I’m delighted to share that I recently contributed to a feature in This is Money, exploring a real-life question around cross-border inheritance:
The piece delves into the complexities of passing on UK property to beneficiaries based overseas, and highlights the vital importance of proper estate planning — particularly when different legal systems and tax regimes are involved.
In my contribution, I discussed how trusts can play a powerful role in inheritance planning — especially when the beneficiary is considered vulnerable. A Vulnerable Person’s Trust, for example, can offer tax advantages while safeguarding assets and preserving access to means-tested benefits. When set up correctly, these trusts can also ensure that inheritance intentions are carried out with greater legal certainty, particularly in cross-border scenarios.
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If you’re thinking about passing on wealth to loved ones abroad — or protecting the future of a vulnerable family member — I hope you’ll find the article a useful read. And of course, if you’d like personalised advice, I’d be happy to help.
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