Enhance your support with a Cost-Effective Estate Planning Solution for
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Partner with us
We join forces with all types of organisations, tailoring our programmes to suit your business goals—whether that involves delivering distinctive value to your members or boosting revenue for your organisation. We empower individuals to seize control of their futures.
Here’s what you can do with Optimal Partnership Strategies
Building Strong Foundations
Partnerships are more than transactions; they are the building blocks of a thriving community. We understand that a successful partnership begins with a solid foundation of trust, transparency, and shared goals. We aim to establish relationships that go beyond the conventional, creating a dynamic and supportive ecosystem.
Collaborative Synergy
We view partnerships as a collaboration of unique strengths coming together to achieve something greater than the sum of its parts. Our team is dedicated to working closely with our partners, leveraging each other’s expertise, and fostering a synergistic relationship that drives innovation and success.
Tailored Solutions
Every partnership is unique, and we embrace this diversity. Our approach is flexible, allowing us to tailor solutions that align with the specific needs and objectives of our partners. Whether you’re a small business seeking to expand or a larger enterprise looking for strategic collaboration, we can adapt and deliver solutions that suit your goals.
Statistics & Opportunities
IHT Liabilities
In 2020-2021, Inheritance Tax liabilities soared by 16% (£800 million), reaching a record £5.76 billion, driven by pandemic effects and rising asset values. The UK also witnessed an 18% increase in deaths during this period.
IHT Charge
In 2020-2021, 3.73% of UK deaths incurred Inheritance Tax, slightly down from the previous year, with stability attributed to the Residence Nil-Rate Band introduction.
Average Effective Tax Rate
In the 2020-2021 tax year, the average effective tax rate for 27,000 taxpaying estates was 13%, influenced by estate size and tax-free allowances. Larger estates faced higher AETRs, reaching 25% for those between £2 million and £7.5 million.
Composition of Estate
Estates below £1 million are predominantly comprised of residential property and cash, while those exceeding this threshold tend to include more securities and diverse assets.
Chargeable Trusts & Value
The net chargeable value of taxable transfers into trusts remained stable at approximately £60 million, with a peak at £128 million in 2019-2020. Ten-year anniversary charges for trusts reached nearly £3.7 billion in 2017-2018 but have since declined.
Open
Communication
Effective communication is the cornerstone of any successful partnership. At Cross-Border Worldwide, we prioritise open and transparent communication channels. We believe in keeping our partners informed, involved, and empowered, fostering an environment where ideas can flourish and challenges can be addressed collaboratively.
Shared Success
Your success is our priority. We gauge our success not solely by individual milestones but by the collective accomplishments of our partners. Our dedication to shared success ensures that we celebrate victories together and tackle challenges as a unified team, always prioritising the interests and goals of your clients.
Continuous Growth
Our partnership isn't just a static agreement; it's a journey of ongoing growth and client-focused evolution. We're committed to growing alongside you, adapting to changing landscapes, and exploring new opportunities together. Our goal is to be a dependable and forward-thinking partner on your path to sustained client success.
UNLOCKING OPPORTUNITIES IN DYNAMIC ESTATE PLANNING
Partnering for Success in Estate Planning
Effective estate planning demands a nuanced approach, considering the current Nil Rate Band (NRB) at £325,000 and the Residence Nil Rate Band (RNRB) at £175,000 per person. Navigating the intricacies of Capital Gains Tax (CGT) during asset transfers is crucial, especially with the annual CGT allowance dropping to £6,000 for 2023/2024 and scheduled to further decrease to £3,000 in April 2024. This evolving landscape presents significant business opportunities. Partner with us for tax-efficient, seamless asset transfer, and the preservation of family wealth. Stay informed to navigate the dynamic UK tax system and offer clients a resilient financial legacy.personal wishes. Stay informed about these factors to navigate the complexities of the UK tax landscape and secure a robust financial legacy.
“ Human nature stays the same, the one thing that stays constant, like death and taxes. And people still want good stories!”
– Alison Owen
Nil Rate Band
£325,000
Residence Nil Rate Band
£175,000
proposed revision for 2026/27 and 2027/28
Capital Gains Tax
£6,000
for tax years 2023/24
£3,000
for tax years 2024/25
Join Us on the Journey
Embark on a journey of collaboration, innovation, and shared success with Cross-Border Worldwide. Together, we can build a future that is stronger, more resilient, and filled with endless possibilities for you and your clients. Partner with us, and let’s create something extraordinary.
Let’s set up an OptimalPartnership Strategyfor optimal results
Commonly Asked Questions
What distinguishes your Partnership Programme from others in the industry?
Our Partnership Programme is distinguished by its tailored solutions, transparent communication, shared success model, innovative collaboration, and continuous support for mutual growth.
How does the onboarding process work?
The onboarding process within our programme is meticulously designed to ensure partners seamlessly integrate and understand the values and collaborative tools of the Partnership Programme. Our dedicated onboarding team provides a comprehensive orientation, guiding partners through the intricacies of the programme and fostering a smooth transition into our collaborative ecosystem. By prioritising a thorough onboarding experience, we aim to set the foundation for a successful and productive partnership journey.
What resources are available?
The collaboration hub serves as a pivotal component within our programme, offering an array of valuable resources and tools to enrich partner interactions. Within this hub, partners can access a curated collection of resources, facilitating idea exchange and fostering seamless collaboration on projects.