Estate planning headache for Brits in EU
Some countries will have different IHT rates according to beneficiaries’ relationship with the deceased
Some countries will have different IHT rates according to beneficiaries’ relationship with the deceased
Deal is due to complete in April 2022
There is ‘a huge opportunity for further education and guidance’ on inheritance tax planning
To help advisers ‘make a real difference to their clients’ lives’
It will offer estate planning, probate and trust services
The need for financial planning hits a whole new level when there is more than one spouse and family involved
It will provide advice on a range of issues including succession planning and cross-border estates
But 72% intend to pass assets to their children after they die
‘Case is a cautionary tale’ as brother ordered by court to pay back £1.7m
Their situation is ‘likely to be more complex and with more issues to consider’
Company aims to become ‘one-stop shop for protecting families’ futures’
It will also look after international clients with British assets