Book a Consultation

Protect

Estate planning across jurisdictions

Know what will happen to everything you've built.

Placeholder copy: for those with assets, family or residency spanning more than one country, where forced heirship, situs and double-taxation rules can conflict with a single UK-style will.

Where are you planning from?

Planning from within the UK.

Planning from outside the UK, or across borders.

Your Circumstances Matter

The right advice depends on the bigger picture.

Your financial circumstances can look different depending on where you live, work and hold your wealth.

UK

Financial planning for life in the UK

Placeholder copy: replace with how this service applies for UK-based clients.

Take the FISIC Assessment

International

Financial planning for life abroad

Placeholder copy: replace with how this service may change for someone living or working internationally.

Take the FISIC Assessment

Cross-Border

When your finances span countries

Placeholder copy: replace with how this service becomes more complex when pensions, assets or income span countries.

Take the FISIC Assessment

Swipe to explore

What does this service involve?

Estate planning brings together the arrangements that help you manage your wealth, property and personal affairs as you want them to be managed. It can cover how your assets are passed on, who can make decisions for you, and how to make things clearer and more straightforward for the people around you.

Inheritance planning

Cross-border considerations

Power of attorney

Family and beneficiary planning

Trust planning

Which best describes you today?

You may be considering this because your circumstances have changed, you’re planning ahead, or you simply want greater clarity.

What could happen without a plan?

You hold assets in more than one country

Placeholder copy.

The same assets taxed in two jurisdictions

Placeholder copy.

You live somewhere with forced heirship rules

Placeholder copy.

A will that isn't recognised where your assets sit

Placeholder copy.