Estate administration with a value of £6million
Elspeth Neilson
Table of Contents
International estate valued at £6m
In this international probate case, we are acting for the executors in an estate administration with a value of £6million. The deceased was an artist and a family member of the founder of one of the UK’s largest independent grant-giving organisations.
Dual UK/US nationality
The deceased had dual UK/US nationality but renounced her US citizenship shortly before she died. Her estate comprises several residential and commercial properties and investments in the UK. She had disclaimed her interest in a large US-based trust shortly before her death and the implications of this are being addressed with HMRC.
The will included an “18 to 25” Trust
The deceased’s will created an “18-25” trust for the benefit of her two children, and due to their own wealth and dual nationality, robust strategic and taxation advice has been required. Where a will delays the age that a child can inherit, to age 25, or earlier, this can create an “18 to 25” Trust. The tax treatment of these trusts for income tax and capital gains tax are the same as for Bereaved Minor Trusts.
How we can help
Managing the estate administration for a high value international estate requires expert knowledge and strategic planning. If you are an executor or beneficiary dealing with an international estate, our specialist probate team can provide the guidance you need. We offer comprehensive support for navigating the intricacies of estate administration, including tax implications and trust management.
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