We construct multi-generational succession strategies for both domestic and international family estates, including:
- Dynastic/lifetime planning, using appropriate methodology for each family/jurisdiction, including Anglo-Saxon trusts; civil law foundations and other fiduciary concepts;
- Death planning, including wills ranging from simple models to complex long-term family inheritance arrangements (e.g. traditional Family/Discretionary Trusts);
- Inward-planning strategies for the tax and succession issues of non-UK domiciled families becoming temporarily UK resident;
- Structuring of inward and exit strategies of specific investment projects in foreign countries;
- Cross-border succession strategies, providing solutions for dealing with:
- The application of foreign succession laws on family assets and family members;
- Marital property regimes;
- Foreign capital tax mitigation;
- Multi-jurisdictional wills;
- Family cultural/religious aspects of succession (e.g. Sharia-compliant arrangements);
- Periodic family strategy review and reporting meetings.