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Wills & Estate Planning

              International Wills & Estate Planning




Geneva   London     Paris       Brussels          Monaco   Nassau
Wills & Estate Planning
What are the Benefits of an International Will & Estate Plan?

If you have assets (e.g. property) in more than one country, inheritance and estate
planning can become highly complex.

An Estate plan that accounts for this can ensure that the total inheritance tax paid across
all jurisdictions is minimised.

This will Ensure your partner/children are provided for in the future.

Professional estate planning will mean that the minimum of inheritance tax is required and
that your wishes as regards to your assets can be passed on exactly how you wish,
regardless of where your assets are held.




Global Financial Expertise Wherever You Are
Wills & Estate Planning
About our International Wills & Estate Plans

Whether you are planning a family, already have children or planning your retirement, it is
essential to make a will. Doing so allows your assets (property, stocks, savings, etc) to be
passed on to the people you love in a manner of your choosing.

It is a common misconception that IHT only affects the very wealthy. In fact, under UK
inheritance tax law (IHT) any estate valued at over £325 000 (double for married couples)
is liable to 40% IHT. Between the average value of property and savings, not to mention
any stocks shares you may have, this means the majority of home-owners will likely be
subject to IHT.

Working in one country, owning property in another and having dependents in a third can
mean your estate may be subject to myriad of inheritance laws in numerous countries. For
this reason it is a good idea to set up a will in every country where you own property and
have your primary will in the country you are domiciled in for tax purposes.



Global Financial Expertise Wherever You Are
Why Pryce Warner International Group?
40 Years Experience In Dealing with the Needs of Expats Throughout the World

Greater Control over Your Estate Management

Greater Breadth of Investment Opportunities

Increased Estate Planning Opportunities

Transparent Costs

Clear & Concise Reporting




Global Financial Expertise Wherever You Are
In summary…
We are an INDEPENDENT Consultancy Group with over 40 YEARS experience

We have a PROVEN TRACK RECORD

We work with the WORLD’S BEST INVESTMENT MANAGERS

We provide a PERSONAL SERVICE for our clients




                       ARE YOU ON THE RIGHT TRACK FOR YOUR FINANCIAL
                       FREEDOM & INDEPENDENCE?




Global Financial Expertise Wherever You Are
Wills & Estate Planning

             International Wills & Estate Planning




Geneva   London       Paris       Brussels           Monaco   Nassau

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Wills & Estate Planning

  • 1. Wills & Estate Planning International Wills & Estate Planning Geneva London Paris Brussels Monaco Nassau
  • 2. Wills & Estate Planning What are the Benefits of an International Will & Estate Plan? If you have assets (e.g. property) in more than one country, inheritance and estate planning can become highly complex. An Estate plan that accounts for this can ensure that the total inheritance tax paid across all jurisdictions is minimised. This will Ensure your partner/children are provided for in the future. Professional estate planning will mean that the minimum of inheritance tax is required and that your wishes as regards to your assets can be passed on exactly how you wish, regardless of where your assets are held. Global Financial Expertise Wherever You Are
  • 3. Wills & Estate Planning About our International Wills & Estate Plans Whether you are planning a family, already have children or planning your retirement, it is essential to make a will. Doing so allows your assets (property, stocks, savings, etc) to be passed on to the people you love in a manner of your choosing. It is a common misconception that IHT only affects the very wealthy. In fact, under UK inheritance tax law (IHT) any estate valued at over £325 000 (double for married couples) is liable to 40% IHT. Between the average value of property and savings, not to mention any stocks shares you may have, this means the majority of home-owners will likely be subject to IHT. Working in one country, owning property in another and having dependents in a third can mean your estate may be subject to myriad of inheritance laws in numerous countries. For this reason it is a good idea to set up a will in every country where you own property and have your primary will in the country you are domiciled in for tax purposes. Global Financial Expertise Wherever You Are
  • 4. Why Pryce Warner International Group? 40 Years Experience In Dealing with the Needs of Expats Throughout the World Greater Control over Your Estate Management Greater Breadth of Investment Opportunities Increased Estate Planning Opportunities Transparent Costs Clear & Concise Reporting Global Financial Expertise Wherever You Are
  • 5. In summary… We are an INDEPENDENT Consultancy Group with over 40 YEARS experience We have a PROVEN TRACK RECORD We work with the WORLD’S BEST INVESTMENT MANAGERS We provide a PERSONAL SERVICE for our clients ARE YOU ON THE RIGHT TRACK FOR YOUR FINANCIAL FREEDOM & INDEPENDENCE? Global Financial Expertise Wherever You Are
  • 6. Wills & Estate Planning International Wills & Estate Planning Geneva London Paris Brussels Monaco Nassau

Notas do Editor

  1. Update countries- remove Dublin, Madrid & Frankfurt Add Roger’s name & job title.
  2. Update countries- remove Dublin, Madrid & Frankfurt Add Roger’s name & job title.