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Services
Wills, Trusts and Estate Planning
Creating, growing and protecting your wealth
Our business model is simple. We help solve Tax and Trust problems for our clients, to protect their assets, to assess their risks and to leverage their positions.
We understand your larger goal is critical. We also understand drive, motivation and risk.
That’s why we strive to work to understand the vision, endeavour to work to a swift turnaround to increase efficiency and reduce costs to ensure our services work for you.
We also harness the power of our network. With a rich ecosystem of partners, experts and friends – if we can’t help you, we’ll know someone who can.
Your goal is our mission, vision and drive and it’s the bedrock on which we build our objectives.
Inheritance Tax Planner
Family Business
Will and Trust Solutions
Offshore Tax Planning
Pre-Immigration Planning
Investment Property
Legal Documentation
Cryptoasset Protection
Family Business
Cross-Border Family Office provides a complete, seamless and integrated financial service for Clients who ask the questions: “Who is going to manage my financial affairs when I am no longer involved?” “How do I educate and prepare the next generation?” “How do I protect and grow my capital for generations to come?” The successful transfer of wealth across generations and the prudent ongoing management thereof is a major issue facing many families in UK and internationally.
Family Office Operations
To ensure that the interests of the Family on an inter-generational basis are taken care of, we obtain a thorough understanding of the family as a whole and its individual members. We focus on family involvement, education and guidance by assisting with the decision making of the next generation who will inherit by sharing our specialised wealth knowledge. Cross-Border Family Office becomes the Client’s advisory of excellence providing the administration, reporting, advice, education and compliance for their wealth – completely and seamlessly. Some of our families are self-directed in their investment decisions while others are advised by Cross-Border. The benefits for our Clients are trust, commitment, continuity, economies of scale, efficiencies, expertise, experience, execution and dedication.
Will and Trust Solutions
Will and Trust Solutions
Since we develop a detailed and thorough understanding of our clients’ financial and personal affairs, this knowledge and the information that we hold becomes the source for preparing our clients’ wills, trusts and estate plans.
This team approach generates the optimal outcome for the client when the lawyer drafts the will.
Asset Allocation assistance
As with estate planning, we approach the matter of asset allocation similarly whereby our Clients’ assets are protected against potential future claims arising from their businesses, professions, and potentially estranged family members.
We have multiple research sources available both in UK and around the globe to support our high conviction recommendations and advice to our clients. Our many counter-party relationships provide us with fresh insights. Our Team, who represents a broad spectrum, is a rich source of “on-the-ground” knowledge into the industries in which it operates.
Offshore Tax Planning
Whether you’re doing business internationally or planning to live outside the UK, our international tax experts can help you save UK and non UK tax.
How you structure your international personal and company affairs can have a massive impact on the tax you pay. We’ll come up with an international tax planning strategy that makes sure you pay the least amount of tax.
We’ve got some of the best international tax people in the business to make sure you’re not only compliant across the globe, but that you and your company save tax in the UK and abroad. Have a chat to us about how we can reduce your worldwide tax costs.
Pre-Immigration Planning
You may be coming to or leaving the UK. We can help you structure your affairs so that they are tax efficient when you arrive or depart.
Our Team is well-versed in UK immigration and its pitfalls and planning possibilities. We can help you make sure that your finances and any structures that can help you are tax-efficient when you arrive or leave. It is essential to get guidance before entering or leaving the UK since failing to do so may result in unfavourable tax ramifications.
We offer you specific and tailored advice on issues including:
Reviewing your tax status on moving to the UK, including advice on:
- the UK statutory residence test;
- the application of split year treatment;
- your domicile and deemed domicile status; and
- the relevance of double tax treaties to your personal situation.
Planning for living in the UK in a tax efficient fashion, including advice on:
- reviewing and adapting how you hold worldwide assets, whether personal, business or philanthropic in nature, in light of your arrival in the UK;
- the arising and remittance bases of taxation and how to structure your personal tax affairs in a tax efficient fashion;
- funding your living costs in the UK and structuring your UK and non UK bank accounts;
- ensuring that any plans made regarding your investments or businesses are compliant with your immigration status and visa requirements;
- investing in and managing UK and non UK businesses whilst UK resident;
- tax issues arising in relation to employment and self-employment;
- tax and practical issues and drafting appropriate documentation when purchasing or transferring a UK property;
- tax planning for married and unmarried couples moving to the UK; and
- tax and succession planning for you and your family.
To assist you with the most thorough guidance and coordinated solutions, we can collaborate with your current advisers or reach out to our trusted partners inside and outside of our international networks in the jurisdiction from where you are departing or entering.
Investment Property
Property is a vital asset class that enhances our wealth by offering income, security and protection against inflation.
Cross-Border Property Investment enables Clients to take positions in property, both directly and indirectly within and across UK in a tax-efficient manner. We provide access to qualified and thoroughly researched residential property investment opportunities as well as commercial, retail and industrial property syndications throughout UK.
We will take the time to assess your needs and create a comprehensive estate plan that takes many factors into consideration: the value of the estate, the complete list of assets, asset protection strategies you may be employing, the identity and personal situations of your heirs, your family dynamic and more.
Legal Documentation
In addition to the full package of estate planning documentation such as trusts, will, power of attorney, care home agreement, company formation, loan, shareholder agreements etc.
Cross-Border Legal Documentation helps you to address any Legal Documentation matters with business partners, customers, and counter-parties, include, but not limited to:
- Preparation, review, draft, advise and negotiation of legal contracts for execution
- Advise on operational aspects in carrying out your contractual obligations
- Legal contracts management and solutions – including database and date room management
- Overall minimisation of legal and contractual risks and general legal contracts due diligence
Cryptoasset Protection
With the growing popularity of Bitcoin and other forms of cryptocurrency, the impact it will have on one’s estate planning is becoming a more relevant issue. You want to make sure your investment is passed on to your heirs, but when it comes to cryptocurrencies, there are a few items to take into consideration.
Cross-Border Cryptocurrency can help construct effective estate plans, and we have the knowledge and expertise needed to factor virtual currencies into one’s estate. We can assist you when it comes to minimising tax liability and ensuring your legacy is passed on to your heirs.
Making Plans for Your Cryptocurrencies
When making plans for cryptocurrencies in your estate, the above mentioned items are important to consider. You will want to make sure you handle it in a way that doesn’t create an undue burden for your beneficiaries while keeping estate and capital gains taxes to a minimum.
If your estate includes virtual currencies, our consultants who is both crypto and tech savvy can assist you with working those into your plans. We provide expert guidance on the structuring of trusts, will and probate documents, and other important aspects of your estate. It’s vital not to delay your estate planning—the sooner, the better.