Alexa Collis' Case Studies

Cross-border estate and succession planning

This matter involved giving advice to a non-UK resident and non-UK domiciled individual and his family to ensure a coordinated succession planning strategy across two jurisdictions. This included advice relating to the structuring of Wills (to provide for the most tax-efficient outcome based on differing domicile and succession law scenarios) and lifetime planning to share financial benefits with the younger generations, factoring in the client’s wish to retain an element of control.

Related Case Studies

UK/US estate planning

In this matter, we advised a UK resident and domiciled client in relation to the nature of a lifetime trust established as a Will substitute during a period of residence...


UK estate planning

This matter involved advising a UK domiciled entrepreneur as to her estate and succession plan. This included advice as to the application of business property relief and the availability of...


Pre-UK arrival planning

This matter involved advising on issues relating to an individual client’s domicile and residence coming into the UK, including advice on the operation of the Statutory Residence Test and rebasing...