will and having an estate plan?
What is included in ‘an estate’?
How can I ensure my estate plan is compliant with both my home country and my country of residence?
How can estate planning help reduce my overall tax burden?
What are the key components of a comprehensive estate plan?
If I am an expat, or hold assets across multiple jurisdictions, what are the challenges and considerations when it comes to estate planning?
How often should I review and update my estate plan?
What is a trust and why is it beneficial?
How is my tax domicile determined and why is it important when it comes to estate planning?
Isn't it illegal to avoid inheritance tax?
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