Considering what will happen to your assets and liabilities after you're gone can be challenging, but our advisers are here to help you run through this process with confidence and peace of mind.
Estate planning is essential for protecting your wealth and assets. At Skybound Wealth, we combine years of experience with expert knowledge to ensure that your assets are safeguarded across multiple jurisdictions.
By structuring your wealth in a tax-efficient way, you can be confident that your earnings are protected and made good use of when you’re no longer here. Our professional team is equipped to help you understand trust planning and wills, so you can sit back, relax and concentrate on living your life.
Do you need reliable trust planning services? Talk to our team today.
Living as an expat can bring new opportunities, but it also adds layers of complications when planning your estate, wills and trusts. Your assets may be distributed across multiple countries, with jurisdictional differences and varying legalities.
If your permanent home is abroad, inheritance tax is only applied to your UK assets. Therefore, it’s important to understand the tax liabilities you’re subject to, so that you can avoid double taxation.
Probate issues may arise if you were to pass away while living abroad. To ensure that your assets are distributed according to your wishes, it’s vital to engage in thorough estate planning, including wills and trusts. Protecting your family involves considering the legal rights and responsibilities in your host country, such as guardianship laws, and ensuring that you have appropriate legal documents in place to safeguard their interests.
Are you ready to start estate planning? Contact our team today to find out more.
You can reach us directly by calling us between the hours of 8:30am and 5pm at each of our respective offices and we will immediately assist you.
Whilst setting up a trust can incur legal costs initially, these costs often allow a person (Trustee) to protect their wealth from the tax man when they pass away, meaning they can pass more of their money on to family and loved ones.
The recipient of a trust as nominated by the trustee is known as the beneficiary. This could be, amongst others; your spouse, a family member or an entity such as a charity.
Trust planning can be a rather complex matter, but at Skybound Wealth, our experienced advisers will support you, making the process as easy to understand and as hassle-free as possible.
Drafting up a will is an essential part of any financial plan, but even more essential if you’re an expat, or you have assets in more than one country. It’s important to make sure you have a will written up that will cover these different bases. Here’s why…
You may have a will which was written in your home country, but it may not necessarily be valid in your current country of residence. In countries where Sharia Law is applied, such as the UAE, the absence of a will may mean your wealth is passed on in line with Sharia Law rather than your personal wishes.
This could result in a long and lengthy period of time when your loved ones are left without access to your wealth, and in some instances, bank accounts can be frozen for months. All of this can be prevented by making sure you have a will set up in the right jurisdiction, and we can help you do just that.
Liliana lelacqua,
Shyam was exceptional during the setup process. He was incredibly thorough, consistently available, and demonstrated a high level of reliability and flexibility. We are thrilled to have him as our advisor and recommend him without reservation.
Lesley Matthews
Shyam was always there for me - no matter the time, even late at night or on bank holidays. His kindness, patience, and genuine care really stood out, and he brought such a calm, reassuring presence to every interaction. He went the extra mile to make sure everything was finalised, and it truly meant so much. It was an absolute pleasure dealing with him and Skybound Wealth. Thank you, Shyam - we're incredibly grateful for all your help and support. Kind Regards, Lesley, Justin and Brett
Katja Dorothea Martini
It is with great pleasure that I recommend Campbell Warnock as a Private Wealth Partner. Having been a client since 2024, I have had consistent, first-hand experience of the quality and dedication he brings to his work - and I can say without hesitation that he is among the finest professionals I have encountered in the financial services industry. What distinguishes Campbell is a rare combination that is increasingly difficult to find: rigorous analytical capability paired with genuine interpersonal skill. His research is thorough, well-reasoned, and grounded in a deep understanding of each client's unique circumstances. But what truly sets him apart is how he applies that knowledge - not reactively, but proactively. Campbell does not wait to be asked; he anticipates, reaches out, and delivers insights and recommendations before a client has even identified the need. This proactive approach translates directly into better outcomes and a tangible sense of confidence in one's financial affairs. Beyond his technical acumen, Campbell is an exceptional communicator. He listens carefully, proposes considered solutions, and explains his reasoning and actions with clarity - ensuring that clients are never left in the dark. No matter the complexity of the challenge, he has a consistent ability to make every client feel genuinely valued, not merely as a portfolio to be managed, but as a person whose goals and concerns matter. I recommend Campbell without reservation and look forward to continuing to work with him for many years to come. Any individual or organisation seeking a financial manager of the highest calibre would be fortunate to have him.
We combine our expertise with our unparalleled level of service to ensure you receive the financial support you need. Specialising in an extensive range of sectors, from concise repatriation plans to bespoke pension reviews, we empower our people to excel as we work together to stay at the forefront of international financial planning and lead its evolution.
With extensive knowledge and expertise honed over more than two decades in the financial industry, our team is exceptionally well-equipped to handle even the most complex financial matters.
Do you need more information about our financial services? Feel free to browse through the latest news and advice for our expats including blogs, articles and more!
