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International Succession Planning

The panel examine a case study involving a (fictional) international family that has sought coordinated advice from tax advisers, onshore and offshore legal counsel, and investment specialists to help assist the entrepreneurial patriarch in planning for the eventual inheritance of his diverse business and personal assets. They review of the family’s existing wills, trusts, and pension arrangements, with particular attention to inheritance tax exposure and cross-border considerations such as continental forced-heirship rules. The meeting will consider internationally relevant issues including wealth and estate taxes in several EU countries and the US, particularly with regard to properties  owned by the family.  Additionally, assess how the measures introduced in the latest Budget may affect the family, explore the family’s current investment strategies and the structural changes required to align them with the updated tax and legal landscape, address the potential conflicts among family members and consider practical approaches for anticipating and managing these issues in long-term succession planning.