Topical Private Wealth Issues: Helping Friends

Our webinars are designed to be informal and interactive and invite questions and comment both before and during the session so that the team can discuss and debate experience with attendees. The webinars are particularly relevant to those who have clients navigating the issues to consider in respect of the benefits and pitfalls of relocating to and/or acquiring connections, assets and investments in the UK.

By way of example, both prior to and during the webinar, the following queries were raised, discussed and developed;

• how and when UK estate/inheritance tax is triggered for non-domiciled individuals and ways to navigate it;
• where there are UK estate taxes and Probates required, what are the broad rules;
• a recap of the way in which the UK tax treatment applicable to UK resident beneficiaries of foreign trusts is applied (e.g., UK residents who are beneficiaries of trusts governed by BVI, New Zealand, U.S. laws, etc.);
• several queries and questions in connection with the ownership of UK real estate through offshore structures and the advantages and pitfalls bearing in mind the continued change in legislation and approach; and
• discussion on England and Wales holding companies and their utility for corporates operating in more than one jurisdiction.

The webinar continues a popular series of webinars with points of contact and referrers who the team work with.

Contact Hed or Rich if you feel you could benefit from a similar session – it can be suited to the time and topics of content that will serve the most use to you and your teams.