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Legacy Planning
Leave a legacy without borders.
A FISICS Legacy Plan has the same objective but the people, assets or causes involved may be spread across different countries.
What does this service involve?
A beneficiary may live abroad, a child may emigrate, assets may be situated overseas, the donor may change residence or nationality, or a charity may be based in another jurisdiction. Those international links can affect tax, legality, administration and whether the legacy is used as intended.
Identify
Identify the residence and nationality of intended beneficiaries and the location of assets.
Consider
Consider cross-border gift, inheritance, estate, succession and charitable-giving rules.
Coordinate
Coordinate wills, trusts, nominations and other structures so arrangements in different countries work together.
Plan
Plan for currency, administration, reporting and tax consequences before wealth is transferred across borders.
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 want to provide for the next generation
You want the wealth you’ve built to benefit your children, grandchildren or others who matter to you.
You want to decide how your wealth is passed on
You want to think carefully about when and how your wealth should be passed on.
You have significant assets to consider
You have significant assets and want to understand the different ways they could be passed on.
You want your wishes to be clear
You want your plans to be properly documented and supported by the right legal and financial arrangements.
What could happen without a plan?
You could pay more tax than necessary
Without careful planning, you may pay more tax than necessary when your wealth is passed on.
Your wishes may not be clear
Unclear wishes can lead to difficult conversations, disagreements or decisions being left to others.
Your family could face difficult decisions
A clear plan gives you the chance to make your wishes known and put the right arrangements in place.
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 want to provide for the next generation
You want the wealth you’ve built to benefit your children, grandchildren or others who matter to you.
You could pay more tax than necessary
Without careful planning, you may pay more tax than necessary when your wealth is passed on.
You want to decide how your wealth is passed on
You want to think carefully about when and how your wealth should be passed on.
Your wishes may not be clear
Unclear wishes can lead to difficult conversations, disagreements or decisions being left to others.
You have significant assets to consider
You have significant assets and want to understand the different ways they could be passed on.
Your family could face difficult decisions
A clear plan gives you the chance to make your wishes known and put the right arrangements in place.
You want your wishes to be clear
You want your plans to be properly documented and supported by the right legal and financial arrangements.
