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Legacy planning for a family across countries
Making thoughtful provision for the generations ahead.
Placeholder copy: for families with beneficiaries, assets or a home in more than one country, where forced heirship rules and inconsistent trust recognition can undo a plan built around UK assumptions alone.
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.
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What does this service involve?
Looking at what you own, who you want to provide for, and how you want your wealth to be passed on. We help you put the right plans in place, while considering tax, family circumstances and your wider wishes.
Making or reviewing your WILL
Deciding who should receive your assets
Considering Inheritance Tax
Working with your solicitor or other specialists where needed
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?
Your beneficiaries live in different countries
Placeholder copy.
A succession plan overridden by local forced heirship rules
Placeholder copy.
You're unsure a UK trust will be recognised where your assets sit
Placeholder copy.
A structure that works in one country and not another
Placeholder copy.
