Cross-border estates: post-death planning. 12 September 2024

Cross-Border Estates Part 2: Post-Death Planning
with Paula Alvarez of Buckles
 
Join us for part 2 of our Cross-Border Estates webinar series.  Part 2 will cover post-death estate planning and administration,  considering what practitioners need to know when advising Executors of UK clients with assets located overseas and international clients with assets in England and Wales.  This will include:

• Overview of estate administration in the UK versus in civil law jurisdictions
• Determining the applicable law – Will / intestacy and conflicts of law; residency/domicile etc
• Limitations to freedom to testate and potential issues with claims and elections for English law under EU Succession Regulation
• Interaction of UK IHT and foreign death taxes – double tax treaties and unilateral tax relief
• Section 144 IHTA 1984 – Deeds of Variation when there are foreign assets
• How to deal with Trusts in civil law jurisdictions where trusts are not recognised-common problems and tax implications
• Personal Representatives v. Beneficiaries, liability for debts and use of a Grant abroad
• Minors inheriting foreign property

We expect this webinar to be very popular, please register early to ensure your place. If you have any questions, please contact the committee at [email protected]