Our Services
Succession
Planning
Our Services
Succession
Planning
Succession Planning
Your plan to pass on your wealth to future generations…
You built it. We help you protect it.
Many move overseas to tax friendly environments assuming that UK taxes are a thing of the past. But when it comes to Inheritance Tax (IHT) you could be caught in the UK tax net for far longer than you anticipated. Depending on your long term UK tax residence history your worldwide assets could suffer a 40% tax charge on your passing. That includes properties, investments and business interests no matter where they are in the world. Without careful planning your wealth could be significantly eroded by tax before it even reaches your heirs. At Metis we ensure that doesn’t happen.
Let’s Build Something That Lasts
Let’s start a conversation that lasts a lifetime.
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Why Inheritance Tax Matters
The UK’s 40% Inheritance Tax rate applies to estates exceeding £325,000 in value. When you include property, investments, and from 2027 pension funds, many British expats are unknowingly leaving their loved ones with a significant tax bill.
Inheritance Tax exemptions remain frozen; the value of your allowances are eroded by inflation. A pro-active plan to tackle your Inheritance Tax bill is now more important than ever.
Key Considerations For British Expats
Tax Residence history
If you have been UK tax resident in 10 out of the last 20 years you are likely to face IHT on your worldwide assets. Your residence status is determined under the complex Statutory Residence Tests.
UK Assets
Even if you have not been UK tax resident in 10 out of the last 20 years you will still face IHT on UK property, UK investments, UK business interests and, from 2027, UK pensions. UK assets will always face IHT no matter what your UK tax residence history is.
Don’t forget Wills
Wills are a cornerstone of any estate plan. Ensuring both UK and local Wills are in place ensures a seamless asset distribution, that children will be looked after by guardians of your choice and legal risks will be mitigated.
Plan to reduce your IHT bill
Your plan will be individual to you and may include trust and wealth structuring, tax efficient gifting during your lifetime, life insurance and tax residency planning.
Control your wealth beyond your lifetime
Trusts and foundations are a cornerstone of strategic wealth management offering a robust framework for asset protection, succession planning and intergenerational wealth transfer.
For British Expatriates establishing a trust or a foundation can provide clarity and control over the distribution of assets, ensuring that your wealth is preserved and allocated according to your wishes in future years even after you have passed on.