Providing our clients with
financial advice given the recent changes in international tax legislation under global Common Reporting Standards
is a very specialist area of expertise and requires careful planning. Our end objective is to ensure that
world-wide assets are bullet-proofed against inheritance taxes, probate and other potential problems with careful
consideration for the OECD standards and regulations. Particular care and attention needs to be applied to ensure
that our succession planning structures are both compliant under the OECD Common Reporting Standards and will not
be challenged under global anti-avoidance legislation.
Cross border tax planning is highly complicated and
requires expertise in two countries for foreign nationals living abroad. There could be tax obligations to meet in
both countries and getting it wrong could have significant consequences which could be avoided. There could be
reporting obligations in both countries and the product recommended should be compliant under the
tax laws of each. This is very much the starting point of our advice process. We assist with all aspects
of cross-border financial planning and administration – both within in the EU and your country of tax residency in
all matters relating to structures and investments held offshore.
