International Wealth Planning
We act for many internationally mobile individuals who have assets in multiple jurisdictions. We are highly experienced in setting up effective international structures to hold those assets.
We advise on the creation, administration and termination of offshore trusts including the selection of an appropriate jurisdiction. We help clients on issues of domicile and residence, acquisition and disposal of UK residential and commercial property and we are highly experienced in establishing family offices to help manage large families and families with substantial wealth.
How we help
- Estate planning – We organise will and estate planning strategies for multi-jurisdictional estates and families
- Financial structuring – We have a wealth of experience in the structuring of tax-efficient acquisition, retention and sale of real estate, portfolio investments and trading or investment businesses
- Offshore structures – We manage the creation, administration and use of offshore trusts, companies, partnerships, foundations and other appropriate entities
- Tax advice – We provide domicile and residence advice to clients coming to, living in, or leaving the UK
- Pre and post nuptial agreements – We advise on all aspects of this increasingly common means of preserving inherited, pre-marital, family business or trust assets in the event of divorce or dissolution of a civil partnership
- Working with other jurisdictions – We always coordinate our advice with that received in other jurisdictions where our clients have a connection, and can advise on associated conflicts of law and private international law issues. We have a strong network of professionals around the world and are renowned for working closely with our clients’ international teams of advisers.
Recommended reading
Could restructuring your options for shareholdings help you unlock the new £2.5m BPR allowance, or create new risks? In Business & Accountancy Daily, Private Wealth Senior Associate, James Woods‑Davison explains that while the increased allowance offers inheritance tax opportunities, having multiple minority shareholdings can expose businesses to governance pressures and unfair‑prejudice claims. Strong governance and clear decision‑making are essential to protect long‑term value.
Read more 03 Feb 2026 Andrea Zavos speaks at Trusts and Estates Litigation ForumSenior Partner, Andrea Zavos will speak at the Trusts and Estates Litigation Forum on a panel exploring the evolving challenges facing trustees during periods of uncertainty. The session will highlight key emerging risks – including criminal investigations, privacy issues, governance failures and recent contentious decisions in Guernsey and Liechtenstein. She will be joined by Basil Zirinis, Johannes Gasser and Simon Davies.
Read more 28 Jan 2026 Leaving a lasting impact: The adviser’s role in guiding clients toward meaningful legaciesIn her guest blog for Remember A Charity, Private Wealth Partner Clare Stirzaker reflects on how philanthropy is becoming an increasingly thoughtful part of wealth planning. She shows how advisers now help clients frame their values and long‑term intentions, moving beyond a purely technical approach. Clare also emphasises that impactful giving relies on coordinated thinking across the advisory landscape, where legal, financial and investment professionals work together to support clients in shaping purposeful, well‑rounded legacy plans.
Read more 06 Jan 2026 Confirmation of £2.5m IHT relief threshold for farmers and businessesThe Finance Bill published yesterday confirms that, as we highlighted in our 23 December briefing, the increased £2.5m inheritance tax relief for agricultural and business property will apply from 6 April 2026. Qualifying ‘relevant property’ trusts can also benefit from 100% relief up to this threshold, aligning trustee allowances with individual transfers.
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