Helping to secure your family’s future

When it comes to inheritance and succession planning, our experts provide a clear understanding of the laws and legislation that impact your wealth.

Succession Planning Solutions Tailored to Your Requirements

Managing assets and family around the world can be complicated. When it comes to planning your estate, succession laws and inheritance taxes can vary significantly from one country to another. That’s why planning ahead is key to ensuring a smooth and tax-efficient transition of your wealth.

Teaming up with our network of expert partners, we’re here to provide advice and support for international succession, cross-border planning and overseas probate work for individuals worldwide. We understand how important it is to help our clients structure their wealth appropriately, especially when they have assets in multiple overseas jurisdictions. Our team ensure a smooth and efficient transfer of your wealth to the people that matter to you most.

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Clear Inheritance Tax Advice

Futureproofing Your Wealth

When it comes to succession planning, safeguarding and preserving accumulated wealth, especially against inheritance taxes, is important. We concentrate on understanding your goals, assessing your exposure to inheritance taxes, while considering the use of both common law and civil law structures. This enables us to tailor-make a financial to future-proof your wealth.

Exploring Intergenerational Wealth Management

Intergenerational wealth management is about how families use their collective wealth to support each other during their lifetimes. Increasing life expectancy and major social change mean many families need to reconsider how their wealth can work harder for the benefit of the whole family. Our team will work closely with you to create a detailed plan that ensures your worldwide assets are appropriately structured to be passed on to your loved ones.

Clear Advice to Support a Smooth Process

Our team realises that this specialist area of wealth management can be complex to navigate. Rest assured, we are clear and professional with our advice, ensuring that you have a complete understanding of the legislation that impacts you.

Domestic Laws

A clear understanding of the domestic rules and regulations related to your residence and asset location is crucial for effective inheritance and succession planning. Leveraging our knowledge, expertise and extensive network of partners, we guide you in comprehending the principles of foreign tax regimes and double taxation treaties.

Achieve your goals in 4 simple steps

1

Contact Us

Contact us via phone, email, or our website. Our team ensures personalised service, matching you with a dedicated adviser for comprehensive financial guidance.

2

About You

Following your free consultation, we will prepare a financial plan aligned with your profile and goals. Every part of the process will be easy to understand and fees will be fully explained.

3

At Your Service

When you are ready to proceed with your financial plan, we will start the onboarding process. Your adviser and the team will update you during the secure application process.
4

Welcome to PLU

We will deliver an excellent and professional service for the long-term. Your adviser will provide continuous support, updates and regular reviews so your plan stays aligned to your goals.

Securing Your Assets for the Future

People spend many years building up their wealth, eventually reaching the point of financial comfort and security, a luxury that they hope to pass on to their loved ones.

The PLU Financial team take the complexity out of inheritance and succession planning through our straightforward advisory services, no matter where you are based.

Together with our partners, we can support with international succession, cross-border planning and overseas probate work. We support our clients to structure their wealth appropriately, whether they have their assets in one or more jurisdiction.

Where Next?

Wealth Management

Providing a comprehensive approach to managing your finances. Forming strong, lasting relationships that help you achieve your goals and financial wellbeing.

Pension Advice

Your best interests are our priority. Our advice on your pension will be clear, trustworthy and jargon-free, ensuring that what is best for you is central to what we do.

International Financial Planning

Supporting our clients, wherever they may be. If you’re living abroad, our team will be there to aid you at every turn.

Retirement Planning

Putting your retirement needs first. A key part of retirement is being able to relax and enjoy the fruits of your labour.

Inheritance and Succession

When it comes to inheritance and succession planning, it’s vital to have a clear understanding of the laws and legislation that impact your wealth, which is where our experts can help.

Tax Planning

Understanding your financial situation and how that impacts your tax liabilities is central to the advice and tax planning services that we deliver.

Repatriation Services

We proudly provide continued support and advice to our clients, wherever they are in the world, to ensure that their assets are protected.

Contact our financial experts today and get started with our inheritance and succession planning services.