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.
Work with a trusted professional
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.
Benefit from comprehensive, integrated, and objective advice.
Let’s discuss your specific needs and how I can help you meet your objectives
Let’s start the conversation
Online enquiry form
Related posts
Published On: April 9, 2026|4 min read|Should You Change Your Investments Because of War or Market Shocks?
Worried about markets during geopolitical tensions? Discover why reacting to crises can damage long-term returns and what investors should do instead.
Read more
Published On: April 8, 2026|3.6 min read|Why Playing It Safe in Retirement Can Cost You More Than You Think
By the time most people reach retirement, something subtle but important has changed in the way they think about investing. Growth, which once felt necessary, starts to feel optional. Risk, which was once tolerated, becomes something to avoid.
Read more
Published On: February 5, 2026|3 min read|The Most Misused Word in Investing
Ask ten people what “risk” means and most will point to market falls. Red numbers. Volatility. Nerves. But that’s not actually what risk is — and the confusion is costing investors more than they realise.
Read more
