International rescue! Cross Border Estate Planning

International rescue! Cross Border Estate Planning

14 July 2020 Gary Kiely

Gary Kiely was recently instructed to deal with an international client with assets in multiple jurisdictions including business assets. Gary helped the client secure his non domicile status as he was based in a territory with no inheritance tax. The client needed flexibility over his UK assets too, so he set up a discretionary trust. The client will pay no inheritance tax and has the flexibility of distributing his wealth in accordance of the needs of the beneficiaries at the time.  

Gary is experienced in dealing with high-net-worth clients and complex estates. He also has a keen interest in cross-border estates, dealing with worldwide assets and is well versed in dealing with and advising on complex tax issues.

To speak to Gary about effective tax planning for your estate get in touch with him by calling 01908 304560, email gary.kiely@nevesllp.co.uk or complete our Contact Form and he will get back to you.