Client Story

International succession arrangements resolved thanks to Private Wealth expertise

14th April 2023

When a non-resident client with assets in the UK and other jurisdictions needed advice with cross-border estate planning, they turned to our Private Wealth team for support. There were complex international estate planning issues to unpack, including the UK’s inheritance tax rules and statutory residence test.

We collaborated with lawyers and tax advisors in other jurisdictions to dovetail testamentary arrangements and ensure the client was fully informed of their worldwide tax position and reporting obligations. Our Private Wealth team’s extensive experience in cross-border planning and coordination allowed us to provide a comprehensive solution to the client’s needs.

As Bernadette O’Reilly, Partner in our Private Wealth team noted: “We understand that cross-border estate planning can be a daunting prospect for clients, but our team’s multi-disciplinary approach and experience in navigating complex international tax and estate planning issues allows us to provide tailored solutions to meet the needs of our clients. Our ability to collaborate with advisors in other jurisdictions ensures that clients receive clear advice that takes into account their global tax and estate planning position.”

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