Succession Planning Advice

Whether you are planning ahead for your childrens’ future or reaching retirement, having to consider the tax rules of two jurisdictions can complicate things.

With knowledge and experience of both UK and Australian tax rules, your Fairway team is in a unique position to help you achieve the best outcome:

  • Ensuring you understand how your ongoing exposure to UK Inheritance Tax affects your choice of asset-holding structures;
  • Considering the interaction of Australian Capital Gains tax on death and UK Inheritance Tax; and
  • Making sure your will takes account of the tax considerations.