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Legacy Planning Checklist

Is your family truly prepared for a seamless wealth transfer? Download our exclusive Legacy Planning Checklist and clearly assess

  • Do you have cross-border liquidity coverage in place?
  • Are your heirs ready to manage complex assets?
  • Have you accounted for inheritance taxes in France, the UK, or other high-tax countries?
  • Are your digital and intangible assets protected?
  • Do you have a plan for fair asset distribution without forced sales?
Blogs
Pen and Paper

The Hidden Cost of Cross-Border Inheritance Taxes

Inheritance taxes can quietly erode your legacy—especially when your family and assets span multiple countries. Many families prepare legally, yet few anticipate complex tax rules, different domicile laws, and differences in asset valuation across countries. In this practical guide, we uncover common pitfalls that catch families by surprise like double taxation, asset freezes, delayed inheritances, and forced asset sales. Learn how proactive liquidity planning can protect your family’s wealth and secure your legacy.

Family

Keeping Family Control Across Generations

Inheritance taxes can quietly erode your legacy—especially when your family and assets span multiple countries. Many families prepare legally, yet few anticipate complex tax rules, different domicile laws, and differences in asset valuation across countries. In this practical guide, we uncover common pitfalls that catch families by surprise like double taxation, asset freezes, delayed inheritances, and forced asset sales. Learn how proactive liquidity planning can protect your family’s wealth and secure your legacy.

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