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International Private Wealth Law


Sensible tax planning for a secure future

How we can help

In an age of international mobility, we recognise the importance of supporting our clients on the wide-ranging and complex legal issues and tax- and regulatory-related challenges of protecting and preserving their global wealth.

Our specialist international advisors have extensive experience in providing UK advice on matters with a non-UK element, including UK domicile and residence advice, cross-border wealth and estate planning and the use of appropriate offshore holding vehicles.

We appreciate that dealing with the various issues that can arise to a client with international connections may be daunting. We always strive to provide clear and practical advice so that our clients know their concerns have been answered and their needs met.

Working with trusted advisors in other jurisdictions or the clients’ network of advisors, we pride ourselves on being able to deliver a seamless and co-ordinated service to our clients, regardless of where in the world they (or their family or assets) are located.

International Private Wealth

We are here to support our clients on the wide-ranging and complex legal issues and tax-related challenges of protecting and preserving their global wealth and we have extensive experience in providing UK advice on matters with a non-UK element.
Examples of the areas where we can provide expert and practical advice are:
● Wills and estate planning - we advise our clients on Wills and estate planning taking into account their non-UK assets or other connections (for example, a holiday home abroad or non-UK citizenships).
IHT advice in the international context – we look at a client’s IHT position as a whole to establish the extent to which the client’s estate may be subject to IHT and/or any non-UK equivalent. Our planning solutions incorporate non-UK tax advice to maximise tax efficiencies across jurisdictions.
Domicile advice - we advise clients on their domicile status under English law and the implications of this. Where current favourable tax rules apply to a non-dom client, we advise how they can maximise the opportunities available to them. We will continue to do so under any new regime which may replace the current non-dom rules.

Residence advice – we regularly advise clients on the application of the UK’s Statutory Residence Test, often in order for a client to be able to spend time in the UK without becoming tax resident here.
● Pre-arrival planning – ideally, clients moving to the UK should take UK tax advice prior to becoming UK tax resident. We offer planning advice to such clients in order that they may organise their affairs in a UK tax efficient way in advance of their arrival.
Offshore holding vehicles – complex anti-avoidance rules may apply where wealth is held within an offshore trust and/or offshore company. We provide UK tax advice on the impact of these rules on UK resident settlors and beneficiaries, whether on set up, during the lifetime of trust or other vehicle, and on extracting funds.
• Reporting – the private client industry has seen the introduction of various transparency measures in recent years. We work with our clients to manage risk and ensure compliance with these measures.
In all international matters, we work with local advisers where input is needed in another jurisdiction. Whilst some clients have existing advisers in other jurisdictions, we are pleased to have built up an informal network of professional contacts across the globe to whom we can refer our clients.

Contact The Burnside Partnership

For more information on our services or how we can help, please get in touch.