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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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.
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.
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.
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.
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.
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.
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.
The key components of an estate plan for expats include:
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:
Minimising inheritance tax for your beneficiaries can be achieved through careful estate planning and tax strategies.
Some effective methods include: