Wealth Transfer Topics
Practical resources covering the key concepts, tools and strategies in international estate and investment planning.
12 Practical Steps for Transferring Wealth
A clear, practical framework covering the key actions you can take to ensure your wealth passes efficiently and smoothly to future generations.
Blended Families & Wealth Transfer
How blended families can navigate the unique challenges of inheritance planning, with practical strategies for protecting all family members fairly.
Civil Law vs Common Law
Understanding how the difference between civil and common law jurisdictions affects trusts, forced heirship and your cross-border succession planning.
Deeds of Variation
How a Deed of Variation allows beneficiaries to redirect an inheritance after death, often improving the tax efficiency of the original estate plan.
Digital Assets & Wealth Transfer
Planning for the inheritance of digital assets, from cryptocurrencies to online accounts, and the unique challenges they present for estate planning.
Divorce: Trusts and Their Uses
How trusts can be used to protect family wealth against the financial impact of divorce while preserving efficient transfer to future generations.
Family Investment Companies
How Family Investment Companies (FICs) offer high net worth individuals a tax-efficient structure for managing, controlling and passing on family wealth.
Family Investment Trusts
Comparing Family Investment Trusts and Family Investment Companies, and how each can be used to preserve and transfer wealth across generations.
Global Families & Multi-Jurisdiction Issues
The complex succession planning challenges faced by families with wealth and assets spread across multiple countries and legal systems.
International Private Banking
How international private banking services support high net worth individuals in managing and transferring wealth efficiently across multiple jurisdictions.
The Legal Profession & Wealth Transfer
The critical role that lawyers, notaries and legal advisers play in structuring, documenting and executing a successful transfer of wealth.
Life Financial Management
A holistic approach to personal wealth management that considers not just financial health today, but the long-term impact on future generations.
Key Considerations in Wealth Transfer
The essential strategic and legal considerations involved in transferring wealth effectively, from domicile and situs to trust structures and tax treaties.
The Concept of Domicile
How domicile determines your connection to a legal jurisdiction, and why it is one of the most important factors in UK inheritance tax planning.