What it is, and what it isn't.
Drafting a will is straightforward when everything is in one country. It becomes genuinely complex when there are properties in two jurisdictions, beneficiaries in a third and pension assets administered from a fourth.
We coordinate with trusted private-client solicitors in each relevant jurisdiction to make sure the documents work together, and that the tax treatment on death is as efficient as possible.
Why our clients use it.
The four things our clients most often tell us they value, drawn from a decade of conversations about this part of our work.
Cross-border coordination
Wills in each relevant jurisdiction that respect, and do not conflict with, each other.
Trust structures
Where appropriate, asset-protection and succession trusts arranged with specialist counsel.
IHT mitigation
Inheritance tax planning across UK and non-UK estates, including the new long-term residence rules.
Letter of wishes
A clear, current letter of wishes so your executors and trustees know what you actually meant.
A simple, four-step engagement.
From the first call to ongoing service: what to expect, and when.
Inventory
A clear picture of all assets, beneficiaries and jurisdictions involved.
Strategy
A written succession plan, including IHT projections and structural recommendations.
Drafting
Wills, trusts and supporting documents prepared by specialist solicitors we work with.
Review
Reviewed every two years, or sooner if life changes.
The questions we actually get asked.
If yours isn't covered, we're an email or a phone call away; see Contact below.
Start the conversation.
We offer an initial consultation without fee or obligation. It is a chance to discuss your circumstances and determine if our approach fits your needs.