Established 1994

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Estate Planning

Estate Planning

What Is a Discretionary Trust? A Plain English Guide

Discretionary trusts are powerful estate planning tools but often poorly understood. Here is a clear explanation of how they work, who they suit, and what they cost.

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Estate Planning

How to Transfer Wealth Across International Borders

Transferring wealth across international borders is one of the most common requirements of internationally mobile families, yet one of the least well-understood from a financial and legal perspective. Whether sending money to children studying abroad, making a large gift to family in another country, or using a trust structure to distribute assets across generations and jurisdictions, each approach carries specific legal, tax, and practical requirements.

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Estate Planning

What Happens to My UK Assets When I Die Abroad?

Dying abroad with UK assets creates administrative complexity and potential legal conflicts. Here is how cross-border succession works — and how to structure your affairs to make it simpler.

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Estate Planning

Wills and Power of Attorney: The Legal Documents Every Expat Needs

A UK will does not cover your assets in other countries. A UK Lasting Power of Attorney may not be recognised abroad. This guide explains exactly which legal documents every internationally mobile person needs — and the practical checklist to confirm they're in place.

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Estate Planning

Trust Structures for International Estate Planning

Trusts are one of the most powerful tools in international estate planning — but they must be set up correctly. A guide to types, uses and the UK tax treatment of offshore trusts.

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Estate Planning

Transferring Wealth to Children Abroad: Strategies for International Families

International families face unique challenges when passing wealth to the next generation. Here are the strategies that work — and the traps to avoid.

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Estate Planning

Probate for Foreign Property: Dealing with Multiple Jurisdictions

How to navigate the probate process when a deceased person owned property or assets in multiple countries — covering ancillary grants, resealing, and practical steps for international estates.

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Estate Planning

International Wills: Ensuring Your Estate Plan Is Valid Everywhere

How to ensure your will and estate plan are recognised and effective across multiple jurisdictions — covering Hague Convention wills, multi-country will strategies, and the key pitfalls to avoid.

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Estate Planning

Inheritance Planning: What to Tell Your Family Before It's Too Late

Estate planning is not just about having a will. It is about ensuring your family can act efficiently when they need to — without hunting for documents, guessing at wishes, or discovering complexity they were never told about. This guide covers the practical conversations and documentation that make the difference.

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Estate Planning

Expat Guide to Wills and Estate Planning in 2026

Dying without a will when you have assets across multiple countries is expensive and distressing for your family. Here is the practical guide to expat estate planning in 2026.

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Estate Planning

Deed of Variation After Death: Redirecting an Inheritance

How a deed of variation allows beneficiaries to redirect an inheritance for tax efficiency or family planning purposes — and the rules, deadlines, and limitations that apply.

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Estate Planning

Cross-Border Succession: EU Succession Regulation Explained

How the EU Succession Regulation (Brussels IV) affects estate planning for British nationals living in EU countries, and how it interacts with the UK's post-Brexit legal position.

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