AHR Group has been acquired by Titan Wealth and will become Titan Wealth International.

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Estate Planning Services

Protect Your Legacy. Begin Estate Planning Now.

From navigating the complexities of cross-border wills and trusts to navigating probate, AHR Group’s estate planning services for British expats ensure a smooth transition of wealth for your family’s future.

Take the path to preserving your estate today.

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Common Estate Planning Queries

I need a flexible, high-coverage solution for estate planning.

I want to protect my assets and minimise inheritance tax liabilities.

I'm unsure how my domicile status affects my estate planning.

Why AHR Group?

Cross-Border Expat Advisory

We are a cross-border financial advisory service that specialises in serving British expats. Know that you’re in safe hands with our expert estate planning services, specifically designed to meet your unique needs and circumstances as an expat living abroad.

Our cross-border services are designed to help you navigate the complexities of estate planning across multiple jurisdictions. Our expert advisers can provide the guidance and support you need to make informed decisions and pass your wealth onto your family.

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Full Suite Estate Planning

We deliver a complete estate planning service designed explicitly for British expats.

Our expert advisers provide bespoke solutions in wills, trusts, cross-border regulations, financial planning and tax planning, ensuring a secure and well-structured legacy for your loved ones, wherever life takes you.

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Fully Licensed and Regulated

We recognise the vital role of strict regulation and licensing in the estate planning industry.

That’s why our advisers are all fully licensed and regulated to provide you with industry-leading and trustworthy guidance.

We work closely with regulators to ensure that our services are fully compliant and tailored to serve our clients’ interests best.

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Fully Transparent Fees

We prioritise complete transparency when it comes to our fees. We understand that you want to know exactly what you’re paying for as you manage your financial future, so we clearly outline and explain each fee and what it covers.

This level of transparency helps build trust between you and your financial adviser, giving you confidence that you’re not being overcharged or taken advantage of.

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Estate Planning Services

Trust Planning Service

Our expert advisers will guide you through establishing and managing trusts, helping you protect your assets, minimise tax liabilities, and provide for your beneficiaries most efficiently.

We’ll assist you in selecting the right type of trust based on your specific circumstances and objectives, ensuring a seamless and strategic transfer of wealth.

  • Safeguard your assets from claims.
  • Optimise tax efficiency for beneficiaries.
  • Customised trust solutions for British expats.
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Will Writing Service

Our comprehensive will-writing service, crafted by our experienced team, navigates cross-border complexities and inheritance laws to create a legally binding document that reflects your wishes.

We’ll help you create a will that accurately reflects your intentions, providing peace of mind for you and your family.

  • Ensure precise asset distribution.
  • Expertise in cross-border regulations.
  • Provide peace of mind for your family.
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Estate Planning FAQs

Estate planning is the process of arranging the management and distribution of your assets during your lifetime and after your death. It becomes even more crucial for British expats as they need to consider cross-border regulations, tax implications, and inheritance laws in multiple jurisdictions.

Effective estate planning ensures that your wealth is protected, your loved ones are taken care of, and your assets are distributed according to your wishes while minimising tax liabilities and legal complications.

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The key components of an estate plan for expats include:

  • Wills: A legally binding document outlining the distribution of your assets after your death.
  • Trusts: Legal arrangements that allow a third party to hold and manage assets on behalf of your beneficiaries.
  • Tax planning: Strategies to minimise tax liabilities in both your home country and the country where you reside.
  • Cross-border regulations: Understanding and complying with the laws and regulations in multiple jurisdictions to ensure a smooth transfer of assets.
  • Power of Attorney: A legal document allowing someone to act on your behalf in financial and legal matters, especially when you cannot.
  • Guardianship: Appoint a guardian for minor children or dependents with special needs.
  • Life insurance: Providing financial security for your loved ones during your death.
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Cross-border regulations can significantly impact estate planning for British expats, as different countries have varying inheritance laws, tax systems, and legal procedures.

Navigating these complexities requires expert knowledge of international regulations and understanding how they affect your estate plan.

Some key considerations include the following:

  • Double taxation agreements: Ensuring you’re not taxed twice on the same assets in the UK and your country of residence.
  • Inheritance laws: Adhering to local inheritance laws, which may differ from those in the UK, and ensuring that your assets are distributed according to your wishes.
  • Probate procedures: Understanding and complying with probate requirements in multiple jurisdictions.
  • Currency fluctuations: Accounting for potential changes in currency values that can impact your estate’s value.
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Minimising inheritance tax for your beneficiaries can be achieved through careful estate planning and tax strategies.

Some effective methods include:

  • Utilising tax-free allowances: Using annual gift allowances and other exemptions to reduce the taxable value of your estate.
  • Establishing trusts: Creating trusts to hold assets on behalf of your beneficiaries can help reduce inheritance tax liabilities.
  • Lifetime giving: Gifting assets to your beneficiaries during your lifetime can lower the value of your estate and the subsequent tax burden.
  • Tax planning: Understanding the tax implications in the UK and your country of residence and implementing strategies to minimise tax liabilities.
  • Professional advice: Seeking the guidance of experienced estate planning professionals who understand British expats’ unique challenges.
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