Skybound Wealth Management | Navigating Cross-Border Estate And Succession Planning For British Nationals

Are you a British National living abroad?

With diverse legal frameworks and tax implications across borders, having a solid plan in place is crucial. Skybound Wealth Management offers specialised expertise in navigating these complexities, providing tailored solutions to protect your legacy and secure your family’s financial future with confidence.

Join us for this informative session where expert speakers will dissect the latest developments, offer insights into compliant strategies, and address any questions or concerns you may have.

Key Information covered in this webinar:

• The importance of succession planning for cross border families.

• Why write a will?

• Understanding the differences between residency and domicile.

• Gifting - when to do it and what to consider.

• Considering the legal challenges and tax implications of transferring wealth.

Following the webinar, you can begin to take the necessary steps to ensure that your wealth, either during your lifetime or on death, is transferred to your loved ones as smoothly and efficiently as possible.

Your Event Speakers

This exclusive webinar event will be hosted by Skybound’s Pensions Manager & Chartered Financial Planner, Carla Smart with special guest Stone King's Senior Associate Solicitor, Charlotte MacDonald

Carla Smart

Group Head of Pensions & Chartered Financial Planner

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.

Charlotte MacDonald

Senior Associate Solicitor

Charlotte (TEP) is a senior associate solicitor in Stone King’s International and Cross-Border Team dealing exclusively with work which includes an international or cross-border element. Charlotte joined the firm as a trainee solicitor in 2013 before qualifying as a solicitor in 2015, and beginning work in her specialist field. Prior to working as a solicitor, Charlotte worked abroad in Canada and Australia as a snowboard instructor, and is still a keen snow sports and mountaineering enthusiast.

Mallard Club Event Partners

Carla Smart

Group Head of Pensions & Chartered Financial Planner

Charlotte MacDonald

Senior Associate Solicitor

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Navigating Cross-Border Estate And Succession Planning For British Nationals

Register Your Place Today!

Registration Has Finished

Register Your Interest Today!

Registration Has Finished

Are you a British National living abroad?

Key Information covered in this webinar:

Your Event Speakers

Carla Smart

Charlotte MacDonald

Mallard Club Event Partners

Carla Smart

Charlotte MacDonald

Register Your Place Today!

Questions For The Speaker?

Register Your Place Today!

Registration Has Finished

Register Your Interest Today!

Registration Has Finished

Are you a British National living abroad?

Key Information covered in this webinar:

Your Event Speakers

Carla Smart

Charlotte MacDonald

Mallard Club Event Partners

Carla Smart

Charlotte MacDonald

Register Your Place Today!

Questions For The Speaker?

Talk To An Adviser

Request A Call Back