International tax, estate planning and estate administration
We offer high-quality specialist advice to UK citizens with overseas assets and families and to non-UK citizens with UK assets.
We advise on many cross-border legal matters including:
- international estate and tax planning
- cross-border succession capacity and tax, matrimonial property regimes and inheritance contracts
- administering international estates
- obtaining UK Grants of Probate for persons who die outside the UK
- care and protection of the elderly and their assets across national borders
Estate and tax planning
International and cross-border estate and tax planning can be highly complex. We help guide you through the key issues. We have developed considerable expertise in understanding and advising on succession and tax matters for international clients..
Cross-border wills, matrimonial property regimes and inheritance contracts
We regularly advise on, and draft wills covering, international assets. We also advise and draft wills for people living abroad who want a will for their UK assets. In both cases we help you to understand the interaction of the relevant succession and tax regimes, and consider the effect of any matrimonial property regimes or inheritance contracts that may apply.
Administering international estates
We regularly advise on the administration of estates with international assets. We analyse which succession rules will apply to the property involved and what the effect of any will or wills might be. The interaction of inheritance or succession tax in the countries needs careful consideration.
Obtaining UK Grants of Probate
The process of obtaining a Grant of Probate for a person dying outside the UK can be complicated and upsetting. We have significant expertise in obtaining UK Grants of Probate for people who lived outside the UK, and also in re-sealing Grants obtained in other jurisdictions. We can also advise on the possible admissibility of non-UK equivalents, such as European Certificates of Succession to make the process more straightforward.
Care and protection of the elderly or vulnerable
Issues surrounding care and protection of the elderly or vulnerable in cross-border situations can become very complex and require particular compassion and sensitivity. Members of the team are experts in this field and often work together with our family and children teams to provide co-ordinated advice.
Our team
We have considerable experience dealing with cross-border matters and we often work closely with our colleagues who are French qualified lawyers. We are the sole London members of the Lexunion and Legus international legal networks which give us access to a network of expert lawyers in other jurisdictions who we can call on to assist where appropriate.
Charging information
Charges are usually based on our hourly rates plus administrative charges and disbursements. We will provide you with an initial estimate of your likely legal costs and will update this as your requirements or the circumstances of the work change.
We would be pleased to discuss your requirements and produce a costs estimate accordingly based on the type and complexity of the work involved.
Get in touch
If you would like to speak with a member of the team you can contact our private client solicitors; Holborn office +44 (0)20 3826 7522; Kingston office +44 (0)20 3826 7529 or Putney office +44 (0)20 3826 7515 or complete our form.
Related insights
The latest news and insights from our private client team
17.12.2024
The UK Autumn Budget 2024—Lexunion Newsletter
04.12.2024
Number and value of trusts in UK continue to decline despite ‘surprising’ rise in registrations during last tax year—Spear’s
03.12.2024
Alexandra Mackenzie Smith promoted to legal director