Expat Legacy Planning and International Wills
Alongside other specialists, we work to create comprehensive international estate plans.
What does expat legacy planning entail?
Legacy planning is knowing how you want your estate to be managed and distributed and putting a robust and legally recognised estate plan in place to ensure your wishes are honoured.
However, there can be legal and tax complications when it comes to estate planning if your country of citizenship differs from the one you reside or if your assets span borders. For instance, a will in one country may not be recognised in another, leading to costly delays and possible disputes. It may also mean your loved ones are liable to pay inheritance tax in both the country where you are from originally and additionally where your assets are held.
Given these additional complexities and considerations estate planning as an expat can feel overwhelming.
We can help
How we can help
We have extensive experience delivering tailored financial strategies to help expats like you secure their legacy.
We build a clear picture of your current financial situation. Based on this, we assemble and co-ordinate with a wider team of tax, legal and accounting specialists, to deliver an all-encompassing estate plan aligned with your wishes.
Our estate plans address:
Tax
We will review your circumstances and alongside tax specialists, advise how best to restructure your wealth to reduce your tax burden.
Wealth Restructuring
In consideration of your circumstances and wishes, we identify possible issues, developing a strategy to restructure your wealth and promote its smooth transfer to your loved ones.
Learn moreTrusts
Trusts can be a useful tool enabling you to outline exactly how and when assets are passed on. We identify whether a trust would be advisable and work to establish one.
Learn moreInternational Wills
It is advisable to have a will in any country where you hold assets. We can help connect you with legal specialists to help you draw up wills accordingly. We will also co-ordinate with them to ensure your legal plan is aligned with your financial plan.
Wealth Protection in a Crisis
When it comes to protecting and securing your retirement, comprehensive life and health insurance are a must. We can help find the right policies to suit your needs.
Learn moreRetirement Plans
Retirement and estate planning go hand-in-hand. A comprehensive estate plan will see you nominate a power of attorney, this person will then safeguard your retirement by becoming responsible for your financial wellbeing should you become incapacitated.
Learn moreLet us help you secure your legacy
Speak to our Private Wealth ManagersFrequently Asked Questions
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