Jasper Gerhards' Case Studies

Cross-border succession and Inheritance Tax planning

The client in this matter was a UK-resident foreign national with assets in the UK and other EU countries.

The client’s objective was to ensure that their assets in the UK and other EU countries passed in accordance with their wishes and in a tax-efficient manner.

We advised on the following:

  • The client’s domicile status and the effect on succession and UK tax
  • Which succession law applies to which assets and the interaction of those laws
  • The client’s exposure to UK Inheritance Tax and how to make efficient use of exemptions and reliefs
  • Putting in place an appropriate English Will and liaising with foreign advisers in relation to foreign Wills and tax advice

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