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Multinational tax / estate planning


Alex K

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Various legacies have given us assets in the US and in Europe -- and of course in the UK. How can we find solicitors able to advise us on tax avoidance as we make our wills?


I know: Jammy b*stards. (Yes. Not our doing, though, we just chose our aunts and uncles well.) Tax-dodgers. (No. Avoiders.)


All that out of the way, has any Forum reader had good help in a similar situation? If so, what was the help? Or -- how did you go about finding that help?

  • 2 weeks later...

Hi Alex, I am definitely no expert but I have recently rewritten my will so can share a little of what I learned from the solicitor re: foreign assets -


A UK will would cover all foreign assets, worldwide, and automatically include them in your estate, ie treat them in the same way as other assets for IHT purposes - the only exception is in the case of immovable assets ie land or property, in which case you need to have a will in any country where those assets are held, and to then reference that / those wills in your UK will.


I'm sure others will have more pertinent advice but basically I think you could do worse than speak to any decent solicitor, as they should all be able to advise on at least the basics here.

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