Cross-Border Estate Planning

In this month’s CPD paper we will give an overview of the key points to consider when dealing with a testator with assets in multiple jurisdictions. We will consider domicile and the effect this has on inheritance tax (IHT), the advantages of having multiple separate situs wills vs a single multi-jurisdictional will, and the effect of the EU Succession Regulation (EU/650/2012) AKA Brussels IV.

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Lesson

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Cross-Border Estate Planning In this month’s CPD paper we will give an overview of the key points to consider when dealing with a testator with assets in multiple jurisdictions. We will consider domicile and the effect this has on inheritance tax (IHT), the advantages of having multiple separate situs wills vs a single multi-jurisdictional will, [...]