Skybound Wealth Management

Legacy Planning in the UAE

Protect Your Family’s Future When Moving to the UAE

Legacy planning might not be top of your list of priorities If you’ve recently, or are in the process of moving to the UAE, but it should be. Expat life comes with unique financial responsibilities, and without the right structures in place, your assets could be at risk.

Skybound Wealth helps expats living in the UAE create legacy plans that protect their families, preserve their wealth, and ensure everything is passed on clearly and efficiently. We work across borders, time zones, and jurisdictions to keep your plan aligned with your goals.

How Our Legacy Planning Advice Works

1. Connect

We begin with a conversation about your priorities, values, and the legacy you want to leave behind.

2. Understand Your Estate

We assess your current assets, liabilities, family circumstances, and cross-border considerations.

3. Build Your Legacy

You receive a personalised legacy planning strategy tailored to your needs in the UAE and abroad.

4. Stay on Track

We revisit and refine your legacy plan regularly to reflect changes in your life or the law.

5. Leave a Lasting Impact

With everything in place, your family is protected, and your wealth is passed on in the way you intended.

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Why Legacy Planning Matters When Moving to the UAE

The UAE has no automatic recognition of foreign wills and follows Sharia law in the absence of a clear legal plan. That means assets can be frozen, misallocated, or delayed in probate, even if you’ve made other plans before arriving in the region.

Legacy planning in the UAE helps you:

Control how your wealth is distributed
Appoint legal guardians for your children
Avoid local legal complications and delays
Minimise tax exposure for beneficiaries
Ensure your estate is aligned with both your home country and UAE laws

What We Help You With

Wills and Guardianship

Create valid, enforceable documents that protect your family in the UAE.

Cross-Border Estate Planning

Coordinate your estate across multiple countries to keep it efficient and compliant.

Trusts

Use long-term structures to control, protect, and transfer wealth securely.

Inheritance Tax Planning

Mitigate tax liabilities and ensure your heirs receive what you intended.

Business Succession

Create continuity across generations for privately owned businesses and assets.

Why Work With Skybound Wealth?

With over 20 years of experience supporting expats, we understand the challenges of legacy planning when moving to the UAE. From local documentation to global asset coordination, we make the process clear, compliant, and personal.

Global Team, Here for You

Wherever you are in the world, our team of expert, qualified advisers is ready to guide you.
We bring international experience, local insight, and a personal approach — so you can move forward with clarity and confidence.

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6,000

international clients & growing

1.3

Billion

of client savings under management

Industry Awards & Counting Since 2021

offices on 4 continents & more opening soon

With a passion for personal and professional development that exists throughout the company, and comprehensive development support, we empower our people to be the very best they can be as we strive as a collective to not only remain at the forefront of international financial planning, but to lead its evolution.

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What Clients Say

August 11, 2025

Peter provided expert financial advice relevant to my circumstances.

When I was recently made redundant I felt overwhelmed about my financial future. Thankfully, Peter was there to provide expert financial advice relevant to my circumstances. He helped me understand my pension options (CH & UK) and was available to answer my many questions about complex topics in a clear and concise way. I never felt rushed, despite critical time paths, Peters’ approach demonstrated patience and understanding combined with comprehensive financial guidance.

Juliet M

August 7, 2025

Very flexible and responsive

Jason is a customer-oriented advisor who provides his services in a professional and competent fashion. He has also always been very flexible and responsive. I would have no hesitation in recommending him to any of my friends or family.

Sam Cornelius

August 4, 2025

My experience of dealing with Mike has been excellent

Mike engages extensively with me to understand my investment objectives and my investment risk appetite to structure my investment portfolio. My experience of dealing with Mike has been excellent with on-going engagement from Mike for investment updates and indeed to understand if there are any changes in life that need to be considered from an investment and assurance perspective. Mike’s support team are also excellent to deal with and handle all the establishment paperwork effortlessly and provide the monthly portfolio statements immediately. I am very satisfied with my decision to have Mike manage my investments.

Ray

Start Your Legacy Plan Today

If you’re moving to the UAE, now is the time to put the right legal and financial protections in place. Let’s make sure your legacy is secure, and your family is never left unprepared.

Book your free legacy planning consultation now.

Book a Free Consultation

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