Cross Border Estate Planning

Professional services for individuals with international elements to their estates, such as property or investments in multiple countries. It’s also vital for those with family members or heirs living abroad, expatriates, foreign nationals with assets in the UK, and anyone with complex international financial or legal ties. Cross Border Estate Planning ensures seamless management and distribution of your estate across borders.

Cross Border Estate
Planning Services:

International Estate and Inheritance Tax Planning – Navigating tax regimes, residency, and domicile status to optimise estate planning.

Estate Planning for Non-Resident Individuals with UK Assets – Drafting Wills compliant with UK laws, and advising on the potential need for Wills that maybe required in other jurisdictions, and ensuring one does not conflict with the other.

Coordination with Overseas Lawyers – Collaborating with legal experts in other countries for comprehensive estate planning.

Access to the network – Jameson International has a wide reach across the globe and can give exclusive access to other legal professionals and Independent Financial Advisors, so your assets are looked after wherever you are.

Matrimonial Property Planning – Addressing pre and post-nuptial agreements and their impact on estate planning.

Guardians – We can tailor your Will to allow for guardians to step in temporarily should you and your family be outside of the UK, who can then liaise with longer term Guardians that you have named, to ensure smooth repatriation.

Conflict Resolution – Handling potential legal conflicts arising from differing succession laws.

Tax Efficiency – Minimising inheritance and estate taxes through strategic planning.

Project managing complex multi-national estates – Navigating varying legal systems and tax regulations, ensuring assets are protected and distributed according to the testator’s wishes, while minimising legal complications and tax liabilities.

Storage of Documents – We can securely store your Will to ensure it is in the UK at the time of need, and ensuring it is in safe hands, away from the risk of theft or destruction.

Safe, Reliable Storage for Your Will

Storing your Will securely ensures it’s protected from loss, damage, or unauthorised access. At Jameson International, we offer a storage service that provides peace of mind for individuals and families.

Our Service Includes:

  • Secure Storage: Your Will is kept in a dedicated facility in England, safe from fire, theft, and other risks.
  • Annual Reviews: Receive reminders to review and update your Will based on any life changes.

Costs:

  • £25 per year for a single Will, or £40 per year for couples.
  • Updates and advice available at competitive rates.

Let’s Secure Your Legacy

With Jameson International, estate planning is simple, professional, and designed around you. Whether you’re preparing a Will, setting up a Lasting Power of Attorney, or ensuring your documents are safely stored, our team is here to guide you every step of the way.

Contact us today to begin planning for the future with confidence.

Get in Touch Today

Have questions or need more information? Fill out the form below, and our team will be in touch to help you with your estate planning needs. We’re here to assist you every step of the way.

Email:

Telephone:

0203 642 0489

Postal Address:

High Shaw
West Woodburn
Hexham
NE48 2TP

Office Hours:

Monday – Friday: 10am – 5pm

An answering service is available outside of these hours. Please state your name and email address. Our aim is to respond within 48 hours.