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
On 25 October, Partner’s Hayden Bailey and Clare Stirzaker will lead a panel discussion at the 2024 FFI Global Conference exploring the challenges and opportunities of human longevity in reshaping succession planning for business families and how we must adapt the tools we use and advisory practices we employ to cater this paradigm shift in the working life of our client family members.
Read more 01 Oct 2024 Easing philanthropic misgivings: unlocking greater charitable givingIn Private Banker International, Partner, Eleanor Sepanski explores how philanthropy can be more effective and fulfilling for those looking to make a meaningful difference by overcoming common concerns to unlock greater charitable giving.
Read more 24 Sep 2024 Clare Stirzaker speaks at the Jersey Finance Private Wealth Conference 2024Clare will be joining an expert panel exploring how private wealth clients can navigate the challenges presented by geopolitical instability and economic uncertainty.
Read more 19 Sep 2024 Out of Africa: Can I use the Ancestry Route to work, and then retire in the UK?Partner, Zoe Jacob and Associate, Rhona Findley explore the fundamentals of the UK Ancestry visa – a popular visa route for African nationalities looking to relocate to the UK.
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