Protect
Estate planning across jurisdictions
Your wishes, wherever life takes you.
A FISICS Estate Distribution Plan has the same objective but must deal with international connections. The person may own assets abroad, have lived or plan to live overseas, hold another nationality or have beneficiaries and children in other countries.
What does this service involve?
Different jurisdictions may apply different succession, probate, inheritance, estate, forced-heirship or wealth-tax rules.
Identify
Identify the location and legal ownership of assets and the residence or nationality of key family members and beneficiaries.
Consider
Consider inheritance, estate, succession, probate and wealth-tax rules in each relevant country.
Coordinate
Coordinate wills and estate documents so arrangements in different jurisdictions do not conflict or accidentally revoke one another.
Plan
Plan for cross-border administration, currency, liquidity, reporting and professional advice so assets can reach beneficiaries as intended.
Which best describes you today?
You may be considering this because your circumstances have changed, you're planning ahead, or you simply want greater clarity.
You've built up assets you want to pass on properly
You have property, investments or savings and want to know they will reach the people you choose.
Your assets may not pass as you expect
You’re not completely sure that your current arrangements would leave your assets with the people you intend.
An inheritance has made you think about your own estate
Receiving money or assets yourself has made you think more seriously about what you will eventually leave behind.
Your family circumstances need careful planning
You have step-children, a blended family or other family relationships that make straightforward planning less straightforward.
What could happen without a plan?
More of your estate could go to tax
Without the right planning, inheritance tax could take a significant share of what you have spent years building.
Your assets may not reach the people you choose
If your arrangements are unclear or out of date, your estate may not be passed on in the way you intended.
Your assets can affect each other
Your pension, property, investments and other assets can all be treated differently, making the overall position harder to understand.
Your options become more limited over time
Planning earlier gives you more choices. Once decisions need to be made after your death, those choices are no longer yours to make.
Which best describes you today?
You may be considering this because your circumstances have changed, you’re planning ahead, or you simply want greater clarity.
What could happen without a plan?
You've built up assets you want to pass on properly
You have property, investments or savings and want to know they will reach the people you choose.
More of your estate could go to tax
Without the right planning, inheritance tax could take a significant share of what you have spent years building.
Your assets may not pass as you expect
You’re not completely sure that your current arrangements would leave your assets with the people you intend.
Your assets may not reach the people you choose
If your arrangements are unclear or out of date, your estate may not be passed on in the way you intended.
An inheritance has made you think about your own estate
Receiving money or assets yourself has made you think more seriously about what you will eventually leave behind.
Your assets can affect each other
Your pension, property, investments and other assets can all be treated differently, making the overall position harder to understand.
Your family circumstances need careful planning
You have step-children, a blended family or other family relationships that make straightforward planning less straightforward.
Your options become more limited over time
Planning earlier gives you more choices. Once decisions need to be made after your death, those choices are no longer yours to make.
