Skybound Wealth Management | Navigating Cross-Border Estate And Succession Planning For British Nationals

Navigating Cross-Border Estate And Succession Planning For British Nationals

Zoom Webinar
Recording Now Available

Information correct at the time of recording.

Available to watch on demand now, our latest webinar looks at Cross-Border Estate & Succession Planning For British Nationals.

In this webinar, Group Head of Pensions & Chartered Financial Planner, Carla Smart is joined by Senior Associate Solicitor, Charlotte MacDonald to look at the diverse and complex legal frameworks & tax implications that come with cross-border estate and succession planning for British Nationals.

‍If you were unable to attend on the day, you can now access a full recording of the webinar.

If you have any further questions or if we didn’t get to answer your question during the webinar, you can email Carla directly by clicking here

The webinar covered a range of topics such as:

The importance of succession planning for cross border families.
Why write a will?
Understanding the differences between residency and domicile.
Gifting - when to do it and what to consider.
Considering the legal challenges and tax implications of transferring wealth.

This recording will only be available for a limited time, so it’s vital you watch it now.

Disclosure

Information correct at the time of recording. Past performance is not a guide to future returns. Investment in securities involves the risk of loss and the advice herein cannot be construed as a guarantee that future performance will be reflective of past returns.

Written By

Carla Smart

Group Head of Pensions & Chartered Financial Planner

Carla Smart

APFS

Group Head of Pensions & Chartered Financial Planner

Carla has spent the last 15 years helping expatriates to manage their finances effectively, and has been learning, to some extent first hand, of some of the challenges faced when living abroad. In particular, she has extensive knowledge of the interplay between the UK, French and Swiss systems, having lived and worked in each of these countries. Carla has built her reputation as a trustworthy adviser to individuals looking to plan for their futures, and her high level of client retention is a testament to this.