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Inheritance Tax Service

Inheritance Tax Planning Strategies for Expats

HMRC collected over £6b from inheritance tax alone in 2022. Our inheritance tax service is dedicated to assisting British expats in optimising their estate by exploring a range of strategies including:

  • Trust Structures
  • Asset Protection Measures
  • Cross-Border Tax Planning
  • Will and Estate Planning
  • Charitable Giving Options

Whether you have UK-based assets, international wealth, or complex cross-border considerations, our team of experts provides tailored advice and personalised solutions to minimise your tax liabilities and ensure a smooth transfer of wealth to your beneficiaries.

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Benefits of Our Inheritance Tax Service

 

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01

Maximise Your Estate’s Value

By planning your estate effectively, you can ensure that your beneficiaries receive the maximum possible value.

This is because you can utilise various exemptions and reliefs to reduce the amount of Inheritance Tax payable.

So, for example, if your estate is worth less than the £325,000 allowance, there’s usually no Inheritance Tax to pay.

02

Transfer Unused Allowance

If you’re married or in a civil partnership and your estate is worth less than your allowance, any unused allowance can be added to your partner’s when you die.

This can significantly reduce the Inheritance Tax liability for your partner.

03

Leave a Legacy to Charity

If you leave 10% or more of your estate’s ‘net value’ to charity in your will, the estate can pay Inheritance Tax at a reduced rate of 36% on some assets.

This benefits the charity and reduces the tax burden on your estate.

04

Utilise Gifts and Exemptions

While you’re alive, some gifts you give may be taxed after your death. However, depending on when you gave the gift, ‘taper relief’ might mean the Inheritance Tax charged on the gift is less than 40%.

This allows you to provide for your loved ones during your lifetime while also planning for a lower tax burden.

05

Understand Your Domicile Status

Your domicile status significantly impacts your Inheritance Tax obligations.

You can change this status by acquiring a ‘Domicile of Choice’, which involves leaving the UK to reside elsewhere and severing most UK ties permanently.

06

Manage Inheritance Tax on Global Assets

If you are UK Domicile, you are liable to Inheritance Tax on the value of your “Worldwide Estate”, over and above any exemptions.

This means that assets you own outside the UK could be subject to Inheritance Tax. We can help manage and optimise your tax efficiency on your global assets.

07

Mitigate Inheritance Tax on UK Property

If you are a “Non-UK Domicile” but own UK Property, you must pay UK Inheritance Tax on that property, again over and above any exemptions.

We can help you navigate the complex landscape of UK inheritance tax laws and develop tailored strategies to minimise your tax liability while ensuring compliance with the regulations.

Why AHR Group?

Tailored Solutions

Benefit from our Inheritance Tax service, which offers customised strategies and solutions designed to meet your unique circumstances and aspirations, ensuring your estate plan aligns with your needs.

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Expert Guidance

Access a team of knowledgeable professionals with extensive experience and expertise in inheritance tax planning.

We are committed to providing expert guidance and staying abreast of industry regulations.

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Asset Protection

Safeguard your assets for the future with our comprehensive approach to asset protection.

We offer effective strategies and structures to shield your wealth, enabling you to preserve your financial legacy for future generations.

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AHR Group Advantage

As part of AHR Group, we leverage our organisation’s collective resources, expertise, and reputation to provide you with added trust and assurance, allowing us to deliver exceptional client service and outcomes.

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Common Inheritance Tax Queries

I'm worried about the tax on my global assets.

I'm unsure about my UK property's tax implications.

I'm not sure how to reduce my Inheritance Tax.

I'm uncertain about the benefits of using trusts.

I don't understand how my domicile status affects me.

I'm concerned about disputes among my beneficiaries.

How Our Service Works

 

100% no obligation call with an AHR expert specialising in estate planning and Inheritance Tax to assess your unique circumstances, goals and concerns.

First meeting with your inheritance tax specialist adviser. Here you will complete a full financial questionnaire.

Internal discussions with relevant tax teams, including identifying any need for outside counsel.

At this stage we will discuss our findings and views with you and if we agree on the need for full advice we will present our solutions to your concern.

If agreed, we will implement the advice specifically tailored to your situation.

Regularly review and update your trust arrangements to adapt to changes in personal circumstances, tax laws, or financial goals.

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The Inheritance Tax process was incredibly simple. I only wish I had taken this step earlier. Now, I have genuine peace of mind, knowing that my family will be well taken care of.

Michael Hussey, 61

Inheritance Tax Advice

Speak with one of our experts during a complimentary 15-minute call, and you’ll:

  • Learn the potential benefits of inheritance tax planning for your specific circumstances.
  • Discover the possible strategies and solutions tailored to your situation.
  • Gain a comprehensive understanding of the advantages and considerations associated with inheritance tax planning.
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Inheritance Tax FAQs

If you are considered UK Domicile, you are liable for UK Inheritance Tax on your worldwide estate.

However, suppose you’ve acquired a ‘Domicile of Choice’ in another country and severed most ties with the UK. In that case, you might not be considered UK Domicile for Inheritance Tax purposes. It’s a complex area, and professional advice is recommended.

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If you are a “Non-UK Domicile” but own UK Property, you are liable to UK Inheritance Tax on that property. This is the case even if you live abroad and regardless of where the rest of your assets are located.

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Yes, there are several strategies to reduce your Inheritance Tax liability potentially. These include using your tax-free allowances, giving gifts out of regular income, putting assets into trusts, and leaving a portion of your estate to charity.

Each situation is unique, so getting professional advice is essential to understand the best strategies for you.

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If you don’t make a will, your estate will be divided according to UK intestacy rules, which may not align with your wishes.

It’s also likely to complicate the process for your beneficiaries and could lead to disputes. Making a will ensures that your estate is distributed according to your preferences.

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Yes, if you’re married or in a civil partnership and your estate is worth less than your allowance, any unused allowance can be added to your partner’s threshold when you die. This can significantly reduce the Inheritance Tax liability for your partner.

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