The world has become very accessible to an increasing number of families. In fact, more and more people have resided or worked abroad at some point in their life, meaning cross-border assets can represent a significant portion of some of a family’s wealth. At Partners Wealth Management, we are here to help manage those cross-border considerations, through integrated financial planning that helps solve any unnecessary confusion.

Our service naturally supports internationally mobile private clients, particularly UK resident non-domiciled families (click here for our Introduction to Domicile guide), solve any cross-border issues on tax, inheritance and estate planning, pensions, moving abroad or coming back. We work with specialist tax and legal advisors collaboratively to review or setup the right strategies or structuring to meet your families personal requirements. Our strong network of specialists from international lawyers to global accountants, along with our wealth of knowledge and experience in that field means that you are in expert hands.

PWM’s Private Office service means your adviser can assist you in every area of your finances. Our Private Office service includes mortgages, cash management, foreign exchange and general insurance, to name a few. One call to your adviser is all that is needed to access solutions to any financial issue.

Useful Resources

An Introduction to Domiciles

• Every year a significant number of individuals and families relocate abroad, whether this be leaving the UK or settling in this country. This guide is one in a series providing an overview of key topics within this area, in this case particularly focusing on the issue of domicile status.

To domicile or not to domicile, that is the question

• Every year, resident non-domiciled individuals need to decide whether to be taxed on the arising basis or apply for the remittance basis.  Read our article to help you get started.

UK inheritance tax for non-domicile individuals

• If you are non-domiciled in the UK the inheritance tax rules may be different.  In this article, we will look at the considerations specifically relevant to non-domiciled individuals.