Think beyond today
International Estate & Succession Planning
Estate and succession planning can become more complicated when assets and family members are located in different countries.
Discuss estate & successionA considered approach
Do your arrangements reflect the legacy you want to leave?
Different legal systems, inheritance rules and tax considerations may affect how wealth can be transferred. We help you consider the financial planning aspects of protecting and passing on wealth, alongside appropriately qualified legal and tax advisers where necessary.
Specialist legal and tax advice may be required. Financial planning should be considered alongside the rules relevant to your assets and circumstances.
Your next step
Begin with the
bigger picture.
We begin by understanding your financial circumstances, priorities and long-term objectives. We explain the scope of any proposed service, relevant costs and important limitations before you decide whether to proceed.
Prepare an enquiryConnected planning