继承与遗产规划

Our team advises international families with members and assets spread across multiple jurisdictions on the best planning mechanisms to ensure effective asset protection and succession.

Our work includes advising on best use of wills and other testamentary arrangements, as well as vehicles such as trusts, foundations, usufruct and quasi-usufruct structures, companies and partnerships in an international context. These structures often require bespoke drafting of settlor's wishes or family constitutions. We cater for risks of incapacity through preparation of enduring or lasting powers of attorney based on local law requirements.

We also ensure that our planning is compatible across borders, taking into account key factors such as local tax implications, forced heirship rules and matrimonial property regimes.

We have experience advising on both Shari’ah-compliant and conventional succession planning, including situations where Shari’ah principles intersect with civil or common law systems. Our team helps clients navigate inheritance issues in jurisdictions where Islamic law governs succession, ensuring outcomes that respect family traditions while remaining legally sound.

We provide advice on how to mitigate the taxation of business interests and other investments and significant assets, including when these are transferred between generations. This also includes advice on how to avoid unnecessary double taxation where family members and assets span several jurisdictions.

We advise on the implications of marriage and civil partnerships for wealth planning, including the structuring and enforceability of pre- and post-nuptial agreements.

Our guidance covers the impact of international matrimonial property regimes on asset ownership and tax exposure, helping clients plan proactively to safeguard individual and family interests.

We advise international families on the most suitable structures to protect their wealth not just from ‘internal risks’, such as divorce and succession disputes, but also from external factors such as political instability, creditors and other interferences.

With increasing regulatory scrutiny and evolving disclosure regimes, we advise on how best to ensure accurate information is reported and provided under the Common Reporting Standard (CRS), US FATCA and other national and international disclosure requirements.

We advise on regulatory licensing, securities disclosure, tax treaties, tax residency and economic substance requirements for individuals, trusts and companies.