UK & EU Estate Planning - Live At Your Desk

Introduction

Do you have UK clients with assets in the EU or EU clients with assets in the UK?

And do you act for families whose members live across the UK and EU?

These scenarios create complex legal and tax issues which this new virtual classroom seminar will address.

The session is a must for those involved with UK/EU cross-border wills, estate planning and taxation.

You will learn about the UK and EU approaches to succession to an individual’s estate and how there may be restrictions on the beneficiaries who can benefit.

The session will also examine how the conflicts between the different systems of inheritance are resolved.

It will also look at how double tax can be avoided.

What You Will Learn

This live and interactive session will cover the following:

• Connecting factors for succession in the UK and EU
• UK conflict of law rules
• The concept of Renvoi and why it matters
• Impact of the EU Succession Regulation
• Freedom of testation v ‘forced heirship’ - succession and tax issues
• Inheritance tax v estate taxes
• Double tax treaties and UK unilateral relief

Recording of live sessions: Soon after the Learn Live session has taken place you will be able to go back and access the recording - should you wish to revisit the material discussed.