.svg){kind=icon}
Inheritance Tax Planning
Understanding FOTRA Assets to Minimize Inheritance Tax in the UK
Learn how UK expats can use FOTRA assets to reduce Inheritance Tax with these insights from Paul Waterman at Skybound Wealth Management
July 16, 2024
Available to watch on demand now, our latest webinar looks at Cross-Border Estate & Succession Planning For British Nationals.
In this webinar, Group Head of Pensions & Chartered Financial Planner, Carla Smart is joined by Senior Associate Solicitor, Charlotte MacDonald to look at the diverse and complex legal frameworks & tax implications that come with cross-border estate and succession planning for British Nationals.
If you were unable to attend on the day, you can now access a full recording of the webinar.
If you have any further questions or if we didn’t get to answer your question during the webinar, you can email Carla directly by clicking here
The webinar covered a range of topics such as:
This recording will only be available for a limited time, so it’s vital you watch it now.
Information correct at the time of recording. Past performance is not a guide to future returns. Investment in securities involves the risk of loss and the advice herein cannot be construed as a guarantee that future performance will be reflective of past returns.
Carla has spent the last 15 years helping expatriates to manage their finances effectively, and has been learning, to some extent first hand, of some of the challenges faced when living abroad. In particular, she has extensive knowledge of the interplay between the UK, French and Swiss systems, having lived and worked in each of these countries. Carla has built her reputation as a trustworthy adviser to individuals looking to plan for their futures, and her high level of client retention is a testament to this.
To find out more about this topic and more, please fill in the form below to arrange a call back.
Stay up-to-date with financial news and insights delivered straight to your inbox. Sign up today.
An International Wealth Management Company Built Upon That, Which Is Most Precious To You. The Desire For Freedom & Benefit.
The biggest investment we make isn’t into a single stock or share, it’s our commitment to helping you realise the future you deserve .
Listen To Our Latest Podcast
