We helped a client with assets in multiple jurisdictions create a tax efficient structure

Our client was non-UK domiciled but had been resident in the UK for a long time. They explained:

“I have assets in multiple jurisdictions and a need a structure that will co-ordinate my worldwide estate in a tax efficient way.”

How we helped

We prepared a report for the client dealing with the succession and potential UK tax implications of the ownership of the assets in the various jurisdictions and recommended a structure so that his worldwide estate would be structured in the most tax-efficient way. We then liaised with advisors in the various jurisdictions with regard to the preparation of the client’s international Wills and also to ensure that there are no adverse tax implications, with reference to the structure, in the various jurisdictions.

The outcome

The client now has peace of mind that his worldwide estate is now coordinated and structured in the most tax-efficient manner.