Inheritance tax planning solicitors

Advising a number of clients who are domiciled in India and Pakistan on the structure of their wills to maximize the possibility of tax treaties with the UK applying on death. This can protect UK assets from charges to UK inheritance tax notwithstanding the clients being UK deemed domiciled through long term residence.

Our team advised a cross border couple on complex estate and succession planning involving divergent domicile, citizenship and tax profiles, including addressing UK inheritance tax exposure, US estate tax risks and the absence of spousal exemptions, alongside assets spanning the US, UK and offshore jurisdictions. The work involved restructuring asset ownership, mitigating forced heirship constraints under Scottish law, and designing a coherent succession framework to provide for the surviving spouse while preserving long term inheritance for children (including from prior relationships), supporting family governance and the intergenerational transfer of significant business and property interests.

We advised a Brazilian born ultra high net worth individual on cross border estate and succession planning in light of anticipated reforms to the UK non dom regime, with a particular focus on mitigating inheritance tax exposure across a multi jurisdictional asset base. Our work included reviewing and restructuring offshore trust and corporate holdings ahead of new UK rules, developing tax efficient strategies for the preservation and transfer of wealth, and advising on carried interest and trust planning, culminating in a flexible, forward looking succession framework designed to support long term family governance and efficient intergenerational wealth transfer under the evolving UK tax landscape.

Advised a UK‑resident ultra‑high‑net‑worth business owner on complex cross‑border inheritance and succession planning following changes to Business Property Relief, including the design and implementation of a bespoke trust and holding structure to preserve control of significant operating businesses while enabling tax‑efficient generational transfer. The work involved detailed residence planning to facilitate relocation alongside the restructuring of personal and corporate assets, and the creation of a robust succession framework incorporating tailored governance mechanisms to address sensitive family dynamics and ensure the long‑term stewardship of substantial business interests.

Following the unexpected death of the principal of a large trading business, we advised on post-death tax planning to maximize inheritance tax reliefs, both on death and on the death of the surviving spouse in due course. This has involved complicated tax, trust and corporate issues to avoid significant tax charges on the restructure and a number of clearance applications with HMRC.

Advising a number of clients who are domiciled in India and Pakistan on the structure of their wills to maximize the possibility of tax treaties with the UK applying on death. This can protect UK assets from charges to UK inheritance tax notwithstanding the clients being UK deemed domiciled through long term residence.

Buying property in a different country can be more complicated between some jurisdictions and in particular for a US buyer in the UK. Our integrated US team in London working with our UK tax and property teams were able to assist our US client to buy the UK residential property, utilizing debt finance from his US trust structure. It was important to get the interplay between US and UK estate taxes right for him in light of him also becoming a UK tax resident, so we have advised on his broader estate planning too.

Our team advised a cross border couple on complex estate and succession planning involving divergent domicile, citizenship and tax profiles, including addressing UK inheritance tax exposure, US estate tax risks and the absence of spousal exemptions, alongside assets spanning the US, UK and offshore jurisdictions. The work involved restructuring asset ownership, mitigating forced heirship constraints under Scottish law, and designing a coherent succession framework to provide for the surviving spouse while preserving long term inheritance for children (including from prior relationships), supporting family governance and the intergenerational transfer of significant business and property interests.

We advised a Brazilian born ultra high net worth individual on cross border estate and succession planning in light of anticipated reforms to the UK non dom regime, with a particular focus on mitigating inheritance tax exposure across a multi jurisdictional asset base. Our work included reviewing and restructuring offshore trust and corporate holdings ahead of new UK rules, developing tax efficient strategies for the preservation and transfer of wealth, and advising on carried interest and trust planning, culminating in a flexible, forward looking succession framework designed to support long term family governance and efficient intergenerational wealth transfer under the evolving UK tax landscape.

Buying property in a different country can be more complicated between some jurisdictions and in particular for a US buyer in the UK. Our integrated US team in London working with our UK tax and property teams were able to assist our US client to buy the UK residential property, utilizing debt finance from his US trust structure. It was important to get the interplay between US and UK estate taxes right for him in light of him also becoming a UK tax resident, so we have advised on his broader estate planning too.

Aided a Brazilian family with significant US commercial real estate holdings to restructure the ownership of this property to avoid US estate tax. We also devised arrangements for Brazilian residents to create legitimate structures that are protected from Brazilian taxation, permit efficient repatriation of capital to Brazil when needed and ensure optimal flexibility and family control to respond to changing needs and tax laws in the future.

Represented a prominent Chilean businessman to secure and sustain his assets for his US-born descendants by allowing him to avoid US estate tax and reduce his Chilean property tax payments using usufruct transactions.

One executor of a will came to us when he wanted to take action against his late spouse's solicitor. We were able successfully to argue that the solicitor had failed to effectively advise about US tax liabilities on the spouse's worldwide assets during the making of her UK will.

We advised a Brazilian born ultra high net worth individual on cross border estate and succession planning in light of anticipated reforms to the UK non dom regime, with a particular focus on mitigating inheritance tax exposure across a multi jurisdictional asset base. Our work included reviewing and restructuring offshore trust and corporate holdings ahead of new UK rules, developing tax efficient strategies for the preservation and transfer of wealth, and advising on carried interest and trust planning, culminating in a flexible, forward looking succession framework designed to support long term family governance and efficient intergenerational wealth transfer under the evolving UK tax landscape.

Aided a Brazilian family with significant US commercial real estate holdings to restructure the ownership of this property to avoid US estate tax. We also devised arrangements for Brazilian residents to create legitimate structures that are protected from Brazilian taxation, permit efficient repatriation of capital to Brazil when needed and ensure optimal flexibility and family control to respond to changing needs and tax laws in the future.

Represented a prominent Chilean businessman to secure and sustain his assets for his US-born descendants by allowing him to avoid US estate tax and reduce his Chilean property tax payments using usufruct transactions.