Inheritance Tax Planning
Wealth & Finance | Wealth & Tax
About
Inheritance Tax Planning for International Clients
For internationally mobile families, business owners, and high-net-worth individuals, inheritance tax planning is not just about reducing tax—it’s about ensuring a seamless and secure transfer of wealth. As jurisdictions tighten rules and family structures grow more complex, the risk of unnecessary tax exposure or legal conflict increases. Whether you have UK ties, offshore structures, or global beneficiaries, this service ensures your estate plan aligns with your personal wishes and the relevant tax frameworks.
What It Offers
Inheritance Tax Planning helps you identify and address potential tax liabilities on death or transfer, offering clear strategies to preserve wealth and protect your beneficiaries.
- Personalised review of your current estate and cross-border exposure
- Structuring advice for UK Inheritance Tax and equivalent foreign regimes
- Use of trusts, gifting, life insurance, and residency planning
- Access to regulated legal and tax professionals in key jurisdictions
- Peace of mind that your intentions are protected and tax risks minimised
Who It’s For
This service is suitable for international clients who want to manage inheritance tax proactively.
- British expats with UK assets or domicile
- Clients with offshore structures or international estates
- Business owners planning succession or exit
- Families with beneficiaries in multiple countries
- Individuals concerned about forced heirship and probate delays
Understanding Your Needs
We understand that planning for death or succession is deeply personal and often delayed until it becomes urgent. Many clients feel overwhelmed by conflicting advice, vague tax rules, or structures they don’t fully understand. At Kingsbury & Partners, we don’t sell off-the-shelf solutions. We take time to understand your family, assets, and objectives—then connect you to trusted professionals to create a plan that makes sense.
About Our Partner
Our wealth management partner offers independent, conflict-free financial advice tailored to high-net-worth individuals and families across the GCC and beyond. With a philosophy grounded in clarity, long-term stewardship, and client alignment, they focus on building legacies—not just portfolios.
Key Highlights:
- Established: 2023, with a mission to redefine advisory standards in the offshore wealth management space
- Client Focus: Over 400 high-net-worth clients, including senior executives, entrepreneurs, and multigenerational families
- Team: Led by experienced wealth managers and investment professionals; regulated and qualified advisers with deep regional and international knowledge
- Regulation: Fully licensed and regulated by the Securities and Commodities Authority (SCA) in the UAE
- Fees: Operates on a fixed-fee basis, with no commissions from third parties—aligned to the UK’s fiduciary advice model for greater transparency and client trust
- Services: Provides comprehensive financial planning services, including investment management, retirement planning, estate planning, pension and pension transfers.
Together, we ensure that Private Office clients receive wealth management advice that is truly independent—anchored in expertise, free from conflicts, and focused on the future.