CASE STUDY
International Wealth Planning Without Unnecessary Tax
A cross-border strategy to help a UK resident access overseas wealth, invest in the UK and prepare for tax changes.
KEY RESULT
A comprehensive international tax strategy designed to preserve wealth and minimise unnecessary UK tax.
Tax-efficient access to overseas funds
Potential UK tax exposure reduced
UK investment reliefs assessed
Future tax changes considered
Jurisdictions
UK and France
Overseas structure
French property company structure
Scope
Choose the most tax-efficient structure
UK investment
Business Investment Relief reviewed
Future planning
Changes to the UK tax regime
The Challenge
A UK resident inherited assets held through a French property company and needed to access the funds without creating unnecessary UK tax.
The client also wanted to invest in a UK business while preparing for changes to the non-dom regime.
Our Approach
We reviewed the client’s international assets, funds and investment plans as one integrated strategy, including:
- French property-company treatment
- Remittance Basis and mixed funds
- Dividend versus capital extraction
- Business Investment Relief
- UK Capital Gains Tax
- Upcoming tax changes
What We Delivered
- More efficient withdrawal options
- Separation of taxable and non-taxable funds
- Business Investment Relief strategy
- Tax-efficient asset-disposal opportunities
- Preparation for future legislation
Value We Added
- Reduced potential UK tax exposure
- Clearer overseas fund treatment
- Better bank-account structuring
- UK investment opportunities identified
- Preparation for future tax changes
- Long-term tax roadmap
Get clear cross-border advice to protect your wealth, minimise unnecessary tax and plan with confidence.