High-Net-Worth Planning
International and cross-border considerations
Assets, residence or beneficiaries in more than one jurisdiction.
Cross-border situations turn on residence history, where the assets are located, the succession and tax rules that apply in each place, and any treaty relief — all matters for specialist consideration rather than general guidance.
These enquiries are referred to specialists with the relevant cross-border expertise, and we say plainly when a question is outside what we can coordinate.
Things worth considering
- Domicile and residence are technical and often misunderstood
- Foreign assets may be governed by local succession rules
- Suitable specialist advice in each jurisdiction is required
Enquire about international and cross-border considerations
Tell us what you would like to protect or resolve. One named contact will read your enquiry personally and come back to you.
- One dedicated point of contact
- No call centres
- Introductions handled discreetly
- Serving Hampshire, West Sussex, Surrey and the Isle of Wight
Cromwell Associates coordinates enquiries and introduces clients to appropriately qualified specialists. We do not provide regulated financial, legal or tax advice, and submitting this form places you under no obligation.
Your enquiry is reviewed personally before any introduction is made.