Inheritance tax and estate planning
Secure Your Legacy with Thoughtful Planning
Inheritance tax (IHT) and estate planning are crucial for ensuring that your wealth is passed on according to your wishes while minimising tax liabilities. For expats with assets across multiple jurisdictions, this area can be particularly complex. At Brigantia Private Wealth Management, we help you navigate these complexities and provide tailored solutions to ensure that your estate is efficiently structured and your legacy protected.
IHT and estate planning are often challenging even in one’s home country, but for expats with assets spread across different countries, the complexities multiply. Jurisdictions vary in their tax laws, and without proper planning, your estate may be subject to unexpected tax liabilities or legal issues. Whether your estate is relatively straightforward or involves a more complex array of assets such as property, investments, or business interests, planning is essential to ensure that your beneficiaries receive the maximum benefit with minimal tax erosion.
While creating a will is an important first step in estate planning, it is far from the only consideration. Our focus lies in creating a comprehensive IHT and estate planning strategy that aligns with your overall financial goals. We work with you to assess your assets, understand your family’s needs, and put in place the appropriate structures to ensure that your estate is distributed efficiently, without unnecessary delays or tax burdens.
For many clients, the solutions can be relatively simple, such as the use of trusts or gifting strategies to reduce the value of their taxable estate. For others with more complex estates, involving business assets or multiple properties across different countries, more intricate solutions may be necessary. Our role is to guide you through these options, presenting you with a strategy that best fits your personal and financial situation.
Typical clients for our IHT and estate planning service include expatriates who may have acquired properties, investments, or businesses in different jurisdictions, as well as families looking to protect generational wealth. What sets Brigantia apart is our expertise in navigating the cross-border complexities that expats face. We tailor your estate plan to ensure that your assets are protected, your loved ones are provided for, and your tax liabilities are minimised.
The first step is to have a thorough review of your current situation and discuss your goals. Click the button below to book a free, no-obligation introductory call with one of our experts, and take the first step towards securing your estate and legacy.
While creating a will is an important first step in estate planning, it is far from the only consideration. Our focus lies in creating a comprehensive IHT and estate planning strategy that aligns with your overall financial goals. We work with you to assess your assets, understand your family’s needs, and put in place the appropriate structures to ensure that your estate is distributed efficiently, without unnecessary delays or tax burdens.
For many clients, the solutions can be relatively simple, such as the use of trusts or gifting strategies to reduce the value of their taxable estate. For others with more complex estates, involving business assets or multiple properties across different countries, more intricate solutions may be necessary. Our role is to guide you through these options, presenting you with a strategy that best fits your personal and financial situation.
Typical clients for our IHT and estate planning service include expatriates who may have acquired properties, investments, or businesses in different jurisdictions, as well as families looking to protect generational wealth. What sets Brigantia apart is our expertise in navigating the cross-border complexities that expats face. We tailor your estate plan to ensure that your assets are protected, your loved ones are provided for, and your tax liabilities are minimised.
The first step is to have a thorough review of your current situation and discuss your goals. Click the button below to book a free, no-obligation introductory call with one of our experts, and take the first step towards securing your estate and legacy.