International tax and estate planning

World economy has been expanding these last decades with greater global trade and investment. It coincided with increased mobility among high-net-worth individuals and families which offers a wide range of possibilities for international tax and wealth planning, especially when they have residency or investments overseas.

Our targeted clients and services

We have experts that could provide professional advice on your tax and investment matters in the UK and worldwide. Taxes must be taken care of in conjunction to achieve better tax optimisation and reduce your tax burden. Investments must be considered properly and made with care.

Targeted clients

• Top managers on business trips
• Children receiving education abroad
• Families with double and multiple citizenships

Our services

If you are resident in more than one country or have business abroad, our team will analyse your circumstances and international residency to make sure you are tax-aware. We offer the following support:

• Assess investment opportunities from a tax-aware point
• Provide advice on investment opportunities based on specific countries and asset types
• Prepare you and your wealth for overseas investments based on your other investment and planning goals
• Make sure you can make an informed decision when considering if, how and where to invest your wealth

Investment planning

We help you create your personal investment strategy that on the one hand balances risk and return and on the other hand is flexible enough to benefit from new opportunities, both short- and long-term, as they arise. A well-considered strategy can help ensure that you achieve your wealth management goals at this moment in time and in the future.

International tax planning considerations

Taxpayers with residency or investments in many countries need to consider trans-border implications when planning their taxes. Varied regulations, disclosure requirements, and tough penalties make timely, professional advice and proper planning very important. This is especially vital in the current environment, where focus on the disclosure, reporting, and taxation of foreign assets has sharpened and intensified.

How we can help

We at Imperial & Legal provide professional advice and individual approach. Whether it is international tax planning or optimisation, we will tailor-made solutions that would meet your needs and those of your business and family. Here are just a few reasons why our clients trust us with their tax and investment matters:

• Establishing realistic and specific goals
• Assessing restrictions, including identifying your disposable income
• Considering cross-border tax implications
• Providing advice on tax optimisation by recognising depreciated investments as loss
• Determining the appropriate risk/return balance to secure gains and limit the risk of loss
• Allocating assets and implementing your investment strategy
• Reviewing your investment performance and rebalancing your portfolio accordingly