๐ช๐ต๐ฒ๐ป ๐ฑ๐ถ๐ฑ ๐๐ผ๐ ๐น๐ฎ๐๐ ๐ฟ๐ฒ๐๐ถ๐ฒ๐ ๐๐ผ๐๐ฟ ๐ช๐ถ๐น๐น? ๐
Check these 5 things:
โ Beneficiaries
โ Executors
โ Overseas assets ๐
โ Life changes
โ Your wishes
Has it been under 2 years, 2โ5 years or 5+ years since you checked yours?
๐จ: Wealth creation builds the estate. Estate planning decides its future.
Wills, gifts, trusts, life cover, IHT rules โ and from April 2027, unused pensions will count towards the estate.
The goal isnโt just accumulation. Itโs efficient transfer.
๐ช๐ต๐ฒ๐ป ๐ฑ๐ถ๐ฑ ๐๐ผ๐ ๐น๐ฎ๐๐ ๐ฟ๐ฒ๐๐ถ๐ฒ๐ ๐๐ผ๐๐ฟ ๐ช๐ถ๐น๐น? ๐
Check these 5 things:
โ Beneficiaries
โ Executors
โ Overseas assets ๐
โ Life changes
โ Your wishes
Has it been under 2 years, 2โ5 years or 5+ years since you checked yours?
๐จ ๐๐ ๐ฅ๐ ๐ฝ๐ฒ๐ป๐๐ถ๐ผ๐ป ๐๐ฝ๐ฑ๐ฎ๐๐ฒ
From April 2027, most unused pension funds and death benefits will fall inside the IHT estate.
This update matters for anyone building longโterm wealth.
The focus is shifting from accumulation to efficient transfer.
Your family, property and investments may be spread across different countries. ๐
Cross-border estate planning can be complex. Your plan doesnโt have to be.
Protect what youโve built โ and the people who matter.
๐ Find out more at .
#EstatePlanning#CrossBorderPlanning
People often choose an executor like a wedding toast speaker, but the role is heavy: valuing the estate, filing tax, chasing institutions, settling debts and carrying liability. Good planning spares them.
#Probate#Executor#EstateAdministration#EstatePlanning
A will only works if itโs valid.
The most common homemade failures:
โข Wrong witnessing
โข Vague wording
โข No residuary clause
โข Never signed
โข Never updated
A ยฃ10 template that fails costs far more than a will that works.
#Wills#EstatePlanning
"๐ ๐ ๐ฝ๐ฎ๐ฟ๐๐ป๐ฒ๐ฟ ๐๐ถ๐น๐น ๐ด๐ฒ๐ ๐ฒ๐๐ฒ๐ฟ๐๐๐ต๐ถ๐ป๐ด ๐ฎ๐ป๐๐๐ฎ๐."
Not if youโre unmarried. Under intestacy, they get nothing.
The estate goes to spouse, children, parents, siblings.
Your partner isnโt included.
A will prevents all of this.
A weekend away often costs more than protecting your estate. Skip a will and you face long probate delays and fees that can take ยฃ30,000 from a ยฃ600,000 estate.
The cost isnโt the will โ itโs not having one.
Take our twoโminute quiz.
๐๐ผ๐ถ๐ป๐ ๐ง๐ฒ๐ป๐ฎ๐ป๐ฐ๐ ๐๐ ๐ง๐ฒ๐ป๐ฎ๐ป๐ฐ๐ ๐ถ๐ป ๐๐ผ๐บ๐บ๐ผ๐ป How you coโown property affects control, inheritance and longโterm protection. Joint Tenancy = equal ownership + automatic survivorship. Tenancy in Common = defined shares + passes by your Will. ๐ง๐ฎ๐น๐ธ ๐๐ผ ๐จ๐
๐๐ผ๐ป๐ดโ๐ง๐ฒ๐ฟ๐บ ๐๐ฎ๐ฟ๐ฒ ๐๐ถ๐๐ต ๐๐ผ๐ป๐ณ๐ถ๐ฑ๐ฒ๐ป๐ฐ๐ฒ
Life can change in a moment. Planning ahead protects dignity, choice, and control.
We help you understand careโfee impact and explore options for your home and estate.
Clarity and peace of mind for you and those you love.
๐ฆ๐ถ๐ป๐ด๐น๐ฒ, ๐ฆ๐ฒ๐ฐ๐๐ฟ๐ฒ, ๐ฎ๐ป๐ฑ ๐ฃ๐ฟ๐ฒ๐ฝ๐ฎ๐ฟ๐ฒ๐ฑ
Being single often means fewer automatic legal protections. Our latest article breaks down four myths and explains how a trust can give you clarity and control.
Full article here: https://t.co/uz1iXBHdLk https://t.co/36ZuMNqMqL
The future of your business depends on the structures you put in place today.
Estate planning is good governance.
Succession, protection, wills and trusts create stability and continuity.
Prepare before circumstances force your hand.
[email protected]
Merry Christmas & Happy New Year from Cross-Border Worldwide!
As 2025 ends, we celebrate legacy, clarity & confidence.
Estate planning that empowers families & businesses into 2026.
#EstatePlanning#CrossBorder#NewYear2026#LegacyMatters
๐ฑ Multi-currency assets? Guard against FX and tax risks.ย
Whether holding foreign investments, savings, or property, structuring your estate wisely prevents costly complications for your heirs.
#ForeignAssets#TaxEfficiency#WealthProtection#EstatePlanning