Estate and Succession Planning for Expatriates

Estate and succession planning is about deciding how your wealth and assets should be managed during your lifetime and passed on afterwards. It brings together your property, investments, pensions and other holdings into a considered structure, so that your wishes are clear and your affairs are easier for your family to manage.

For expatriates and internationally mobile clients, this planning carries particular importance. Assets are often held across more than one country, and the rules governing inheritance, ownership and taxation differ from one jurisdiction to another. Without a clear plan, families can face unnecessary complexity, delay and cost at an already difficult time.

NEBA Wealth Management, a division of NEBA Private Clients, takes the time to understand your circumstances, your family and your intentions. We help you structure wealth so that it can pass across generations in an orderly way, taking cross-border considerations into account and working alongside your legal advisers where appropriate. The aim is a plan that reflects what matters to you — whether that is providing for children, supporting a partner, or keeping assets within the family.

Estate and succession planning works best when it is started early and reviewed as your circumstances change. Speak with a NEBA adviser to discuss your situation and the options available to you.

Related services: inheritance tax planning, tax optimisation strategies, and retirement planning.